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Lear (LEA) investor relations material
Lear Q3 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q3 2025 earnings summary31 Oct, 2025
Executive summary
Q3 2025 revenue increased 2% year-over-year to $5.7 billion, with strong operating cash flow and positive performance in both Seating and E-Systems, despite a major JLR cybersecurity incident disrupting production for a month.
Net income was $108 million, with adjusted net income at $150 million; both declined from Q3 2024.
Free cash flow reached $307 million, and operating cash flow was $444 million, among the highest in company history.
Significant new business wins in both segments, especially in China, and the launch of a digital and AI fellowship with Palantir to drive automation and operational excellence.
Strategic investments in automation, digital tools, and restructuring are driving operational improvements.
Financial highlights
Q3 2025 sales were $5,679.8 million, up from $5,584.4 million in Q3 2024; core operating earnings were $241.1 million (4.2% margin), down from $256.6 million (4.6%).
Adjusted EPS was $2.79, down from $2.89; reported EPS was $2.02, down from $2.41.
Operating cash flow for Q3 was $444 million, up from $183 million year-over-year.
Cash and equivalents at quarter end were $1.0 billion; total liquidity was $3.0 billion.
Gross margin for Q3 2025 was 6.4%, down from 7.3% in Q3 2024.
Outlook and guidance
Full-year 2025 net sales expected between $22,850 million and $23,150 million, up 1% from prior guidance.
Core operating earnings guidance: $995 million to $1,055 million; operating margins expected at 4.5%.
Free cash flow guidance midpoint raised to $500 million, targeting 80% conversion.
Capital expenditures for 2025 estimated at $560 million; restructuring costs for the year expected at $235 million.
Guidance excludes potential future impacts from tariffs or major production disruptions.
Quantify JLR cyberattack impact on Q3 results
Explain Q3 adjusted sales decline vs. production
How do strategic investments drive future margin growth?
What is the margin profile of new U.S. onshoring business?
How will E-Systems growth over market progress?
What drives 2026 margin expansion beyond JLR recovery?
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Frequently asked questions
Lear Corporation designs, develops, engineers, manufactures, assembles, and supplies automotive seating and electrical distribution systems for automotive original equipment manufacturers worldwide. The company's Seating segment provides complete seat systems, including seat covers and trim, foam and headrests, seat frames, motors and mechanical actuators, safety belts and airbags, seats structures and mechanisms, and seat hardware; head restraints and armrests; rear seats; center consoles; interior structures; components for electronic control systems; wires; cables, lighting products; electronics modules; and power distribution centers. Its Electrical Power Management Systems segment offers front-end electronic modules comprising battery junction boxes/under hood power distribution centers that manage the voltage level supplied by the battery to various vehicle devices through a network of fuses and relays; battery cable assemblies; copper bars/bus bars to distribute current between junction boxes and other electrical components in the vehicle.
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