NYSE$LEA

Lear Corp · Q4 2025 earnings

Q4 2025 earnings · · Before market open · Investor relations

Briefing

Lear Corporation reported Q4 2025 revenue of $6.0B with adjusted net income of $179M.

Fourth-quarter revenue increased 5% to $6.0 billion. Net income was $83 million and adjusted net income was $179 million. The 2026–2027 core sales backlog is $1.325 billion.

  • Q4 revenue $6.0B (+5% YoY).
  • Adjusted net income $179M.
  • Core sales backlog $1.325B over 2026–2027.
  • Seating and E-Systems diversification supports growth.

Headline financials

Total Revenue

$5.99B

No prior period
EPS (adj)

$3.42

No prior period
Core Operating Earnings

$259M

No prior period
Seating Segment Margin

4.8%

No prior period
Seating Adjusted Segment Margin

6.0%

No prior period
E-Systems Segment Margin

2.2%

No prior period
E-Systems Adjusted Segment Margin

5.3%

No prior period
North America Content per Vehicle

$661.00

No prior period
Europe and Africa Content per Vehicle

$454.00

No prior period
Net Income

$82.7M

No prior period
Operating Income

$259M

No prior period

Revenue & EPS history

Lear · Revenue · Quarterly

$5.99B

Q4 2025
Beat estimate in 12 of 15 quarters(80%)
ActualEstimate

Revenue by segment

Lear · $5.78B total across 2 segments · Q3 2023

  • Seating
    $4.28B+10.2%
  • E-Systems
    $1.5B+10.5%

Forward guidance

The quarterly filing discusses operating priorities, capital returns, and sector risks; numeric multi-quarter bridges vary by issuer.

Tailwinds

  • MD&A highlights liquidity, capital, and core business trends.
  • Segment or product commentary supports the earnings narrative.

Headwinds

  • Macro, rates, or input costs may pressure near-term margins.
  • One-time items can affect year-over-year comparability.

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 20 quarterly earnings reports · overlaid with Q4 2025

Historical avgQ4 2025

+0.3%

Avg return

Earnings day

-0.6%

Avg return

5 days after

+0.2%

Avg return

30 days after

53%

34 / 64 earnings

Positive

+11.9%

Q1 2020

Best reaction

-9.4%

Q1 2024

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026+1.1%+8.2%+12.5%
Q4 2025+10.7%+16.4%+0.5%
Q3 2025+4.5%+5.4%+3.7%
Q1 2025-2.8%+2.5%-1.2%
Q3 2024-6.0%-5.1%-6.7%
Q2 2024+4.2%+4.0%+0.3%
Q1 2024-9.4%-7.3%-9.8%
Q4 2023-1.5%+0.3%+5.8%
Q3 2023-1.3%+0.1%+3.5%
Q2 2023-1.8%-1.1%-6.9%
Q1 2023-2.5%-4.7%-2.6%
Q4 2022-5.6%-5.3%-4.6%
Q3 2022-7.1%-1.6%+1.5%
Q2 2022+3.2%-5.5%-8.3%
Q1 2022+5.8%+0.9%+8.9%
Q4 2021+1.2%-5.9%-19.0%
Q3 2021+1.8%+1.1%-0.3%
Q2 2021-2.6%+0.1%-5.9%
Q1 2021-0.8%-6.8%+4.8%
Q4 2020-2.8%+1.1%+10.3%
Q3 2020-1.5%-1.1%+17.4%
Q2 2020+3.1%+0.4%+7.2%
Q1 2020+11.9%-0.3%+33.5%
Q4 2019-3.1%-5.4%-15.2%
Q3 2019+1.6%-1.6%-2.0%
Q2 2019-3.3%-5.0%-20.2%
Q1 2019-2.3%-2.8%-14.2%
Q4 2018+5.9%+3.2%+4.4%
Q3 2018-6.0%-4.8%+0.6%
Q2 2018-3.2%-0.8%-9.6%
Q1 2018-0.1%-0.4%+5.4%
Q4 2017+1.8%+0.8%-1.3%
Q3 2017+1.4%-0.9%+1.4%
Q2 2017+3.2%+1.5%-1.0%
Q1 2017+1.2%+1.2%+4.7%
Q4 2016-3.9%-3.3%-3.8%
Q3 2016+6.1%+7.6%+13.6%
Q2 2016-2.6%-6.3%-0.8%
Q1 2016-0.6%
Q4 2015+1.8%
Q3 2015+1.2%
Q2 2015+0.7%
Q1 2015-1.5%
Q4 2014+3.8%
Q3 2014+3.2%
Q2 2014+2.9%
Q1 2014-2.8%
Q4 2013-6.3%
Q3 2013+1.2%
Q2 2013+2.6%
Q1 2013+5.4%
Q4 2012+0.7%
Q3 2012+3.9%
Q2 2012+6.0%
Q1 2012+0.4%
Q4 2009-1.9%
Q4 2011-1.9%
Q3 2011-4.6%
Q3 2010-4.6%
Q2 2011-5.6%
Q1 2011+4.8%
Q1 2010+4.8%
Q4 2010+4.8%
Q2 2010+4.8%

Discussion

Share your read of this quarter. Sign-in carries your eToro identity.

Join the conversation

Sign in with eToro to post your read of this quarter and vote on others'.

Sign in with eToro