--- title: "研究警报：CFRA 维持对李尔公司股票的买入评级" description: "CFRA 对李尔公司（Lear Corporation，LEA）维持买入评级，将 12 个月目标价上调 5 美元至 135 美元。他们下调了 2025 年和 2026 年的每股收益（EPS）预期，但引入了 2027 年的新预期。尽管对每辆车安全配置的下降表示担忧，CFRA 对全球汽车生产增长持乐观态度，这将有利于 LEA。该公司通过回购大幅减少了流通股，随着时间的推移提升了每股收益" type: "news" locale: "zh-CN" url: "https://longbridge.com/zh-CN/news/263907606.md" published_at: "2025-11-02T18:15:00.000Z" --- # 研究警报：CFRA 维持对李尔公司股票的买入评级 > CFRA 对李尔公司（Lear Corporation，LEA）维持买入评级，将 12 个月目标价上调 5 美元至 135 美元。他们下调了 2025 年和 2026 年的每股收益（EPS）预期，但引入了 2027 年的新预期。尽管对每辆车安全配置的下降表示担忧，CFRA 对全球汽车生产增长持乐观态度，这将有利于 LEA。该公司通过回购大幅减少了流通股，随着时间的推移提升了每股收益 01:15 PM EST, 11/02/2025 (MT Newswires) -- CFRA, an independent research provider, has provided MT Newswires with the following research alert. Analysts at CFRA have summarized their opinion as follows: We increase our 12-month target by $5 from $130, based on a 2026 P/E of 9.2x, a justified discount to the stock's 10-year mean forward P/E of 12.4x. We lower our adjusted EPS estimates to $12.35 from $12.70 for 2025 and to $14.15 from $14.25 for 2026, and introduce 2027 at $15.70. Following an in-line Q3, we are reiterating our Buy opinion and raising our price target on LEA shares. While we have some concerns about the reported dip in safety content per vehicle in Europe and Africa (-5.5% in Q3), we think the dip will prove temporary, and we have turned more bullish on global vehicle production growth looking out over the next couple of years, which is a tailwind that should benefit LEA and other auto suppliers. Moreover, LEA's long history of steady share repurchases should continue to reduce its outstanding share count and help boost EPS over time. Incredibly, LEA has retired 58% of total outstanding shares since 2011, and its existing authorization represents an astounding 17% of its current market cap. MT Newswires does not provide investment advice. Unauthorized reproduction is strictly prohibited. ### Related Stocks - [LEA.US - 李尔](https://longbridge.com/zh-CN/quote/LEA.US.md) ## Related News & Research | Title | Description | URL | |-------|-------------|-----| | 李尔｜8-K：2025 财年营收 233 亿美元超过预期 | | [Link](https://longbridge.com/zh-CN/news/274809775.md) | | 李尔公司（NYSE:LEA）的股息将为 0.77 美元 | Lear Corporation（纽约证券交易所代码：LEA）将于 3 月 25 日支付每股 0.77 美元的股息，收益率为 2.2%。该股票在过去三个月上涨了 34%，影响了股息收益率。预计每股收益明年将增长 157.8%，这表明可持续的 | [Link](https://longbridge.com/zh-CN/news/276053756.md) | | 对冲基金经理 Einhorn 押注美联储大幅降息 称其为 “最佳交易之一” | 对冲基金经理 David Einhorn 押注美联储将在凯文·沃什的领导下大幅降息，认为降息幅度将超出市场预期。他已购买有担保隔夜融资利率期货，预计相关合约将因美联储的激进降息而上涨。Einhorn 表示，押注今年降息超过预期是当前最佳交易 | [Link](https://longbridge.com/zh-CN/news/275804595.md) | | 李尔（LEA）在发布 2026 年指引和回购减少股份数量后上涨了 15.9% - 牛市的理由是否发生了变化？ | 李尔公司的股票在发布 2026 年指引后上涨了 15.9%，预计净销售额将在 232.1 亿美元到 240.1 亿美元之间，核心营业利润为 10.3 亿美元到 12 亿美元。该公司完成了一项股票回购计划，自 2013 年以来回购了超过 35 | [Link](https://longbridge.com/zh-CN/news/275605569.md) | | 花旗逆市给出华尔街最高目标价，看好李尔穿越汽车行业周期性逆风 | 花旗集团维持对李尔公司的"买入"评级，并将目标价从 136 美元上调至 146 美元，显示对公司长期前景的信心。李尔公司第三季度业绩超预期，营收 57 亿美元，调整后每股收益 2.79 美元。公司回购约 1 亿美元股票，总流动性近 30 亿 | [Link](https://longbridge.com/zh-CN/news/270812209.md) | --- > **免责声明**：本文内容仅供参考，不构成任何投资建议。