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Lear

LEA · Autos & components sector group
Guidance from Lear’s last 8 earnings releases. Every value links to its sentence in the filing. See something wrong? Tell us.
Current guidance
15 items
Releases tracked
8
Latest release
Jul 31, 2026
Data checked
Jul 31, 2026
On this page:Latest changes·Current guidance·Your sector group·History

What changed in the Jul 31, 2026 release

Each item compared with the same item in the previous release (May 1, 2026). Values in quotation marks are the company’s words.

New — first stated in this releaseRaised / Lowered / Narrowed / Widened — changed from the prior releaseRevised — wording changed, direction not determinableChanged — value changed; the comparison couldn’t be parsed to a directionReiterated — restated unchangedNot restated — stated before, absent nowRaised and lowered describe the number, not whether the change is favorable.
ChangeMetricPeriodPreviousNowSource
NarrowedNet Salesfor FY2026“$23,210 million - $24,010 million”“$23,540 million - $24,010 million”Filing ↗
NarrowedAdjusted EBITDAfor FY2026“$1,650 million - $1,820 million”“$1,700 million - $1,820 million”Filing ↗
NarrowedCore Operating Earningsfor FY2026“$1,030 million - $1,200 million”“$1,080 million - $1,200 million”Filing ↗
RaisedFree Cash Flowfor FY2026“$550 million - $650 million”“$590 million - $690 million”Filing ↗
RaisedOperating Cash Flowfor FY2026“$1,210 million - $1,310 million”“$1,250 million - $1,350 million”Filing ↗
ReiteratedCapital Spendingfor FY2026“≈$660 million”“≈$660 million”Filing ↗
ReiteratedRestructuring Costsfor FY2026“≈$175 million”“≈$175 million”Filing ↗
Show 4 items not restated in this release
ChangeMetricPeriodPreviousNowSource
Not restatedSegment Marginsfor FY2026“margin expansion in both segments”—Filing ↗
Not restated2026-2027 core sales backlogfor FY2026“$1.325 billion”—Filing ↗
Not restatedAverage exchange rate - RMBfor FY2026“7.10 RMB/$”—Filing ↗
Not restatedAverage Exchange Rate Assumptionfor FY2026“$1.17/Euro and 6.91 RMB/$”—Filing ↗

Current guidance

Guidance for periods that have not yet ended, at its most recent value, grouped by horizon.

Current fiscal year
MetricCurrent valuePeriodMeasureFirst statedTimes statedSource
Net Sales“$23,540 million - $24,010 million”for FY2026GAAP-tiedFeb 4, 20263Filing ↗
Adjusted EBITDA“$1,700 million - $1,820 million”for FY2026Company-definedFeb 4, 20263Filing ↗
Core Operating Earnings“$1,080 million - $1,200 million”for FY2026Company-definedFeb 4, 20263Filing ↗
Segment Margins“margin expansion in both segments”for FY2026Company-definedFeb 4, 20261Filing ↗
2026-2027 core sales backlog“$1.325 billion”for FY2026Company-definedFeb 4, 20261Filing ↗
Average exchange rate - Euro“$1.16/Euro”for FY2026Company-definedFeb 4, 20261Filing ↗
Average exchange rate - RMB“7.10 RMB/$”for FY2026Company-definedFeb 4, 20261Filing ↗
Average Exchange Rate Assumption“$1.17/Euro and 6.91 RMB/$”for FY2026Company-definedMay 1, 20261Filing ↗
Capital Spending“≈$660 million”for FY2026Company-definedFeb 4, 20263Filing ↗
Financial Outlook“maintained our financial outlook for 2026 across all metrics”for FY2026Company-definedMay 1, 20261Filing ↗
Free Cash Flow“$590 million - $690 million”for FY2026Company-definedFeb 4, 20263Filing ↗
Global Industry Production (Lear sales-weighted basis)“1% lower than in 2025”for FY2026Company-definedFeb 4, 20261Filing ↗
Global Industry Production Assumption (midpoint of)“approximately 2% lower than in 2025”for FY2026Company-definedMay 1, 20261Filing ↗
Operating Cash Flow“$1,250 million - $1,350 million”for FY2026GAAP-tiedFeb 4, 20263Filing ↗
Restructuring Costs“≈$175 million”for FY2026GAAP-tiedFeb 4, 20263Filing ↗

How one item moved

Net Sales, for FY2025 — every statement across the year, each linked to its filing.

Feb 6, 2025
New
“$21,875 million - $22,875 million”
Filing ↗
Jul 25, 2025
Raised
“$22,470 million - $23,070 million”
Filing ↗
Oct 31, 2025
Raised
“$22,850 million - $23,150 million”
Filing ↗

How your Autos & components sector group guides

12 companies in Autos & components. What they guide on, and who reported this season.

Most-guided metric families
Revenue
9
Free cash flow
9
Capex
8
GAAP EPS
7
Buybacks
7
Adjusted EBITDA
6
Dividends
6
Tax rate
4
This season’s releases
General MotorsOct 20, 20266 changes
Ford MotorOct 2, 20260 changes
DanaAug 6, 202610 changes
BorgWarnerAug 5, 202613 changes
Goodyear Tire & RubberAug 5, 20266 changes
AptivAug 4, 202618 changes
Allison TransmissionAug 3, 202611 changes
LearJul 31, 20265 changes
Get this for your own peer set — Peer Guidance Briefing, $3,000.

Full history

Every metric, every release, eight quarters — the complete record as one table.

MetricFY2026FY2025FY2024
Net Sales3 statements3 statements1 statement
Revenue—1 statement—
Adjusted EBITDA3 statements3 statements1 statement
Core Operating Earnings3 statements3 statements1 statement
Segment Margins1 statement——
The full record for Lear and its Autos & components peers, delivered as a Peer Guidance Briefing — PDF and Excel, every value linked to its filing.

Filings

The 8 earnings releases this page is built from.

FiledFiscal periodAccessionGuidance items
Jul 31, 2026FY2026 Q20000842162-26-0000657Open filing ↗
May 1, 2026FY2026 Q10000842162-26-00003410Open filing ↗
Feb 4, 2026FY2025 Q40000842162-26-00000512Open filing ↗
Oct 31, 2025FY2025 Q30000842162-25-0000738Open filing ↗
Jul 25, 2025FY2025 Q20000842162-25-0000589Open filing ↗
May 6, 2025FY2025 Q10000842162-25-0000400Open filing ↗
Feb 6, 2025FY2024 Q40000842162-25-0000059Open filing ↗
Oct 24, 2024FY2024 Q30000842162-24-0000607Open filing ↗
Values in quotation marks are the company’s words; the classification and filing links are HighGravityData’s. HighGravityData does not score or rank companies or give investment advice.
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