Lear Q4 Sales Rise 5% to $6.0 Billion; Reported EPS Falls to $1.58 and 2026 Outlook Issued
Lear reported fourth quarter and full year 2025 results and issued its 2026 financial outlook. Fourth quarter sales rose 5% to $6.0 billion, but reported net income and earnings per share fell from a year earlier, and full year reported net income dropped to $437 million from $507 million. For shareholders, the filing sets 2026 targets, including core operating earnings of $1,030 million to $1,200 million and free cash flow of $550 million to $650 million.
Key points
- Q4 2025 sales were $6.0 billion, up from $5.7 billion; net income was $83 million versus $88 million, and EPS was $1.58 versus $1.61.
- Full year 2025 sales were $23.3 billion, flat year over year; reported EPS was $8.15 versus $8.97, while adjusted EPS rose to $12.80 from $12.62.
- 2026 outlook: net sales of $23,210 million to $24,010 million, core operating earnings of $1,030 million to $1,200 million, and free cash flow of $550 million to $650 million.
- Lear repurchased $325 million of shares in 2025 and had about $775 million of share repurchase authorization remaining at the end of Q4.
The filing
Written by AI (Anthropic Claude, claude-haiku-5-5) on Nov 8, 2026, 1:05 AM ET, from the text of the filing and its press-release exhibits only. Written later: this filing was briefed after the fact, when past filings were added to the site, so the brief may be read with hindsight; the filing itself is the record of what was known on February 04, 2026.
Briefs are written by AI from the filing text (each brief's own page names the model) and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the model's reading of the filing for shareholders, not a price forecast. Not investment advice.