Wall Street analyst estimates for Lear Corporation (LEA): consensus price target, buy/hold/sell recommendations and forecasts for revenue and EPS for the upcoming fiscal years.
Lear Corporation, established in 1917 and headquartered in Southfield, Michigan, stands as a premier global supplier to the automotive industry. The company specializes in the conceptualization, development, engineering, manufacturing, and assembly of complete automotive seating solutions and sophisticated electrical distribution systems, along with related components.
Consensus price target
$132.25 (+13 % vs price $116.89)
between $124.00 and $145.00 · 7 targets published in the last quarter
Closing price, Oct 28
A twelve-month target is not a fair value: compare it with the range in the Valuation tab.
Revenue and EPS estimates
| Fiscal year | Revenue (average) | Revenue (low – high) | EPS (average) | Analysts |
|---|---|---|---|---|
| 2026E | $23.8B | $23.8B – $23.9B | $14.98 | 9 |
| 2027E | $24.0B | $23.8B – $24.9B | $16.69 | 9 |
| 2028E | $24.7B | $24.0B – $25.3B | $19.28 | 5 |
Figures in USD · consensus as of October 29, 2026
Analyst Consensus
| Strong Buy | 0 |
| Buy | 13 |
| Hold | 17 |
| Sell | 1 |
| Strong Sell | 0 |
| Total analysts | 31 |
| Avg rating (−2 sell to +2 buy) | 0.39 |
Recent Earnings Surprises
| Date | EPS Actual | EPS Est. | vs Est. |
|---|---|---|---|
| 2026-10-30 | $3.31 | ||
| 2026-07-31 | $4.28 | $3.98 | +7.5% |
| 2026-05-01 | $3.87 | $3.51 | +10.3% |
| 2026-02-04 | $3.41 | $2.67 | +27.7% |
| 2025-10-31 | $2.79 | $2.70 | +3.3% |
| 2025-07-25 | $3.47 | $3.23 | +7.4% |
| 2025-05-06 | $3.12 | $2.64 | +18.2% |
| 2025-02-06 | $2.94 | $2.50 | +17.6% |
Valuation Ratios
| P/E Ratio | 10.89 |
| Price / Book | 1.15 |
| EV / EBITDA | 5.68 |
| Dividend Yield | 2.64% |
Income Statement (10y)
| Year | 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 |
|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $18.56B | $20.47B | $21.15B | $19.81B | $17.04B | $19.26B | $20.88B | $23.46B | $23.30B | $23.26B |
| Cost of Revenue | $16.37B | $18.14B | $18.70B | $17.88B | $15.73B | $17.76B | $19.31B | $21.72B | $21.46B | $21.34B |
| Gross Profit | $2.19B | $2.33B | $2.45B | $1.94B | $1.31B | $1.49B | $1.57B | $1.75B | $1.84B | $1.91B |
| Research & Development | $143.7M | $147.9M | $296.6M | $316.6M | $327.3M | $310.2M | $318.8M | $319.6M | $399.2M | $386.3M |
| Selling, General & Admin | $469.7M | $469.6M | $433.7M | $408.6M | $380.2M | $440.5M | $486.7M | $512.7M | $499.7M | $505.7M |
| Operating Expenses | $613.4M | $617.5M | $730.3M | $725.2M | $707.5M | $750.7M | $805.5M | $832.3M | $898.9M | $892.0M |
| Operating Income | $1.58B | $1.71B | $1.72B | $1.21B | $604.4M | $743.6M | $768.0M | $913.6M | $944.9M | $1.02B |
| EBITDA | $1.80B | $2.04B | $2.11B | $1.55B | $936.4M | $1.25B | $1.18B | $1.48B | $1.46B | $1.38B |
| Interest Expense | $82.5M | $83.7M | $84.1M | $90.9M | $97.2M | $89.4M | $96.2M | $98.7M | $103.8M | $98.4M |
| Pre-tax Income | $1.41B | $1.58B | $1.56B | $976.8M | $327.8M | $599.3M | $542.4M | $826.5M | $782.9M | $677.1M |
| Income Tax | $370.2M | $197.5M | $311.9M | $146.1M | $93.9M | $137.7M | $133.7M | $180.8M | $191.1M | $150.0M |
| Net Income | $975.1M | $1.29B | $1.14B | $789.5M | $158.5M | $373.9M | $327.7M | $572.5M | $506.6M | $436.8M |
| EPS | $13.48 | $18.79 | $17.35 | $12.80 | $2.63 | $6.22 | $5.49 | $9.73 | $9.02 | $8.22 |
| EPS (Diluted) | $13.33 | $18.59 | $17.22 | $12.75 | $2.62 | $6.19 | $5.47 | $9.68 | $8.97 | $8.15 |
| Shares Outstanding (Diluted) | 73.1 M | 69.3 M | 66.2 M | 61.9 M | 60.4 M | 60.4 M | 59.9 M | 59.1 M | 56.5 M | 53.6 M |
Price
| Price | $116.89 (closing price, October 28, 2026) |
| Market Cap | $5.8B |
| Exchange | NYSE |
| Country | US |
Related companies: URBN · GNTX · MAT · DORM · ALSN · KMX · WH
Explore sector: Consumer Cyclical · Auto - Parts
More sections of LEA: Overview · Financials · Valuation · Statistics · Technical · Ownership · News · Events
Discover more: Weekly Radar: the S&P 500 through the Buffett and Lynch methods · Companies that pass the Buffett method today · Companies that pass the Lynch method today · Stocks that pass Graham's defensive investor test today · Investment Academy — learn to analyze stocks