Lear — Jul 25, 2025 release

Contractual agreements allowed us to recover substantially all of the costs associated with new tariffs incurred in the first half of the year. Our full year financial outlook assumes the continuation of these recovery agreements through the second half of the year. Full Year 2025 Financial Outlook Net Sales $22,470 million - $23,070 million Core Operating Earnings $955 million - $1,095 million Adjusted EBITDA $1,570 million - $1,710 million Restructuring Costs ≈$215 million Operating Cash Flow $1,010 million - $1,110 million Capital Spending ≈$590 million Free Cash Flow $420 million - $520 million The financial outlook is based on a full year average exchange rate of $1.11/Euro and 7.23 RMB/$. 3 Certain of the forward-looking financial measures above are provided on a non-GAAP basis. The Company does not provide a reconciliation of such forward-looking measures to the most directly comparable financial measures calculated and presented in accordance with GAAP because to do so would be potentially misleading and not practical given the difficulty of projecting event-driven transactional and other non-core operating items in any future period. The magnitude of these items, however, may be significant. Second Quarter 2025 Conference Call and Webcast Information A conference call and webcast will be held to discuss Lear’s second quarter 2025 financial results and related matters on July 25, 2025, at 9:00 a.m. EDT. The webcast link for the conference call will be available through Lear’s investor relations webpage at ir.l