Revenue $6.21B, up 3.0% on a year earlier. North America revenue $2.50B, down 0.8%. Diluted EPS $3.79 against $3.06.
| Q2 FY26 | Q1 FY26 | Q2 FY25 | Year over year | |
|---|---|---|---|---|
| Revenue | $6.21B | $5.82B | $6.03B | +3.0% |
| Operating income | $267.90M | $255.00M | $248.10M | +8.0% |
| Net income | $192.80M | $172.30M | $165.20M | +16.7% |
| Diluted EPS | $3.79 | $3.34 | $3.06 | |
| Operating cash flow | $460.50M | $98.10M | $296.20M | +55.5% |
| Capital expenditures | -$172.70M | -$124.60M | -$125.40M | |
| Free cash flow | $287.80M | -$26.50M | $170.80M | +68.5% |
| Dividend per share | $0.77 | $0.77 | $0.77 |
| Q2 FY26 | Q2 FY25 | Year over year | |
|---|---|---|---|
| Net sales growth | 2.97% | 0.3% | |
| North America revenue | $2.50B | $2.52B | -0.8% |
| E-Systems Segment Net Sales | $1.59B | $1.56B | +1.9% |
| Seating segment net sales | $4.62B | $4.47B | +3.4% |
| Global Vehicle Production Growth (Lear sales-weighted) | -1% | 0% |
The week's biggest guidance misses, KPI surprises and one chart.
Stock Atlas, “Lear (LEA) Q2 FY26 earnings: results and KPIs”, stockatlas.com/companies/LEA/earnings/2026-q2/, data as of 3 November 2026. Links to this page are welcome.