Q2 FY2026 EarningsQ2 FY26 results beat consensus across all major financial metrics, with revenue of $6.21B vs. $6.15B expected and adjusted EPS of $4.28 vs. $3.98 expected. The E-Systems segment showed significant margin expansion to 5.8%, driving an 8% variance in Core Operating Earnings ($313.2M vs. $290.4M expected). Management raised FY26 midpoints for revenue and earnings, supported by a strong $288M free cash flow performance that surpassed the high end of market expectations.
Financial report interval: 2026.03.30 - 2026.06.30
Overview: Lear(LEA) the Revenue is 6.209 B (+2.97%), Beat estimate;the EBIT is 313.2 M (+7.33%), Beat estimate;the EPS is 3.79 (+23.86%), Beat estimate.
Actual
YoY
Estimate
YoY
Vs estimate
YoY
RevenueExceed expectations
6.21B2.97%
6.15B1.94%
+0.06B1.03%
EBITExceed expectations
0.31B7.33%
0.31B5.02%
+0.01B2.31%
EPSExceed expectations
3.7923.86%
3.609817.97%
+0.18025.89%
Revenue
ActualEstimateUnit: USD
qf
EBIT
ActualEstimateUnit: USD
qf
Net income
ActualEstimateUnit: USD
qf
EPS
ActualEstimateUnit: USD
qf