← BackLEAR CORP · Motor Vehicle Parts & AccessoriesLEA
Low riskNext report: In 2 days (est.)
The short versionA profitable company with steady sales.
Going well
- Profitable every year for 10 years
- Brings in more cash than it spends
- Buying back shares: share count down 11% in 3 years
Money moves
- No insider buying or selling in the last 30 days
- Institutions added 1.4% to their holdings in the quarter ending June 2026 (262 bought, 203 sold)
- Held by Ray Dalio (Bridgewater)
Facts from SEC filings, not a recommendation.
What the price means
Price as of Oct 26
$116.59-0.1% that day
- Company value
- $5.8B
- Share price times all shares
- Price vs profit (P/E)
- 10.9x
- You pay about $11 for each $1 of yearly profit
- Price vs sales
- 0.24x
- Company value is 0.24 times a year of sales
- Dividend yield
- 0.7%
- Yearly dividend as a share of today's price
- Cash vs value
- 17%
- Cash as a share of company value
- Debt vs value
- 47%
- Debt as a share of company value
From LEA's last IEX trade and its SEC filings (profits and sales over the last four quarters). A starting point for research, not a verdict.
The business over time
Last 12 quarters, from SEC filings
Sales, Jul '26$6.2B+3.0% vs a year earlier
Sep '23Tap a barJul '26
Last 12 months: $23.7B, up 3.5% from the 12 months before. Over 5 years, sales grew about 6.4% a year.
Business quality
The checklist Warren Buffett-style investors use. Annual numbers for 2025.- MissReturn on equity 15%+Earns a lot on the money owners have in the business.9.2%
- MissDebt under half of equityNot relying on borrowed money.0.54x equity
- MissNet margin 10%+Keeps at least 10 cents of profit from each dollar of sales.1.9%
- PassProfitable every yearSteady profits, not one good year.10 of 10 years
- PassFree cash flow positiveBrings in more cash than it spends to run and grow.$527.2M
- PassShare count not growingNot diluting owners. Falling means buybacks.-10.6% in 3 years
- MissGross margin 40%+Pricing power: sells for well above what it costs to make.6.5%
- Revenue
- $23.3B
- -0.2% vs prior year
- 5-year growth
- +6.4%/yr
- revenue, per year
- Total debt
- $2.7B
- 0.54x equity
- Current ratio
- 1.35x
- short-term assets / bills due
From annual reports filed with the SEC. A checklist is a starting point for research, not a verdict.
Latest quarter
Quarter ended Jul 4, 2026- Revenue
- $6.2B
- +3.0% YoY
- EPS
- $3.79
- vs $3.06
- Op. margin
- 4.3%
- +0.2 pts
- Gross margin
- 7.6%
- +0.3 pts
- Free cash flow
- $287.8M
- Share count
- -6.0%
- vs a year ago
Insider rating
Last 90 days
No open-market insider buys or sells in the last 90 days.
Weekly insider trendNo trades to chart yet.
Filing buzz
Last 7 days vs normal
0/ 100
- This week
- 0
- Normal week
- 0.9
- vs normal
- 0.0x
SEC filings of any kind. 50 means a normal week.
Institutional ownership
■Steady+1.4%Institutions added 1.4% to their holdings. 262 bought, 203 sold.
Shares held by institutions53.1M
Sep '24Jun '26
Share count growthYearly rate, last 3 years
-5.7%Cash runwayAt last year's cash burn
Cash flow positiveDebt to equityLatest balance sheet: debt compared with what owners have
0.5x · $2.7B debtShares outstandingLatest reported
49MNext reportIn 2 days (est.)Estimated from the same quarter last year
- Results filedJul 31
- Results filedMay 1
- Results filedFeb 4
- Results filedOct 31, 2025
- Results filedJul 25, 2025
Flags and big holders
Offerings 6 months, flags 12 months, holders 90 days
No offerings, red flags or new big holders. Clean record.
Insider trades
Open-market buys and sells, last 90 days
No open-market buys or sells in 90 days. Grants and option exercises are left out.
"Owns after" is the insider's holding right after the trade. Pre-planned (10b5-1) sales are set up months ahead, a weaker signal.