Reading the tape
NYSE: LEA
Lear Corporation
Consumer Cyclical · Auto - Parts
Market Cap
$6.44B
52w High
$142.84
52w Low
$82.88
P/E
15.28
Volume
839.53K
Outstanding Shares
50.63M
Price vs Fundamentals
Why The Stock Is Moving
Mixed / unclearLow confidence
Note: The most recent financial data is over 3 months old. Metrics shown may not reflect the latest reporting period.
1Y Price: 48.26%Revenue (TTM): -0.19%FCF (TTM): -6.09%P/FCF: 68th pct
What changed
The stock rose 48.26% over the last year. Revenue declined 0.19% over the trailing twelve months. Operating margin moved from 4.06% to 4.02%. Free cash flow declined 6.09% over the trailing twelve months.
What the market seems to be pricing
The stock has moved higher against modestly weakening underlying metrics. The operating data does not yet tell a clear story — the move may reflect sentiment, sector rotation, or macro factors rather than company-specific earnings power.
What would invalidate this read
Operating margin currently stands at 4.02%. A decisive move in revenue — currently down 0.19% — would be the clearest signal to resolve the ambiguity.
Company profile
Lear Corporation designs, develops, engineers, manufactures, assembles, and supplies automotive seating, and electrical distribution systems and related components for automotive original equipment manufacturers in North America, Europe, Africa, Asia, and South America.
CEORaymond E. Scott Jr.
SectorConsumer Cyclical
IndustryAuto - Parts
Employees173,700
IPO dateNov 9, 2009
Valuation
Forward P/E—
EV/EBITDA12.69
Enterprise value$9.21B
Stock splits
Mar 18, 2011↑ Forward
Every 1 shares became 2
Profitability & growth
Revenue growth4.81%
Gross margin7%▼18.26%vs FY2024
Operating margin4.02%▼17.59%vs FY2024
ROE8.68%▼23.77%vs FY2024
Analyst consensus
RatingHold
Target price$126.57▼0.44%
13
Buy
17
Hold
1
Sell
Analyst ratings tend to be lagging indicators. Use as one signal among many.
Earnings
Full quarter-by-quarter history of actuals vs estimates. Switch into compare mode to inspect one metric year-over-year.
Next report
May 1, 2026
Q2 FY26 · EPS est $3.51 · Revenue est $5.84B
View
Dividends
$3.08/shareQuarterly5yr growth streakSafeLEA pays a dividend with a 2.42% dividend yield, 5 consecutive years of growth, growing at 8.8% annually, covered 3.2× by free cash flow.
Dividend Yield
2.42%
Annual Div / Share
$3.08
5yr CAGR
+8.8%
Doubles every ~8.2yr
Payout Ratio
37.73%
Safe
Dividend Growth Rate
3yr CAGR
+0%
5yr CAGR
+8.8%
10yr CAGR
+12.48%
Dividend Safety
10/10Safe
Dividend History
Annualized dividend cycles per share
YearAnnual DivYoY
2025$3.08+0.0%
2024$3.08+0.0%
2023$3.08+0.0%
2022$3.08+34.5%
2021$2.29+13.4%
2020$2.02-31.5%
2019$2.95+13.5%
Income Projection
Invest
$
Growth rate:
Reinvest dividends
Today
$24/yr
$2/mo
In 5 yrs
$37/yr+52%
$3/mo
In 10 yrs
$56/yr+132%
$5/mo
| Today | In 5 yrs | In 10 yrs |
|---|---|---|
$24/yr $2/mo | $37/yr+52% $3/mo | $56/yr+132% $5/mo |
Yield-on-cost grows from 2.42% → 5.63% over 10yr
Analysis
Dividend Strengths
Well-covered by free cash flow
The dividend is covered 3.2× by free cash flow, indicating the company generates sufficient cash to sustain and potentially grow the payout without straining its finances.
Strong dividend growth rate
The 5-year CAGR of 8.8% meaningfully outpaces inflation, compounding real income growth for long-term holders.
Risks to Watch
No strong risk signal stands out from the latest period pair.