LEA

Lear Corp

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Advanced Chart

84.660

+0.160(+0.190%)

Overview
Forecast
Valuation

Line

Candle

YTD

High

86.315

Open

85.000

VWAP

84.75

Vol

901.14K

Mkt Cap

4.53B

Low

83.6275

Amount

76.37M

EV/EBITDA(TTM)

3.89

Total Shares

56.79M

6.38B

EV/OCF(TTM)

5.69

P/S(TTM)

0.20

Lear Corporation is a global automotive technology company. The Company supplies complete seat systems, key seat components, complete electrical distribution and connection systems, high-voltage power distribution products, including battery disconnect units (BDUs), low-voltage power distribution products, electronic controllers and other electronic products to automotive manufacturers. The Company’s segments include Seating and E-Systems. Its Seating segment consists of the design, development, engineering and manufacture of complete seat systems and key seat components. 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 BDUs, and low-voltage power distribution products, electronic controllers and other electronic products. Its software offerings include embedded control, cybersecurity software and software to control hardware devices.

Market Estimates

Earnings Estimates

Revenue

YoY Chg

EPS

YoYChg

FY2025Q3

FY2025Q2

FY2025Q1

5.55B

-0.58%

2.986

+3.31%

5.74B

-4.54%

2.787

-22.59%

5.47B

-8.75%

2.697

-15.19%

Estimates Revision

The market is revising Downward the revenue expectations for Lear Corporation (LEA) for FY2025, with the revenue forecasts being adjusted by -2.2% over the past three months. During the same period, the stock price has changed by -11.42%.

Revenue Estimates for FY2025

Revise Downward

-2.2%

In Past 3 Month

EPS Estimates for FY2025

Revise Downward

-7.76%

In Past 3 Month

Stock Price

Go Down

-11.42%

In Past 3 Month

10 Analyst Rating

24.26% 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 105.20 USD with a low forecast of 83.00 USD and a high forecast of 140.00 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

24.26% Upside

Current: 84.660

Low

83.00

Averages

105.20

High

140.00

24.26% Upside

Current: 84.660

Low

83.00

Averages

105.20

High

140.00

Citigroup

Michael Ward

Strong Buy

Initiates

$123

2025-04-23

Reason

Citigroup

Michael Ward

Price Target

$123

2025-04-23

Initiates

Strong Buy

Reason

Citi initiated coverage of Lear with a Buy rating and $123 price target. The analyst rolled out coverage of the auto manufacturers and auto parts and equipment group, saying uncertainty from the tariff wars will likely lead to volatility in U.S. light vehicle sales until there is resolution. In the near-term, March sales were stronger than expected and showroom momentum has continued in April, the analyst tells investors in a research note. Citi believes that when the tariff "fog" clears, underlying demographic trends in the U.S. should support trend demand of 16M-18M car units annually, or about 10% higher than the 2024 total, and that inventory levels will need to be replenished, providing a production tailwind. Both trends are positive for the financial performance of the auto sector, the firm contends. Citi thinks dealers are the best positioned to "absorb the uncertainty."

Barclays

Dan Levy

Hold

Maintains

$115 → $85

2025-04-15

Reason

Barclays

Dan Levy

Price Target

$115 → $85

2025-04-15

Maintains

Hold

Reason

Barclays lowered the firm's price target on Lear to $85 from $115 and keeps an Equal Weight rating on the shares. The firm reduced estimates in the autos and mobility group to reflect the earnings impacts from tariffs. Barclays also downgrade its industry view on the sector to Negative. A "highly challenging environment" makes a near-term investment case for the autos sector is "increasingly difficult," the analyst tells investors in a research note. The firm sees multiple near-term pressures, including earnings pressure, risks to consumer health, and a cloud over auto tech investment. "Auto tariffs are seemingly here to stay, and valuations are seemingly not pricing in full tariff risk," contends Barclays.

Goldman Sachs

Mark Delaney

Strong Buy

Hold

Downgrades

$117 → $84

2025-04-10

Reason

Goldman Sachs

Mark Delaney

Price Target

$117 → $84

2025-04-10

Downgrades

Strong Buy

Hold

Reason

Goldman Sachs downgraded Lear to Neutral from Buy with a price target of $84, down from $117. The firm believes tariffs and slower macroeconomic conditions will create challenges, especially for the Western car makers, many of which are important customers for Lear. More muted growth and reduced new product launches have recently hampered the company's ability to outgrow the market, the analyst tells investors in a research note.

UBS

Joseph Spak

Hold

Maintains

$102 → $83

2025-04-10

Reason

UBS

Joseph Spak

Price Target

$102 → $83

2025-04-10

Maintains

Hold

Reason

UBS lowered the firm's price target on Lear to $83 from $102 and keeps a Neutral rating on the shares. New trade policies are raising the cost to make a vehicle, leading to increased consumer prices and negatively impacting demand, while production disruptions are likely, financially challenging suppliers, the analyst tells investors in a research note. Supply chains that were set up to be optimized over decades may need to be reimagined, potentially creating calls on capital not anticipated prior, the firm says, adding that Autos is not a sector that deals well with uncertainty given long planning cycles.

Morgan Stanley

Adam Jonas

Buy

Maintains

$135 → $125

2025-03-03

Reason

Morgan Stanley

Adam Jonas

Price Target

$135 → $125

2025-03-03

Maintains

Buy

Reason

Morgan Stanley lowered the firm's price target on Lear to $125 from $135 and keeps an Overweight rating on the shares. U.S. auto supplier results were "neutral to positive" in Q4, but weak 2025 outlooks largely weighed on stock reactions, notes the analyst, who adds that valuations in the group are near multi-year lows, but "for good reason." Share shifts among automakers, trade policy, and a potentially weakening consumer "add further risks to 2025 outlooks," the analyst tells investors in an earnings recap note on the auto supplier group.

Evercore ISI Group

Chris McNally

Hold

Maintains

$125 → $110

2025-02-10

Reason

Evercore ISI Group

Chris McNally

Price Target

$125 → $110

2025-02-10

Maintains

Hold

Reason

See All Ratings

Valuation Metrics

The current forward P/E ratio for Lear Corp (LEA.N) is 7.43, compared to its 5-year average forward P/E of 12.30. 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

12.30

Current PE

7.43

Overvalued PE

16.38

Undervalued PE

8.22

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

6.21

Current EV/EBITDA

0.00

Overvalued EV/EBITDA

7.36

Undervalued EV/EBITDA

5.07

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

0.47

Undervalued PS

0.28