LE

Lear Corporation

LEA · Lear Corporation · Consumer Discretionary

Up next day
5/12
42%
Fell despite growth
5/12
Good earnings ignored
Avg earnings move
±1.9%
typical swing on earnings
Price when beating
-0.7%
avg over 10 beats
Biggest single move
-4.3%
'26.7 · largest reaction

How this stock reacts to earnings

Traits seen across its recent earnings reactions

Even strong results barely move the stock
Up the next day 4 of 10 beats (40%)
Reaction is erratic and hard to predict
Avg -0.7% on a beat, +0.6% on a miss
vs Consumer Discretionary sector avg (201 peers)
This
-0.5%
Sector
+0.5%
Avg next-day reaction

Earnings number vs guidance — which drives it?

How often the beat/miss matched the actual price move

This stock reacts more to guidance & expectations than the reported number
Moved opposite to results 7 of last 12 times (58%)
6xBeat but fell
Even a beat sells off if guidance disappoints
1xMissed but rose
Even a miss rebounds if guidance reassures

Earnings timeline · tap a bar for that quarter

Oct 22Before open
'26.10 expectedEst. EPS $3.34
Quarter ended 7/2026
Reported 2026-07-31
Next-day move
-4.3%
After 5 days -6.0%
vs Consensus$3.98$4.28+7.6% beat
Beat by +7.6% but stock -4.3%
EPS
$4.28
YoY +23%
Revenue
$6.2B
YoY +3%
Next-Q guidance
N/A
Price around earnings
Fell despite growthvs market -5.7%p

Earnings trend · last 12 quarters

EPS$4.28YoY +23%
'23.9'26.7
Revenue$6.2BYoY +3%
'23.9'26.7

Price vs earnings · last 12 quarters

UpDown
Bad news out
weak · up ↑
2x17%
Met expectations
good · up ↑
3x25%
Disappointment
weak · down ↓
2x17%
Good earnings ignored
good · down ↓
5x42%
← Weak earningsStrong earnings →

Even on good earnings, the price often fell — earnings poorly reflected · 5 of 12q (42%)

Community · LEA

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