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Dec 31, 2025
Lear Q4 2025 Earnings Report
Lear reported its fourth quarter and full year 2025 financial results, showing an increase in revenue and adjusted net income for the quarter.
Key Takeaways
Lear Corporation delivered a strong fourth quarter in 2025 with a 5% increase in revenue to $6.0 billion and a significant rise in adjusted net income to $179 million. The company also achieved positive operating performance in both Seating and E-Systems segments and secured major new business awards, positioning it for sustained future growth despite lower volumes in key markets.
Fourth quarter revenue increased by 5% to $6.0 billion compared to the same period in 2024.
Adjusted net income for the fourth quarter rose to $179 million from $161 million in the prior year.
Lear secured its largest seating conquest award in history for a major truck program from an American automaker.
The company achieved record E-Systems business awards totaling $1.4 billion for the full year, the largest in over a decade.
Revenue by Segment
Revenue by Geographic Location
Forward Guidance
Lear's 2026 financial outlook anticipates global industry production to be 1% lower than in 2025 on a Lear sales-weighted basis, with net sales projected between $23.21 billion and $24.01 billion, and core operating earnings between $1.03 billion and $1.20 billion.
Positive Outlook
- Anticipated core operating earnings of $1.03 billion to $1.20 billion for 2026.
- Projected adjusted EBITDA between $1.65 billion and $1.82 billion.
- Operating cash flow expected to be $1.21 billion to $1.31 billion.
- Free cash flow projected between $550 million and $650 million.
- Expanded automation and AI leadership, combined with cost savings from restructuring actions, are expected to drive margin expansion.
Challenges Ahead
- Global industry production is assumed to be 1% lower than in 2025 on a Lear sales-weighted basis.
- The outlook excludes any future impact of potential changes to tariffs.
- The outlook excludes any future impact of Company and industry-wide production disruptions.
Historical Earnings Impact
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Avg. Return Before/After Earnings
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