Lear Corporation LEA Business Segments
| Q1 '26 | Q4 '25 | Q3 '25 | Q2 '25 | Q1 '25 | ||
|---|---|---|---|---|---|---|
| Net Sales by Business | ||||||
| E-Systems | $1.42B-10.2% | $1.58B+10.5% | $1.43B-8.1% | $1.56B+10.5% | $1.41B-7.8% | |
| Seating | $4.4B-0.1% | $4.41B+3.7% | $4.25B-5.0% | $4.47B+7.8% | $4.15B-0.8% | |
| Gross Profit by Business | ||||||
| E-Systems | $113.7M+51.2% | $75.2M-7.2% | $81M-16.1% | $96.6M+1.5% | $95.2M-4.0% | |
| Seating | $380.1M+22.9% | $309.2M-4.5% | $323.7M-15.9% | $384.8M+25.6% | $306.4M-5.5% | |
| Operating Income (Loss) by Business | ||||||
| E-Systems | $73.3M+112% | $34.5M-15.9% | $41M-25.7% | $55.2M-0.5% | $55.5M-5.1% | |
| Seating | $277.4M+31.5% | $211M-11.2% | $237.6M-16.5% | $284.5M+31.9% | $215.7M-5.6% | |
| Total Assets by Business | ||||||
| E-Systems | $4.2B+6.0% | $3.96B-3.1% | $4.09B-3.2% | $4.23B+4.2% | $4.05B+6.7% | |
| Seating | $9.19B+7.1% | $8.58B-3.3% | $8.87B-2.0% | $9.05B+4.1% | $8.69B+9.0% | |
| Cost of Sales by Business | ||||||
| E-Systems | $1.38B-12.4% | $1.57B+11.0% | $1.42B-7.3% | $1.53B+11.0% | $1.38B-7.3% | |
| Seating | $4.02B-1.8% | $4.1B+4.4% | $3.93B-4.0% | $4.09B+6.4% | $3.85B-0.4% | |
| Selling, general and administrative expenses by Business | ||||||
| E-Systems | $35.9M-1.9% | $36.6M+2.8% | $35.6M-4.3% | $37.2M+4.8% | $35.5M-4.3% | |
| Seating | $97.9M+5.0% | $93.2M+15.5% | $80.7M-15.8% | $95.8M+12.0% | $85.5M-0.3% | |
| Intersegment support activities by Business | ||||||
| E-Systems | $2.6M+13.0% | $2.3M-11.5% | $2.6M+8.3% | $2.4M0.0% | $2.4M+33.3% | |
| Seating | $1.7M-15.0% | $2M-16.7% | $2.4M+50.0% | $1.6M-11.1% | $1.8M+50.0% | |
| Foreign currency translation and other by Business | ||||||
| E-Systems | $2.7M+116% | -$16.4M-5,567% | $300K-85.7% | $2.1M-55.3% | $4.7M+176% | |
| Seating | -$4.7M+96.2% | -$124.8M-31,300% | $400K-98.9% | $35.8M+85.5% | $19.3M+25.3% | |
| Restructuring costs and asset impairment charges by Business | ||||||
| E-Systems | $12.4M-74.5% | $48.7M+206% | $15.9M-8.6% | $17.4M+6.7% | $16.3M+196% | |
| Seating | $26.3M-45.3% | $48.1M+122% | $21.7M+43.7% | $15.1M-75.3% | $61.2M+155% | |
| Intangible Amortization by Business | ||||||
| E-Systems | $1.9M+5.6% | $1.8M0.0% | $1.8M0.0% | $1.8M0.0% | $1.8M0.0% | |
| Seating | $3.1M+3.3% | $3M0.0% | $3M+3.4% | $2.9M-14.7% | $3.4M-61.4% | |
| Expected restructuring costs by Business | ||||||
| E-Systems | $14M+7.7% | $13M+44.4% | $9M+50.0% | $6M-66.7% | $18M+63.6% | |
| Seating | $31M+34.8% | $23M+4.5% | $22M+15.8% | $19M-20.8% | $24M-64.2% | |
| Goodwill by Business | ||||||
| E-Systems | $405.3M+0.7% | $402.6M+0.5% | $400.4M+0.1% | $400.1M+0.5% | $398M+1.2% | |
| Seating | $1.37B-0.3% | $1.38B+1.0% | $1.36B0.0% | $1.36B+2.7% | $1.33B+1.5% | |
| CapEx by Business | ||||||
| E-Systems | $39.2M-41.6% | $67.1M+67.3% | $40.1M+13.6% | $35.3M+23.0% | $28.7M-40.5% | |
| Seating | $81M-33.2% | $121.3M+31.6% | $92.2M+6.7% | $86.4M+22.7% | $70.4M-48.8% | |
| Depreciation expense by Business | ||||||
| E-Systems | $43.7M-11.4% | $49.3M+6.5% | $46.3M+1.3% | $45.7M-1.5% | $46.4M+2.2% | |
| Seating | $96.4M-0.3% | $96.7M+1.3% | $95.5M+3.5% | $92.3M+1.7% | $90.8M-7.3% | |
| Inventories by Business | ||||||
| E-Systems | $872M+6.4% | $819.8M-5.8% | $870M+6.5% | $817.2M-0.4% | $820.6M+6.2% | |
| Seating | $878.7M+0.6% | $873.4M-2.2% | $892.8M+3.0% | $866.8M+0.7% | $860.9M+4.0% | |
| Net Sales by Geography | ||||||
| Asia | $1.08B-13.7% | $1.26B+16.1% | $1.08B-5.4% | $1.14B+6.8% | $1.07B-10.9% | |
| Europe and Africa | $2.3B+12.9% | $2.04B+15.5% | $1.77B-18.4% | $2.16B+4.9% | $2.06B+4.1% | |
| North America | $2.22B-9.6% | $2.46B-4.7% | $2.58B+2.4% | $2.52B+12.0% | $2.25B-3.0% | |
| South America | $213.4M-8.1% | $232.3M-7.3% | $250.5M+23.2% | $203.3M+14.3% | $177.8M-16.7% |
Chart any of these lines over time, or line them up against competitors.
Compare these in charts →Questions, answered.
- How does Lear Corporation break its business down?
- Lear Corporation (LEA) reports net sales by business across 2 parts — E-Systems and Seating. Each is extracted from the segment footnotes and tracked over time.
- Where does Lear Corporation's segment data come from?
- Segment breakdowns are pulled from the segment footnotes in Lear Corporation's SEC filings (the XBRL dimensional tags), so every line ties back to a reported figure. Switch between quarterly, annual, and TTM, or open any segment for its full history.
