AUG 8·SEC EDGARLow
MALLETT CONRAD L JR sold $200K of LEA
MALLETT CONRAD L JR sold 1,646 shares of LEAR CORP (LEA) at $121.35 ($0.20M total) on 2026-08-06.
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$LEA
LEAR CORP
Price · $LEAvia TradingView
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- Bearish
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Top stories · $LEAMore →
AUG 2·yahoo.com
Lear Q2 Earnings Call Highlights
Lear Corporation (NYSE:LEA) reported Q2 E-Systems sales up 2% to $1.6B, but organic sales down 2% due to lower volumes tied to certain Volkswagen and Ford Mustang Mach-E programs and Ford Escape, Focus and Corsair build-outs. Adjusted earnings rose to $91M, operating margin to 5.8%. Lear raised 2026 revenue to ~$23.8B and core operating earnings to ~$1.14B, plus FCF to ~$640M.
AUG 2·yahoo.com
Lear Corporation Q2 2026 Earnings Call Summary
Lear Corporation reported record first-half revenue above $12B, with 3% sales growth and margin expansion in E-Systems. It won $2.9B in YTD business awards, including major Audi seating. Lear raised 2026 guidance to $23.8B revenue and $1.14B core operating earnings, citing higher North American volumes and China weakness. It increased buybacks to at least $350M.
LEA sentiment & insider activity
Over the past 7 days, alphai's AI scored 3 news stories mentioning LEA (LEAR CORP). Coverage has skewed bullish: 2 bullish, 1 neutral, and 0 bearish.
Recent LEA coverage spans earnings, insider activity and corporate actions.
In the last 30 days, LEA insiders filed 1 SEC Form 4 transaction — no purchases and 1 sale ($200K). The most active reporter was MALLETT CONRAD L JR with 1 filing.
What's driving LEA
This is a routine insider open-market sale with no stated 10b5-1 plan, but the disclosed size is modest and not a fundamental catalyst.
Guidance lift plus explicit China-driven production and share assumptions likely shifts 2026 risk/reward toward North America offsetting China softness.
Guidance raise plus detailed margin and backlog commentary likely supports near-term earnings expectations, but China weakness and non-core electronics wind-down add downside risk.
The shelf plus a near-term $252 million ESOP offering increases potential dilution risk, while also improving funding flexibility for auto program needs.
The selloff is driven by guidance and regional demand concerns, plus uncertainty from a mixed shelf registration that enables future capital raising.
alphai scores every news story that mentions LEA with an AI model for sentiment and relevance, and aggregates insider trades from LEAR CORP's SEC EDGAR Form 4 filings. Figures refresh continuously.
News on $LEA
Score
MALLETT CONRAD L JR sold $200K of LEA
MALLETT CONRAD L JR sold 1,646 shares of LEAR CORP (LEA) at $121.35 ($0.20M total) on 2026-08-06.
2 min readLear Q2 Earnings Call Highlights
Lear Corporation (NYSE:LEA) reported Q2 E-Systems sales up 2% to $1.6B, but organic sales down 2% due to lower volumes tied to certain Volkswagen and Ford Mustang Mach-E programs and Ford Escape, Focus and Corsair build-outs. Adjusted earnings rose to $91M, operating margin to 5.8%. Lear raised 2026 revenue to ~$23.8B and core operating earnings to ~$1.14B, plus FCF to ~$640M.
4 min readLear Corporation Q2 2026 Earnings Call Summary
Lear Corporation reported record first-half revenue above $12B, with 3% sales growth and margin expansion in E-Systems. It won $2.9B in YTD business awards, including major Audi seating. Lear raised 2026 guidance to $23.8B revenue and $1.14B core operating earnings, citing higher North American volumes and China weakness. It increased buybacks to at least $350M.
6 min readLear (LEA) Files Shelf Registration And Launches $252 Million Stock Offering
Lear (NYSE:LEA) filed a universal shelf registration to increase its future securities issuance capacity. It also launched a $252 million common stock offering linked to its Employee Stock Ownership Plan, according to the company. The actions may affect future funding flexibility and potential dilution as the company funds automotive programs.
4 min readWhy is Lear stock tumbling today?
Lear Corp shares fell 10.5% to $130.99 after the company reported Q2 results and issued cautious forward guidance. Adjusted EPS was $4.28 vs $3.92 expected, and revenue rose to $6.2B vs $6.14B. Guidance for fiscal 2026 adjusted EBITDA was $1.7B to $1.82B, with China weakness and softer production outlook cited. A shelf registration filing was also reported.
4 min read
Lear Reports Second Quarter 2026 Results; Raises Full-Year Guidance
SOUTHFIELD, Mich., July 31, 2026 /PRNewswire/ -- Lear Corporation (NYSE: LEA), a global automotive technology leader in Seating and E-Systems, today reported results for the second quarter 2026 and raised the midpoints of its financial outlook for the full year 2026.
6 min readLEAR CORP (LEA): Results of Operations and Financial Condition
LEAR CORP (LEA) filed an SEC Form 8-K — Results of Operations and Financial Condition. EX-99.1 2 lear-2026jul31_8xkxex991.htm EX-99.1 Document FOR IMMEDIATE RELEASE Lear Reports Second Quarter 2026 Results; Raises Full-Year Guidance SOUTHFIELD, Mich., July 31, 2026 -- Lear Corporation (NYSE: LEA), a global automotive technology leader in Seating and E-Systems, toda
6 min read
Lear Earnings Are Imminent; These Most Accurate Analysts Revise Forecasts Ahead Of Earnings Call - Lear (
Lear Corporation (NYSE:LEA) will release its second quarter earnings report before the opening bell on Friday, July 31. Analysts expect the Southfield, Michigan-based company to report quarterly earnings of $3.98 per share, up from $3.47 per share in the year-ago period. The consensus estimate for Lear’s quarterly revenue is $6.15 billion. It reported $6.03 billion last year, according to Benzinga Pro. On May 1, Lear posted better-than-expected earnings for the first quarter.
2 min readWolfe Research highlights auto sector picks ahead of Q2 earnings By Investing.com
Wolfe Research, ahead of Q2 earnings, flagged inflation and light-vehicle production forecast downgrades. It sees positive setups for Ford (F), Lear (LEA), and TE Connectivity (TEL), a more cautious view for Aptiv (APTV) and Vontier (VNT). It named GM its preferred Detroit Three pick and BWA top supplier choice, citing growth and cash flow. Crowding risks were noted for several automakers and suppliers.
3 min readSCOTT RAYMOND E sold $6.8M of LEA
SCOTT RAYMOND E (President and CEO) sold 50,000 shares of LEAR CORP (LEA) at an average of $135.37 ($134.44–$137.21, $6.77M total) across 4 trades on 2026-06-24.
2 min read