Lear Geçmiş Kazanç Performansı
Geçmiş kriter kontrolleri 4/6
Lear yıllık ortalama 4.9% oranında kazançlarını artırırken, Auto Components sektöründe kazançlar growing at 4.9% annual. Gelirler growing yılda ortalama 4.2% oranında artmaktadır. Lear'in özkaynak karlılığı 12% ve net marjı 2.3%'dir.
Anahtar bilgiler
4.86%
Kazanç büyüme oranı
8.03%
EPS büyüme oranı
| Auto Components Sektör Büyümesi | 10.46% |
| Gelir büyüme oranı | 4.25% |
| Özkaynak getirisi | 11.97% |
| Net Marj | 2.35% |
| Son Kazanç Güncellemesi | 04 Jul 2026 |
Yakın geçmiş performans güncellemeleri
Recent updates
Anlatı Güncellemesi • Jul 30
LEA: North America Production Upside And 2026 Cash Generation Will Shape Risk Reward
The updated analyst price target for Lear moves up from $146.00 to about $151.07, reflecting analysts' recent rounds of target increases across the Street, tied to expectations for steady auto supplier earnings, potential guidance raises, and the company's exposure to North America auto production. Analyst Commentary Street research on Lear points to a cluster of higher price targets and a recent upgrade, which together frame how analysts are thinking about the stock's valuation, execution risk, and growth potential ahead of upcoming earnings seasons.Seeking Alpha • Jul 17
Lear Is In High Gear
Summary Lear Corporation is rated a ‘buy’ due to resilient growth and exceptionally low valuation multiples despite industry headwinds. LEA’s Q1 2026 revenue rose to $5.82B, driven by strong seating segment performance and global diversification, even as global vehicle production declined. Management guides for 2026 revenue of $23.21–$24.01B and EBITDA of $1.65–$1.82B, reflecting confidence in product innovation and robust order pipelines. Execution in a weak macro environment and attractive relative valuation positions LEA for potential upside if even modest improvements materialize. Read the full article on Seeking Alpha
Anlatı Güncellemesi • Jun 22
LEA: North America Production Upside Will Drive Future Earnings Leverage
Analysts have raised their average price target on Lear, reflecting modestly higher assumptions for revenue growth, profit margins and earnings multiples. This view is supported by recent research that highlights the company's leverage to potential North America auto production upside and updated auto supplier models following Q1 results.Analiz Makalesi • Jun 21
Lear (LEA) Stock Could Be 4.3% Undervalued After Strong Quarterly Results
Lear (LEA) has attracted fresh attention as investors weigh mixed technical signals against much stronger recent financial results, with quarterly revenue up 4.72% and net profit growth above 100% drawing closer scrutiny to the stock. See our latest analysis for Lear. At a share price of $139.75, Lear has given investors a 17.56% 3 month share price return and a 57.5% 1 year total shareholder return. This suggests momentum has been building as recent earnings and mixed technical signals reset...Anlatı Güncellemesi • Jun 06
LEA: North America Auto Production Upside Will Drive Future Margin Leverage
Analysts have nudged the fair value estimate for Lear higher from $174.47 to $177.66, reflecting recent price target increases that highlight its North America auto production exposure and earnings leverage into 2027 and 2028. Analyst Commentary Recent Street research on Lear has leaned more constructive, with several bullish analysts updating their views and price targets after reviewing new data points on North America auto production and company fundamentals.Anlatı Güncellemesi • May 23
LEA: Content Tailwinds And 2026 Cash Generation Will Shape Balanced Risk Reward
Analysts have slightly raised the price target on Lear to $146.0 to align with a modestly higher fair value estimate, citing updated sector models that, in their view, indicate favorable risk/reward and potential content tailwinds in auto supply through 2027. Analyst Commentary Recent research on Lear shows a mix of optimism and caution, with several price target changes in both directions and a fresh initiation of coverage.Analiz Makalesi • May 12
Lear's (NYSE:LEA) Solid Earnings Have Been Accounted For Conservatively
Lear Corporation's ( NYSE:LEA ) solid earnings announcement recently didn't do much to the stock price. We did some...
Anlatı Güncellemesi • May 07
LEA: Interior Premiumization And 2026 Execution Will Drive Balanced Risk Profile
Analysts have raised the fair value estimate for Lear from $115 to $130 after updated research indicated slightly higher expectations for revenue growth and profit margins, supported by a series of recent price target adjustments across the Street. Analyst Commentary Recent research on Lear reflects a mixed tone, with several firms adjusting price targets both higher and lower over the past few months.Anlatı Güncellemesi • Apr 18
LEA: Seating Premiumization And 2026 Execution Will Shape Balanced Risk Reward
Analysts have reduced the blended price target on Lear to $115 from $123, reflecting recent target cuts across several firms as they incorporate slightly higher discount rates, updated long term growth assumptions, and a lower future P/E multiple, while keeping revenue growth and profit margin inputs relatively steady. Analyst Commentary Recent research on Lear highlights a clear shift toward more conservative pricing assumptions, with several firms cutting price targets and embedding higher discount rates and lower future P/E multiples.Anlatı Güncellemesi • Apr 04
LEA: Seating Premiumization And 2026 Execution Will Likely Support Balanced Risk Reward
Narrative Update on Lear Analysts have made a modest downward adjustment to Lear's consolidated price target, trimming it by $5. Recent research balances earlier broad target increases with views that much of the company's growth potential is already reflected in the current valuation.Anlatı Güncellemesi • Mar 21
LEA: Premium Seating Strength Will Likely Meet But Not Exceed 2026 Outlook
The updated analyst price target for Lear is now $123. This reflects a recalibration of fair value as analysts highlight the company's vertical integration in seating, exposure to higher content per vehicle, and solid free cash flow and balance sheet strength, while also acknowledging that much of the growth potential is already reflected in the current valuation.Anlatı Güncellemesi • Mar 07
LEA: Future Margin Upside Will Rely On Automation And Premium Interiors
The analyst price target for Lear has shifted from $136 to about $174. Analysts attribute this change to the company's exposure to higher content per vehicle, interior premiumization, and an automation supported margin trajectory, which they cite as key reasons for the reset in expectations.Anlatı Güncellemesi • Feb 20
LEA: Automation Execution And 2026 Cash Generation Will Drive Balanced Risk Reward
The updated analyst price target for Lear has increased from $139.55 to $144.50, reflecting analysts' focus on the company's free cash flow profile, balance sheet, and automation-driven margin trajectory as cited in recent research. Analyst Commentary Recent research on Lear clusters around how its cash generation, balance sheet, and automation efforts might support the current valuation and future execution.Analiz Makalesi • Feb 16
Lear's (NYSE:LEA) Dividend Will Be $0.77
The board of Lear Corporation ( NYSE:LEA ) has announced that it will pay a dividend on the 25th of March, with...Anlatı Güncellemesi • Feb 06
LEA: 2026 Execution And New Capacity Plans Will Shape Future Upside Risk Balance
Analysts have raised their price targets on Lear, supporting a higher fair value estimate of about $140. This mainly reflects updated assumptions for revenue growth, profit margins, the discount rate and future P/E multiples, based on the recent wave of target increases across major firms.Analiz Makalesi • Jan 25
Lear Corporation's (NYSE:LEA) Subdued P/E Might Signal An Opportunity
Lear Corporation's ( NYSE:LEA ) price-to-earnings (or "P/E") ratio of 14.1x might make it look like a buy right now...Anlatı Güncellemesi • Jan 23
LEA: Buybacks And 2026 Execution On Margins And Cash Flow Will Guide Upside Potential
Narrative Update on Lear The updated analyst price target for Lear has moved higher by about US$9. Analysts point to company guidance for 2026 revenue and margin growth, improving EBIT comparisons and free cash flow, as well as refreshed post-earnings models as key reasons for the change.Anlatı Güncellemesi • Jan 08
LEA: 2026 Margin Execution Will Likely Lag Optimistic Guidance-Driven Expectations
Analysts have nudged their Lear price targets higher, with recent moves such as US$120 to US$125 and US$115 to US$117. These reflect updated models that factor in the company’s 2026 guidance for revenue and margin growth, improving EBIT comparisons, free cash flow trends and potential US onshoring benefits.Analiz Makalesi • Jan 04
Is Lear (NYSE:LEA) Using Too Much Debt?
Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...Anlatı Güncellemesi • Dec 17
LEA: 2026 Margin Delivery Will Likely Disappoint Versus Rising Expectations
The analyst price target for Lear has been raised from $88 to $99, reflecting analysts' increased confidence in the company’s 2026 revenue and margin growth outlook, supported by improved sector demand and easing comparables. Analyst Commentary Recent Street research reflects a generally constructive outlook for Lear into 2026, with several firms lifting price targets on the back of the company’s revenue and margin guidance.Anlatı Güncellemesi • Dec 03
LEA: Buybacks And 2026 Margin Outlook Will Shape Risk Reward Balance
The analyst price target for Lear has increased by about $1, to roughly $119, as analysts factor in the company’s guidance for improving revenue and margins into 2026 and a more favorable risk-reward setup supported by stronger sector trends. Analyst Commentary Street research on Lear has turned incrementally more constructive, with several firms revising models to reflect the company’s updated 2026 outlook, while others remain cautious on execution risk and cyclical exposure.Anlatı Güncellemesi • Nov 19
LEA: Revenue Guidance And Share Buybacks Will Drive Returns Into 2026
Lear’s analyst price target increased modestly from $117.58 to $118.00, as analysts cited improving guidance for revenue and margins heading into 2026. They also noted a more favorable risk/reward profile following recent earnings updates.Anlatı Güncellemesi • Nov 04
LEA: Future Performance Will Reflect Shifting Auto Demand And Competitive Pressures
The analyst price target for Lear has increased by $1.67 to $117.58, as analysts point to improving risk and reward dynamics and the potential for stronger earnings growth in coming years. Analyst Commentary Recent research updates have highlighted a range of viewpoints on Lear's outlook, reflecting both optimism and caution among covering analysts.Analiz Makalesi • Nov 03
Lear Corporation Just Missed Earnings - But Analysts Have Updated Their Models
It's been a good week for Lear Corporation ( NYSE:LEA ) shareholders, because the company has just released its latest...Analiz Makalesi • Oct 25
Is There An Opportunity With Lear Corporation's (NYSE:LEA) 29% Undervaluation?
Key Insights The projected fair value for Lear is US$143 based on 2 Stage Free Cash Flow to Equity Lear is estimated to...Anlatı Güncellemesi • Oct 21
Analysts Split on Lear as Modest Valuation Uptick Follows Updated Guidance and New Partnerships
Analysts have modestly increased their fair value estimate for Lear to approximately $115.92. This update reflects expectations for stronger global light vehicle production and more favorable currency and commodity trends, despite slightly reduced profit margin and revenue growth forecasts.Seeking Alpha • Apr 01
Lear: Liking The Long-Term, But Short Term Is Volatile
Summary Lear Corporation's fundamentals remain strong, but the impact of tariffs and potential production shifts necessitate a lowered price target from $160 to $150/share. Despite decent full-year results and a solid sales backlog, uncertainties around tariffs and production costs present significant risks to short-term performance. Lear's valuation is attractive at below 7x P/E, but the complexities of tariff impacts and production moves make forecasting challenging. I maintain a "Buy" rating for Lear, emphasizing diversification and considering peers like Aptiv PLC and Magna for a balanced investment strategy. Read the full article on Seeking AlphaSeeking Alpha • Jan 14
Lear Likely To Have A Long-Term Outperformance Potential
Summary Lear Corporation, a key player in the automotive seating market, is undervalued and has strong fundamentals, making it an attractive long-term investment. Despite industry challenges, Lear's innovation, market position, and high switching costs for customers create a significant economic moat. LEA shows solid growth in premium vehicle segments and automotive electronics, with a conservative upside of at least 15% annualized returns. With a price target of $160/share, Lear is a "Buy" due to its investment-grade credit rating, well-covered dividend, and realistic earnings growth potential. Read the full article on Seeking AlphaSeeking Alpha • Oct 29
Lear Corporation: Undervalued With Significant Upside Potential
Summary Lear Corporation, an automotive technology company, is undervalued due to short-term market concerns, presenting a potential investment opportunity with 46 to 63% upside to fair value. Lear is a market leader with a narrow economic moat in the Seating segment (74% of revenues), while E-Systems segment lacks a moat but benefits from electrification tailwinds. Financially robust with a BBB credit rating, Lear rewards shareholders through dividends and share buybacks, despite revising down the 2024 revenue outlook due to industry pressures. A deep In-The-Money Call option strategy offers significant leverage with limited downside risk compared to a stock position, potentially yielding 145% return by April 2025 if stock reaches $145. Read the full article on Seeking AlphaGelir ve Gider Dağılımı
Gelir ve Gider Dağılımı
Lear nasıl para kazanır ve harcar. LTM bazında en son bildirilen kazançlara dayanmaktadır.
Kazanç ve Gelir Geçmişi
| Tarih | Gelir | Kazançlar | G+A Giderleri | Ar-Ge Giderleri |
|---|---|---|---|---|
| 04 Jul 26 | 23,701 | 556 | 711 | 0 |
| 04 Apr 26 | 23,522 | 528 | 697 | 0 |
| 31 Dec 25 | 23,259 | 437 | 679 | 0 |
| 27 Sep 25 | 22,985 | 442 | 680 | 0 |
| 28 Jun 25 | 22,890 | 470 | 682 | 0 |
| 29 Mar 25 | 22,872 | 478 | 675 | 0 |
| 31 Dec 24 | 23,306 | 507 | 690 | 0 |
| 28 Sep 24 | 23,433 | 546 | 683 | 0 |
| 29 Jun 24 | 23,629 | 543 | 695 | 0 |
| 30 Mar 24 | 23,616 | 539 | 701 | 0 |
| 31 Dec 23 | 23,467 | 573 | 696 | 0 |
| 30 Sep 23 | 22,997 | 563 | 694 | 0 |
| 01 Jul 23 | 22,457 | 522 | 672 | 0 |
| 01 Apr 23 | 21,529 | 422 | 654 | 0 |
| 31 Dec 22 | 20,892 | 328 | 653 | 0 |
| 01 Oct 22 | 20,400 | 232 | 594 | 0 |
| 02 Jul 22 | 19,427 | 113 | 598 | 0 |
| 02 Apr 22 | 19,117 | 220 | 609 | 0 |
| 31 Dec 21 | 19,263 | 374 | 604 | 0 |
| 02 Oct 21 | 19,627 | 554 | 633 | 0 |
| 03 Jul 21 | 20,258 | 755 | 618 | 0 |
| 03 Apr 21 | 17,942 | 286 | 596 | 0 |
| 31 Dec 20 | 17,046 | 159 | 573 | 0 |
| 03 Oct 20 | 16,620 | 109 | 582 | 0 |
| 04 Jul 20 | 16,545 | 155 | 576 | 0 |
| 04 Apr 20 | 19,108 | 630 | 582 | 0 |
| 31 Dec 19 | 19,810 | 790 | 587 | 0 |
| 28 Sep 19 | 19,935 | 856 | 574 | 0 |
| 29 Jun 19 | 20,002 | 886 | 565 | 0 |
| 30 Mar 19 | 20,575 | 1,027 | 582 | 0 |
| 31 Dec 18 | 21,149 | 1,139 | 589 | 0 |
| 29 Sep 18 | 21,570 | 1,318 | 609 | 0 |
| 30 Jun 18 | 21,660 | 1,341 | 634 | 0 |
| 31 Mar 18 | 21,202 | 1,330 | 618 | 0 |
| 31 Dec 17 | 20,467 | 1,288 | 618 | 0 |
| 30 Sep 17 | 19,747 | 1,120 | 628 | 0 |
| 01 Jul 17 | 19,292 | 1,062 | 623 | 0 |
| 01 Apr 17 | 18,893 | 1,033 | 620 | 0 |
| 31 Dec 16 | 18,558 | 975 | 600 | 0 |
| 01 Oct 16 | 18,639 | 981 | 570 | 0 |
| 02 Jul 16 | 18,443 | 947 | 554 | 0 |
| 02 Apr 16 | 18,353 | 847 | 551 | 0 |
| 31 Dec 15 | 18,211 | 746 | 562 | 0 |
| 26 Sep 15 | 18,037 | 772 | 549 | 0 |
Kaliteli Kazançlar: LEA büyük bir tek seferlik zarar ile $222.4M, 4th July, 2026 tarihine ait son 12 aylık mali sonuçları etkiliyor.
Büyüyen Kar Marjı: LEA 'nin mevcut net kar marjları (2.3%) geçen yılın (2%) sinden daha yüksektir.
Serbest Nakit Akışı ve Kazanç Analizi
Geçmiş Kazanç Büyüme Analizi
Kazanç Eğilimi: LEA şirketinin kazancı son 5 yılda yılda 4.9% oranında arttı.
Büyüme Hızlandırma: LEA 'un son bir yıldaki kazanç büyümesi ( 18.8% ) 5 yıllık ortalamasını (yıllık 4.9% ) aşıyor.
Kazançlar vs. Sektör: LEA geçen yılki kazanç büyümesi ( 18.8% ) Auto Components sektörünün 12.5% değerini aştı.
Özkaynak Getirisi
Yüksek ROE: LEA 'nin Özsermaye Getirisi ( 12% ) düşük olarak değerlendiriliyor.
Varlık Getirisi
Kullanılan Sermaye Getirisi
Geçmişte güçlü performans gösteren şirketleri keşfedin
Şirket Analizi ve Finansal Veri Durumu
| Veri | Son Güncelleme (UTC saati) |
|---|---|
| Şirket Analizi | 2026/09/10 07:47 |
| Gün Sonu Hisse Fiyatı | 2026/09/10 00:00 |
| Kazançlar | 2026/07/04 |
| Yıllık Kazançlar | 2025/12/31 |
Veri Kaynakları
Şirket analizimizde kullanılan veriler S&P Global Market Intelligence LLC'den alınmıştır. Bu raporu oluşturmak için analiz modelimizde aşağıdaki veriler kullanılmıştır. Veriler normalize edilmiştir, bu da kaynağın mevcut olmasından kaynaklanan bir gecikmeye neden olabilir.
| Paket | Veri | Zaman Çerçevesi | Örnek ABD Kaynağı * |
|---|---|---|---|
| Şirket Finansalları | 10 yıl |
| |
| Analist Konsensüs Tahminleri | +3 yıl |
|
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| Piyasa Fiyatları | 30 yıl |
| |
| Sahiplik | 10 yıl |
| |
| Yönetim | 10 yıl |
| |
| Önemli Gelişmeler | 10 yıl |
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* ABD menkul kıymetleri için örnek, ABD dışı için eşdeğer düzenleyici formlar ve kaynaklar kullanılmıştır.
Belirtilmediği sürece tüm finansal veriler yıllık bir döneme dayanmaktadır ancak üç ayda bir güncellenmektedir. Bu, İzleyen On İki Ay (TTM) veya Son On İki Ay (LTM) Verileri olarak bilinir. Daha fazla bilgi edinin.
Analiz Modeli ve Kar Tanesi
Bu raporu oluşturmak için kullanılan analiz modelinin ayrıntılarına Github sayfamızdan ulaşabilirsiniz; ayrıca raporlarımızı nasıl kullanacağınıza dair kılavuzlarımız ve YouTube’da eğitim videolarımız da bulunmaktadır.
Simply Wall St analiz modelini tasarlayan ve oluşturan hakkında bilgi edinin.
Endüstri ve Sektör Metrikleri
Sektör ve bölüm metriklerimiz Simply Wall St tarafından her 6 saatte bir hesaplanmaktadır, sürecimizin ayrıntıları Github'da mevcuttur.
Analist Kaynakları
Lear Corporation 32 Bu analistlerden 14, raporumuzun girdisi olarak kullanılan gelir veya kazanç tahminlerini sunmuştur. Analistlerin gönderimleri gün boyunca güncellenmektedir.
| Analist | Kurum |
|---|---|
| null null | Argus Research Company |
| David Leiker | Baird |
| Dan Levy | Barclays |