Every material Form 8-K Lear filed with the SEC in 2026, read and summarized by AI: what happened, the key figures, whether it reads positive or negative for shareholders, and how big a deal it is (impact 1-5). Newest first; each brief links to its own page and to the filing on SEC.gov.
Lear reported third-quarter 2026 results with revenue of $5.8 billion, up 2%, and net income of $137 million, up 26%, with earnings per share of $2.74 versus $2.02 a year earlier. The company adjusted its full-year 2026 outlook for net sales to reflect changing production schedules, while maintaining its core operating earnings guidance of $1,080 million to $1,200 million.
Q3 2026 revenue of $5.8 billion, up 2% from $5.7 billion; net income of $137 million; EPS of $2.74 vs. $2.02
Core operating earnings of $256 million, up 6%; free cash flow of $158 million vs. $307 million a year earlier
2026 net sales outlook set at $23,350 million to $23,750 million; core operating earnings outlook maintained at $1,080 million to $1,200 million
Repurchased $175 million of shares in Q3; share repurchase authorization expanded to $1.5 billion, extended through December 31, 2029
Lear Corporation said CFO Jason Cardew will resign effective February 28, 2027, and retire December 31, 2027, with Jared Fedele, currently Vice President of Finance for Seating and E-Systems, taking over as Senior Vice President and Chief Financial Officer on March 1, 2027. The planned succession with a long internal candidate and an advisory period for Cardew gives shareholders a defined transition, though the filing reports no financial results or guidance changes.
Fedele, age 45, joined Lear in July 2003 and becomes CFO effective March 1, 2027
Fedele receives an initial annual base salary of $750,000 and is eligible for the Annual Incentive Plan and LTSIP
Cardew resigns as CFO effective February 28, 2027, then serves as a consultant at $22,000 per month through December 31, 2027
Fedele's severance is two times base salary plus target bonus, plus 24 months of health coverage, if terminated without cause or for good reason
Lear reported second-quarter 2026 sales of $6.2 billion, up 3%, and net income attributable to Lear of $193 million, up from $165 million a year earlier. The company also raised the midpoints of its full-year 2026 outlook and narrowed most ranges, which points to higher expected earnings and cash flow for shareholders.
Q2 2026 diluted EPS was $3.79 versus $3.06; adjusted EPS was $4.28 versus $3.47 in Q2 2025.
Core operating earnings were $313 million, up 7% from $292 million, and free cash flow was $288 million versus $171 million.
Full-year 2026 outlook: net sales of $23.54 billion to $24.01 billion and core operating earnings of $1.08 billion to $1.20 billion.
Lear repurchased $100 million of shares in the quarter and had about $600 million of authorization remaining at quarter-end.
Lear reported first quarter 2026 sales of $5.8 billion, up 5% from a year earlier, and net income attributable to Lear of $172 million, up from $81 million. Adjusted earnings per share were $3.87, up 24% from $3.12, and the company reaffirmed its full-year 2026 financial outlook across all metrics.
Sales of $5.8 billion, up 5% from $5.6 billion; organic sales up 3%
Earnings per share of $3.34 vs. $1.49; adjusted EPS of $3.87 vs. $3.12
Free cash flow was $(27) million vs. $(232) million a year earlier; $75 million of shares repurchased in the quarter
2026 outlook maintained, including net sales of $23,210 million to $24,010 million and core operating earnings of $1,030 million to $1,200 million
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.
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.
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.
Only material 8-Ks get a brief: results, deals, executive changes, restructuring, impairments, delisting notices, restatements, cybersecurity incidents and other disclosed events. Routine filings (vote results, exhibits only) are skipped. Every Lear filing is on SEC EDGAR ↗. 8-K briefs of other companies →