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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.
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Next Lear earnings date
Q1 20265 May, 2026
Lear
Next Lear earnings date
Q1 20265 May, 2026
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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.
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