LEALEAConsumer Cyclical · Auto Parts

LEA Stock Forecast: Lear Corp. Price Predictions for 2026-2027

Last close, 2 Oct 2026
$121
−0.43% on the day

The 16 Wall Street analysts covering Lear Corp. hold a median 12-month price target of $148 — +22.1% from the last close. Ticker Nerd's systematic factor model, run across ~4,600 US stocks, ranks it 91 of 100 as at 2 Oct 2026 — among the strongest tenth. Here, the model and the Street point the same way.

Market cap
$8.1B
Ticker Nerd rank
91 / 100
Median analyst target
$148
Analysts covering
16
Revenue$6.2B+3.0% y/y
Operating income$267.9M
Net income$211.7M
Free cash flow$287.8M
Quarterly, 8 quarters to 30 June 2026 · latest quarter's figure shown
Total return, dividends reinvested
1W
−1.5%
1M
−6.8%
YTD
+7.3%
1Y
+20.9%
From 52W high
−18.2%
From 52W low
+28.0%
$94
$148
52-week range, adjusted closes · the dot is the last close
Ticker Nerd rank

LEA stock analysis: one number for the whole business

Consensus tells you what everyone already believes. The model scores Lear Corp. on its factor families — the same systematic rank behind the Ticker Nerd portfolio.

Where the model ranks itAs at 2 Oct 2026
91 / 100

Percentile across ~4,600 US stocks on Ticker Nerd’s systematic factor model. Higher is better. How the model is built and tested

Volatility
99
Value
95
Issuance
92
Quality
71
Accruals
70
Momentum
69
Revisions
64
Growth
51
Size
20

Volatility (99): The share price has been relatively steady.

Growth (51): Sales and profits are flat, shrinking, or growing more slowly than they were.

Size (20): Larger than most of the companies we track — more scrutinised, less often mispriced.

Built and run by Aslam Ghouse, an ex-Goldman Sachs quant trader with fourteen years in markets.

Wall Street

LEA stock forecast 2026-2027: analyst price targets & predictions

The bullish and bearish analyst opinions on LEA, reported as data — targets and ratings, the market's view beside the model's.

Share price and the analyst range, 12 monthsAdjusted close, US dollars
$100$120$140$160$180Jan 26Apr 26Jul 26Oct 26LEAHigh $179Median $148Low $130

Price targets and ratings are third-party analyst estimates, reported here as data. They are not Ticker Nerd forecasts, and they are frequently wrong.

Data provided by Twelve Data

What Wall Street says16 analysts
5 Buy11 Hold0 Sell
Low $130Median $148High $179

The green dot is the last close — the median target sits +22.1% from it.

Recent analyst actionsNewest first

Of the 20 most recent actions, 4 moved their price target up and 1 moved it down.

DateFirmActionRatingTarget
15 Sept 2026JP MorganDowngradeNeutral$175 → $150
3 Aug 2026Wells FargoMaintainsEqual-Weight—
3 Aug 2026Wells FargoMaintainsEqual-Weight$137 → $138
13 July 2026RBC CapitalMaintainsSector Perform—
13 July 2026RBC CapitalMaintainsSector Perform$138 → $143
10 July 2026JP MorganMaintainsOverweight$153 → $159
10 July 2026JP MorganMaintainsOverweight—
9 July 2026BarclaysMaintainsEqual-Weight$150 → $155
9 July 2026BarclaysMaintainsEqual-Weight—
25 June 2026Wells FargoMaintainsEqual-Weight—
26 May 2026TD CowenUpgradeBuy—
14 May 2026JP MorganMaintainsOverweight—
5 May 2026BarclaysMaintainsEqual-Weight—
5 May 2026RBC CapitalMaintainsSector Perform—
4 May 2026CitigroupMaintainsBuy—
4 May 2026Goldman SachsMaintainsNeutral—
4 May 2026Wells FargoMaintainsEqual-Weight—
15 Apr 2026TD CowenMaintainsHold—
14 Apr 2026Goldman SachsMaintainsNeutral—
14 Apr 2026UBSMaintainsNeutral—

Price targets and ratings are third-party analyst estimates, reported here as data. They are not Ticker Nerd forecasts, and they are frequently wrong.

Market Radar

This page is one stock. Monday covers all of them.

Computed off the Friday close and sent before the US open.

Market Radar reports the week’s largest rank changes across roughly 4,600 US stocks, the factor behind each one, and where the market went. LEA appears on the weeks it earns a place.

Free, every Monday. Unsubscribe any time.

Performance

LEA vs the S&P 500

Both lines are total return — dividends reinvested — so the comparison is honest on both sides.

Over the twelve months to 2 Oct 2026, Lear Corp. returned +20.9% against +16.2% for the S&P 500, dividends included.

LEA vs S&P 500, last 12 monthsTotal return, rebased to 100
90100110120130140150Jan 26Apr 26Jul 26Oct 26LEAS&P 500

Download this chart as an image — free to reuse; link this page as the source.

Data provided by Twelve Data

Estimates

LEA analyst estimate revisions

Not the forecast itself — the direction analysts are revising it. Revision direction is one of the model's factor families.

Which way the estimates are movingNext fiscal year
EPS revision, 90 days
+1.5%
Analysts raising
8
Analysts cutting
5
Fundamentals

Lear Corp. (LEA) financial data

A margin means little on its own. Each bar marks where the figure sits across the whole US universe we score.

Valuation
Trailing P/E
11.0×

Cheaper than 55% of US stocks

Price / sales
0.3×

Cheaper than 87% of US stocks

Price / book
1.2×

Cheaper than 67% of US stocks

EV / EBITDA
5.1×

Cheaper than 53% of US stocks

Growth & margins
Revenue growth (YoY)
3.0%

Higher than 34% of US stocks

Earnings growth (YoY)
16.7%

Higher than 55% of US stocks

Gross margin
7.6%

Higher than 7% of US stocks

Operating margin
4.2%

Higher than 53% of US stocks

Net margin
2.3%

Higher than 53% of US stocks

Returns & dividend
Return on equity
12.1%

Higher than 68% of US stocks

Return on assets
4.4%

Higher than 73% of US stocks

Dividend yield
2.5%

Higher than 53% of US dividend payers

Bars mark the percentile across the ~4,600 US stocks Ticker Nerd covers, among those reporting the figure.

Key statistics

Lear Corp. (LEA) statistics: revenue, profit & scale

The headline figures, each with its date. Every row carries its own link — cite it straight from here.

  • Lear Corp. has a market value of $8.1B and an enterprise value of $8.6B.

  • Revenue in the twelve months to 30 June 2026: $23.7B. The latest quarter grew 3.0% year on year.

  • Net income over the same four quarters: $637.1M, a 2.7% net margin.

  • Diluted earnings per share, trailing twelve months: $10.73.

  • Free cash flow in the twelve months to 30 June 2026: $849.4M.

  • Lear Corp. spent $452.7M on share buybacks and $161.5M on dividends in the twelve months to 30 June 2026.

  • Shares outstanding: 49.5M.

  • Trailing P/E: 11.0×; forward P/E: 7.2× — the forward figure prices analyst consensus estimates, not reported earnings.

  • Forward dividend yield: 2.53%, paying out 29% of earnings.

  • Lear Corp. employs 164,300 people — $144K of revenue per employee.

Statement figures: company filings via Twelve Data, four quarters to 30 June 2026 · market figures as at 2 Oct 2026

Data provided by Twelve Data

Peers

LEA vs competitors

The nearest names by industry and size, scored by the same model — like for like.

Its peer group, ranked by the same modelAuto Parts
CompanyMarket capTKN rank
LEALear Corp.$8.1B
91
LKQLKQ Corp.$5.8B
49
MBLYMobileye Global, Inc.$6.3B
67
GTXGarrett Motion, Inc.$5.1B
98
GNTXGentex Corp.$4.7B
89
ALVAutoliv, Inc.$8.6B
83
APTVAptiv Plc$9.3B
66

Look up any of the roughly 4,600 stocks we score.

The rank is the raw material. Whether the rules would actually own Lear Corp. — and when they’d sell — is the membership. See the Ticker Nerd 20 →

News

Latest LEA news & analysis

Top 25 Attractive Dividend Stocks For October 2026

Seeking Alpha · 1 Oct 2026neutral

Seeking Alpha published its screened Top 25 U.S. dividend growth stocks list for October 2026, highlighting companies with fundamental growth, economic moats, and yields above 2.5%. The list averages a 3.38% dividend yield, appears roughly 31% undervalued by dividend yield theory, and includes subsets focused on high yield, fast dividend growth, highest expected return, and most undervalued opportunities.

Why it matters — LEA watchers would care because the list may or may not include Lear Corp. (LEA), potentially providing context on the company's dividend standing relative to other screened U.S. dividend growers.

Why Lear (LEA) is a Top Growth Stock for the Long-Term

Zacks Investment Research · 30 Sept 2026positive

Zacks Investment Research highlights Lear (LEA) as a top growth stock for the long term, using its Zacks Style Scores feature to identify strong stocks. The piece frames LEA as a compelling pick for long-term growth investors.

Why it matters — A positive ranking from a prominent research service signals favorable long-term growth potential for Lear watchers tracking the stock.

Lear Corporation: A 'Buy' On Expanded Capital Returns And Financial Improvement Potential

Seeking Alpha · 29 Sept 2026positive

Lear Corporation has accelerated its share buybacks, raising its repurchase authorization to $1.5 billion, and is reshaping its business portfolio by exiting low-return segments. These actions are positioned to enhance shareholder value and improve margins.

Why it matters — LEA watchers would care because the expanded capital returns and portfolio optimization could support improved financial performance and shareholder yield going forward.

Lear: Buying Stock Faster Than It's Buying Growth

Seeking Alpha · 28 Sept 2026neutral

Lear Corporation reported 3% revenue growth in Q2 2026, while EPS grew more than 20% driven by share buybacks. Management increased the buyback authorization to $1.5 billion, roughly 25% of market cap, with the stock trading at a discount as the market reassesses the company's valuation multiple.

Why it matters — A Lear watcher would note the significant share-buyback program and management's raised authorization, as these represent a key driver of the company's earnings growth and capital-return strategy.

Lear Increases Share Repurchase Authorization to $1.5 Billion and Extends Authorization

PRNewsWire · 24 Sept 2026positive

Lear Corporation announced that its Board of Directors approved increasing its share repurchase authorization to $1.5 billion and extended the authorization period until December 31, 2029.

Why it matters — The expanded and extended buyback program signals management's confidence in the company's financial position and its commitment to returning capital to shareholders.

FAQ

Frequently asked questions about LEA stock

What is the LEA stock price forecast for 2026-2027?

The 16 Wall Street analysts covering Lear Corp. have a median 12-month price target of $148, with estimates ranging from $130 to $179. These are third-party analyst estimates, not Ticker Nerd forecasts, and they are frequently wrong.

Is LEA stock a buy right now?

Of the 16 analysts covering Lear Corp., 5 rate it a Buy, 11 a Hold and 0 a Sell. Ticker Nerd's systematic factor model ranks Lear Corp. 91 out of 100 across roughly 4,600 US stocks as at 2 Oct 2026. None of this is personal advice — it does not consider your circumstances.

How does Ticker Nerd's model rank LEA?

As at 2 Oct 2026, Lear Corp. ranks 91 out of 100 on Ticker Nerd's systematic factor model — a percentile across roughly 4,600 US stocks, built from its factor families. Its strongest factor family is Volatility (99 of 100).

Will LEA stock go up?

No one can know that. What the data says: the median 12-month target from 16 analysts implies +22.1% from the last close, and Ticker Nerd's factor model ranks Lear Corp. 91 out of 100 as at 2 Oct 2026. Analyst targets are third-party estimates and frequently wrong; none of this is personal advice.

What is the LEA stock forecast for 2030?

No analyst covering Lear Corp. publishes a 2030 price target — Wall Street targets run 12 to 18 months out. Sites quoting a 2030 price for LEA are extrapolating price history, which says nothing about the business. The furthest attributed numbers are the current analyst targets: $130 to $179 over the next 12 months.

How has LEA stock performed over the past year?

Lear Corp. returned +20.9% over the 12 months to 2 Oct 2026, with dividends reinvested. Past performance does not indicate future returns.

What does Lear Corp. do?

Lear Corporation is a global automotive technology company focused on seating and E-Systems for vehicle manufacturers. Its Seating business designs, engineers, and manufactures complete seat systems and key components such as seat structures, mechanisms, foam, trim covers, headrests, and comfort features.

What is the latest news on LEA?

The most recent item we track (Seeking Alpha, 1 Oct 2026): "Top 25 Attractive Dividend Stocks For October 2026". Seeking Alpha published its screened Top 25 U.S. dividend growth stocks list for October 2026, highlighting companies with fundamental growth, economic moats, and yields above 2.5%. The list averages a 3.38% dividend yield, appears roughly 31% undervalued by dividend yield theory, and includes subsets focused on high yield, fast dividend growth, highest expected return, and most undervalued opportunities.

Company

About Lear Corp.

Lear Corporation is a global automotive technology company focused on seating and E-Systems for vehicle manufacturers. Its Seating business designs, engineers, and manufactures complete seat systems and key components such as seat structures, mechanisms, foam, trim covers, headrests, and comfort features. The E-Systems segment develops electrical distribution and connection systems, power distribution products, battery disconnect units, electronic control modules, and related software-enabled solutions. Lear Corporation serves major automakers worldwide with products that support vehicle comfort, connectivity, power management, and interior functionality. The company’s role in the market is centered on supplying integrated interior and electrical technologies that are used across passenger cars, light trucks, and other vehicle platforms.

CEO Mr. Raymond E. Scott Jr. · 164,300 employees · United States · https://www.lear.com