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Lear Corporation LEA Mexico — Sales to affiliates

Other geography segments

United States
$5.05B
China
$2.97B
Germany
$1.36B
Morocco
$1.22B

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Other financials

Income statement

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Revenue$5.8B+4.7%
Gross profit$450.3M+25.4%
Operating income$255.0M+40.4%
Net income$172.3M+114%
EPS (diluted)$3.34+124%

Balance sheet

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Cash & equivalents$884.5M+13.0%
Total debt$3.5B+0.5%
Total equity$5.1B+9.2%
Total assets$15.5B+5.7%

Cash flow

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Operating cash flow$98.1M+177%
CapEx$124.6M+19.8%
Free cash flow-$26.5M+88.6%

Valuation

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Market cap$7B+29.8%
Enterprise value$9.64B+17.8%
P/E13.3×+2.0×
P/S0.3×+0.1×

Profitability

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Gross margin6.8%-0.2pp
Operating margin3.7%
Net margin2.2%+0.2pp
FCF margin3.1%+1.0pp

Returns & leverage

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Return on equity10.8%+0.8pp
Debt / equity0.7×-0.1×
Current ratio1.3×0.0×

Where this comes from

Reported directly by Lear Corporation in its filing.

Tagged under the XBRL concept us-gaap:RevenueFromContractWithCustomerIncludingAssessedTax.

The official record: Lear Corporation’s 10-K, filed February 13, 2026, on SEC EDGAR. View the filing →

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Questions, answered.

What is Lear Corporation's mexico — sales to affiliates?
Lear Corporation (LEA) reported mexico — sales to affiliates of $889.4M in Q4 2025.
How has Lear Corporation's mexico — sales to affiliates changed year-over-year?
Lear Corporation's mexico — sales to affiliates decreased by 3.2% year-over-year, from $918.43M to $889.4M.
What is the long-term trend for Lear Corporation's mexico — sales to affiliates?
Over 4 years (2021 to 2025), Lear Corporation's mexico — sales to affiliates has grown at a 9.6% compound annual growth rate (CAGR), from $2.47B to $3.56B.
What does mexico — sales to affiliates mean?
This metric represents the total revenue generated from the sale of automotive seating and electrical components to related entities or internal business units within the specified geographic region. It serves as a key indicator of intra-company supply chain integration and the scale of regional manufacturing operations supporting broader corporate production requirements. Monitoring this figure helps investors assess the level of vertical integration and the reliance of the global organization on regional production hubs.