Lear (LEA) to Release Earnings on Friday

Key Points

• Lear will release Q1 2026 results before the market opens on Friday, May 1 at 9:00 AM ETEPS $3.42 and revenue $5.871 billion.
• In the prior quarter Lear beat estimates with $3.41 EPS (consensus $2.67) and $5.99 billion in revenue (up 4.8% YoY); analysts project about $14 EPS for the current fiscal year and $17 for the next.
• Lear recently paid a quarterly dividend of $0.77 ($3.08 annualized, ~2.4% yield) and insiders sold roughly 25,264 shares last quarter, while institutional investors own about 97% of the stock.

Lear (NYSE:LEA - Get Free Report) will likely be posting its Q1 2026 results before the market opens on Friday, May 1st. Analysts expect Lear to post earnings of $3.42 per share and revenue of $5.8710 billion for the quarter. Individuals may visit the the company's upcoming Q1 2026 earning results page for the latest details on the call scheduled for Friday, May 1, 2026 at 9:00 AM ET.

Lear (NYSE:LEA - Get Free Report) last issued its earnings results on Wednesday, February 4th. The auto parts company reported $3.41 earnings per share (EPS) for the quarter, beating the consensus estimate of $2.67 by $0.74. Lear had a net margin of 1.88% and a return on equity of 13.40%. The business had revenue of $5.99 billion during the quarter, compared to analysts' expectations of $5.78 billion. During the same quarter in the prior year, the business posted $2.94 EPS. The company's revenue for the quarter was up 4.8% on a year-over-year basis. On average, analysts expect Lear to post $14 EPS for the current fiscal year and $17 EPS for the next fiscal year.

Lear Trading Up 1.3%

Shares of Lear stock opened at $129.76 on Friday. The company has a fifty day simple moving average of $123.95 and a 200-day simple moving average of $116.83. Lear has a 12-month low of $82.39 and a 12-month high of $142.84. The company has a current ratio of 1.35, a quick ratio of 1.05 and a debt-to-equity ratio of 0.52. The stock has a market cap of $6.57 billion, a price-to-earnings ratio of 15.92, a PEG ratio of 0.81 and a beta of 1.24.

Lear Announces Dividend

The business also recently announced a quarterly dividend, which was paid on Wednesday, March 25th. Stockholders of record on Thursday, March 5th were issued a $0.77 dividend. The ex-dividend date was Thursday, March 5th. This represents a $3.08 annualized dividend and a dividend yield of 2.4%. Lear's dividend payout ratio is presently 37.79%.

Insider Buying and Selling at Lear

In related news, CFO Jason M. Cardew sold 10,000 shares of the stock in a transaction on Thursday, February 19th. The shares were sold at an average price of $134.51, for a total transaction of $1,345,100.00. Following the completion of the sale, the chief financial officer owned 22,741 shares in the company, valued at $3,058,891.91. This represents a 30.54% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at the SEC website. Also, SVP Harry Albert Kemp sold 7,000 shares of the stock in a transaction on Thursday, February 19th. The stock was sold at an average price of $136.31, for a total transaction of $954,170.00. Following the sale, the senior vice president owned 17,423 shares of the company's stock, valued at approximately $2,374,929.13. This represents a 28.66% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders have sold 25,264 shares of company stock worth $3,400,687 in the last quarter. 1.02% of the stock is currently owned by company insiders.

Institutional Trading of Lear

Several hedge funds have recently made changes to their positions in LEA. Balyasny Asset Management L.P. acquired a new stake in shares of Lear in the 2nd quarter worth $39,656,000. Caisse de depot et placement du Quebec acquired a new stake in shares of Lear in the 3rd quarter worth $40,984,000. AQR Capital Management LLC lifted its stake in shares of Lear by 34.1% in the 4th quarter. AQR Capital Management LLC now owns 789,745 shares of the auto parts company's stock worth $90,505,000 after acquiring an additional 200,617 shares during the period. Millennium Management LLC lifted its stake in shares of Lear by 4,256.1% in the 4th quarter. Millennium Management LLC now owns 155,424 shares of the auto parts company's stock worth $17,812,000 after acquiring an additional 151,856 shares during the period. Finally, Jacobs Levy Equity Management Inc. lifted its stake in shares of Lear by 20.6% in the 3rd quarter. Jacobs Levy Equity Management Inc. now owns 734,087 shares of the auto parts company's stock worth $73,856,000 after acquiring an additional 125,422 shares during the period. Institutional investors and hedge funds own 97.04% of the company's stock.

Wall Street Analyst Weigh In

Several research analysts have recently issued reports on the stock. Benchmark assumed coverage on shares of Lear in a report on Thursday, February 19th. They issued a "buy" rating and a $170.00 target price for the company. Wells Fargo & Company decreased their price target on shares of Lear from $131.00 to $126.00 and set an "equal weight" rating for the company in a research note on Tuesday, March 31st. Royal Bank Of Canada started coverage on shares of Lear in a research note on Thursday, March 12th. They set a "sector perform" rating and a $135.00 price target for the company. Deutsche Bank Aktiengesellschaft reiterated a "hold" rating and set a $120.00 price target on shares of Lear in a research note on Friday, April 17th. Finally, Barclays set a $140.00 price target on shares of Lear in a research note on Thursday, February 5th. One investment analyst has rated the stock with a Strong Buy rating, three have issued a Buy rating and eleven have assigned a Hold rating to the company. Based on data from MarketBeat.com, the stock presently has a consensus rating of "Hold" and an average target price of $134.92.

Key Lear News

Here are the key news stories impacting Lear this week:

• Positive Sentiment: Zacks says Lear (LEA) is well positioned to beat earnings again, citing its strong earnings-surprise history and the right mix of revenue and margin drivers — this bullish analyst view helps explain upward pressure on the stock. Why Lear (LEA) is Poised to Beat Earnings Estimates Again
• Neutral Sentiment: NIIT Learning Systems challenges an income-tax demand — company-specific tax dispute for NIIT (unrelated to Lear Corp). NIIT Learning Systems Challenges Income Tax Demand Over Assessment Errors
• Neutral Sentiment: Promotional article on an enterprise LMS product — sector/tech interest but not directly material to Lear’s auto-supply business. Enterprise LMS That Delivers Exceptional Learning & Results
• Neutral Sentiment: Kevin O’Leary advises owning Bitcoin and Ethereum — macro/crypto commentary unlikely to move an auto supplier like Lear. Kevin O'Leary Says 'Just Own Bitcoin And Ethereum' As Altcoins 'Never Came Back'
• Neutral Sentiment: Market research pieces on mobile learning and e‑learning markets — industry research for edtech investors, not directly relevant to Lear’s auto-electronics and seating businesses. Mobile Learning Market 2031
• Neutral Sentiment: Article on reinforcement learning for business optimization — tech/AI interest but no direct impact on Lear disclosed. The Power of Reinforcement Learning for Business Optimization in 2026
• Neutral Sentiment: Investor primer piece (Fool) on market considerations — general market context that could affect sentiment but not company-specific news for Lear. 5 Things Every Investor Should Know About This Market Before Buying Anything
• Neutral Sentiment: Explainer on short squeezes — market mechanics context; could be relevant only if LEA ever attracted heavy short interest. Short Squeeze Explained
• Neutral Sentiment: Press release: Lear Capital (a separate firm) issues a report on de‑dollarization and gold — not the same as Lear Corporation (LEA) and likely to create name confusion but not impact LEA’s fundamentals. Lear Capital Releases New Report on De-Dollarization and the Growing Case for Gold
• Neutral Sentiment: Additional LMS / e‑learning market reports (BenchStep, computer-based training, flipped classroom) — sector research unrelated to Lear’s auto components operations. Learning Management System India | BenchStep LMS
• Neutral Sentiment: Global computer‑based training software market outlook (2035) — industry research, not material to LEA. Global Computer-Based Training Software Market E-Learning Trends and Industry Outlook [2035]
• Neutral Sentiment: Global flipped classroom market report — another edtech research piece; no direct bearing on Lear. Global Flipped Classroom Market Digital Learning Innovations and Growth Opportunities [2035]

About Lear

Lear Corporation NYSE: LEA is a global supplier of automotive seating and electrical distribution systems. The company designs, engineers and manufactures complete seat systems, seat components and power solutions for major vehicle manufacturers. Its electrical business delivers modules and components for battery management, infotainment, body and safety electronics, as well as advanced connectivity and electrification solutions.

The seating division develops lightweight, ergonomic seat structures, trim and mechanisms that address comfort, safety and environmental targets.

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