LEAR CORP
boothcheck covers LEAR CORP (LEA) but does not put one priced-in number on it: here the defensible answer is the evidence rather than a point estimate. boothcheck publishes no house fair value, target price, or buy/sell rating. Narrative composed June 27, 2026.
• Lear is a tier-one automotive supplier in two businesses: Seating, the larger and steadier piece, and E-Systems, which supplies the electrical architecture and connectivity that grows as cars electrify. • Margins are thin by the nature of auto supply, seating adjusted margins around 6.9% and E-Systems around 6.1%, so the value comes from scale, a record backlog of new awards, and disciplined buybacks rather than fat profitability. • The stock trades at a low multiple, around 11 times operating
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452 institutional managers reported holding LEA in 13F filings for the quarter ended 2026-03-31. 74 opened new positions that quarter. Held by Pzena Investment Management, Vanguard Group, BlackRock, among others. On the short side, 2.1M shares were sold short as of the 2026-06-15 count, about 4% of shares outstanding (3 days of typical volume to cover).
Quarterly 13F filings arrive up to 45 days after quarter end, so the picture is never current (filed through 2026-05-29). Nothing here is investment advice.
LEA has cut its share count 15.3% over the past five years, spending $1.31B on repurchases. It pays a dividend, and has paid one every year in our records (15 and counting); the current rate is $0.77 a share annually. Cash returned over the past three years: $470.80M in dividends and $1.08B in repurchases.
Share counts are split-adjusted; repurchase totals are gross of share issuance. Nothing here is investment advice.
Open-market insider buys at LEA over the trailing three years: 2023: 1 buy totaling $8k; 2025: 1 buy totaling $200k. 19 officers and directors are on file.
Code P open-market purchases from SEC Form 4 filings, non-derivative, excluding scheduled 10b5-1 plans. Nothing here is investment advice.
LEA's recent reports: the day-one move, then what the following quarter actually did.
| report | day one | next quarter |
|---|---|---|
| 2023-08-02 | -1.9% | -12.7% |
| 2023-10-27 | -1.3% | +10.3% |
| 2024-02-09 | -1.5% | -0.8% |
| 2024-05-01 | -9.4% | -7.5% |
Day-one is the close-to-close move around the filing. Nothing here is investment advice.
LEA's latest 8-K filings: 2026-07-31 (items 2.02, 9.01); 2026-05-14 (items 5.07); 2026-05-01 (items 2.02, 9.01); 2026-02-04 (items 2.02, 9.01); 2025-10-31 (items 2.02, 9.01).
Item codes are the SEC's own classification of what each report discloses. Dates link to the filing on EDGAR. Nothing here is investment advice.
Model solve date: 2026-Q2
Narrative composed: June 27, 2026
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For informational and research purposes only. Not investment advice. Not a recommendation to buy, sell, or hold any security. boothcheck is not a registered investment adviser. Past performance does not guarantee future results.