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Adjusted Earnings By Segment
Highlights profitability across different business units, offering insights into which segments are driving earnings and where there might be challenges or opportunities for growth.Seating is clearly the earnings engine—larger, steadier and driving mid‑single‑digit margin expansion—while E‑Systems has been the comeback story: smaller but with stronger percentage gains and clearer margin recovery after prior operational fixes. Q1 strength was aided by tariff accounting and inventory revaluation (partly one‑time), so sustainable upside depends on delivering net‑performance savings, executing new program launches (GM, China) and managing tariff/commodity timing. If management hits its savings and backlog converts, EPS and cash‑return targets look achievable despite headline revenue noise.
Date | Seating | E-Systems |
|---|---|---|
Apr 04, 2026 | $304.80M | $86.50M |
Dec 31, 2025 | $263.00M | $83.70M |
Sep 27, 2025 | $261.00M | $59.70M |
Jun 28, 2025 | $298.90M | $75.80M |
Mar 29, 2025 | $279.90M | $73.80M |
Dec 31, 2024 | $257.00M | $76.70M |
Sep 28, 2024 | $261.50M | $74.20M |
Jul 29, 2024 | $302.10M | $82.20M |
Mar 30, 2024 | $294.90M | $77.10M |
Dec 31, 2023 | $293.80M | $84.00M |