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LEA

Lear Corporation

Consumer Cyclical · $6.0B market cap

Verdict

Share price

$120.85

close of Oct 3, 2026

Fair value

$141.05

Sticker Price

Payback Price

$56.42

buy price

Undervalued

LEA is Undervalued: at $120.85 it trades 14% below its fair value of $141.05. Its buy price (Payback Price) is $56.42, 53% below today's price. Business quality is limited: none of the 5 key numbers clears the 10% bar.

How we valued it

Owner Earnings. Earnings have been shrinking, but the business still generates cash, so we value it on its cash flow instead of its earnings.

Business quality

0 of 5 clear the 10% bar. What are the Big Five?

Earnings per share growth-2.8% a year✗
Equity per share growth9.1% a year✗
Sales growth3.2% a year✗
Free cash flow growth2.4% a year✗
Return on invested capital8.1%✗

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Superinvestors

3 of the investors we track hold LEA. In Q2 2026, 1 trimmed. Who we track

Richard Pzena

Pzena Investment Management · as of Q2 2026

$889.9M

6,638,413 shares

Greenhaven Associates

Greenhaven Associates · as of Q2 2026

$195.2M

1,455,933 shares

Bill Nygren

Oakmark Funds · as of Q2 2026

$1.5M

11,425 shares

Moves in Q2 2026

Trimmed: Greenhaven Associates

Insider activity

Since Jun 24, 2026: no open-market purchases, 5 sales worth $7.0M and 1 other filing (stock awards, tax withholding and similar). Why purchases matter

Sales

MALLETT CONRAD L JR

director · 2026-08-06

Sold

$200K

SCOTT RAYMOND E

President and CEO · 2026-06-24

Sold

$459K

SCOTT RAYMOND E

President and CEO · 2026-06-24

Sold

$1.1M

SCOTT RAYMOND E

President and CEO · 2026-06-24

Sold

$3.0M

SCOTT RAYMOND E

President and CEO · 2026-06-24

Sold

$2.2M

Other filings

LIGOCKI KATHLEEN

director · 2026-07-01

Option exercise

53 shares

About Lear Corporation

Lear Corporation, established in 1917 and headquartered in Southfield, Michigan, stands as a premier global supplier to the automotive industry. The company specializes in the conceptualization, development, engineering, manufacturing, and assembly of complete automotive seating solutions and sophisticated electrical distribution systems, along with related components. These critical products are supplied to…

Auto - Parts

Fair value and Payback Price are estimates from the company's reported financials, not investment advice. Prices as of the close of Oct 3, 2026. How the Payback Price works