Lear reports Q4 2025 results and sets 2026 outlook
06/02/2026
Net income was $83 million, with adjusted net income of $179 million, while core operating earnings reached $259 million. The company generated $281 million in free cash flow and returned $214 million to shareholders through share repurchases and dividends.
The quarter included Lear’s largest-ever seating conquest award on a major truck program for a US automaker, and new complete seat programs with Chinese OEMs including Changan, Dongfeng and Leapmotor. The company also secured nine wire and several electronics programs across Asia, Europe and South America.
For the full year, Lear delivered $23.3 billion in revenue and adjusted net income of $686 million, marking the fifth consecutive year of adjusted earnings per share growth. The company secured around $1.4 billion of E-Systems business awards, its highest annual total in over a decade.
“Despite lower volumes in our key markets, Lear finished 2025 with significant momentum,” said president and CEO Ray Scott. “In 2026, our expanded automation and AI leadership, combined with cost savings from restructuring, will drive margin expansion while supporting continued returns to shareholders.”
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