Lear (LEA) Q2 2026 earnings — TrendMatrix coverage
Reported
Model-generated analysis — not investment advice. Not a registered investment advisor. Past performance does not guarantee future results. How we score · Full disclosure
Key numbers
- Reported EPS
- $4.28
- Estimate
- $3.98
- Surprise
- +7.6%
- Revenue (period 2026-07-04)
- $6.21B
- Score today
- 5.7/10
Revenue source: xbrl.
How the report landed
Lear (LEA) beat the $3.98 estimate with diluted EPS of $4.28 — a clear 7.6% upside surprise.
Where TrendMatrix's rating stands now
TrendMatrix currently rates LEA Sell at 5.7/10; no pre/post engine snapshot brackets this report.
3 of the last 4 quarters beat the estimate; this quarter's +7.6% surprise compares with a +9.9% four-quarter average. Next scheduled report: 2026-10-22.
What supports the rating
- Strong earnings beat streak (3/4)
- Attractive valuation
What argues against it
- Analyst target reached - limited upside remaining
- V7 low-quality RISK_OFF penalty: -0.5 (Q=4.2)
- Sector modifier (Consumer Cyclical): -1.5
This section and the ones below it reflect TrendMatrix’s latest engine read — they update after the report date and are not frozen to it.
The levels TrendMatrix's engine tracks
- Current price
- $130.82
- Price target
- $130.94
- Stop
- $124.04
- Upside to target
- +0.1%
- Reward-to-risk
- 0.0:1
The stock trades at 12.2× trailing but 7.7× forward earnings — consensus estimates already build in a substantial earnings recovery.
Model outputs from TrendMatrix’s engine as of 2026-09-14 — shown for context, not personalized investment advice.
LEA at TrendMatrix's latest read
Cyclical consumer names live and die on demand momentum — same-quarter comps and guidance carry more weight than the headline surprise.
- Industry
- Auto Parts
- Market cap
- $8.71B
- P/E (fwd)
- 7.7
- P/E (ttm)
- 12.2
- 52-week range
- $96.04–$150.33
- Off 52-week high
- 13.0%
- RSI (14)
- 55
- Volume vs avg
- 0.89×
- Score today
- 5.7/10