LEA

Lear Corp

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Advanced Chart

99.390

-8.75(-8.091%)1D

Overview
Forecast
Valuation
Earnings

Line

Candle

YTD

High

102.000

Open

101.860

VWAP

99.68

Vol

1.67M

Mkt Cap

5.31B

Low

97.510

Amount

166.60M

EV/EBITDA(TTM)

4.84

Total Shares

56.79M

7.35B

EV/OCF(TTM)

7.12

P/S(TTM)

0.24

Lear Corporation is a global automotive technology company. The Company's segments include Seating and E-Systems. The Company's Seating segment consists of the design, development, engineering and manufacture of complete seat systems and key seat components. Its key seat component product offerings include seat trim covers; surface materials such as leather and fabric; seat mechanisms; seat foam; headrests; and thermal comfort systems such as seat heating, ventilation, active cooling, pneumatic lumbar and massage products. Its E-Systems segment consists of the design, development, engineering and manufacture of complete electrical distribution and connection systems; high-voltage power distribution products, including battery disconnect units (BDUs); and low-voltage power distribution products and electronic controllers. These capabilities enable it to provide its customers with customizable solutions with optimized designs for both low-voltage and high-voltage vehicle architectures.

Market Estimates

Earnings Estimates

Revenue

YoY Chg

EPS

YoYChg

FY2026Q1

FY2025Q4

FY2025Q3

5.71B

+2.72%

3.323

+6.52%

5.65B

-1.12%

2.972

+1.08%

5.57B

-0.25%

2.904

+0.47%

Estimates Revision

The market is revising Upward the revenue expectations for Lear Corporation (LEA) for FY2025, with the revenue forecasts being adjusted by 1.81% over the past three months. During the same period, the stock price has changed by 17.40%.

Revenue Estimates for FY2025

Revise Upward

+1.81%

In Past 3 Month

EPS Estimates for FY2025

Revise Upward

+5.97%

In Past 3 Month

Stock Price

Go Up

+17.40%

In Past 3 Month

10 Analyst Rating

7.66% Upside

Wall Street analysts forecast LEA stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for LEA is 107.00 USD with a low forecast of 88.00 USD and a high forecast of 136.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.

4 Buy

6 Hold

0 Sell

Moderate Buy

7.66% Upside

Current: 99.390

Low

88.00

Averages

107.00

High

136.00

7.66% Upside

Current: 99.390

Low

88.00

Averages

107.00

High

136.00

BofA

Federico Merendi

Buy

maintain

$115 -> $135

2025-07-24

New

Reason

BofA

Federico Merendi

Price Target

$115 -> $135

2025-07-24

New

maintain

Buy

Reason

BofA analyst Federico Merendi raised the firm's price target on Lear to $135 from $115 and keeps a Buy rating on the shares as the firm is moving its valuation year to 2026 EBITDA from 2025 EBITDA. Entering earnings season for the autos group, industry data suggest that Q2 "shaped up much better than initial concerns," says the analyst, who expects suppliers to report a "solid" Q2.

Barclays

Equal Weight

maintain

$100 -> $120

2025-07-16

Reason

Barclays

Price Target

$100 -> $120

2025-07-16

maintain

Equal Weight

Reason

Barclays raised the firm's price target on Lear to $120 from $100 and keeps an Equal Weight rating on the shares. The firm previewed the Q2 reports for autos and mobility group, saying the results are likely to be solid. Barclays prefers suppliers over the automakers due to uncertainty in the second half of 2025.

UBS

Neutral

maintain

$95 -> $116

2025-07-14

Reason

UBS

Price Target

$95 -> $116

2025-07-14

maintain

Neutral

Reason

UBS raised the firm's price target on Lear to $116 from $95 and keeps a Neutral rating on the shares. The firm expects "broadly strong" results from U.S. autos, auto parts, and auto tech, but the group could take a breather, the analyst tells investors in a research note. While it's tough to be negative when there are beats and numbers move higher, UBS says it's "tough" to be overly positive on valuation.

Goldman Sachs

Mark Delaney

Neutral

maintain

$88 -> $112

2025-07-10

Reason

Goldman Sachs

Mark Delaney

Price Target

$88 -> $112

2025-07-10

maintain

Neutral

Reason

Goldman Sachs analyst Mark Delaney raised the firm's price target on Lear to $112 from $88 and keeps a Neutral rating on the shares as part of a broader research note on U.S. Autos and Industrial Tech industry. The firm is raising its US auto forecast to reflect more measured tariff levels than what had been initially proposed, even though it still expects auto sales in the US to moderate in the second half after pre-buying ahead of tariffs and what will likely be higher pricing in the second half due to tariffs, the analyst tells investors in a research note. Goldman Sachs sees US auto sales at 15.75M and 15.50M units in 2025 and 2026 respectively, compared to its prior forecast of 15.40M and 15.25M.

Citi

Buy

upgrade

$123 -> $136

2025-06-30

Reason

Citi

Price Target

$123 -> $136

2025-06-30

upgrade

Buy

Reason

BofA

John Murphy

Buy

maintain

$110 -> $115

2025-06-17

Reason

BofA

John Murphy

Price Target

$110 -> $115

2025-06-17

maintain

Buy

Reason

BofA analyst John Murphy raised the firm's price target on Lear to $115 from $110 and keeps a Buy rating on the shares. The firm tweaked its auto industry volume estimates for 2025 and 2026 slightly lower to account for pending disruptions from tariffs, potential rare earth shortages, and macro volatility, telling investors that it now sees 2025 and 2026 U.S. industry sales at 16.25M and 16.9M units and North America production at 15.75M and 16.4M units, respectively. Although at the current moment there are several headwinds on the macro level, the firm expects most of these obstacles to be resolved by the end of 2025 to early 2026, adds the analyst, who revised price targets across the firm's auto industry coverage based on estimate changes and rolled forward its valuation year to calendar 2026.

See All Ratings

Valuation Metrics

The current forward P/E ratio for Lear Corp (LEA.N) is 7.93, compared to its 5-year average forward P/E of 11.84. For a more detailed relative valuation and DCF analysis to assess Lear Corp 's fair value, click here.

Forward PE

The forward P/E ratio is a valuation metric that divides a company's current stock price by its estimated future earnings per share over the next 12 months.

Undervalued

5Y Average PE

11.84

Current PE

7.93

Overvalued PE

15.62

Undervalued PE

8.06

Forward EV/EBITDA

The forward EV/EBITDA ratio is a valuation metric that divides a company's enterprise value (EV) by its estimated future earnings before interest, taxes, depreciation, and amortization (EBITDA) over the next 12 months.

N/A

5Y Average EV/EBITDA

6.11

Current EV/EBITDA

0.00

Overvalued EV/EBITDA

7.24

Undervalued EV/EBITDA

4.99

Forward PS

The forward P/S ratio is a valuation metric that divides a company's current stock price by its estimated future sales (or revenue) per share over the next 12 months.

N/A

5Y Average PS

0.37

Current PS

0.00

Overvalued PS

0.46

Undervalued PS

0.27