Lear Corporation Common Stock (LEA)

Lear Corp. (NYSE:LEA) reported strong Q2 2025 earnings, beating revenue and EPS estimates, driven by demand in automotive seating and EV-related electrical systems. Shares remained flat pre-market.

GM expected to report Q1 EPS of $2.66 on revenue of $43.21B, Ford expected to report Q1 EPS of 2c on revenue of $35.79B.

BofA analysts discussed the impact of tariffs on automakers, with Ford and GM at high risk of negative ratings. Ford is pushing forward with low-cost EVs and connected vehicle subscriptions, while GM is focusing on Cadillac's EV transformation and Formula One participation. Tariffs may cost OEMs $6k-$8k per car, with potential cost passes to consumers.

Lear reported earnings for the 2024 third-quarter before the market opened.

Goldman Sachs slashes auto outlook, downgrades Ford, Lear & Visteon as tariffs and weak demand drag down Tesla, Rivian, and sector stocks.

Shares of Lear are trading lower by 8% since Monday's open. The stock has been volatile following President Donald Trump's announcement of a 25% tariff on imported cars and key auto parts.

Shares of Lear tumbled 9.1% during Thursday's session. Auto suppliers are down following the announcement of a 25% tariff on imported cars and key auto parts by President Donald Trump.

Lear Corp (NYSE:LEA) shares are trading higher Thursday after the company reported better-than-expected financial results for the fourth quarter.