earnings
confidence high
sentiment neutral
materiality 0.75
Lear Q2 revenue flat at $6.0B, net income $165M ($3.06 EPS); restores FY guidance
LEAR CORP
2025-Q2 EPS reported
$4.54
revenue$11,590,700,000
- Revenue $6.03B flat YoY; net income $165M vs $173M; core operating earnings $292M vs $302M.
- Adjusted EPS $3.47 vs $3.60; Seating margins 6.4% adj., E-Systems 4.9% adj.
- Full year 2025 guidance restored: revenue $22.47-23.07B, core earnings $955-1,095M.
- Refinanced $2B revolver extended to July 2030; repurchased $25M shares, paid $41M dividends.
- Conquest awards with BMW, Ford, global EV automaker; new business with FAW, Leapmotor, XPeng.
item 2.02item 9.01