Lear (LEA)
NYSEConsumer DiscretionaryAuto - PartsSnapshot 2026-10-29
$117.38+0.42%
Close 2026-10-29 · 1-day change
NYSEConsumer DiscretionaryAuto - PartsSnapshot 2026-10-29
Research Workspace
Put LEA beside peers and holdings, graph the same metric, and keep your notes with the evidence.
Daily closes. Earnings/event dots are placed inline.
Industries move in repeating boom-and-bust cycles. This shows where this stock’s industry sits in that cycle, stage by stage (recovery → expansion → supercycle → steady → deceleration → contraction), from its fundamentals (orders, revenue, capital spending), not the stock’s price.
A booming industry is a tailwind for the names in it; a contracting one is a headwind. Companies in the same industry tend to rise and fall together with the cycle, the way a tide lifts and lowers every boat in the harbor at once, so a large part of a stock’s swing can come from where its industry sits rather than from the company itself. It’s context for reading the company’s results, not a buy/sell call. Full explanation →
Automotive Parts & Equipment: fringe margins under pressure (0q confirmed)
The stage band shows the industry’s cycle over the chart’s timeline (each color a stage); a ▼ marks a quarter its growth inflected down — amber is an unconfirmed watch, red is confirmed the next quarter. Use “Overlay cycle on chart” to tint the price chart by stage. The industry’s fundamentals, not a signal on this stock.
The reason to own it still holds.
View ThesisRevenue is growing steadily — about 4% over the past year.
View GrowthMiddle-of-the-pack quality for its industry.
View QualityManagement screens strong on earnings delivery, margins, the balance sheet.
View ManagementExpectations look reasonable — what the market is pricing in sits in line with or below what analysts forecast.
View ValuationModerate volatility — typically moves about 1% a day.
View RiskMostly healthy — no soft spokes
LEA’s case rests on strong financial performance, with modest revenue growth slowing from the prior quarter. Q2 FY2026 revenue grew 3% year over year, down from 5% in Q1. Q2 adjusted EPS beat consensus by 10%. LEA trades at 8× P/E versus a 13× peer median and its 10× historical multiple. Expectations look modest relative to our growth view. A 30% next-quarter miss probability and mixed earnings quality threaten the case. peer multiples imply a price about 29% above where it trades; our read remains intact. This read is provisional.
Trailing returns as of 2026-10-29. LEA is total return (includes dividends); the S&P 500 benchmark is price return (the index excludes dividends).
Based on 16 analysts currently covering LEA (as of Oct 2026).
Based on 6 Wall Street analysts offering 12-month price targets for LEA in the last 4 months.
Continue this research
Compare LEA with peers and holdings, graph the same reported metric, keep your questions beside the evidence, and return when the facts change.
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| Compare | Company | Living FV | P/E | Revenue % | Quality |
|---|---|---|---|---|---|
| LEA Selected company | Graph | Compare | Trend | Review | |
| Peer Add a competitor | Graph | Compare | Trend | Review | |
| Holding Compare a holding | Graph | Compare | Trend | Review |
Selected metric trend
Quarterly · checked companies · value or % of revenue
A consensus fair price across 13 valuation methods, at three horizons. As of 2026-10-30. Estimates are diagnostics, not price targets. Short-horizon estimates are close to coin-flips, so confidence is a method-agreement read, not a prediction.
Today's peer multiple on trailing earnings, with no growth credited. This is the headline read.
Adds projected growth, so it leans optimistic by design. Read it as upside context, not a base case.
A price-focused, side-by-side fair-value read versus Automotive Parts & Equipment — fair value, gap to price, and forward P/E.
Our valuation methods disagree too much on this name right now. Rather than print a number we don't believe, we're holding it back until they converge.
Compare the value case
Put LEA next to peers and holdings, compare Living FV and multiples, then graph the driver behind the difference.
Advances: Return cash through repurchases while maintaining the dividend
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
End-of-day figures as of 2026-10-29. EPS is implied from price ÷ P/E. Not investment advice.
Current $117.38
The last 12 months of price, then the range of analyst 12-month targets from today’s $117.38.
Analyst ratings and price targets are third-party Wall Street estimates, not QuarterlyIQ’s view. Not investment advice.
A long-thesis check that carries the widest uncertainty of the three horizons.
Bottom 25% on quality vs scored peers
Direction of the business behind the multiple. Bands are backend reads; trailing-12-month basis.
Reported multiyear buyback and automation savings support capital returns and cost objectives.
Threatens: Raise and deliver the 2026 financial outlook
A weak revenue outlook and sharp share-price decline challenge delivery of the 2026 financial outlook.
Advances: Increase share repurchase pace while sustaining dividend
Increased share repurchase supports capital allocation objectives.
Advances: Increase share repurchase pace while sustaining dividend
Increased buyback supports capital allocation objectives.
Advances: Expand Seating and E-Systems leadership with new business awards
Earnings beat indicates strong E-Systems performance and margin growth.