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Jun 28, 2025
Lear Q2 2025 Earnings Report
Lear reported Q2 2025 results with stable revenue, slightly lower net income, and solid segment margins.
Key Takeaways
Lear delivered $6.0 billion in revenue and $165 million in net income for Q2 2025, with strong operating performance in both Seating and E-Systems despite flat overall sales.
Revenue remained stable at $6.0 billion compared to last year
Net income was $165 million, down from $173 million in Q2 2024
Seating and E-Systems delivered strong segment margins
Free cash flow improved slightly to $171 million
Revenue by Segment
Revenue by Geographic Location
Forward Guidance
Lear restored its full-year 2025 guidance with expectations of steady revenue and improved operating performance.
Positive Outlook
- Full-year revenue guidance reaffirmed at $22.47B-$23.07B
- Core operating earnings expected between $955M and $1.095B
- Tari recoveries expected to offset margin pressure
- Improved automation and restructuring to drive margin gains
- Shareholder returns through buybacks and dividends to continue
Challenges Ahead
- Global industry production expected 2% lower YoY
- Lower production on key platforms impacting growth
- E-Systems segment margins remain pressured
- Currency headwinds due to weakening USD
- Restructuring costs remain elevated at ≈$215M
Revenue & Expenses
Visualization of income flow from segment revenue to net income
Historical Earnings Impact
Analyze how earnings announcements historically affect stock price performance
Avg. Return Before/After Earnings
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