LEA Earnings

LEA reported its earnings on 2026-02-04, showcasing a revenue of 5.99B against an estimate of 5.80B, resulting in a 3.25% surprise. The EPS was 3.41, surpassing the expected 2.67 by 27.72%. The stock experienced a 10.74% price change on the earnings day and a 16.43% change over the next five days, reflecting market reactions to the results.

Following LEA's earnings announcement on 2026-02-04, the stock price moved by 10.74% on the day of the release. Over the subsequent five days, it saw a 16.43% change. Historically, LEA's stock price tends to shift by an average of -0.26% in the 10 days leading up to earnings and -0.11% in the 10 days following, providing insight into potential market.

For 2026/Q1, analysts estimate LEA's annual revenue to reach 5.73B, while the EPS is projected at 3.38. These estimates reflect recent revisions, with revenue estimates revised downward by -0.01% and EPS estimates revised downward by -0.44% over the past three months, indicating analyst expectation in the company's performance.

The correlation between LEA's stock price and earnings forecast revisions shows that positive revisions in revenue or EPS often strengthen the stock's fundamentals. Over the past three months, revenue estimates for FY2025 were revised downward by -0.01%, while EPS estimates moved revised downward by -0.44%. This trend suggests that price dips could present buying opportunities for investors.

Based on historical trends, LEA's stock price typically moves by -0.26% in the 10 days before its earnings and -0.11% in the 10 days after. For the upcoming 2026/Q1 earnings, analysts expect an EPS of 3.38 and revenue of 5.73B.

The earnings call summary and Q&A indicate a positive outlook for Lear. Revenue guidance has been slightly raised, and strong shareholder returns are highlighted with increased share repurchases. Despite some volume challenges, future growth opportunities are emphasized, including significant Conquest wins and onshoring benefits. The Q&A section reveals confidence in strategic initiatives and cost savings, although some uncertainties remain, such as commodity impacts. Overall, the positive guidance, strong shareholder returns, and strategic growth initiatives suggest a positive stock price movement in the short term.