LEA · Lear Corp
Price & Indicators
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AI Brief
Q2 FY26 earnings call · Jul 31, 2026TL;DR. Lear raised full-year 2026 guidance on revenue (to ~$23.8B midpoint, +$165M), core operating earnings (to ~$1.14B, +$25M), and free cash flow (to ~$640M, +$40M), while raising its full-year share repurchase target to at least $350M; however, the company cut its global industry production assumption (now down ~2% Lear sales-weighted) citing continued weakness in China and flagged continued margin pressure in E-Systems.
- + Raised full-year 2026 revenue guidance midpoint by ~$165M to ~$23.8B.
- + Raised full-year 2026 core operating earnings guidance by $25M to ~$1.14B at the midpoint.
- + Raised full-year 2026 free cash flow guidance by $40M to ~$640M.
- + Raised full-year share repurchase target to at least $350M after $100M Q2 buybacks.
- + E-Systems adjusted segment margins expanded 90 bps to 5.8% in Q2 on 155 bps of net performance.
- − Cut global industry production assumption for 2026 to down ~2% Lear sales-weighted from prior down ~1%, citing lower China.
- − 2027 outlook flagged for only limited organic growth despite >$700M backlog, with 2028/29 acceleration tied to ramp.
AI-generated from the earnings call and 8-K · may contain errors · not investment advice
Equibles Rating
blended score · not investment adviceBlended from price, momentum, positioning, fundamentals & volatility · daily-close · not investment advice. Market backdrop is context, not part of the score.
Guidance & track record
Guidance from company 8-Ks · delivered figures from as-reported statements · no analyst estimates involved.
Technicals
trend & momentum for long-term holders NeutralIllustrative technical + ownership context — a signal mix, not investment advice.
Key metrics
Earlier KPI extraction records exist, but do not meet the current evidence-completeness requirements. No current verified series is available. Earlier figures remain withheld until revalidated; this is not evidence that the company reports no KPIs.
Versus peers
Auto Parts — same industry group| Company | Mkt cap | YTD | Rev growth Y/Y | P/E | Short % shares |
|---|---|---|---|---|---|
|
LEA
this stock
Lear Corp
|
$5.90B | +4.4% | -0.2% | 11.2 | 4.3% |
|
ORLY
O Reilly Automotive Inc
|
$68.45B | -7.2% | +6.4% | 26.9 | 3.2% |
|
SMTOY
Sumitomo Electric Industries Ltd/Adr/
|
$48.36B | — | — | — | 0.0% |
|
AZO
Autozone Inc
|
$46.47B | -16.1% | +2.4% | — | 3.0% |
|
HSAI
Hesai Group
|
$20.11B | -28.6% | +52.1% | — | 0.7% |
Peers by industry group · P/E from as-reported trailing EPS · short % is of shares outstanding
At a glance
key data from every sectionPerformance
| 5D | 20D | 120D | MTD | YTD | |
|---|---|---|---|---|---|
| LEA | +1.4% | -5.8% | +0.4% | +1.4% | +4.4% |
| SPY | +1.9% | +1.9% | +10.8% | +1.9% | +14.0% |
| vs SPY | -0.6% | -7.7% | -10.4% | -0.6% | -9.6% |
Capital returns
Dividends per share over the trailing 365 days by ex-date · buyback figures as last reported in SEC filings ("spent" derived as authorized − remaining; when several programs run concurrently, authorized is their combined total per the newest filing) · components shown separately — trailing-year buyback spend isn't tracked, so no combined shareholder yield is derived.