Lear Q4 revenue, adj EPS beat estimates on new business growth
Overview
Automotive technology leader's Q4 revenue rose 5%, beating analyst expectations
Adjusted EPS for Q4 beat analyst expectations
Company awarded major seat assembly program from American automaker
Outlook
Lear projects 2026 net sales between $23.21 bln and $24.01 bln
Company expects 2026 core operating earnings of $1.03 bln to $1.2 bln
Lear anticipates 2026 free cash flow between $550 mln and $650 mln
Result Drivers
NEW BUSINESS ADDITIONS - Lear attributed revenue growth to new business in both Seating and E-Systems segments
SEATING AWARDS - Lear awarded complete seat assembly on major truck program from American automaker, largest conquest award in history
E-SYSTEMS AWARDS - Lear secured $1.4 bln of E-Systems business awards, largest annual total in over a decade
Key Details
Metric | Beat/Miss | Actual | Consensus Estimate |
Q4 Sales | Beat | $5.99 bln | $5.79 bln (10 Analysts) |
Q4 Adjusted EPS | Beat | $3.41 | $2.80 (12 Analysts) |
Q4 EPS |
| $1.58 |
|
Q4 Adjusted Net Income | Beat | $179.20 mln | $145.38 mln (7 Analysts) |
Q4 Net Income |
| $82.70 mln |
|
Q4 Core Operating Earnings |
| $258.60 mln |
|
Analyst Coverage
The current average analyst rating on the shares is "hold" and the breakdown of recommendations is 5 "strong buy" or "buy", 10 "hold" and no "sell" or "strong sell"
The average consensus recommendation for the auto, truck & motorcycle parts peer group is "buy."
Wall Street's median 12-month price target for Lear Corp is $125.00, about 4.5% above its February 3 closing price of $119.60
The stock recently traded at 8 times the next 12-month earnings vs. a P/E of 8 three months ago
Press Release: ID:nPn7HvkJpa
For questions concerning the data in this report, contact Estimates.Support@lseg.com. For any other questions or feedback, contact reuters.support@thomsonreuters.com.
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