Lear Corporation (LEA) reported fourth-quarter 2025 adjusted earnings per share of $3.41, surpassing the Zacks Consensus Estimate of $2.67 due to strong performance in its Seating and E-Systems segments. Revenue grew 5% year-over-year to $6 billion, exceeding the earnings estimate of $5.80 billion.
Sales from the Seating segment rose to $4.41 billion, up from $4.19 billion in 2024, and exceeded expectations of $4.24 billion. The E-Systems segment also reported increased sales of $1.58 billion, exceeding estimates of $1.53 billion. Lear’s North America region sales rose 6% to $2.46 billion, while Europe and Africa saw a 3% increase to $2.04 billion.
Looking ahead, Lear projects full-year 2026 net sales between $23.21 billion and $24.01 billion, with core operating earnings anticipated between $1.03 billion and $1.2 billion. Free cash flow is expected in the range of $550 million to $650 million, up from $427 million in 2025.
