LEA

SOUTHFIELD, Mich., June 26, 2026 /PRNewswire/ -- Lear Corporation (NYSE: LEA) will hold a conference call to review the company's second quarter 2026 financial results and related matters on July 31, 2026, at 9:00 a.m. EDT. To participate in the conference call: Webcast link: click here Toll-free calls: 877-883-0383 International calls: 412-902-6506 The conference code is 1239896. You also may listen to the live audio webcast of the call, in listen-only mode, on Lear's Investor Relations website at ir.lear.com. The webcast replay will be available two hours following the call. Note: The second quarter 2026 slide presentation will be available on Lear's website before the earnings call begins on July 31, 2026. View original content to download multimedia:https://www.prnewswire.com/news-releases/lear-announces-date-for-second-quarter-2026-earnings-conference-call-302812032.html

A month has gone by since the last earnings report for Allison Transmission (ALSN). Shares have lost about 8.8% in that time frame, underperforming the S&P 500. Will the recent negative trend continue leading up to its next earnings release, or is Allison Transmission due for a breakout? Well, first let's take a quick look at its latest earnings report in order to get a better handle on the recent drivers for Allison Transmission Holdings, Inc. before we dive into how investors and analysts have reacted as of late. Allison reported first-quarter 2026 adjusted earnings of $2.57 per share, which beat the Zacks Consensus Estimate of $2.54 by 1.38% and increased 6% year over year. Quarterly revenues of $1.41 billion rose 84% from the year-ago quarter’s level and topped the Zacks Consensus Estimate of $1.38 billion by 2.15%. The quarter marked the first to include the Allison Off-Highway business, acquired on Jan. 1, 2026, from Dana Incorporated. Integration efforts are progressing, with approximately $120 million in expected annual cost savings. Adjusted EBITDA margin for the quarter was 26%. Profitability was impacted by one-time costs tied to the Off-Highway acquisition. Results were weighed down by approximately $76 million in acquisition-related expenses, primarily caused by higher inventory costs and incremental depreciation from revalued assets such as property, plant and equipment. These factors weighed on the bottom line. Net income was $112 million, with diluted earnings of $1.33 per share. The year-over-year decline in net income was largely attributable to acquisition-related costs and higher interest expenses, partially offset by lower income taxes. Operating expenses rose as the company integrated the new business. Selling, general and administrative expenses amounted to $157 million, up $70 million from the prior-year period’s level. The increase was mainly due to the addition of the Off-Highway unit, including $21 million in amortization related to intangible assets and about $17 million in one-time acquisition-related integration costs. Engineering, research and development expense totaled $54 million, up $12 million year over year. The increase was mainly due to the addition of the Off-Highway business, partly offset by lower spending on product-initiatives in the legacy Allison Transmission unit. The legacy Allison Transmission business reporte...

SOUTHFIELD, Mich., May 14, 2026 /PRNewswire/ -- Lear Corporation (NYSE: LEA), a global automotive technology leader in Seating and E-Systems, today announced that its Board of Directors has declared a quarterly cash dividend of $0.77 per share on the Company's common stock. The dividend is payable on June 23, 2026, to shareholders of record at the close of business on June 3, 2026. About Lear Corporation Lear Corporation (NYSE: LEA) is a global automotive leader in Seating and E-Systems. The company designs, manufactures, and delivers advanced technologies to the world's major automakers. Building on more than 100 years of heritage, Lear is the largest U.S.-based automotive supplier, headquartered in Southfield, Michigan. Driven by a commitment to innovation, operational excellence, and sustainability, Lear's global team of talented employees is shaping the future of mobility by developing solutions that enhance comfort, safety, and efficiency. More information is available at Lear.com. View original content to download multimedia:https://www.prnewswire.com/news-releases/lear-declares-quarterly-cash-dividend-302772550.html

Lear Corporation's (NYSE:LEA) solid earnings announcement recently didn't do much to the stock price. We did some digging, and we think that investors are missing some encouraging factors in the underlying numbers. This technology could replace computers: discover the 20 stocks are working to make quantum computing a reality. Importantly, our data indicates that Lear's profit was reduced by US$225m, due to unusual items, over the last year. While deductions due to unusual items are disappointing in the first instance, there is a silver lining. When we analysed the vast majority of listed companies worldwide, we found that significant unusual items are often not repeated. And that's hardly a surprise given these line items are considered unusual. Assuming those unusual expenses don't come up again, we'd therefore expect Lear to produce a higher profit next year, all else being equal. That might leave you wondering what analysts are forecasting in terms of future profitability. Luckily, you can click here to see an interactive graph depicting future profitability, based on their estimates. Unusual items (expenses) detracted from Lear's earnings over the last year, but we might see an improvement next year. Based on this observation, we consider it likely that Lear's statutory profit actually understates its earnings potential! And the EPS is up 41% annually, over the last three years. The goal of this article has been to assess how well we can rely on the statutory earnings to reflect the company's potential, but there is plenty more to consider. With this in mind, we wouldn't consider investing in a stock unless we had a thorough understanding of the risks. For example - Lear has 3 warning signs we think you should be aware of. Today we've zoomed in on a single data point to better understand the nature of Lear's profit. But there is always more to discover if you are capable of focussing your mind on minutiae. For example, many people consider a high return on equity as an indication of favorable business economics, while others like to 'follow the money' and search out stocks that insiders are buying. While it might take a little research on your behalf, you may find this free collection of companies boasting high return on equity, or this list of stocks with significant insider holdings to be useful. Have feedback on this article? Concerned about the conte...

Adient plc ADNT delivered an earnings beat in the second quarter of fiscal 2026, even as profitability cooled year over year. Adjusted earnings were 52 cents per share, down 24.6% from 69 cents a year ago but ahead of the Zacks Consensus Estimate of 37 cents by 41.38%. Net sales came in at $3.87 billion, up 7% year over year and 8.3% above the consensus mark of $3.57 billion. ADNT’s quarterly sales increase was supported by favorable foreign exchange and higher production volumes, as management navigated near-term disruption without losing traction on revenue growth. The quarter also benefited from timing in certain commercial activities that helped the company sustain momentum. At the same time, profitability was pressured by customer-driven production inefficiencies and incremental launch-related spending. Those headwinds were meaningful enough to weigh on year-over-year margins, even with underlying business performance described as solid. Adient price-consensus-eps-surprise-chart | Adient Quote Adient’s geographic footprint again produced a mixed earnings picture. The Americas segment generated $1.88 billion of net sales, up 10.9% year over year, while adjusted EBITDA improved to $109 million from $94 million, helped by business performance gains and commercial timing. In EMEA, net sales rose 3.3% to $1.27 billion, but adjusted EBITDA slipped to $45 million from $50 million as volume and mix softened. Asia posted net sales of $734 million, up 3.8%. However, adjusted EBITDA declined to $92 million from $110 million, reflecting weaker equity income and increased launch and engineering spend tied to new programs. ADNT’s year-over-year EBITDA decline was due to a set of operational factors that management characterized as temporary but tangible. Customer-driven production inefficiencies created added costs during the period, while a higher level of launch expense weighed on profitability as the company supported new and expanding programs. Equity income was also a headwind, with lower customer volumes in China pressuring results. Volume and mix were another drag, including anticipated margin compression in China and pockets of unfavorable customer mix, partially offset by favorable foreign exchange dynamics. Adjusted EBITDA margin was 5.8% for the quarter, down 70 basis points year over year. ADNT currently has a Zacks Rank #4 (Sell). You can see the complet...

Lear Corporation LEA delivered first-quarter 2026 adjusted earnings of $3.87 per share, which increased 24% year over year and came above the Zacks Consensus Estimate of $3.44 by 12.55%. Net sales were $5.82 billion, which rose 4.7% from the year-ago quarter but slightly missed the Zacks Consensus Estimate of $5.86 billion by 0.61%. The results reflected improving profitability across both segments despite a softer production backdrop. Global vehicle production declined 3% year over year in the quarter, with the sharpest weakness seen in China. Lear Corporation price-consensus-eps-surprise-chart | Lear Corporation Quote Profitability improved meaningfully year over year, led by increased volume on the Lear platform. Core operating earnings increased to $297.3 million, lifting core operating margin to 5.1% of sales from 4.9% in the prior-year quarter. Special items had a smaller negative impact compared to last year, which helped boost earnings growth. Net income attributable to Lear jumped to $172.3 million from $80.7 million, while adjusted net income rose to $199.5 million from $169.3 million. Seating remained the larger business, with sales of $4.4 billion compared with $4.15 billion in the year-ago quarter. Higher volumes on key platforms and contributions from new business helped drive the year-over-year increase. Adjusted segment earnings amounted to $304.8 million, up from $279.9 million reported in the corresponding quarter of 2025. Margins improved alongside the revenue gain. Seating segment margin expanded to 6.3% from 5.2% a year ago, while adjusted segment margin improved to 6.9% from 6.7%, reflecting better operating performance. E-Systems revenues came in at $1.42 billion, slightly up from $1.41 billion a year earlier, indicating steady demand and ongoing program activity. The business continues to see traction in its core E-Systems products, along with new wins across wire and electronics content. Adjusted segment earnings amounted to $86.5 million, up from $73.8 million reported in the corresponding quarter of 2025. The bigger upside came through margins. The E-Systems segment margin increased to 5.2% from 3.9% in the prior-year quarter, and adjusted segment margin improved to 6.1% from 5.2%, signaling better execution and operating leverage. Europe and Africa led regional performance, with sales rising to $2.3 billion from $2.06 billion a ye...

Lear Corporation reported past first-quarter 2026 results with sales of US$5,822.8 million, net income of US$172.3 million, and diluted EPS from continuing operations of US$3.34, alongside new earnings guidance for the second quarter and full year 2026. The company paired its strongest adjusted quarterly earnings per share since 2019 with major new wiring and E-Systems program awards, while reaffirming its full-year outlook. We’ll now examine how Lear’s record adjusted earnings and reaffirmed 2026 outlook affect the existing investment narrative around growth and risk. Invest in the nuclear renaissance through our list of 91 elite nuclear energy infrastructure plays powering the global AI revolution. To own Lear, you need to believe its seating and E-Systems wins can offset automaker production uncertainty, customer concentration, and tariff exposure. The key short term catalyst remains execution on new wiring and premium seating programs; Q1 2026’s record adjusted EPS and reaffirmed full year revenue guidance do not materially change the core risk that slower platform volumes or delayed launches could weigh on revenue and margins. The most relevant update is Lear’s decision to maintain full year 2026 net sales guidance at US$23,210 million to US$24,010 million after reporting Q1 sales of US$5,822.8 million. Holding this range while winning major GM and China wiring awards supports the view that backlog and content per vehicle are cushioning near term volume and tariff swings, which is central to the current growth catalyst around higher value E-Systems and modular seating content. Yet beneath these strong numbers, investors should be aware of how exposed Lear still is to shifting trade rules and concentrated automaker purchasing power... Read the full narrative on Lear (it's free!) Lear's narrative projects $24.7 billion revenue and $1.0 billion earnings by 2028. This requires 2.5% yearly revenue growth and about a $530 million earnings increase from $469.8 million today. Uncover how Lear's forecasts yield a $144.50 fair value, a 9% upside to its current price. Some of the lowest estimate analysts were assuming only about 1.7 percent annual revenue growth and US$943.1 million of earnings by 2029, so compared with the recent Q1 beat and reaffirmed 2026 outlook, their more cautious view on tariff and cost risks may or may not hold up, and you should weigh how...

This article first appeared on GuruFocus. Revenue: Increased 5% year over year to $5.8 billion. Core Operating Earnings: Grew by 10% to $297 million. Adjusted Earnings Per Share (EPS): Increased 24% to $3.87, the highest quarterly EPS since Q1 2019. Operating Cash Flow: Improved significantly to $98 million for the first quarter. Free Cash Flow: Improved by $205 million in the quarter. Share Repurchase: $75 million of shares repurchased in the first quarter, with a target of over $300 million for the year. Seating Segment Sales: Increased 6% to $4.4 billion. Seating Segment Adjusted Operating Margins: 6.9%. E-Systems Segment Sales: Increased 1% to $1.4 billion. E-Systems Segment Adjusted Operating Margins: 6.1%. Net Performance Targets: On track to achieve 40 basis points in Seating and 80 basis points in E-Systems. Warning! GuruFocus has detected 6 Warning Sign with FHI. Is LEA fairly valued? Test your thesis with our free DCF calculator. Release Date: May 01, 2026 For the complete transcript of the earnings call, please refer to the full earnings call transcript. Lear Corp (NYSE:LEA) reported a 5% increase in sales to $5.8 billion and a 10% growth in core operating earnings to $297 million for the first quarter of 2026. The company achieved a 24% increase in adjusted earnings per share, reaching $3.87, marking the highest quarterly EPS since Q1 2019. Lear Corp (NYSE:LEA) secured significant new business awards, including a major E-Systems award with General Motors and a high-voltage power distribution unit with Audi. The company is accelerating growth with Chinese automakers, securing wire harness and seating awards that will generate substantial revenue. Lear Corp (NYSE:LEA) improved free cash flow by $205 million in the quarter, enabling a $75 million share repurchase and setting a pace for over $300 million in buybacks for the year. Global vehicle production decreased by 3% on a calendar basis, with China experiencing a 5% decline. The company faced a $385 million reduction in revenue due to changes in US tariff policy, impacting the full-year revenue outlook. Despite strong first-quarter results, Lear Corp (NYSE:LEA) maintained a cautious full-year outlook due to global macroeconomic uncertainties and potential impacts from geopolitical conflicts. The E-Systems segment experienced challenges with operational issues and volume reductions in North Americ...

Strong Q1 results: Sales rose 5% to $5.8 billion, core operating earnings increased 10% to $297 million, and adjusted EPS jumped 24% to $3.87 (Lear’s highest quarterly EPS since Q1 2019), while operating cash flow improved to $98 million. Tariff changes hit reported revenue but not earnings: U.S. tariff-policy developments (import adjustment credits and the IEEPA ruling) drove a multi-hundred‑million dollar reduction in reported revenue—Lear now expects about a $285 million year‑over‑year revenue reduction for 2026 versus February assumptions—yet management says earnings are unaffected due to recoveries and customer credits. New business and shareholder returns prioritized: Wins include GM full‑size SUV wiring, power distribution programs (including Audi) and roughly $280 million of China awards, lifting two‑year backlog by about $250 million; Lear repurchased $75 million in Q1 and is on pace for over $300 million of buybacks in 2026 while maintaining its full‑year outlook. Interested in Lear Corporation? Here are five stocks we like better. Mastering Stocks in the Dow: Insights into the DJIA Lear (NYSE:LEA) opened fiscal 2026 with higher sales and earnings, supported by new business wins in both Seating and E-Systems, improved operating performance, and an accelerated share repurchase program. Management also detailed how recent changes in U.S. tariff policy reduced reported revenue without affecting earnings, and said the company maintained its full-year outlook amid macro uncertainty despite strong first-quarter execution. President and CEO Ray Scott said Lear “started the year strong,” reporting first-quarter sales up 5% year over year to $5.8 billion and core operating earnings up 10% to $297 million. Adjusted earnings per share rose 24% to $3.87, which Scott called Lear’s “highest quarterly EPS since Q1 2019.” Operating cash flow improved to $98 million versus a $128 million use in the prior-year quarter. → Corning Beats Q1 Estimates but Drops 9% on Guidance Miss How to Invest in Cannabis in 8 Easy Steps Senior Vice President and CFO Jason Cardew said organic sales increased 3%, driven by “higher volumes on Lear platforms” and new seating business. Core operating earnings improved on higher volumes and favorable foreign exchange, while adjusted EPS also reflected the benefit of Lear’s share repurchases. Cardew spent part of his prepared remarks explain...

Image source: The Motley Fool. Friday, May 1, 2026 at 9 a.m. ET President and CEO — Raymond E. Scott Senior Vice President and CFO — Jason M. Cardew Vice President, Investor Relations — Timothy Brumbaugh Need a quote from a Motley Fool analyst? Email [email protected] Operator: Good morning, everyone, and welcome to the Lear Corporation First Quarter 2026 Earnings Conference Call. All participants will be in a listen-only mode. Should you need assistance, please signal a conference specialist by pressing the star key. After today's presentation, there will be an opportunity to ask questions. Please also note today's event is being recorded. At this time, I would like to turn the floor over to Timothy Brumbaugh, Vice President, Investor Relations. Please go ahead. Timothy Brumbaugh: Thanks, Jamie. Good morning, everyone, and thank you for joining us for Lear Corporation's first quarter 2026 earnings call. Presenting today are Raymond E. Scott, Lear Corporation President and CEO, and Jason M. Cardew, Senior Vice President and CFO. Other members of Lear Corporation's senior management team have also joined us on the call. Following prepared remarks, we will open the call for Q&A. You can find a copy of the presentation that accompanies these remarks at ir.leer.com. Before Raymond begins, I would like to remind you that as we conduct this call, we will be making forward-looking statements to assist you in understanding Lear Corporation's expectations for the future. As detailed in our safe harbor statement on Slide 2, our actual results could differ materially from these forward-looking statements due to many factors discussed in our latest 10-Ks and other periodic reports. I also want to remind you that during today's presentation, we will refer to non-GAAP financial metrics. You are directed to the slides in the appendix of our presentation for the reconciliation of non-GAAP items to the most directly comparable GAAP measures. The agenda for today's call is on Slide 3. First, Raymond will review highlights from the quarter and provide a business update. Jason will then review our first quarter results and provide an update on the full year. Finally, Raymond will offer some concluding remarks. Following the formal presentation, we would be happy to take your questions. Now I would like to invite Raymond to begin. Thanks. Raymond E. Scott: Now, please turn to Slide 5,...

For the quarter ended March 2026, Lear (LEA) reported revenue of $5.82 billion, up 4.7% over the same period last year. EPS came in at $3.87, compared to $3.12 in the year-ago quarter. The reported revenue compares to the Zacks Consensus Estimate of $5.86 billion, representing a surprise of -0.61%. The company delivered an EPS surprise of +12.55%, with the consensus EPS estimate being $3.44. While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Street expectations to determine their next move, some key metrics always offer a more accurate picture of a company's financial health. As these metrics influence top- and bottom-line performance, comparing them to the year-ago numbers and what analysts estimated helps investors project a stock's price performance more accurately. Here is how Lear performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts: Geographic Net Sales- North America: $2.22 billion versus the two-analyst average estimate of $2.44 billion. The reported number represents a year-over-year change of -1.1%. Geographic Net Sales- South America: $213.4 million versus $212.87 million estimated by two analysts on average. Compared to the year-ago quarter, this number represents a +20% change. Geographic Net Sales- Asia: $1.08 billion versus the two-analyst average estimate of $1.09 billion. The reported number represents a year-over-year change of +1.2%. Geographic Net Sales- Europe and Africa: $2.3 billion versus $2.18 billion estimated by two analysts on average. Compared to the year-ago quarter, this number represents a +11.6% change. Net Sales- E-Systems: $1.42 billion versus the two-analyst average estimate of $1.4 billion. The reported number represents a year-over-year change of +0.7%. Net Sales- Seating: $4.4 billion versus $4.49 billion estimated by two analysts on average. Compared to the year-ago quarter, this number represents a +6.1% change. Adjusted Segment Earnings- E-Systems: $86.5 million compared to the $72.45 million average estimate based on two analysts. Adjusted Segment Earnings- Seating: $304.8 million compared to the $289.17 million average estimate based on two analysts. View all Key Company Metrics for Lear here>>> Shares of Lear have returned +7.3% over the past month versus the Zacks S&P 500 composite's +10.5% cha...

Lear (LEA) came out with quarterly earnings of $3.87 per share, beating the Zacks Consensus Estimate of $3.44 per share. This compares to earnings of $3.12 per share a year ago. These figures are adjusted for non-recurring items. This quarterly report represents an earnings surprise of +12.55%. A quarter ago, it was expected that this automotive seating and electrical distribution systems company would post earnings of $2.67 per share when it actually produced earnings of $3.41, delivering a surprise of +27.72%. Over the last four quarters, the company has surpassed consensus EPS estimates four times. Lear, which belongs to the Zacks Automotive - Original Equipment industry, posted revenues of $5.82 billion for the quarter ended March 2026, missing the Zacks Consensus Estimate by 0.61%. This compares to year-ago revenues of $5.56 billion. The company has topped consensus revenue estimates three times over the last four quarters. The sustainability of the stock's immediate price movement based on the recently-released numbers and future earnings expectations will mostly depend on management's commentary on the earnings call. Lear shares have added about 10.9% since the beginning of the year versus the S&P 500's gain of 5.3%. While Lear has outperformed the market so far this year, the question that comes to investors' minds is: what's next for the stock? There are no easy answers to this key question, but one reliable measure that can help investors address this is the company's earnings outlook. Not only does this include current consensus earnings expectations for the coming quarter(s), but also how these expectations have changed lately. Empirical research shows a strong correlation between near-term stock movements and trends in earnings estimate revisions. Investors can track such revisions by themselves or rely on a tried-and-tested rating tool like the Zacks Rank, which has an impressive track record of harnessing the power of earnings estimate revisions. Ahead of this earnings release, the estimate revisions trend for Lear was mixed. While the magnitude and direction of estimate revisions could change following the company's just-released earnings report, the current status translates into a Zacks Rank #3 (Hold) for the stock. So, the shares are expected to perform in line with the market in the near future. You can see the complete list of today's Za...