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Lear Corporation LEA North America — Net Sales

Other geography segments

Europe and Africa
$2.3B+11.6%
Asia
$1.08B+1.2%
South America
$213.4M+20.0%

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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$8.34B+64.6%
Enterprise value$10.98B+42.2%
P/E15.8×+5.0×
P/S0.4×+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:RevenueFromContractWithCustomerExcludingAssessedTax.

The source filing: Lear Corporation’s 10-Q, filed May 1, 2026.

Filed
May 1, 2026, 9:15 AM EDT
Fiscal quarter
Q1 FY2026
Calendar quarter
Q1 2026
Accession
0000842162-26-000038
Line itemThree Months Ended / April 4, 2026 / SeatingThree Months Ended / April 4, 2026 / E-SystemsThree Months Ended / April 4, 2026 / TotalThree Months Ended / March 29, 2025 / SeatingThree Months Ended / March 29, 2025 / E-SystemsThree Months Ended / March 29, 2025 / Total
North America$1,909.2$314.4$2,223.6$1,805.9$442.9$2,248.8
Europe and Africa1,583.1717.82,300.91,448.4613.72,062.1
Asia764.4320.51,084.9776.3295.31,071.6
South America147.765.7213.4120.557.3177.8
$4,404.4$1,418.4$5,822.8$4,151.1$1,409.2$5,560.3

ITEM 1 — CONDENSED CONSOLIDATED FINANCIAL STATEMENTS

FAQ

What is Lear Corporation's north america — net sales?
Lear Corporation (LEA) reported north america — net sales of $2.22B in Q1 2026.
How has Lear Corporation's north america — net sales changed year-over-year?
Lear Corporation's north america — net sales decreased by 1.1% year-over-year, from $2.25B to $2.22B.
What is the long-term trend for Lear Corporation's north america — net sales?
Over 4 years (2021 to 2025), Lear Corporation's north america — net sales has grown at a 6.8% compound annual growth rate (CAGR), from $7.55B to $9.81B.
What does north america — net sales mean?
This metric represents the total revenue generated from the sale of automotive seating and electrical systems within the North American geographic region. It serves as a primary indicator of the company's market penetration and demand levels among regional automotive original equipment manufacturers. Tracking this figure helps investors assess the company's performance relative to regional vehicle production volumes and broader North American automotive industry trends.

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