secwatch.observer — SEC 8-K summary
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Issuer:     LEAR CORP (LEA)
CIK:        0000842162
Form:       8-K
Filed at:   2026-02-04T23:59:59+00:00
Accession:  0000842162-26-000005
Event type: earnings
Sentiment:  neutral
Materiality: 0.65
Item codes: 2.02, 9.01
LLM model:  deepseek-v4-flash:cloud@v2

Lear Q4 revenue up 5% to $6.0B; adj. EPS $3.41 vs $2.94; record awards and fifth consecutive adj. EPS growth
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- 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.

Source:
  EDGAR index:    https://www.sec.gov/Archives/edgar/data/842162/000084216226000005/0000842162-26-000005-index.htm
  Primary doc:    https://www.sec.gov/Archives/edgar/data/842162/000084216226000005/lear-20260204.htm
  HTML page:      https://secwatch.observer/filing/0000842162-26-000005

License: Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer