Lear Corporation LEA Business Segments
| Q1 '26 | Q4 '25 | Q3 '25 | Q2 '25 | Q1 '25 | ||
|---|---|---|---|---|---|---|
| Net Sales by Business | ||||||
| E-Systems | $1.42B+0.7% | $1.58B+3.4% | $1.43B-2.9% | $1.56B-0.6% | $1.41B-7.1% | |
| Seating | $4.4B+6.1% | $4.41B+5.3% | $4.25B+3.4% | $4.47B+0.6% | $4.15B-7.3% | |
| Gross Profit by Business | ||||||
| E-Systems | $113.7M+19.4% | $75.2M-24.2% | $81M-23.4% | $96.6M-14.7% | $95.2M-8.1% | |
| Seating | $380.1M+24.1% | $309.2M-4.7% | $323.7M-5.2% | $384.8M+2.8% | $306.4M-9.8% | |
| Operating Income (Loss) by Business | ||||||
| E-Systems | $73.3M+32.1% | $34.5M-41.0% | $41M-37.2% | $55.2M-20.6% | $55.5M+2.6% | |
| Seating | $277.4M+28.6% | $211M-7.7% | $237.6M-2.0% | $284.5M+3.1% | $215.7M-10.7% | |
| Total Assets by Business | ||||||
| E-Systems | $4.2B+3.6% | $3.96B+4.3% | $4.09B-2.2% | $4.23B+3.8% | $4.05B-0.7% | |
| Seating | $9.19B+5.7% | $8.58B+7.6% | $8.87B+1.5% | $9.05B+5.3% | $8.69B-1.9% | |
| Cost of Sales by Business | ||||||
| E-Systems | $1.38B0.0% | $1.57B+5.7% | $1.42B-0.6% | $1.53B+1.2% | $1.38B-6.4% | |
| Seating | $4.02B+4.6% | $4.1B+6.1% | $3.93B+4.1% | $4.09B+0.5% | $3.85B-7.1% | |
| Selling, general and administrative expenses by Business | ||||||
| E-Systems | $35.9M+1.1% | $36.6M-1.3% | $35.6M-2.7% | $37.2M-4.4% | $35.5M-15.5% | |
| Seating | $97.9M+14.5% | $93.2M+8.6% | $80.7M-9.0% | $95.8M+9.9% | $85.5M-1.7% | |
| Intersegment support activities by Business | ||||||
| E-Systems | $2.6M+8.3% | $2.3M+27.8% | $2.6M+23.8% | $2.4M+33.3% | $2.4M+9.1% | |
| Seating | $1.7M-5.6% | $2M+66.7% | $2.4M+60.0% | $1.6M+6.7% | $1.8M+28.6% | |
| Foreign currency translation and other by Business | ||||||
| E-Systems | $2.7M-42.6% | -$16.4M-1,065% | $300K-92.5% | $2.1M+400% | $4.7M+347% | |
| Seating | -$4.7M-124% | -$124.8M-910% | $400K-98.7% | $35.8M+739% | $19.3M+253% | |
| Restructuring costs and asset impairment charges by Business | ||||||
| E-Systems | $12.4M-23.9% | $48.7M+785% | $15.9M+156% | $17.4M+74.0% | $16.3M+94.0% | |
| Seating | $26.3M-57.0% | $48.1M+100% | $21.7M+53.9% | $15.1M-21.8% | $61.2M+41.0% | |
| Intangible Amortization by Business | ||||||
| E-Systems | $1.9M+5.6% | $1.8M0.0% | $1.8M0.0% | $1.8M-40.0% | $1.8M-66.0% | |
| Seating | $3.1M-8.8% | $3M-65.9% | $3M-66.3% | $2.9M-70.1% | $3.4M-65.3% | |
| Expected restructuring costs by Business | ||||||
| E-Systems | $14M-22.2% | $13M+18.2% | $9M-35.7% | $6M-60.0% | $18M+28.6% | |
| Seating | $31M+29.2% | $23M-65.7% | $22M-38.9% | $19M-54.8% | $24M-54.7% | |
| Goodwill by Business | ||||||
| E-Systems | $405.3M+1.8% | $402.6M+2.4% | $400.4M+0.7% | $400.1M+1.6% | $398M+0.9% | |
| Seating | $1.37B+3.4% | $1.38B+5.3% | $1.36B+0.4% | $1.36B+2.6% | $1.33B0.0% | |
| CapEx by Business | ||||||
| E-Systems | $39.2M+36.6% | $67.1M+39.2% | $40.1M+5.2% | $35.3M+1.4% | $28.7M-37.1% | |
| Seating | $81M+15.1% | $121.3M-11.8% | $92.2M+0.7% | $86.4M+5.0% | $70.4M+10.7% | |
| Depreciation expense by Business | ||||||
| E-Systems | $43.7M-5.8% | $49.3M+8.6% | $46.3M+1.8% | $45.7M+1.8% | $46.4M+4.7% | |
| Seating | $96.4M+6.2% | $96.7M-1.2% | $95.5M+4.9% | $92.3M+1.2% | $90.8M0.0% | |
| Inventories by Business | ||||||
| E-Systems | $872M+6.3% | $819.8M+6.1% | $870M+3.8% | $817.2M+1.7% | $820.6M+1.3% | |
| Seating | $878.7M+2.1% | $873.4M+5.5% | $892.8M-4.0% | $866.8M-3.6% | $860.9M-7.0% | |
| Net Sales by Geography | ||||||
| Asia | $1.08B+1.2% | $1.26B+4.5% | $1.08B+2.6% | $1.14B+6.5% | $1.07B+1.1% | |
| Europe and Africa | $2.3B+11.6% | $2.04B+2.9% | $1.77B-6.7% | $2.16B-0.4% | $2.06B-8.5% | |
| North America | $2.22B-1.1% | $2.46B+6.2% | $2.58B+7.4% | $2.52B-1.3% | $2.25B-9.2% | |
| South America | $213.4M+20.0% | $232.3M+8.8% | $250.5M+7.3% | $203.3M-5.0% | $177.8M-13.4% |
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.
