earnings
confidence high
sentiment positive
materiality 0.75
Lear Q1 adjusted EPS $3.87, up 24% YoY; revenue $5.8B, up 5%
LEAR CORP
2026-Q1 EPS reported
$3.34
revenue$5,822,800,000
- Net income $172M vs $81M YoY; GAAP EPS $3.34 vs $1.49; adjusted EPS $3.87 vs $3.12.
- Seating margins improved to 6.9% adjusted (from 6.7%); E-Systems adjusted margins 6.1% (from 5.2%).
- Core operating earnings $297M (+10% YoY); free cash flow -$27M vs -$232M a year ago.
- Repurchased $75M of shares and paid $43M in dividends; total liquidity $2.9B.
- Reaffirmed full-year 2026 financial outlook; new business wins with GM, Toyota, Audi, Geely.