earnings
confidence medium
sentiment neutral
materiality 0.65
Lear Q4 revenue up 5% to $6.0B; adj. EPS $3.41 vs $2.94; record awards and fifth consecutive adj. EPS growth
LEAR CORP
2025-FY EPS reported
$8.15
revenue$23,259,100,000
- Q4 revenue $6.0B (+5% YoY); adj. EPS $3.41 vs $2.94; GAAP EPS $1.58 vs $1.61.
- FY2025 revenue $23.3B flat; adj. EPS $12.80 (fifth consecutive annual increase); GAAP net income $437M vs $507M.
- Seating adj. margin 6.0% Q4 (6.4% FY); E-Systems adj. margin 5.3% Q4 (4.9% FY).
- Record $1.4B E-Systems awards in 2025; largest seating conquest award in company history.
- Returned $514M to shareholders in 2025 ($325M buybacks + $165M dividends); free cash flow $527M.