Why is LEA down?
Down 10% from Nov 2 to Nov 10.
- No SEC news filed from Nov 2 to Nov 10, and the Nov 6 close of $110.28 was its lowest since Dec 9, 2025.
Down 10% from Nov 2 to Nov 10.
We do the work for you. Every stock is scored and ranked, every 15 seconds while the market is open. Here it's 15 minutes behind. Pro members see it live.
| Since its 2022 high | Down 43% |
| Latest filing | 8-K, Oct 30 |
“Maruti Suzuki, Tata Motors PV, other auto stocks rise up to 3% amid strong October sales”
LEA closed +3.3% that day.
1 big story on LEA in the past 12 months, for Pro members.
After its last 4 reports it closed +1.3% on average, higher 3 of 4 times.
Below Averagefor quality, not price, 1 of 14 chart checks firingWhat the Quality Score means
LEA is #17 of 24 by Quality Score.
| Rank | Stock | Quality Score |
|---|---|---|
| 1 | ||
| 2 | ||
| 3 | ||
| Open for its score | ||
| Open for its score | ||
| Open for its score | ||
| Open for its score | ||
| 17 |
Share count against a year before: LEA -7.4%, VGNT -0.1%, ALV -5%, APTV -5.2%.
Expected to report Thu Feb 4, before the open (in 86 days).
What an earnings report is: every 3 months, a company tells everyone how much it sold and earned. We read the figures, the outlook, and how the stock moved after.
Sales of $5.8B, 2% more than a year ago; a profit of $2.74 a share, from $2.02.
“Sales excluding the impact of commodities, foreign exchange and tariff recoveries were also up 2%, reflecting the addition of new business and commercial recoveries, partially offset by lower production on key Lear platforms and the wind-down of non-core electronics programs.”
| Line | Q3 2026 | Q2 2026 | Q3 2025 |
|---|---|---|---|
| Seating | $4.3B | $4.6B | $4.2B |
Each quarter's sales and their share of its total. Figures as filed (SEC filing, Oct 30)
| Measure | Figure |
|---|---|
| Net sales | $23.35B to $23.75B |
“Earnings were impacted by commercial recoveries, restructuring and IDEA by Lear TM savings, partially offset by lower production on key Lear platforms, and increases in engineering and launch costs.”
From its results filing (SEC filing · Oct 30)
Sales grew 6.4% a year over 5 years, fiscal 2020 to 2025.
Pays $3.08 a share a year.
| Reported | Gap | Reaction | 5 days |
|---|---|---|---|
| Oct 30, 2026 | +2.3% | +0.9% | -2.8% |
| Jul 31, 2026 | -4.0% | -10.7% | -18.6% |
| May 1, 2026 | +0.9% | +4.2% | +6.4% |
Sales grew in three of the last seven years, to $23B in 2025. It made a profit in each of the eight years.
RSI 34.0, MACD below signal, below both averages. Not scored.
Its dividends come to 21% of its free cash flow.
| Dividend | $3.08 a share a year |
| Paid out | About $148M a year |
| Free cash flow | $701M |
5 insiders sold $8.7M across 9 filings in the last 6 months. No open-market buys on record. The newest:
Officers and directors with a Form 4 in the last 12 months.
In ETFs: LEA is under 0.1% of VYM and under 0.1% of VTI, the most of the 24 funds Breakaway covers, by each fund's latest filing, Jun 30 to Jul 31, 2026.
Lear is the world's largest automotive seating maker with 26% just-in-time market share. Management targets expanding share to 29% through conquest wins, supported by its growing vertical integration and expertise. The company has two segments, seating and e-systems, that generated 2025 revenue of $23.3 billion, with seating constituting 74% of sales. E-systems sells a variety of electrical distribution and connection products such as wire harnesses, battery connection systems, and battery disconnect units. Lear's geographic revenue mix is about 23% US, 15% Mexico, and 13% China. The customer mix is global, but GM and Ford account for about one-third of revenue, with GM the largest at about 22%. Lear is based in Southfield, Michigan, and about 46% of its 164,300 headcount is unionized.
“Key competitors in the Seating segment globally include Adient plc, Forvia SE, Magna International Inc., Ningbo Jifeng Auto Parts Co., Ltd. / Grammer AG, Toyota Boshoku Corporation, TS Tech Co., Ltd. and Yanfeng Automotive Systems Co., Ltd., which have varying market presence depending on the region, country or automotive manufacturer.”
LEA scores 1 today, which Breakaway calls Below Average. It is #17 of 24 in Motor Vehicle Parts & Accessories by Quality Score, with 1 of 14 chart checks firing. Down 10% from Nov 2 to Nov 10. Breakaway does not say whether to buy any stock: the score does not know your situation, and it is not a recommendation to buy or sell anything. Please do your own research.
LEA scores 1 today, which Breakaway calls Below Average (0 to 5). That is #17 of 24 in Motor Vehicle Parts & Accessories by Quality Score. The score adds up the chart checks, the trend, the company's filed sales, its profits, the news, insider trades, and Congress trades. The section above lists the lines behind LEA's 1.
5 insiders sold $8.7M across 9 filings in the last 6 months. No open-market buys on record. The newest is Jason M. Cardew, SVP and CFO, who sold $589K on Nov 3. Every filing, with the scored weight, for Pro members.
Only on the public pages, which run at least 15 minutes behind. Pro members, and anyone on a guest pass, see real-time prices: the scanner refreshes every 15 seconds, and your watchlist every few seconds, pre-market and after hours included.
Insider and Congress trades, the chart, and the financials, in one score.
See it live, free until Thursday morning. No account. No card. Then keep going with a free account.