Lear Corporation

LEA Consumer Cyclical Auto Parts

Lear Corporation’s revenue for fiscal 2025 (year ended December 2025) was $23.3 billion, roughly unchanged from fiscal 2024.

Revenue
+1.64%
EPS
+35.6%
Free cash flow
−48.4%
Total debt
−1.69%

Quarter to September 2026, against a year earlier

114.19 4.51 −3.80%
Market cap
$5.5B
P/E
10.0×
Fwd P/E
9.1×
Dividend yield
2.70%
F-score
6/9
Altman Z
2.86
Beneish M
−2.52
Dividend safety
77/100

Lear Corporation (LEA) revenue by segment, product and region

Where the money comes from and where it goes

Fiscal 2025: revenue by segment, and margins
Seating 17,283 74.31%
E-Systems 5,976 25.69%
Gross margin 6.47%
Operating margin 3.34%
Pre-tax margin 2.69%

Revenue by segment $m

Line FY2025 FY2024 FY2023 FY2022 FY2021 FY2020 FY2019 FY2018 FY2017 FY2016
Seating 17,283 17,222 17,549 15,711 14,411 12,713 15,097 16,022 15,873 14,357
E-Systems 5,976 6,084 5,918 5,180 4,852 4,333 4,713 5,127 4,594 4,201
Revenue 23,259 23,306 23,467 20,892 19,263 17,046 19,810 21,149 20,467 18,558

Operating income by segment $m, and margin

Revenue by region $m

Line FY2025 FY2024 FY2023 FY2022 FY2021 FY2020 FY2019 FY2018 FY2017 FY2016
North America 9,809 9,749 9,503 8,911 7,548 6,631 7,366 7,661 7,788 7,524
Europe and Africa 8,029 8,298 8,613 6,946 6,745 6,240 7,786 8,727 8,137 7,052
Asia 4,557 4,392 4,445 4,183 4,228 3,655 3,968 4,040 3,795 3,445
South America 864 866 906 852 742 519 691 721 748 538
Also reported: a second breakdown of the same revenue
Other countries 8,895 9,028 9,636 7,992 8,059 7,037 8,815 9,225 8,682 7,334
United States 5,293 5,050 4,864 4,752 4,411 3,599 3,659 3,718 3,955 4,186
Mexico 3,558 3,674 3,434 3,183 2,466 2,528 3,059 3,237 3,171 2,684
China 3,041 2,970 3,045 2,976 3,018 2,593 2,580 2,782 2,519 2,278
Morocco 1,297 1,220 1,086 778 — — — — — —
Germany 1,175 1,364 1,402 1,211 1,310 1,288 1,699 2,187 2,139 2,076
Revenue 23,259 23,306 23,467 20,892 19,263 17,046 19,810 21,149 20,467 18,558

Operating figures as reported in each quarter’s results release or filing

Figure Quarter Latest A year before Change
Content per vehicle, Europe and Africa Q3 FY2026 $505.00 $465.00 +8.60%
Content per vehicle, North America Q3 FY2026 $682.00 $664.00 +2.71%

As each company reports them in its 10-K and 10-Q filings, in US dollars. Where a later filing recast a year's segments, the year is shown as recast; a period whose breakdown does not add up to the company's revenue is left out.