)
Visual
test
Lear
Lear (LEA) investor relations material
Lear Q4 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q4 2025 earnings summary4 Feb, 2026
Executive summary
Achieved $23.3 billion in full-year 2025 sales and $6.0 billion in Q4, with adjusted EPS of $12.80 for the year and $3.41 for Q4, marking the fifth consecutive annual increase.
Delivered record net performance savings of $195 million, exceeding margin improvement targets in both Seating and E-Systems.
Secured major new business awards, including the largest Seating conquest in company history and $1.4 billion in E-Systems awards, with significant contracts in North America and China.
Returned nearly $500 million to shareholders through $325 million in share repurchases and $165 million in dividends, exceeding initial buyback targets.
Operational excellence, digital transformation, and automation initiatives drove performance, including the launch of the Lear Fellowship with Palantir.
Financial highlights
Q4 2025 sales increased 5% year-over-year to $6.0 billion; full-year net sales were $23.3 billion, with core operating earnings of $1.1 billion (4.6% margin).
Adjusted EPS for 2025 was $12.80 (up 1%); Q4 adjusted EPS was $3.41 (up 16% year-over-year).
Free cash flow for 2025 was $527 million, with a 77% conversion rate; operating cash flow was $1.1 billion.
Q4 core operating earnings were $259 million (4.3% of sales); full-year core operating earnings were $1,062 million (4.6% of sales).
Cash and cash equivalents at year-end were $1.0 billion, with total liquidity of $3.0 billion.
Outlook and guidance
2026 net sales expected between $23.2 billion and $24.01 billion; core operating earnings projected at $1.03 billion to $1.2 billion; adjusted EBITDA at $1.65 billion to $1.82 billion.
Free cash flow guidance for 2026 is $550 million to $650 million, with >80% conversion; share repurchases targeted at over $300 million.
Capital spending planned at $660 million for launches and automation; no major strategic acquisitions planned.
Industry production expected to decline less than 1% year-over-year in 2026; guidance assumes conservative volume for key platforms.
Outlook excludes potential impacts from future tariff changes or major production disruptions.
How is the TCS $1B revenue target impacted?
What sustains net performance beyond 2026?
What capabilities drove the largest Seating win?
Partial view of Summaries dataset, powered by Quartr API
Research faster. Power your platform.
Latest summaries
- TimeTickerHeadlineOpen
- 7 Feb504614
Strong revenue and profit growth in Q3 FY26, led by power and steel segments. - 7 FebCHEMPLASTS
Net losses widened and revenue fell year-over-year amid regulatory and market headwinds. - 7 FebSBIN
Q3 FY26 net profit reached ₹21,028.15 crore, driven by robust income and strategic divestments. - 6 FebHTOO
Resale registration for 71,429 shares via warrant, with proceeds only on exercise; financial risks persist. - 6 FebVSAT
Q3 revenue up 3% to $1.16B, net income $25M, strong cash flow, Ligado boost, satellite focus. - 6 FebWEC
Targets 7–8% EPS growth, $37.5B capex, and coal exit by 2032 amid surging data center demand. - 6 FebBR
Q2 FY26 recurring revenue grew 8% and adjusted EPS guidance was raised to 9-12%. - 6 FebFFWM
Merger vote includes new non-voting stock class with limited conversion and no voting rights. - 6 FebKKR
Charter amendments seek to modernize governance and establish one share, one vote by 2026. - 6 FebARI
Proposed $9B real estate loan portfolio acquisition highlights disciplined, long-term strategy.
Next Lear earnings date
Q1 20265 May, 2026
Lear
Next Lear earnings date
Q1 20265 May, 2026
The essential earnings season companion
The #1 app for qualitative research. Live earnings calls, AI chat, transcripts, and more. All for free.
Live calls and transcripts
Listen to earnings calls, CMDs, investor conferences, and more – with a podcast-like experience.
Find what you need faster
Search for any keyword across all transcripts simultaneously.
Easily store key findings
Capturing important takeaways is as simple as it gets. Even during your lunch run or commute.
Your watchlist. Your dashboard.
Follow the companies that matter to you. Get a personalized feed with real-time updates.
Be the first to know
Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned.
Consensus estimates
Access analyst consensus estimates, valuation multiples, and revenue segments splits.
All IR material in one place
The easiest way to stay updated during earnings season.
Global coverage
All events from public companies. Live and recorded.
Just click and listen
No webcast links. No manual registrations.
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
)
Leroy DaleyApp Store
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
)
Eferix Drawings Google Play
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
anuj283App Store
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
Leroy DaleyApp Store
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
Eferix Drawings Google Play
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
anuj283App Store
I can't remember the last time an app had such a positive impact on my investment process.
)
@ankurshah47_ x.com
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
@theshortbearx.com
I can't remember the last time an app had such a positive impact on my investment process.
@ankurshah47_ x.com
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
@theshortbearx.com
)
)
Frequently asked questions
Lear Corporation designs, develops, engineers, manufactures, assembles, and supplies automotive seating and electrical distribution systems for automotive original equipment manufacturers worldwide. The company's Seating segment provides complete seat systems, including seat covers and trim, foam and headrests, seat frames, motors and mechanical actuators, safety belts and airbags, seats structures and mechanisms, and seat hardware; head restraints and armrests; rear seats; center consoles; interior structures; components for electronic control systems; wires; cables, lighting products; electronics modules; and power distribution centers. Its Electrical Power Management Systems segment offers front-end electronic modules comprising battery junction boxes/under hood power distribution centers that manage the voltage level supplied by the battery to various vehicle devices through a network of fuses and relays; battery cable assemblies; copper bars/bus bars to distribute current between junction boxes and other electrical components in the vehicle.
Quartr provides global coverage of all investor relation material from public companies.
Mobile app: Research anytime, anywhere with the #1 app for live earnings calls, transcripts, analyst estimates, and more. All for free.
Desktop (Quartr Pro): The leading platform for qualitative research, used daily by top firms and financial institutions.
Quartr API: Build custom solutions powered by live earnings calls, live transcripts, filings and reports, slide presentations, and more.
Yes, the Quartr mobile app is free on both iOS and Android.
Yes. Quartr provides global, industry-leading live coverage of company events such as regular earnings calls, capital markets days, M&A announcements, and investor conferences. Live with zero delays. Just click and listen.
Yes, capturing important takeaways is as simple as it gets. Even during your lunch run or commute.
Yes. Follow the companies that matter to you. Get a personalized feed with real-time updates, a tailored earnings calendar, and instant alerts when earnings calls go live.
Yes. Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned, regardless of who's talking.
Explore our global coverage