종목/LEA
Lear Corporation
Full Year 2026 Financial Outlook
Net Sales $23,210 million - $24,010 million
Core Operating Earnings $1,030 million - $1,200 million
Adjusted EBITDA $1,650 million - $1,820 million
Restructuring Costs ≈ $175 million
Operating Cash Flow $1,210 million - $1,310 million
Capital Spending ≈ $660 million
Free Cash Flow $550 million - $650 million
아래 내용은 AI 가 8-K Item 2.02 본문과 보도자료(Exhibit 99.x)를 종합해 한국어로 정리한 요약입니다. 핵심 하이라이트·가이던스·운영 코멘트·시장 평가 네 섹션 모두 AI 생성이며, 실제 원문은 EDGAR 링크에서 확인하세요.
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.
| 발표일 | 분기 | EPS 예상 | EPS 실제 | Surprise | 매출 실제 | 발표 직후 반응 |
|---|---|---|---|---|---|---|
| 5월 1일 (금) | 2026 Q1 | $3.55 | $3.87 | +8.9% | $5.82B | ▲ 4.2% |
| HD | 홈디포 | 310B | +7.8% | 25% (1/4) |
| TJX | TJX | 164B | +14.1% | 100% (4/4) |
결과는 컨센서스 대비 '비트(상회)' 성격으로 해석될 가능성이 크며, 조정 EPS와 코어 마진 개선이 긍정적 톤을 제공. 다만 글로벌 차량생산 둔화(특히 중국)와 가이던스가 산업 볼륨 가정(약 -2% sales-weighted)을 전제로 하고 있어 부정적 수요 충격이나 환율·관세 리스크가 악화되면 재무 목표 달성에 대한 불확실성이 존재.