Lear Corporation LEA Business Segments
| TTM Q1 '26 | TTM Q4 '25 | TTM Q3 '25 | TTM Q2 '25 | TTM Q1 '25 | ||
|---|---|---|---|---|---|---|
| Net Sales by Business | ||||||
| E-Systems | $5.99B+0.2% | $5.98B-1.8% | $5.92B-2.1% | $5.97B-1.8% | $5.98B-1.1% | |
| Seating | $17.54B+3.8% | $17.28B+0.4% | $17.06B-1.8% | $16.92B-3.6% | $16.9B-3.9% | |
| Gross Profit by Business | ||||||
| E-Systems | $366.5M-11.3% | $348M-17.5% | $372M-12.6% | $396.8M-6.2% | $413.4M+0.1% | |
| Seating | $1.4B+3.8% | $1.32B-4.1% | $1.34B-5.7% | $1.36B-6.0% | $1.35B-6.1% | |
| Operating Income (Loss) by Business | ||||||
| E-Systems | $204M-18.0% | $186.2M-24.7% | $210.2M-19.8% | $234.5M-8.9% | $248.8M+3.4% | |
| Seating | $1.01B+5.0% | $948.8M-4.0% | $966.3M-3.7% | $971.1M-3.4% | $962.6M-5.9% | |
| Total Assets by Business | ||||||
| E-Systems | $16.48B+2.3% | $16.33B+1.2% | $16.17B-1.3% | $16.26B0.0% | $16.11B-0.8% | |
| Seating | $35.69B+5.0% | $35.2B+3.0% | $34.59B+0.1% | $34.46B+0.2% | $34B-1.9% | |
| Cost of Sales by Business | ||||||
| E-Systems | $5.89B+1.6% | $5.89B0.0% | $5.81B-0.5% | $5.82B-0.5% | $5.8B+0.5% | |
| Seating | $16.14B+3.8% | $15.96B+0.7% | $15.73B-1.7% | $15.57B-4.2% | $15.55B-4.0% | |
| Selling, general and administrative expenses by Business | ||||||
| E-Systems | $145.3M-1.9% | $144.9M-6.3% | $145.4M-7.2% | $146.4M-8.0% | $148.1M-7.1% | |
| Seating | $367.6M+5.9% | $355.2M+1.9% | $347.8M-0.5% | $355.8M+2.4% | $347.2M+0.1% | |
| Intersegment support activities by Business | ||||||
| E-Systems | $9.9M+22.2% | $9.7M+22.8% | $9.2M+31.4% | $8.7M+50.0% | $8.1M+65.3% | |
| Seating | $7.7M+28.3% | $7.8M+39.3% | $7M+13.8% | $6.1M-4.7% | $6M-9.8% | |
| Foreign currency translation and other by Business | ||||||
| E-Systems | -$11.3M-216% | -$9.3M-400% | $8.8M-17.0% | $12.5M+112% | $9.7M+1,113% | |
| Seating | -$93.3M-258% | -$69.3M-355% | $70.9M— | $100.5M— | $59.1M— | |
| Restructuring costs and asset impairment charges by Business | ||||||
| E-Systems | $94.4M+148% | $98.3M+227% | $55.1M+117% | $45.4M+16.7% | $38M+3.8% | |
| Seating | $111.2M-6.2% | $146.1M+44.9% | $122M+10.0% | $114.4M-8.7% | $118.6M-9.4% | |
| Intangible Amortization by Business | ||||||
| E-Systems | $7.3M-13.1% | $7.2M-39.5% | $7.2M-54.9% | $7.2M-64.1% | $8.4M-63.4% | |
| Seating | $12M-61.0% | $12.3M-66.9% | $18.1M-52.6% | $24M-38.5% | $30.8M-21.1% | |
| Expected restructuring costs by Business | ||||||
| E-Systems | $42M-27.6% | $46M-14.8% | $44M-22.8% | $49M+6.5% | $58M+81.3% | |
| Seating | $95M-43.8% | $88M-55.6% | $132M-31.6% | $146M-17.5% | $169M+9.0% | |
| Goodwill by Business | ||||||
| E-Systems | $1.61B+1.6% | $1.6B+1.4% | $1.59B+0.6% | $1.59B+0.7% | $1.58B+0.3% | |
| Seating | $5.47B+2.9% | $5.42B+2.0% | $5.35B+0.1% | $5.35B+0.6% | $5.31B-0.3% | |
| CapEx by Business | ||||||
| E-Systems | $181.7M+21.3% | $171.2M+2.7% | $152.3M-23.8% | $150.3M-33.0% | $149.8M-43.1% | |
| Seating | $380.9M-0.2% | $370.3M-1.3% | $386.5M+12.5% | $385.9M+14.3% | $381.8M+10.8% | |
| Depreciation expense by Business | ||||||
| E-Systems | $185M+1.5% | $187.7M+4.2% | $183.8M+15.6% | $183M+13.4% | $182.2M+11.2% | |
| Seating | $380.9M+2.7% | $375.3M+1.2% | $376.5M+12.3% | $372M+8.5% | $370.9M+5.9% | |
| Inventories by Business | ||||||
| E-Systems | $3.38B+4.4% | $3.33B+3.2% | $3.28B-0.3% | $3.25B— | $3.24B— | |
| Seating | $3.51B-0.2% | $3.49B-2.5% | $3.45B-6.2% | $3.49B— | $3.52B— | |
| Net Sales by Geography | ||||||
| Asia | $4.57B+3.8% | $4.56B+3.7% | $4.5B+3.2% | $4.47B+0.5% | $4.4B-1.8% | |
| Europe and Africa | $8.27B+2.0% | $8.03B-3.2% | $7.97B-6.1% | $8.1B-6.0% | $8.11B-6.1% | |
| North America | $9.78B+2.8% | $9.81B+0.6% | $9.67B-0.4% | $9.49B-2.0% | $9.52B-0.8% | |
| South America | $899.5M+7.2% | $863.9M-0.3% | $845.1M-3.3% | $828.1M-6.1% | $838.7M-6.4% |
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.
