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Lear (LEA) investor relations material
Lear Goldman Sachs Industrials and Materials Conference 2025 summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Goldman Sachs Industrials and Materials Conference 2025 summary4 Dec, 2025
Business performance and outlook
Fourth quarter is tracking between the midpoint and high end of guidance, with both business segments outperforming expectations.
Free cash flow is strong, enabling over $300 million in share buybacks for the year.
Operating margins in Seating are expected to be at or above 6%, and E-Systems in the low 4% range.
New business awards in E-Systems have reached $1.3 billion, near record levels.
Revenues, earnings, and margins are expected to be higher in 2025 and 2026.
Industry and regional trends
Supply chain disruptions from JLR cyber attack and Novelis fire have been mitigated, supporting positive momentum.
S&P forecasts global production to be down 1% on a sales-weighted basis in 2026, with North America down 2.5%, Europe flat, and China down 1.5%.
Negative mix headwinds from 2024 are expected to moderate in 2025 as key disruptions reverse.
Automation and digital transformation
Five acquisitions over the past decade have transformed automation capabilities in assembly plants.
Partnership with Palantir has led to 14,000 users and 250 digital tools on the Foundry platform.
Automation and digital initiatives are expected to deliver $65–$75 million in annual savings by 2026–2027.
Cycle time deviation tool has improved efficiency by 3–5% and is expected to save $15 million annually after global rollout.
Administrative automation has enabled 100% recoverability on tariff costs and real-time data for customers.
Quantify Foundry's impact on efficiency and cost
What drove the E-Systems 2026 backlog change?
How does China JV consolidation impact growth?
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Q4 20256 Feb, 2026
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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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