Jun 2026 (Q2 FY26) — Jul 31, 2026
Lear Corporation Q2 FY26 — Strong Performance Drives Raised Full-Year Guidance and Accelerated Share Repurchases
Read the full callLear (LEA) earnings
- Jul 2026
- Jun 2026 (Q2 FY26)
- Dec 2025
Lear earnings: last reported Fri, 31 Jul 2026, for the quarter ended Jun 2026.
Reported
The figures, each with its period
Each figure keeps its basis and period; nothing is filled in.
| Metric | Value | Change | Basis | Period | Note |
|---|---|---|---|---|---|
| Revenue | 6,209 | +3.0% YoY | Quarterly, as filed | Quarter to Jul 2026 | Revenue from operations as filed. |
| Operating margin | 4.3 | +0.2 pts YoY | Operating profit / revenue | Quarter to Jul 2026 | For the quarter; a change is in percentage points. |
| Net profit | 193 | +16.7% YoY | Quarterly, as filed | Quarter to Jul 2026 | Profit after tax as filed. |
Price
$119.76 −0.21% · −$0.25
Performance +20.4% 1Y
1Y: $99.46 on 17 Oct 2025 → $119.76. High $148.68 (28 Jul 2026), low $99.06 (20 Oct 2025).
- Previous close
- $120.01
- 52-week range
- $99.06 – $148.68
- One year
- +20.90%
Overview
- Symbol
- LEA
- Sector
- Consumer Discretionary
- Exchange
- US
- Currency
- USD
Call summaries
Every analysed call
Lear earnings calls (LEA)
Financials
What the filings say
Net profit, year on year: +17% (quarter to jul 2026 against jun 2025).
| Line item | Sep 2024 | Dec 2024 | Mar 2025 | Jun 2025 | Sep 2025 | Dec 2025 | Apr 2026 | Jul 2026 |
|---|---|---|---|---|---|---|---|---|
| Sales | 5,584 | 5,715 | 5,560 | 6,030 | 5,680 | 5,989 | 5,823 | 6,209 |
| Operating profit | 221 | 210 | 182 | 248 | 193 | 155 | 255 | 268 |
| Operating margin | 4.0% | 3.7% | 3.3% | 4.1% | 3.4% | 2.6% | 4.4% | 4.3% |
| Interest | 27 | 27 | 26 | 25 | 25 | 25 | 26 | 24 |
| Profit before tax | 191 | 159 | 135 | 218 | 159 | 113 | 217 | 241 |
| Tax rate | 24.7% | 36.1% | 33.4% | 19.1% | 28.3% | 16.1% | 17.7% | 20.1% |
| Net profit | 136 | 88 | 81 | 165 | 108 | 83 | 172 | 193 |
| EPS ($ per share) | 2.42 | — | 1.50 | 3.07 | 2.03 | — | 3.38 | 3.83 |
| Line item | Dec 2018 | Dec 2019 | Dec 2020 | Dec 2021 | Dec 2022 | Dec 2023 | Dec 2024 | Dec 2025 |
|---|---|---|---|---|---|---|---|---|
| Equity capital | 1 | 1 | 1 | 1 | 1 | 1 | 1 | 1 |
| Reserves | 4,114 | 4,716 | 4,807 | 5,073 | 5,214 | 5,601 | 5,931 | 6,189 |
| Total liabilities | 7,240 | 8,180 | 8,584 | 8,544 | 8,933 | 9,635 | 9,427 | 9,642 |
| Fixed assets | 2,598 | 2,704 | 2,736 | 2,720 | 2,854 | 2,977 | 2,833 | 2,913 |
| Investments | 5 | 17 | 9 | 4 | 4 | — | — | — |
| Total assets | 11,601 | 12,681 | 13,199 | 13,352 | 13,763 | 14,696 | 14,028 | 14,843 |
| Line item | Dec 2018 | Dec 2019 | Dec 2020 | Dec 2021 | Dec 2022 | Dec 2023 | Dec 2024 | Dec 2025 |
|---|---|---|---|---|---|---|---|---|
| Cash from operations | 1,780 | 1,284 | 663 | 670 | 1,021 | 1,249 | 1,120 | 1,089 |
| Cash from investing | -693 | -922 | -469 | -647 | -830 | -761 | -543 | -517 |
| Cash from financing | -1,030 | -362 | -412 | -14 | -387 | -419 | -694 | -618 |
| Net cash flow | 19 | -9 | -196 | 7 | -204 | 81 | -143 | -20 |
| Capital expenditure | -677 | -604 | -452 | -585 | -638 | -626 | -559 | -562 |
| Free cash flow | 1,103 | 680 | 211 | 85 | 383 | 623 | 561 | 527 |
LEA revenue by segment
| Segment | Q3 FY2024 | Q4 FY2024 | Q1 FY2025 | Q2 FY2025 | Q3 FY2025 | Q4 FY2025 | Q1 FY2026 | Q2 FY2026 | YoY growth latest quarter |
|---|---|---|---|---|---|---|---|---|---|
| Seating | 74% | 73% | 75% | 74% | 75% | 74% | 76% | 74% | +3.4% |
| E Systems | 26% | 27% | 25% | 26% | 25% | 26% | 24% | 26% | +1.9% |
Share of consolidated revenue by quarter. Q4 is the fiscal year less its first three quarters.
See how segments are shifting across companies → Segment Shift
Revenue by region
Q2 FY2026 · share of revenue
- North America 40% ↓ 3 pt
- Europe and Africa 37% ↑ 4 pt
- Asia 18% ↓ 1 pt
- South America 4%
As LEA cuts its regions in its filings; they can nest, so they need not add to 100%.
Insider filings
83 filings between Nov 7, 2025 and Oct 1, 2026.
Open market
decisions to buy or sellPurchases
None
No insider bought shares.
Sales
$15.54M
22 sales by 8 insiders
18% filed under a 10b5-1 plan — scheduled in advance, not decided on the day
Compensation
not trading decisions- 7
- Award — granted as compensation
- 30
- Option exercise — converted options into shares
- 24
- Tax withheld — shares kept back by the company to cover tax
Who traded
open market only| Insider | Bought | Sold | Last filing |
|---|---|---|---|
| SCOTT RAYMOND E | — | $6.77M | Jun 24, 2026 |
| Cardew Jason M | — | $3.31M | Jun 2, 2026 |
| Orsini Frank C | — | $2.85M | Jun 2, 2026 |
| Kemp Harry Albert | — | $954.2K | Feb 19, 2026 |
| Davis Alicia J. | — | $881.7K | Feb 19, 2026 |
| Roelli Nicholas Jon | — | $330.3K | May 22, 2026 |
| MALLETT CONRAD L JR | — | $231.7K | Aug 6, 2026 |
| VIdershain Marianne | — | $214.7K | Feb 24, 2026 |
Latest filings (50)
| Date | Insider | What | Shares | Value |
|---|---|---|---|---|
| Oct 1, 2026 | LIGOCKI KATHLEEN Director | Option exercise | 53 | $0 |
| Aug 6, 2026 | MALLETT CONRAD L JR Director | Sale | 1,646 | $199.7K |
| Jul 1, 2026 | LIGOCKI KATHLEEN Director | Option exercise | 53 | $0 |
| Jun 24, 2026 | SCOTT RAYMOND E President and CEO | Sale | 3,346 | $459.1K |
| Jun 24, 2026 | SCOTT RAYMOND E President and CEO | Sale | 16,316 | $2.19M |
| Jun 24, 2026 | SCOTT RAYMOND E President and CEO | Sale | 22,454 | $3.04M |
| Jun 24, 2026 | SCOTT RAYMOND E President and CEO | Sale | 7,884 | $1.08M |
| Jun 10, 2026 | MALLETT CONRAD L JR Director | Sale | 190 | $26.9K |
| Jun 2, 2026 | Orsini Frank C EVP and President, Seating | Sale | 5,000 | $742.5K |
| Jun 2, 2026 | Cardew Jason M SVP and CFO | Sale 10b5-1 plan | 2,500 | $362.5K |
| Jun 2, 2026 | Cardew Jason M SVP and CFO | Sale 10b5-1 plan | 2,500 | $375.0K |
| Jun 1, 2026 | Cardew Jason M SVP and CFO | Sale 10b5-1 plan | 2,500 | $352.8K |
| Jun 1, 2026 | Cardew Jason M SVP and CFO | Sale 10b5-1 plan | 2,000 | $282.3K |
| May 22, 2026 | Roelli Nicholas Jon SVP and President, E-Systems | Sale | 2,336 | $330.3K |
| May 14, 2026 | Halverson Bradley M Director | Option exercise | 1,859 | $0 |
| May 14, 2026 | Blissett Julian G. Director | Tax withheld | 637 | $88.5K |
| May 14, 2026 | Jepsen Mary Lou Director | Option exercise | 1,859 | $0 |
| May 14, 2026 | MALLETT CONRAD L JR Director | Option exercise | 1,767 | $0 |
| May 14, 2026 | KRONE ROGER A Director | Option exercise | 1,859 | $0 |
| May 14, 2026 | Blissett Julian G. Director | Option exercise | 1,859 | $0 |
| May 14, 2026 | LEWIS PATRICIA L Director | Option exercise | 1,859 | $0 |
| May 14, 2026 | FOSTER JONATHAN F Director | Option exercise | 1,859 | $0 |
| May 14, 2026 | SMITH GREG C Director | Option exercise | 3,134 | $0 |
| Apr 1, 2026 | LIGOCKI KATHLEEN Director | Option exercise | 53 | $0 |
| Mar 13, 2026 | MALLETT CONRAD L JR Director | Sale | 44 | $5.1K |
| Feb 26, 2026 | Orsini Frank C EVP and President, Seating | Sale | 7,133 | $966.5K |
| Feb 24, 2026 | VIdershain Marianne VP, Treas & Head of Inv Relat | Sale | 1,590 | $214.7K |
| Feb 20, 2026 | MALLETT CONRAD L JR Director | Option exercise | 66 | $0 |
| Feb 20, 2026 | KRONE ROGER A Director | Option exercise | 264 | $0 |
| Feb 19, 2026 | Cardew Jason M SVP and CFO | Sale | 600 | $81.2K |
| Feb 19, 2026 | Cardew Jason M SVP and CFO | Sale | 1,000 | $135.2K |
| Feb 19, 2026 | Cardew Jason M SVP and CFO | Sale | 8,400 | $1.13M |
| Feb 19, 2026 | Kemp Harry Albert SVP & Chief Admin Officer | Sale | 7,000 | $954.2K |
| Feb 19, 2026 | Orsini Frank C EVP and President, Seating | Sale | 8,354 | $1.14M |
| Feb 19, 2026 | Davis Alicia J. SVP and Chief Strategy Officer | Sale | 6,630 | $881.7K |
| Feb 12, 2026 | Cardew Jason M SVP and CFO | Tax withheld | 10,058 | $1.38M |
| Feb 12, 2026 | Kemp Harry Albert SVP & Chief Admin Officer | Tax withheld | 5,281 | $722.1K |
| Feb 12, 2026 | SCOTT RAYMOND E President and CEO | Tax withheld | 37,369 | $5.11M |
| Feb 12, 2026 | SCOTT RAYMOND E President and CEO | Award | 85,707 | $0 |
| Feb 12, 2026 | Orsini Frank C EVP and President, Seating | Tax withheld | 10,058 | $1.38M |
| Feb 12, 2026 | Orsini Frank C EVP and President, Seating | Award | 23,067 | $0 |
| Feb 12, 2026 | Davis Alicia J. SVP and Chief Strategy Officer | Tax withheld | 4,068 | $556.2K |
| Feb 12, 2026 | Davis Alicia J. SVP and Chief Strategy Officer | Award | 9,328 | $0 |
| Feb 12, 2026 | Roelli Nicholas Jon SVP and President, E-Systems | Tax withheld | 1,594 | $217.9K |
| Feb 12, 2026 | Roelli Nicholas Jon SVP and President, E-Systems | Award | 3,655 | $0 |
| Feb 12, 2026 | Cardew Jason M SVP and CFO | Award | 23,067 | $0 |
| Feb 12, 2026 | VIdershain Marianne VP, Treas & Head of Inv Relat | Tax withheld | 1,332 | $182.1K |
| Feb 12, 2026 | VIdershain Marianne VP, Treas & Head of Inv Relat | Award | 3,054 | $0 |
| Feb 12, 2026 | Kemp Harry Albert SVP & Chief Admin Officer | Award | 12,110 | $0 |
| Jan 4, 2026 | Doyle Amy VP & Chief Accounting Officer | Tax withheld | 108 | $12.8K |
Source: SEC Form 4 filings. Form 4 reports transactions, not the cap table — absence of filings says nothing about how much an insider owns, and a quiet window is not a signal.
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