Lear (LEA) reported $5.99 billion in revenue for the quarter ended December 2025, representing a year-over-year increase of 4.8%. EPS of $3.41 for the same period compares to $2.94 a year ago.
The reported revenue compares to the Zacks Consensus Estimate of $5.8 billion, representing a surprise of +3.34%. The company delivered an EPS surprise of +27.72%, with the consensus EPS estimate being $2.67.
While investors closely watch year-over-year changes in headline numbers — revenue and earnings — and how they compare to Wall Street expectations to determine their next course of action, some key metrics always provide a better insight into a company’s underlying performance.
Since these metrics play a crucial role in driving the top- and bottom-line numbers, comparing them with the year-ago numbers and what analysts estimated about them helps investors better project a stock’s price performance.
Here is how Lear performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:
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Geographic Net Sales- North America: $2.46 billion versus $2.39 billion estimated by two analysts on average. Compared to the year-ago quarter, this number represents a +6.2% change.
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Geographic Net Sales- South America: $232.3 million versus the two-analyst average estimate of $217.26 million. The reported number represents a year-over-year change of +8.8%.
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Geographic Net Sales- Asia: $1.26 billion compared to the $1.16 billion average estimate based on two analysts. The reported number represents a change of +4.5% year over year.
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Geographic Net Sales- Europe and Africa: $2.04 billion versus the two-analyst average estimate of $2.05 billion. The reported number represents a year-over-year change of +2.9%.
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Net Sales- E-Systems: $1.58 billion compared to the $1.53 billion average estimate based on two analysts. The reported number represents a change of +3.4% year over year.
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Net Sales- Seating: $4.41 billion compared to the $4.24 billion average estimate based on two analysts. The reported number represents a change of +5.3% year over year.
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Adjusted Segment Earnings- E-Systems: $83.7 million compared to the $69.54 million average estimate based on two analysts.
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Adjusted Segment Earnings- Seating: $263 million versus the two-analyst average estimate of $242.68 million.
View all Key Company Metrics for Lear here>>>
Shares of Lear have returned -3.1% over the past month versus the Zacks S&P 500 composite’s +0.9% change. The stock currently has a Zacks Rank #3 (Hold), indicating that it could perform in line with the broader market in the near term.