earnings
confidence high
sentiment positive
materiality 0.75
Lear Q2 EPS $4.28 adjusted, revenue $6.2B; raises full-year guidance
LEAR CORP
- Revenue $6.2B (+3% YoY); adjusted EPS $4.28 (+23% YoY); net income $193M (+17%).
- Core operating earnings $313M (+7%); free cash flow $288M (+69%).
- Seating adjusted margin 6.7% flat; E-Systems adjusted margin 5.8% vs 4.9% YoY.
- Repurchased $100M shares; paid $39M dividends; liquidity $3.0B.
- Raised full-year 2026 guidance midpoints; new business awards with Audi, Leapmotor.