Company Analysis

Lear Corporation (LEA)

NYSE: LEA · Motor Vehicle Parts & Accessories · Southfield, MI · filing with the SEC since 1994
Grade5.7
◀ Past 6.5● Present 6.1▶ Future 4.2

The grade of Lear Corporation

Nine metrics read from its own filings, by tense
Headline grade
5.7/10
◀ Past6.530% of the headline
● Present6.140% of the headline
▶ Future4.230% of the headline

All three tenses have at least two readings, so the archetype blend applies as printed.

All nine metrics read as filed from the record.

◀ Past

What did they actually do?

6.5/1030% of the headline grade · 3 of 3 filed

Surviving crises

as filed
7.9/10

Has it survived what it has been through?

No warning events in its filings since 2017.

weight 33% of this tense · 79th percentile among 36 sector filers · read for itself

From the record

Lear Corporation's filings since 2017 show no warning events in the scan: no bankruptcy or receivership notice, no debt default notice, no exchange listing notice, no restatement warning, no auditor change, no material cyber incident and no late-report notice (its current reports).

A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.

Track record

as filed
4.5/10

What has it actually done, year after year?

+2.5% a year over 10 filed years; profitable in 10 of 10.

weight 45% of this tense · 45th percentile among 34 sector filers · read for its customers

From the record

Lear Corporation's 10 filed years say what it did: revenue went from $19 billion in fiscal 2016 to $23 billion in fiscal 2025, up 2.5% a year; it rose in 5 of 9 years; the deepest fall was 19% from fiscal 2018 to fiscal 2020; net income was positive in 10 of 10 of those years (its annual reports).

What it rests on

  • revenue growth over the filed span2.5%bottom 31% of its family
  • the share of years revenue rosebottom 18% of its family
  • the share of filed years with a profittop 22% of its family
  • the deepest fall from a revenue peak19.4%top 46% of its family

A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.

Shareholder treatment

as filed
8.2/10

How has it treated the people who own it?

Share count shrank 3.7% a year. 45% of cash flow returned. Insiders: 23 sales, 0 purchases.

weight 22% of this tense · 82nd percentile among 27 sector filers · read for its shareholders

From the record

Over the 3 fiscal years to 2025-12-31, Lear Corporation's diluted share count shrank about 3.7% a year, and dividends and buybacks returned about 45% of its operating cash flow over 3 years (its filed statements). Its officers and directors filed 23 sales (4 under scheduled 10b5-1 plans) and 0 purchases of their own stock on the open market in the year to 2026-11-09 (their Form 4 filings).

What it rests on

  • the share count over the yearstop 16% of its family
  • cash returned against operating cash flowtop 20% of its family

A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.

● Present

What are they doing right now?

6.1/1040% of the headline grade · 3 of 3 filed

Financial health

as filed
5.5/10

Is it financially healthy right now?

ROE 8%: 8¢ of profit per shareholder dollar. Leverage 65%: owes 65¢ per asset dollar.

weight 45% of this tense · 55th percentile among 35 sector filers · read for itself

From the record

Return on equity: in the fiscal year ended 2025-12-31, Lear Corporation earned about 8 cents of profit for every dollar of shareholders' money, and gross profitability: its products earned about 10 cents per dollar of everything the company owns. Leverage: it owed about 65 cents per dollar of assets, and net share issuance: its share count shrank 5.1% over the year (the filed statements).

What it rests on

  • what it owes per dollar of assetsbottom 44% of its family
  • return on equitytop 37% of its family
  • gross profit against assetsbottom 27% of its family
  • the share count against the year beforetop 16% of its family

A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.

Industry position

as filed
6.5/10

How strong is its position in its industry?

top 35% of 35 in its family; net margin 1.9%.

weight 33% of this tense · 65th percentile among 35 sector filers · read for its customers

From the record

Lear Corporation's standing among 35 graded names in its industry family: revenue of $23 billion in fiscal 2025 ranks in the top 4% by size; a net margin of 1.9% ranks in the bottom 47%; revenue growth of 3.6% a year over the last 3 filed years ranks in the top 47% (its annual reports).

What it rests on

  • revenue against the family$23.26Btop 4% of its family
  • net margin1.9%bottom 47% of its family
  • three-year revenue growth3.6%top 47% of its family

A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.

Leadership

as filed
6.9/10

What are the people in charge doing?

top 31% of 27 in its family for leadership; chief executive since 2018.

weight 22% of this tense · 69th percentile among 27 sector filers · read for its shareholders

From the record

Lear Corporation's leadership, from its insiders' filings and its current reports: the chief executive on the record is Scott, Raymond E (President and CEO, as filed), filing under that title since 2018-11-16, 8 years (top 43% of its family); the 18 officers and directors filing in the last fifteen months have been on the record a median of 8.3 years (top 24%); 4 officer or director changes were reported on Form 8-K since 2023-11-13, against the 18 people in charge now (top 27%; fewer changes for each person reads higher) (the Form 4 record, its Form 8-K reports). Years count from a person's first filing in the SEC's data sets, which begin in 2006, so each is a floor.

What it rests on

  • officer and director changes on Form 8-K, against the people in charge4 in three years among 18 peopletop 27% of its family
  • the median years the people in charge have filed8.3 yearstop 24% of its family
  • the chief executive's years on the record8.0 yearstop 43% of its family

A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.

▶ Future

What are they set up to do next?

4.2/1030% of the headline grade · 3 of 3 filed

Room to expand

as filed
3.4/10

How much room does it have to grow?

bottom 34% of 35 in its family for room to expand.

weight 45% of this tense · 34th percentile among 35 sector filers · read for itself

From the record

Lear Corporation's room to grow, from the newest filed statements (fiscal 2025): cash of $1.0 billion against debt of $2.7 billion leaves -11.3% of its assets as net cash, top 47% of its family; cash from operations less capital spending is 2.3% of revenue (bottom 33%); a gross margin of 6.5% (bottom 16%) (its annual report).

What it rests on

  • cash less debt against assets-11.3%top 47% of its family
  • cash from operations less capital spending against revenue2.3%bottom 33% of its family
  • gross margin6.5%bottom 16% of its family

A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.

Growth drivers

as filed
5.0/10

What could actually drive growth from here?

bottom 50% of 34 in its family for growth drivers.

weight 33% of this tense · 50th percentile among 34 sector filers · read for its customers

From the record

Lear Corporation's growth drivers, from the filed years to fiscal 2025: revenue grew 3.6% a year over the last three filed years against 2.5% over all 10, speeding up (top 34% of its family); the newest year grew -0.2% (bottom 34%); research spending grew 1.7% a year (bottom 48%); capital spending grew -4.2% a year (top 48%) (its annual reports). Lear Corporation reported 2 lines of business in fiscal 2025: Seating at $17 billion (74%), E Systems at $6.0 billion (26%); 1 of 2 grew against the year before (its annual report).

What it rests on

  • three-year growth against the whole span+1.1 points a yeartop 34% of its family
  • the newest year's revenue growth-0.2%bottom 34% of its family
  • three-year growth of research spending1.7%bottom 48% of its family
  • three-year growth of capital spending-4.2%top 48% of its family

A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.

Expectations vs reality

as filed
4.7/10

Did its newest year beat what its own record pointed to?

bottom 47% of 33 in its family for expectations against reality.

weight 22% of this tense · 47th percentile among 33 sector filers · read for its shareholders

From the record

Lear Corporation's newest year against its own record: revenue of $23 billion in fiscal 2025 came in 5.5% below the $25 billion its prior three years' pace pointed to (bottom 32% of its family); net income of $437 million against a prior three-year average of $469 million (top 50%); a net margin of 1.9% against 2.1% before (top 41%) (its annual reports).

What it rests on

  • revenue against the prior three years' pace-5.5%bottom 32% of its family
  • net income against the prior three years' average-7%top 50% of its family
  • net margin against its prior average-0.2 pointstop 41% of its family

A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.

The grade is the company against its own industry, from its filings. It is not a view on the share price. How the grade is made

SI Assistanton LEA · research, not advice