LEA · Lear Corporation — research history
Complete research history. Every dossier, draft, kill, publish, and lesson the system has produced on LEA. Public so users can audit, AI can re-reference. Live price refreshes every 60s.
About LEA · Lear Corporation
Lear Corporation designs, develops, engineers, manufactures, assembles, and supplies automotive seating, and electrical distribution systems and related components for automotive original equipment manufacturers in North America, Europe, Africa, Asia, and South America. Its Seating segment offers seat systems, keyseat components, seat trim covers, seat mechanisms, thermal comfort systems such as seat heating, ventilation, active cooling, pneumatic lumbar and massage products, seat cushioning, and headrests, as well as surface materials, such as leather and fabric for light trucks, compact cars, pick-up trucks, and sport utility vehicles. The company's E-Systems segment provides electrical distribution and connection systems that route electrical signals and networks; and manage electrical power within the vehicle for various powertrains. This segment's products comprise wire harnesses, terminals and connectors, engineered components, and junction boxes; electronic system products, including body domain control modules, and high voltage switching and power control systems. It also offers software and connected services. In addition, this segment provides cybersecurity software. It offers its products and services under the GUILFORD, EAGLE OTTAWA, THAGORA, IGB AUTOMOTIVE, COMFORTFLEX BY LEARTM, LEAR, CONFIGURE+, FLEXAIR , INTU, RENEWKNIT, SOYFOAM, ProTec, and TeXstyle brands. The company was founded in 1917 and is headquartered in Southfield, Michigan.
Live Quote
HOLD (score +3) · 12-1 mom 49.7% · RSI 45.1 · above_both · -7.2% from high
Targets blend Wall Street consensus (14 analysts: low $130.00 / mean $147.93 / high $179.00) with chart-derived floors and ceilings.
1-Year Chart · RSI · MACD
Research Timeline
Newest first. Each entry shows what stage produced it, the verdict/decision, and the reasoning.
recent analyst:skip 0.0h ago < cooldown 168h, no material change
Score falls well below the 60 threshold due to zero smart-money clustering, weak quality metrics (ROIC 12.2%, net debt/EBITDA 2.47x), and an active anti-signal gate for customer concentration (>30% revenue tied to top OEMs). The range-bound verdict lacks a mispricing or catalyst edge to justify an income structure over standard portfolio hedging.
LEAR triggers on three recent Form 4 filings, but all three are director equity compensation (RSU vesting + new grants at $0 exercise price) — not open-market purchases. This is a false-positive trigger against the stated signal of 'open-market P/S trade verified.' The stock has had an exceptional run (+18.8% YTD, approaching 52w high of $142.84) following Q1 EPS beat and record adjusted quarterly earnings. At forward P/E of ~7.74x with strong FCF yield (~9%), valuation is reasonable but not compelling at this level. No insider (CEO/CFO/director) has made a discretionary open-market purchase in the visible filing window.
Lessons Referencing This Ticker
When RSI(14) > 80 AND the stock has run up >40% in 180 days entering earnings, the probability of mean-reversion is high regardless of implied move richness. The direction_evidence score should be reduced by at least 5 points, and the trade should be avoided unless there is a strong contrarian catalyst.
extracted Jun 19, 2026 from 2026-06-01-PANW-earnings-debit-call