Lear (LEA)
Supplies automotive seating and electrical-electronic systems through Seating and E-Systems.
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Supplies automotive seating and E-Systems products, combining seating assemblies and materials with automotive electrical and electronic systems for an international customer base.
Supplies automotive seating and E-Systems products to vehicle manufacturers. The Seating business reflects a long operating history in seat assemblies and later additions of leather and performance-textile depth. E-Systems grew from the addition of UT Automotive's electrical and electronic systems capability.
Operations are international and organized around Seating and E-Systems. A management buyout preceded the public listing and later expansion into a global automotive supplier. The company combines seating materials and assembly expertise with automotive electrical and electronic systems. Its business depends on the production needs of automotive customers and the integration of its two businesses.
Company facts
Target rangeAs of Sep 22, 2026
Latest analyst notes
| Date | Firm | Action | Prior | Current |
|---|---|---|---|---|
| Sep 15, 2026 | JP Morgan | Downgrade | ||
| Aug 3, 2026 | Deutsche Bank | Target | Target: $133 | Target: $131 |
| Jul 31, 2026 | Goldman Sachs | Reiterate | Rating: —Target: $115 | Target: $140 |
| Jul 13, 2026 | RBC Capital | Reiterate | Rating: —Target: $138 | Target: $143 |
| Jul 9, 2026 | Barclays | Reiterate | Rating: —Target: $150 | Target: $155 |
EPSReportedEstimate
RevenueReportedEstimate
Balance sheet, Jul 4, 2026Cash & short-term investments $1.01B · Total debt $3.52B · Total assets $15.65B · Shareholders' equity $5.18B
- Revenue
- $6.21B
- Operating income
- $246.6M
- Net income
- $192.8M
HistoryDividendAnnual yield
| Institutions | ≈ 107.67% | 53.11M shares | |
|---|---|---|---|
| 528 holders · as of Jun 30, 2026 · largest filers plus last quarter's tail | |||
| Insiders | 0.35% | 173.7K shares | |
| 19 holders · as of Aug 7, 2026 | |||
| Strategic holders | 1.20% | 590.0K shares | |
| 1 holder · as of Jan 25, 2021 | |||
| Adds to | 109.22% | ||
49.32M company shares as of Sep 22, 2026 · institutions as of Jun 30, 2026 · holders as of their latest filing
This quarter's institutional total failed a plausibility check; shown: the largest filers plus last quarter's remainder.
These groups come from separate filings that can overlap, so they add to 109.22%; nothing is left for Other.
Top shareholders13F · 13D/G · Form 4
| Holder | Stake | Shares | Date |
|---|---|---|---|
Pzena Investment Management LLCInstitution | 13.46% | 6.64M | as of Jun 30, 2026 |
BlackRock, Inc.Institution | 10.65% | 5.26M | as of Jun 30, 2026 |
Vanguard Portfolio Management LLCInstitution | 6.95% | 3.43M | as of Jun 30, 2026 |
Dimensional Fund Advisors LPInstitution | 6.12% | 3.02M | as of Jun 30, 2026 |
Vanguard Capital Management LLCInstitution | 4.59% | 2.26M | as of Jun 30, 2026 |
Insider tradesForm 4
| Date | Insider | Role | Shares | Avg price |
|---|---|---|---|---|
| Aug 6, 2026 | Conrad L. Jr Mallett | director | −1,646 | $121.35 |
| Jun 24, 2026 | Raymond E. Scott | director, officer: President and CEO | −50,000 | $135.37 |
| Jun 10, 2026 | Conrad L. Jr Mallett | director | −190 | $141.34 |
| Jun 2, 2026 | Jason M. Cardew | officer: SVP and CFO | −5,000 | $147.50 |
| Jun 1, 2026 | Jason M. Cardew | officer: SVP and CFO | −4,500 | $141.14 |
- Adient
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- Versigent
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- Magna
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- Visteon
Digital-cockpit and electrification electronics for global OEMs
- TE Connectivity
Automotive connectivity and sensor supplier
CompareAfter hours
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| Lear | $122.40 | −0.04% | $6.02B | 11.2 | 7.8 | 0.3 | +3.0% |
| Adient | $18.30 | +0.05% | $1.37B | 29.1 | 7.2 | 0.1 | +5.0% |
| Versigent | $47.09 | −0.11% | $3.34B | 6.5 | 6.5 | 0.4 | — |
| Magna | $63.79 | −0.02% | $17.15B | 23.3 | 8.7 | 0.4 | +2.0% |
| Visteon | $91.99 | −0.02% | $2.45B | 16.8 | 9.5 | 0.6 | −0.9% |
| TE Connectivity | $213.48 | 0.00% | $60.89B | 20.6 | 17.0 | 3.2 | +13.8% |
| Median | 20.6 | 8.7 | 0.4 | +3.5% |