Company Deep Dive
Business segments breakdown, earnings transcript analysis, management credibility scoring, competitive landscape, and scenario modelling.
LEA
BuySecond WindFLAGLear Corporation · Consumer Cyclical · United States · $8.3B · Avg Vol: $87M/d
Lear Corporation makes automotive seating and electrical distribution systems, and it carries the weakest quality score in this batch (Q45) on thin tier-one supplier margins, with heavy exposure to cross-border Mexican production that sits directly in the tariff path. Momentum is strong but that is a rebound rather than restored economics. Nothing adverse is known, so this is a flag.
COMPANY DESCRIPTION
Lear Corporation is a leading global supplier of automotive seating and E-Systems (electrical distribution and electronic components) to major automakers worldwide. The company holds a significant competitive moat through its dominant market share in both segments, driven by strong relationships with OEMs and continuous innovation in product design and manufacturing efficiency. Its focus on advanced electrification and connectivity solutions positions it well for the future of mobility.
FINANCIAL SUMMARY (USD)
| Year | 2022 | 2023 | 2024 | 2025 | CAGR | TTM | 2026E | 2027E | Fwd CAGR |
|---|---|---|---|---|---|---|---|---|---|
| Revenue | 20.9B | 23.5B | 23.3B | 23.3B | 3.6% | 23.7B | 23.8B | 24.2B | 1.9% |
| EPS | 5.55 | 10.05 | 9.46 | 8.62 | 15.8% | 10.75 | 10.12 | 11.48 | 15.4% |
| Shares | 59.1M | 57.0M | 53.6M | 50.6M | -14.3% | 66.6M | — | — | — |
| Debt | 2.7B | 2.9B | 2.9B | 2.9B | 1.9% | 3.5B | — | — | — |
| Equity | 4.7B | 4.9B | 4.5B | 5.0B | 2.5% | — | — | — | — |
| Op CF | 1.0B | 1.2B | 1.1B | 1.1B | 2.2% | 1.5B | — | — | — |
| Inv CF | -830.3M | -761.5M | -543.0M | -516.8M | — | — | — | — | — |
| Fin CF | -387.3M | -419.5M | -693.9M | -618.5M | — | — | — | — | — |
SCORE BREAKDOWN
FUNDAMENTALS
SECTOR PEERS
Closest peers in Consumer Cyclical, ranked by industry match, size, and score similarity. Cross-listings of LEA are excluded.
| Ticker | Company | Mkt Cap | StockRank | Signal |
|---|---|---|---|---|
| LEA | Lear Corporation(you) | $8.3B | 72 | Buy |
| ALSN | Allison Transmission Holdings, Inc. | $10.4B | 66 | Buy |
| BWA | BorgWarner Inc. | $13.1B | 78 | Buy |
| DORM | Dorman Products, Inc. | $3.8B | 78 | Buy |
| GNTX | Gentex Corporation | $4.8B | 84 | Strong Buy |
| LKQ | LKQ Corporation | $6.5B | 52 | Hold |
| PHIN | PHINIA Inc. | $2.5B | 71 | Buy |
| GTX | Garrett Motion Inc. | $5.0B | 89 | Strong Buy |
| VC | Visteon Corporation | $2.7B | 77 | Buy |
| DAN | Dana Incorporated | $3.3B | 58 | Hold |
Peer medians: ROE 8.4% · P/E 19.7x · Gross margin 36.7%