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Lear LEA · USD

Consumer Discretionary · US listing · 🇺🇸 United States

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110.83

+0.50%

Close of 9 Nov 2026, in USD

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About Lear

From its filings with the US Securities and Exchange Commission

SEC filings

Lear is based in Southfield, Michigan and is incorporated in Delaware. Its shares trade on NYSE under the ticker LEA. The SEC classifies its business as motor vehicle parts & accessories. In the fiscal year to 31 December 2025, it reported revenue of $23.26bn and net income of $436.8m. At that date it held total assets of $14.84bn and shareholders' equity of $5.04bn. By business, Seating brought in 74.3% of revenue, followed by E-Systems at 25.7%. By region, North America accounted for 42.2%, followed by Europe and Africa at 34.5% and Asia at 19.6%.

In its own words

Lear Corporation is a global automotive technology leader in Seating and E-Systems, enabling superior in-vehicle experiences for consumers around the world. We supply complete seat systems, key seat components, 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 to all of the world's major automotive manufacturers. At Lear, we are Making every drive betterTM by providing technology for safer, smarter and more comfortable journeys, while adhering to our values — Be Inclusive. Be Inventive. Get Results the Right Way.

We have 258 manufacturing, engineering and administrative locations in 36 countries. We continue to grow our business in every major automotive producing region of the world, both organically and through complementary acquisitions. We continue to evaluate our manufacturing footprint to optimize our cost structure.

Our business is organized under two reporting segments: Seating and E-Systems. Each of these segments has a varied product and technology portfolio across a number of component categories. Further, we continuously evaluate this portfolio, aligning it with industry trends while balancing risk-adjusted returns, which allows us to offer value-added solutions to our customers.

Quoted from its 10-K, filed 13 Feb 2026. Read the filing on SEC.gov ↗

Company facts

Sector
Consumer Discretionary
Industry
Auto Components
Listed since
6 Apr 1994
Employees
75,000
Website
lear.com ↗
Head office
21557 TELEGRAPH ROAD, SOUTHFIELD, MI, 48033
Incorporated in
DE
Classification
Motor Vehicle Parts & Accessories
Filer status
Large accelerated filer

Leadership

Pay as last reported

  • Mr. Gregory SmithNon-Executive Chairman of the Board$503,310
  • Mr. Raymond ScottPresident, Chief Executive Officer, Director, since 2005$17.4m
  • Mr. Jason CardewChief Financial Officer, Senior Vice President$6.9m
  • Mr. Frank OrsiniExecutive Vice President, President - Seating$8.0m
  • Mr. Harry KempSenior Vice President, Chief Administrative Officer, General Counsel$3.7m
  • Ms. Alicia DavisSenior Vice President, Chief Strategy Officer$2.8m
  • Mr. Carl EspositoSenior Vice President - IDEA by Lear$4.1m
  • Mr. Nicholas RoelliSenior Vice President, President - E-Systems
  • Ms. Amy DoyleChief Accounting Officer, Vice President
  • Ms. Marianne VidershainVice President of Investor Relations, Treasurer
  • Mr. Julian BlissettIndependent Director
  • Mr. Jonathan FosterIndependent Director$327,393

Environmental, social and governance

Scores out of 100, from our data supplier

ESG
Overall
84
Environment
89
Social
99
Governance
65
Direct emissions (scope 1)
86,296 t
Energy emissions (scope 2)
299,567 t
Value chain emissions (scope 3)
9,493,459 t
Women in the workforce
47%
Carbon reduction policy
Yes
Human rights policy
Yes

SWOT analysis

AI-generated by our data supplier. Not written or checked by our editors.

AI-generated

Strengths

  • Lear Corp holds a significant market share in the automotive industry, making it a leader in the field. This position allows the company to enjoy economies of scale, higher bargaining power, and greater profitability.
  • Lear Corp has a strong foundation of technological expertise, enabling the company to develop innovative solutions and stay ahead of its competitors. This expertise allows Lear to provide cutting-edge products and services to its customers.
  • Lear Corp offers a wide range of products, including seating systems, electrical distribution systems, and electronic components. This diversification minimizes the company's dependence on a single product or market, reducing its vulnerability to economic downturns.

Weaknesses

  • Lear Corp heavily relies on the automotive industry for its revenue. Any decline in the automotive sector can have a significant impact on the company's financial performance, making it susceptible to market fluctuations.
  • Lear Corp operates a complex global supply chain, which exposes it to various risks such as disruptions in the flow of raw materials, changes in import/export regulations, and geopolitical uncertainties. These complexities can impact the company's ability to meet customer demand effectively.

Opportunities

  • With the increasing demand for electric vehicles (EVs), Lear Corp can capitalize on this market trend by developing advanced electrical systems and components specifically designed for EVs. This presents an opportunity for the company to expand its product offerings and gain a competitive edge.
  • Technological advancements in the automotive industry, such as autonomous driving and connected cars, provide Lear Corp with the opportunity to develop and supply advanced electronic and software solutions. By staying at the forefront of these technologies, Lear can strengthen its market position and attract new customers.

Threats

  • The automotive industry is highly competitive, with numerous players vying for market share. Lear Corp faces competition from both established companies and new entrants. This intensifying competition can put pressure on pricing and profitability.
  • Global economic conditions and market fluctuations can greatly impact the automotive industry. Economic downturns, recessions, or trade disruptions can reduce consumer demand for vehicles, affecting Lear Corp's revenue and financial performance.

Sources and methodology

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