Latest Earnings Results: Q3 '26
Estimated EPS
$3.32
Reported EPS
$3.71
Surprise
+11.89%
Estimated Rev
$5.81B
Reported Rev
$5.77B
Surprise
-0.62%
• Reported GAAP EPS of $3.71 up 32.97% YoY • Reported revenue of $5.77B up 1.64% YoY • Lear maintained its full-year 2026 core operating earnings outlook at $1.08B to $1.2B, with net sales guidance of $23.35B to $23.75B.
Bullish Takeaway
Lear reported year-over-year increases in sales, core operating earnings, net income and adjusted EPS; Lear won complete-seat and E-Systems awards, and its Orion facility is on track to launch early next year.
Bearish Takeaway
Lear reported lower vehicle production across regions, lower operating cash flow and free cash flow versus Q3 2025, and customer contracts that do not specify quantities and may be terminated at any time.
Generated by Stocktwits using AI and company-reported earnings data for Q3 '26. This recap is intended to help readers understand the quarter quickly. Verify key figures in the linked source materials; the summary may contain errors and is not investment advice.
Historical Earnings
Quarterly
Annual
EPS
Revenue
| Fiscal Period | Estimated | Reported | Surprise | Result |
|---|---|---|---|---|
Q4 '26 | $3.50 | -- | -- | N/A |
Q3 '26 | $3.32 | $3.71 | 11.89% | BEAT |
Q2 '26 | $3.98 | $4.28 | 7.62% | BEAT |
Q1 '26 | $3.51 | $3.87 | 10.41% | BEAT |
Q4 '25 | $2.81 | $3.41 | 21.22% | BEAT |