Filing Flows › Lear (LEA) › Guidance history
Lear (LEA) guidance history: what it guided and what it reported
Lear gave guidance in 11 earnings releases on file since Feb 6, 2024. Of 2 guided periods since reported, it met or beat its own guidance twice (100%). Revenue: 2 of 2, on average +1.1% against the guided midpoint. Its releases raised guidance twice and lowered it once.
Revenue
Met or beat 2 of 2 periods (2 above, 0 within, 0 below).
| Period | Guided (and how it moved) | Reported | Result | vs midpoint |
|---|---|---|---|---|
| FY2026 | $23.2B–$24.0B (Feb 4, 2026) → reaffirmed $23.2B–$24.0B (May 1, 2026) → raised $23.5B–$24.0B (Jul 31, 2026) → lowered $23.4B–$23.8B (Oct 30, 2026) | — | to be reported | — |
| FY2025 | $21.9B–$22.9B (Feb 6, 2025) → raised $22.5B–$23.1B (Jul 25, 2025) → raised $22.9B–$23.1B (Oct 31, 2025) | $23.3B | above the range | +1.1% |
| FY2024 | $24.0B–$24.6B (Feb 6, 2024) → reaffirmed $24.0B–$24.6B (Apr 30, 2024) → lowered $23.2B–$23.7B (Jul 25, 2024) → lowered $22.9B–$23.1B (Oct 24, 2024) | $23.3B | above the range | +1.1% |
Adjusted revenue
The guide is on an adjusted basis that the GAAP statements do not show, so there is no reported figure to hold it to.
| Period | Guided (and how it moved) | Reported | Result | vs midpoint |
|---|---|---|---|---|
| FY2025 | $22.5B–$23.1B (Jul 25, 2025) | — | — | — |
Adjusted operating income
The guide is on an adjusted basis that the GAAP statements do not show, so there is no reported figure to hold it to.
| Period | Guided (and how it moved) | Reported | Result | vs midpoint |
|---|---|---|---|---|
| FY2026 | $1.0B–$1.2B (Feb 4, 2026) → reaffirmed $1.0B–$1.2B (May 1, 2026) → raised $1.1B–$1.2B (Jul 31, 2026) → reaffirmed $1.1B–$1.2B (Oct 30, 2026) | — | to be reported | — |
| FY2025 | $915M–$1.2B (Feb 6, 2025) → lowered $955M–$1.1B (Jul 25, 2025) → reaffirmed $995M–$1.1B (Oct 31, 2025) | — | — | — |
| FY2024 | $1.2B–$1.3B (Feb 6, 2024) → reaffirmed $1.2B–$1.3B (Apr 30, 2024) → lowered $1.0B–$1.2B (Jul 25, 2024) → lowered $1.0B–$1.1B (Oct 24, 2024) | — | — | — |
Operating cash flow
The GAAP figure from the filings is shown for each period reported; it is not judged against the guide, which may leave items out (one-off payments, acquisitions).
| Period | Guided (and how it moved) | Reported | Result | vs midpoint |
|---|---|---|---|---|
| FY2026 | $1.2B–$1.3B (Feb 4, 2026) → reaffirmed $1.2B–$1.3B (May 1, 2026) → raised $1.2B–$1.4B (Jul 31, 2026) → lowered $1.2B–$1.3B (Oct 30, 2026) | — | to be reported | — |
| FY2025 | $1.1B–$1.3B (Feb 6, 2025) → lowered $1.0B–$1.1B (Jul 25, 2025) → reaffirmed $1.0B–$1.1B (Oct 31, 2025) | $1.1B (GAAP) | not judged | — |
| FY2024 | $1.3B–$1.4B (Feb 6, 2024) → reaffirmed $1.3B–$1.4B (Apr 30, 2024) → lowered $1.1B–$1.3B (Jul 25, 2024) → lowered $1.1B–$1.2B (Oct 24, 2024) | $1.1B (GAAP) | not judged | — |
Capital expenditures
The GAAP figure from the filings is shown for each period reported; it is not judged against the guide, which may leave items out (one-off payments, acquisitions).
| Period | Guided (and how it moved) | Reported | Result | vs midpoint |
|---|---|---|---|---|
| FY2026 | $660M (Feb 4, 2026) → reaffirmed $660M (May 1, 2026) → reaffirmed $660M (Jul 31, 2026) → reaffirmed $660M (Oct 30, 2026) | — | to be reported | — |
| FY2025 | $625M (Feb 6, 2025) → lowered $590M (Jul 25, 2025) → lowered $560M (Oct 31, 2025) | $562M (GAAP) | not judged | — |
| FY2024 | $675M (Feb 6, 2024) → reaffirmed $675M (Apr 30, 2024) → lowered $650M (Jul 25, 2024) → lowered $575M (Oct 24, 2024) | $559M (GAAP) | not judged | — |
Free cash flow
The GAAP figure from the filings is shown for each period reported; it is not judged against the guide, which may leave items out (one-off payments, acquisitions).
| Period | Guided (and how it moved) | Reported | Result | vs midpoint |
|---|---|---|---|---|
| FY2026 | $550M–$650M (Feb 4, 2026) → reaffirmed $550M–$650M (May 1, 2026) → raised $590M–$690M (Jul 31, 2026) → lowered $565M–$665M (Oct 30, 2026) | — | to be reported | — |
| FY2025 | $430M–$630M (Feb 6, 2025) → lowered $420M–$520M (Jul 25, 2025) → raised $475M–$525M (Oct 31, 2025) | $527M (GAAP) | not judged | — |
| FY2024 | $600M–$750M (Feb 6, 2024) → reaffirmed $600M–$750M (Apr 30, 2024) → lowered $485M–$635M (Jul 25, 2024) → reaffirmed $535M–$585M (Oct 24, 2024) | $561M (GAAP) | not judged | — |
The latest quarter
Lear, Q3 2026: revenue $5.8B (+2% year over year), operating margin 3.4%, net earnings $137M, operating cash flow $329M. The chart follows the revenue to costs, profit and cash.
Questions
Does Lear beat its guidance?
Lear gave guidance in 11 earnings releases on file since Feb 6, 2024. Of 2 guided periods since reported, it met or beat its own guidance twice (100%). Revenue: 2 of 2, on average +1.1% against the guided midpoint.
How often does Lear raise guidance?
Its earnings releases raised guidance twice and lowered it once since Feb 6, 2024.
Each guided period is held to the last guidance given before its figures were reported; a single figure counts as in line within 1% (0.25 pts for a rate). Reported figures are GAAP, from the company's filings; adjusted guidance shows its moves only.