• Lear Corporation (NYSE:LEA) reported an EPS of $2.79, beating the estimated $2.70 and marking a positive earnings surprise of +3.72%.
• Revenue for the quarter was $5.68 billion, slightly above the consensus estimate, showcasing Lear's strong market position.
• Despite challenges, Lear has increased its full-year free cash flow outlook, demonstrating resilience and operational efficiency.

Lear Corporation (NYSE:LEA), a prominent player in the automotive technology sector, specializes in Seating and E-Systems. On October 31, 2025, Lear reported its earnings before the market opened, revealing an earnings per share (EPS) of $2.79, surpassing the estimated $2.70. This performance reflects a positive earnings surprise of +3.72%, as highlighted by Zacks.

Despite the positive surprise, the EPS of $2.79 marks a slight decrease from the $2.89 reported in the same quarter last year. However, Lear has consistently exceeded consensus EPS estimates over the past four quarters. In the previous quarter, Lear achieved an EPS of $3.47, surpassing expectations of $3.23, with a surprise of +7.43%.

Lear's revenue for the quarter ending September 2025 was $5.68 billion, slightly above the Zacks Consensus Estimate of $5.65 billion by 0.09%. This represents an increase from the $5.58 billion reported in the same period last year. Lear has consistently outperformed consensus revenue estimates over the last four quarters, demonstrating its strong market position.

Lear's strong performance is further highlighted by one of its highest third-quarter operating cash flows in history. Despite disruptions from key customers, the company has increased the midpoint of its full-year free cash flow outlook. However, significant lost production at a key customer has limited further increases in full-year revenue and operating income outlook.

Currently, LEA's stock price is $102.67, reflecting a decrease of 0.85, or -0.82%. The stock has fluctuated between $99.48 and $110.88 today, with a 52-week high of $113.10 and a low of $73.85. Lear's market capitalization is approximately $5.46 billion, with a trading volume of 483,374 shares on the NYSE.