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Net Sales By Segment
Reveals revenue contributions from various business segments, helping investors understand which areas are performing well and which might need strategic adjustments.Seating is the clear growth engine—consistent wins, backlog expansion and net‑performance/automation are driving most of Lear’s sales momentum and margin gains—whereas E‑Systems is delivering only modest top‑line growth but improving profitability as operational fixes take hold. Management’s Q1 awards and backlog underpin upside, but tariff-related revenue reductions and China/EV production timing mean reported sales understate underlying demand; the stock’s upside depends on converting late‑cycle program launches and sustaining margin improvements, not just headline sales figures.
Date | Seating | E-Systems |
|---|---|---|
Jul 04, 2026 | $4.62B | $1.59B |
Apr 04, 2026 | $4.40B | $1.42B |
Dec 31, 2025 | $4.41B | $1.58B |
Sep 27, 2025 | $4.25B | $1.43B |
Jun 28, 2025 | $4.47B | $1.56B |
Mar 29, 2025 | $4.15B | $1.41B |
Dec 31, 2024 | $4.19B | $1.53B |
Sep 28, 2024 | $4.11B | $1.47B |
Jul 29, 2024 | $4.45B | $1.57B |
Mar 30, 2024 | $4.48B | $1.52B |