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Lear Corporation LEA United States — Sales to affiliates

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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 united states — sales to affiliates?
Lear Corporation (LEA) reported united states — sales to affiliates of $1.32B in Q4 2025.
How has Lear Corporation's united states — sales to affiliates changed year-over-year?
Lear Corporation's united states — sales to affiliates increased by 4.8% year-over-year, from $1.26B to $1.32B.
What is the long-term trend for Lear Corporation's united states — sales to affiliates?
Over 4 years (2021 to 2025), Lear Corporation's united states — sales to affiliates has grown at a 4.7% compound annual growth rate (CAGR), from $4.41B to $5.29B.
What does united states — sales to affiliates mean?
This metric represents the total revenue generated from the sale of automotive seating and electrical components to affiliated entities or joint ventures within the United States market. It serves as a key indicator of the company's internal supply chain integration and the scale of its collaborative manufacturing partnerships. Monitoring this figure helps investors assess the stability of revenue streams derived from strategic business relationships versus third-party customers.