Lear Corp LEA

Morningstar Rating

Company Report

Price vs Fair Value

LEA is trading at a LOCK|yfNJg premium.
Price
$121.37
Fair Value
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Uncertainty
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1-Star Price
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5-Star Price
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Economic Moat
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Capital Allocation
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Bulls Say, Bears Say

Bulls

Lear's above-industry growth rates are supported by a growing global premium-vehicle segment and increasing penetration of automotive electrical and electronic content.

Bears

The auto supplier industry is highly competitive, and customers expect annual, contractual price reductions.

News

Trading Information

Previous Close Price
—
Day Range
—–—
52-Week Range
—–—
Bid/Ask
— / —
Shares Outstanding
49.32M
Market Cap
—
Volume/Avg
— / —

Key Statistics

Price/Earnings (Normalized)
8.46
Price/Sales
0.27
Dividend Yield (Trailing)
2.54%
Dividend Yield (Forward)
2.54%
Dividend Payment Schedule
Mar, Jun, Sep, Dec
Total Yield
10.10%

Company Profile

Lear is the world’s largest automotive seating maker with 26% just-in-time market share. Management targets expanding share to 29% through conquest wins, supported by its growing vertical integration and expertise. The company has two segments, seating and e-systems, that generated 2025 revenue of $23.3 billion, with seating constituting 74% of sales. E-systems sells a variety of electrical distribution and connection products such as wire harnesses, battery connection systems, and battery disconnect units. Lear’s geographic revenue mix is about 23% US, 15% Mexico, and 13% China. The customer mix is global, but GM and Ford account for about one-third of revenue, with GM the largest at about 22%. Lear is based in Southfield, Michigan, and about 46% of its 164,300 headcount is unionized.
Sector
Consumer Cyclical
Industry
Auto Parts
Stock Style Box
Small Value
Total Number of Employees
164,300

Competitors

Valuation

Metric
LEA
ADNT
6902
Price/Earnings (Normalized)
8.469.2711.22
Price/Book Value
1.170.780.90
Price/Sales
0.270.090.67
Price/Cash Flow
5.532.966.21
Price/Earnings
LEA
ADNT
6902

Financial Strength

Metric
LEA
ADNT
6902
Quick Ratio
0.820.741.33
Current Ratio
1.311.102.09
Interest Coverage
8.342.0817.85
Quick Ratio
LEA
ADNT
6902

Profitability

Metric
LEA
ADNT
6902
Return on Assets (Normalized)
4.17%2.14%—
Return on Equity (Normalized)
12.50%10.91%—
Return on Invested Capital (Normalized)
8.90%7.68%—
Return on Assets
LEA
ADNT
6902

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