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Lear (LEA) earnings and revenue breakdown
Latest: Q3 2026 · 10-Q filed Oct 30, 2026 · Lear (LEA) Q3 2026 earnings results →
Q3 2026 Revenue up 2% year over year to $5.8B · 2¢ of every $1 of revenue kept as net profit · operating margin 3.4%
Lear made $5.8B in Q3 2026 (+2% Y/Y): Seating $4.3B, E-Systems $1.4B. Operating margin 3.4%, net earnings $137M. See where every dollar goes — costs, profit and cash — as a Sankey from the 10-Q filed Oct 30, 2026.
Drawing the Sankey…
Open the interactive Sankey → click any line for what the company wrote about it, compare Y/Y and Q/Q, export as PNG or PDF
What changed this quarter
Revenue was $5.8B in Q3 2026, up 2% year over year and down 7% from the previous quarter. Seating was the largest line at 75% of revenue. Seating added $0.08B year over year (up 2%), 82% of the total change.
Gross margin was 6.6%, up 0.2 points from Q3 2025. Operating profit was $0.20B, a 3.4% margin (unchanged year over year). Of the extra revenue versus Q3 2025, 5% reached operating profit, above the 3% margin then. Operating expenses grew 8% against revenue growth of 2%. Net earnings were $0.14B, up 26% year over year. The effective tax rate was 22.0%.
Operating cash flow was $0.33B (down 26% year over year), 220% of net income including minority interests. Non-cash charges added back $0.15B of depreciation and amortization. Working capital and other items added $0.03B. After capital expenditures ($0.17B), free cash flow as the company reports it was $0.16B.
Quarterly history
| Quarter | Form | Filed | Revenue | Y/Y | Op. margin | Net earnings | Op. cash flow |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 10-Q | Oct 30, 2026 | $5.8B | +2% | 3.4% | $137M | $329M |
| Q2 2026 | 10-Q | Jul 31, 2026 | $6.2B | +3% | 4.3% | $193M | $460M |
| Q1 2026 | 10-Q | May 1, 2026 | $5.8B | +5% | 4.4% | $172M | $98.1M |
| Q4 2025 | 10-K | Feb 13, 2026 | $6.0B | +5% | 2.6% | $82.7M | $476M |
| Q3 2025 | 10-Q | Oct 31, 2025 | $5.7B | +2% | 3.4% | $108M | $444M |
| Q2 2025 | 10-Q | Jul 25, 2025 | $6.0B | +0.3% | 4.1% | $165M | $296M |
| Q1 2025 | 10-Q | May 6, 2025 | $5.6B | -7% | 3.3% | $80.7M | −$128M |
Charts
Interactive views
The same charts as the app — open one to draw it.
💵Where each $1 goesinteractive
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🌏Named in Asian annual reportsinteractive
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🔄Rotation against the market and its industry (RRG)interactive
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🔍Earnings qualityinteractive
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⚖️Fair value by methodinteractive
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🔭Outlook & guidanceinteractive
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📈Investments: gains and what it boughtinteractive
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🏭Its industry’s money flow (input-output)interactive
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Customers and suppliers named in filings
Sells to
- GM — 22% of its revenue · Stated in 10-K (sentence) · source
- F — 12% of its revenue · Stated in 10-K (customer table) · source
- Volkswagen — 10% of its revenue · Stated in 10-K (sentence) · source
- Mercedes-Benz — 10% of its revenue · Stated in 10-K (customer table) · source
- STLA — 9% of its revenue · Stated in 10-K (sentence) · source
Buys from
About Lear
Lear Corporation (NYSE: LEA) is a global automotive leader in Seating and E-Systems. The company designs, manufactures, and delivers advanced technologies to the world’s major automakers. Building on more than 100 years of heritage, Lear is the largest U.S.-based automotive supplier, headquartered in Southfield, Michigan. Driven by a commitment to innovation, operational excellence, and sustainability, Lear’s global team of talented employees is shaping the future of mobility by developing solutions that enhance comfort, safety, and efficiency. More information is available at Lear.com.
In its own words, from its 8-K, filed Jul 31, 2026.
Lear against its Motor Vehicle Parts & Accessories peers
The largest companies of the same SEC industry, each at its latest quarter. Revenue growth: +2% against the peers' median +2%. Operating margin: 3.4% against the peers' median 7.6%.
| Company | Quarter | Revenue | Y/Y | Op. margin |
|---|---|---|---|---|
| LEA Lear | Q3 2026 | $5.8B | +2% | 3.4% |
| ADNT Adient | Q4 FY26 | $3.7B | +1% | -0.1% |
| BWA Borgwarner | Q3 2026 | $3.5B | -3% | 8.7% |
| APTV Aptiv | Q3 2026 | $3.2B | +2% | 8.8% |
| DCH Dauch | Q3 2026 | $2.9B | +93% | 2.5% |
| ALV Autoliv | Q3 2026 | $2.7B | -0.5% | 9.4% |
| VGNT Versigent | Q3 2026 | $2.5B | +7% | 7.6% |
| DAN Dana | Q3 2026 | $2.0B | +6% | 4.5% |
| ALSN Allison Transmission Holdings | Q3 2026 | $1.5B | +121% | 19.8% |
Source: Lear 10-Q on SEC EDGAR · CIK 842162 · Motor Vehicle Parts & Accessories
Guidance and outlook
13F: who owns LEA and who is buying
More on LEA
History
Every quarter: Q3 2026 results · Q2 2026 results · Q1 2026 results · Q4 2025 results · Q3 2025 results · Q2 2025 results · Q1 2025 results