Lear Corporation (LEA)

Over the past six months, Lear Corp. stock experienced fluctuations, including rises and declines in November 2025, along with the declaration of a quarterly cash dividend. In October 2025, the company reported its third-quarter results with increased revenue but a decline in net income, and repurchased $100 million of its common stock. In September 2025, Bank of America downgraded Lear's rating and lowered its price target. In July 2025, Lear announced its second-quarter results with stable revenue but decreased net income, restoring its full-year guidance. In May 2025, Lear held its Q1 2025 earnings call and received a PACE Award for its zone control module.

Demand for Lear Corp.'s products and services is closely tied to the cyclical nature of the automotive industry and global vehicle production. The automotive components sector relies on the coordinated movement of raw materials, precision manufacturing, and alignment with vehicle producers. Lear is strategically positioned to capitalize on trends such as the growth of premium vehicle segments and the increasing adoption of automotive electronics and battery electric vehicles.

Lear Corporation (LEA) is a global automotive technology company specializing in automotive seating and electrical systems, operating in the Consumer Discretionary sector, specifically in the Auto Parts: O.E.M. industry. The company has two main segments: Seating, which designs, develops, engineers, and manufactures complete seat systems and key seat components, and E-Systems, which focuses on electrical distribution and connection systems, including high-voltage power distribution products, low-voltage power distribution products, and electronic controllers.

Lear Corp. has a significant global presence, operating 257 locations across 39 countries as of 2017, serving all major automotive producing regions worldwide, including North America, Europe, Africa, Asia, and South America. This geographical diversification helps mitigate risks associated with market volatility and regional economic fluctuations.

Lear Corp. has maintained a positive brand reputation through its commitment to innovation, receiving a PACE Award for its zone control module in May 2025. The company focuses on building a reputation for excellence through investments in Industry 4.0 technologies and prioritizing environmental sustainability.

Lear Corp. has a diverse ownership structure, with institutional investors holding a significant portion of the company's stock, ranging from approximately 66.86% to 96.12%. Individual investors and public companies own approximately 3.56% to 29.25% of the stock, while insiders hold about 0.33%.