Lear Corp (NYSE:LEA) Beats Q2 2025 Earnings Estimates with Strong Revenue and EPS Growth

Lear Corp. (NYSE:LEA), a global leader in automotive seating and electrical systems, reported its second-quarter 2025 earnings, surpassing analyst expectations on both revenue and earnings per share (EPS). The company’s performance reflects resilience in a challenging automotive supply chain environment, though the market reaction has been muted in pre-market trading.

Key Earnings Highlights

• Revenue: Reported $6.03 billion, beating estimates of $5.93 billion.
• EPS: Came in at $3.47, above the consensus estimate of $3.32.
• Year-over-Year Growth: Revenue increased by 4.8% compared to Q2 2024, while EPS rose by 9.1%.

The outperformance was driven by strong demand in both the Seating and E-Systems segments, with particular strength in high-voltage power distribution products—a critical component in the growing electric vehicle (EV) market.

Market Reaction

Despite the earnings beat, Lear’s stock showed minimal movement in pre-market trading, dipping slightly by 0.9%. This muted reaction could reflect broader market conditions or investor caution ahead of the company’s guidance for the second half of the year. Over the past month, however, shares have gained 16.6%, indicating positive sentiment leading into the earnings release.

Forward-Looking Estimates

Analysts project the following for Lear’s upcoming quarters:

• Q3 2025 Revenue Estimate: $5.52 billion
• Full-Year 2025 Revenue Estimate: $22.47 billion
• Full-Year 2025 EPS Estimate: $11.85

The company did not provide explicit forward guidance in its press release, leaving investors to rely on analyst estimates. Given the current trajectory, Lear appears well-positioned to meet or exceed full-year expectations, particularly if EV-related demand continues to grow.

Press Release Summary

The earnings announcement emphasized Lear’s operational efficiency and its ability to navigate supply chain constraints. Key points included:

• Continued expansion in high-voltage electrical systems, aligning with industry shifts toward electrification.
• Stable margins despite inflationary pressures, supported by cost management initiatives.
• No major disruptions from recent macroeconomic volatility, suggesting resilience in demand.

For a deeper dive into Lear’s earnings history and future estimates, see Lear Corp. Earnings & Estimates.

Disclaimer: This article is for informational purposes only and does not constitute investment advice. Investors should conduct their own research or consult a financial advisor before making decisions.