Gasgoo Munich- Lear Corporation has released its fourth-quarter and full-year 2025 financial results, revealing a year-over-year revenue jump in the final quarter and a new benchmark for operational performance. Notably, adjusted earnings per share climbed for the fifth consecutive year.
Image source: Lear
The report details fourth-quarter sales of $6 billion — a 5% increase from the previous year. Net income landed at $83 million, while adjusted net income rose to $179 million. Core operating income edged up to $259 million from $258 million a year earlier. Earnings per share hit $1.58, with adjusted EPS climbing 15.99% to $3.41. Driving this operational growth were the seating and electrical-electronic (E-E) systems segments, which contributed 15 and 120 basis points, respectively.
For the full year, Lear held sales steady at $23.3 billion, matching 2024 levels. Net income totaled $437 million, with adjusted net income reaching $686 million. Adjusted EPS ticked up to $12.80 from $12.62 a year prior, marking the fifth straight year of gains.
On the balance sheet, operating cash flow for the year reached $1.089 billion. The company closed the year with $1 billion in cash and equivalents and total liquidity of $3 billion, underscoring a solid financial position. Lear also returned capital to shareholders through $325 million in share repurchases and $165 million in dividends.
2025 proved fruitful for Lear's business expansion and technological innovation. In the fourth quarter, the company secured the largest truck seat order in U.S. history to supply General Motors' Orion plant, while striking multiple partnerships with BAIC, Geely, SAIC, and Volkswagen Group. For the year, the E-E systems business booked $1.4 billion in new orders — its highest level in over a decade — and Lear took operational control of two joint ventures in China.
