crooner72 Posted - 1 week ago

$LEA bottom is in/very near …I’ll open a position here

briefingcom Posted - 10/24/24

$LEA: Lear beats by $0.35, beats on revs; guides FY24 revs below consensus https://www.briefing.com/in-depth-analysis/content/article?ArticleId=IN20241024060945LEA&utm_campaign=inplay&utm_medium=social&utm_source=st&utm_content=view_page

DonCorleone77 Posted - 10/24/24

$LEA Lear lowers FY24 revenue view to $22.95B-$23.15B from $23.23B-$23.67B Consensus $23.41B. Narrows FY24 adjusted EBITDA view to $1.67B-$1.72B from $1.67B-$1.84B. Lowers FY24 capital spending view to $575M from $650M. FY24 guidance is adjusted for the changes to its outlook for global production.

DonCorleone77 Posted - 10/24/24

$LEA Lear reports Q3 adjusted EPS $2.89, consensus $2.63 Reports Q3 revenue $5.58B, consensus $5.57B. In the third quarter, global vehicle production was down 5% compared to a year ago, with North America down 5%, Europe down 6% and China down 3%. Global vehicle production was down 6% on a Lear sales-weighted basis. "In the third quarter, Lear generated revenue that outperformed the industry by 3 percentage points globally, with outgrowth in both Seating and E-Systems," said Ray Scott, Lear's president and CEO. "We accelerated the pace of our share repurchases, allowing us to increase adjusted earnings per share despite lower industry volumes. The first ComfortFlexTM module, combining heat, ventilation and massage, launched with Volvo. In China, the relationships we have built with key customers are generating additional business wins. In Seating, we won several new awards with BYD, Xiaomi and Seres, and in E-Systems, we were awarded new business for multiple programs with the Dongfeng Group. While margins remain below our mid-term targets in each segment, we continue to make significant progress with the factors we control. I am confident that the innovative products we are developing, combined with the investments we are making in advanced manufacturing, will support revenue and earnings growth, strong cash flow generation and significant shareholder returns."

AivelX Posted - 10/23/24

💡 #AivelX Premarket Earnings Insights (2/3) $KKR - Ref.Earnings: 1794 Gap Up Prob.: 72%, max 29.2%, min -9.2%, avg 1.1% Avg Low vs Open: -1.4% Avg Close vs Low: 2.5% Avg Low-High %: 3.9% 5 Days Later: 75% new highs, 45% new lows Earnings Day: 41% broke 137.7 (-1.4%) $LEA - Ref.Earnings: 137 Gap Up Prob.: 35%, max 10%, min -22.8%, avg -3% Avg Low vs Open: -6.3% Avg Close vs Low: 2.5% Avg Low-High %: 9.1% 5 Days Later: 55% new highs, 62% new lows Earnings Day: 4% broke 109.1 (+3.5%) $LUV - Ref.Earnings: 157 Gap Up Prob.: 66%, max 14.5%, min -6.4%, avg 1.1% Avg Low vs Open: -1.9% Avg Close vs Low: 4.7% Avg Low-High %: 6.8% 5 Days Later: 68% new highs, 54% new lows Earnings Day: 5% broke 29.4 (-3.8%) $SMPL - Ref.Earnings: 15 Gap Up Prob.: 53%, max 3.9%, min -2.6%, avg 0.2% Avg Low vs Open: -3.4% Avg Close vs Low: 2.5% Avg Low-High %: 6% 5 Days Later: 67% new highs, 60% new lows Earnings Day: 60% broke 33.2 (+2%)

swingingtech Posted - 10/22/24

$MDY $LEA $YETI $MAT https://wallstreetwaves.com/mdys-holdings-imply-10-gain-potential/

WeeklyTrader Posted - 1 month ago

Don't miss out on $LEA! RSI: 46.2% 50-day MA: $109.99 200-day MA: $125.18

Thestocktraderhubzee Posted - 09/25/24

$LEA Morgan Stanley Maintains Overweight on Lear, Lowers Price Target to $145

DonCorleone77 Posted - 2 months ago

$LEA Lear see FY24 revenue between midpoint and low end of guidance While presenting last night at the Morgan Stanley 12th Annual Laguna Conference, Jason Cardew, Senior Vice President and Chief Financial Officer of Lear (LEA), stated: "In terms of the third quarter, specifically in the way it's developed and you know, when we had our second quarter earnings call and revised our guidance, we had visibility to a series of customer production, reductions and we kind of extended those out into the fourth quarter, made some assumptions that we felt like at the time we were pretty conservative... So, we felt like we had really a balanced set of assumptions in our guidance. We are seeing, you know, further deterioration in the production volumes here in the third quarter. We're now expecting revenue in the third quarter to be $5.5 billion. We didn't provide Q3 guidance specifically on the earnings call, but that's about $150 million lower than what we had anticipated when we did issue our full-year guidance. Operating margins are holding up in both segments, so the performance side is holding together pretty well. We expect E-systems margins to be about 5% in the quarter and Seating margins to be about about 6% in the third quarter. In terms of the full-year, I think that the $150 million reduction in sales kind of works its way into the full-year number as well. And so we're as we sit here today, we would probably see revenue between the midpoint and low end of our guidance range. And we see operating margins sort of in line with the midpoint of our guidance range."

DonCorleone77 Posted - 2 months ago

$LEA $GM Lear sees Q3 revenue $5.5B, consensus $5.65B While presenting last night at the Morgan Stanley 12th Annual Laguna Conference, Jason Cardew, Senior Vice President and Chief Financial Officer of Lear (LEA), stated: "In terms of the third quarter, specifically in the way it's developed and you know, when we had our second quarter earnings call and revised our guidance, we had visibility to a series of customer production, reductions and we kind of extended those out into the fourth quarter, made some assumptions that we felt like at the time we were pretty conservative. You know, so it is a big customer of ours in North America and Europe and, you know, they were cutting production to realign their inventory levels. GM had provided a new EV production target, which we had further discuss a little bit in our guidance. And Volvo is an important customer for us in both Seating and E-systems. We have a launch of the EX90 and the Polestar 3 program here in North America. We have lowered our volumes associated with that. So, we felt like we had really a balanced set of assumptions in our guidance. We are seeing, you know, further deterioration in the production volumes here in the third quarter. We're now expecting revenue in the third quarter to be $5.5 billion. We didn't provide Q3 guidance specifically on the earnings call, but that's about $150 million lower than what we had anticipated when we did issue our full-year guidance. Operating margins are holding up in both segments, so the performance side is holding together pretty well. We expect E-systems margins to be about 5% in the quarter and Seating margins to be about about 6% in the third quarter. In terms of the full-year, I think that the $150 million reduction in sales kind of works its way into the full-year number as well. And so we're as we sit here today, we would probably see revenue between the midpoint and low end of our guidance range. And we see operating margins sort of in line with the midpoint of our guidance range."

BourlaBeliever Posted - 2 months ago

$SLB $HAL $LEA anyone gonna try to dividend capture these if they go down tomorrow?

SorosSonosSatoshi Posted - 08/30/24

@Twinity Gol and Azul have accumulated losses of BRL 27.1 billion and BRL 30.5 billion (USD 4.81 billion and USD 5.41 billion), respectively, in the first half of the year. Why should I buy gol who is in bankruptcy and generate addit. 5bn usd losses ? Think they will both combine for chapter11 filing to get rid of debts, forcing bond/loan holders to debt2Sgare swap.. New shares,new sins.. All old investors gonna killed Like $LEA and $GME did it.. It stinks The Citi never stops stinking :-) Throw ya umbrella

smartkarma Posted - 3 months ago

$LEA | Lear Corporation: Expansion in China and Emerging Markets Catalyzing Top-Line Growth! - Major Drivers "Lear Corporation delivered its second quarter 2024 earnings with several noteworthy elements that merit evaluation for a balanced investment..." - Baptista Research (Baptista Research) Key Points:Lear Corporation delivered its second quarter 2024 earnings with several noteworthy elements that merit evaluation for a balanced investment thesis.On the positive front, the company continued to demonstrate robust revenue generation with over $6 billion recorded this quarter.Growth across both its key segments—E-Systems and Seating—exceeded broader market growth rates, showcasing Lear's strong competitive positioning. Read more: https://www.smartkarma.com/insights/lear-corporation-expansion-in-china-and-emerging-markets-catalyzing-top-line-growth-major-drivers

NVDAMillionaire Posted - 07/30/24

$LEA Lear Corporation (LEA): Driving Innovation and Operational Excellence in Automotive Technology http://beyondspx.com/2024/07/28/lear-corporation-lea-driving-innovation-and-operational-excellence-in-automotive-technology/

DonCorleone77 Posted - 07/25/24

$LEA Lear lowers FY24 revenue view to $23.23B-$23.67B from $24B-$24.6B Consensus $23.95B. Cuts FY24 adjusted EBITDA view to $1.67B-$1.84B from $1.8B-$1.95B. Sees FY24 capital spending $650M. The company said, "Our 2024 financial outlook, adjusted for the changes to our outlook for global production and its impact on our business."

DonCorleone77 Posted - 07/25/24

$LEA Lear reports Q2 adjusted EPS $3.60, consensus $3.40 Reports Q2 revenue $6.01B, consensus $6.03B. "In the second quarter, Lear grew sales to a record level and improved year-over-year margins in E-Systems for the eighth consecutive quarter," said Ray Scott, Lear's President and Chief Executive Officer. "We are executing our thermal comfort strategy, and, today, we are introducing ComfortFlex by Lear(TM) modular designs and the ComfortMax Seat by Lear(TM) technology. Our ComfortFlex by Lear(TM) solutions are highly efficient designs of our thermal comfort products, which improve performance through enhanced modularity and advanced manufacturing processes. The ComfortMax Seat by Lear(TM) builds on ComfortFlex by Lear(TM) by leveraging our leadership in vertical integration to deliver the most efficient, feature-packed complete seat in the industry. We continue to focus our efforts on developing innovative products and utilizing automation to extend our leadership position in operational excellence. I am confident that the actions we are taking will support continued growth in earnings, strong cash flow and significant shareholder returns."

epsguid Posted - 07/25/24

$LEA reported earnings of $3.60, consensus was $3.34, Earnings Whisper was $3.53 via @eWhispers #whisperbeat http://eps.sh/d/lea

Stock_Titan Posted - 07/25/24

$LEA Lear Reports Second Quarter 2024 Results https://www.stocktitan.net/news/LEA/lear-reports-second-quarter-2024-khkdz3qv3vpb.html

AivelX Posted - 07/24/24

💡 #AivelX Premarket Earnings Insights (2/4) $FCFS - Ref.Earnings: 444 Gap Up Prob.: 70%, max 15.9%, min -12.1%, avg 1.4% Avg Low vs Open: -1.5% Avg Close vs Low: +3.1% Avg Low-High %: 4.6% 5 Days Later: 77% new highs, 43% new lows Earnings Day: 53% broke 108 (-2%) $FSS - Ref.Earnings: 1458 Gap Up Prob.: 73%, max 29.2%, min -11.2%, avg 1% Avg Low vs Open: -1.3% Avg Close vs Low: +2.5% Avg Low-High %: 3.8% 5 Days Later: 77% new highs, 44% new lows Earnings Day: 39% broke 93.5 (-2%) $FTI - Ref.Earnings: 11 Gap Up Prob.: 64%, max 10.8%, min -2.9%, avg 1% Avg Low vs Open: -1.9% Avg Close vs Low: +5% Avg Low-High %: 6.9% 5 Days Later: 55% new highs, 45% new lows Earnings Day: 5% broke 27 (-1.7%) $LEA - Ref.Earnings: 64 Gap Up Prob.: 41%, max 3.4%, min -20.5%, avg -2% Avg Low vs Open: -5.4% Avg Close vs Low: +2.1% Avg Low-High %: 8% 5 Days Later: 66% new highs, 63% new lows Earnings Day: 56% broke 119 (+2%)

DonCorleone77 Posted - 07/22/24

$LEA Lear price target lowered to $166 from $179 at JPMorgan JPMorgan lowered the firm's price target on Lear to $166 from $179 and keeps an Overweight rating on the shares. The firm previewed the Q2 auto parts supplier earnings by negatively revising estimates to below consensus to reflect lower than expected global light vehicle production in comparison to expectations at the start of the quarter. After cutting Q2 EBITDA estimates 5% and earnings by 9%, JPMorgan is positioned 3% below the Street on EBITDA and 4% on earnings.

Stock_Titan Posted - 4 months ago

$LEA Lear Completes Acquisition of WIP Industrial Automation https://www.stocktitan.net/news/LEA/lear-completes-acquisition-of-wip-industrial-0f1alle3v8tc.html

DonCorleone77 Posted - 4 months ago

$LEA Lear price target lowered to $155 from $165 at Barclays Barclays lowered the firm's price target on Lear to $155 from $165 and keeps an Overweight rating on the shares as part of a Q2 preview for the autos and mobility group. The analyst again favors car manufacturers into the Q2 prints citing steady pricing and potential guide raises. Suppliers have opportunity for outperformance given "very weak" investor sentiment, but the set-ups are mixed by program exposure, the analyst tells investors in a research note.

DonCorleone77 Posted - 4 months ago

$LEA Lear price target lowered to $127 from $141 at Citi Citi lowered the firm's price target on Lear to $127 from $141 and keeps a Neutral rating on the shares. The firm maintains its long-held preference for automakers over auto supplier stocks into the Q2 reports, but is taking a tactically more positive stance on suppliers into the prints, as it sees "better-than-feared outcomes" lifting near-term sentiment off "currently depressed levels, similar to what played out in Q1."

Stock_Titan Posted - 06/26/24

$LEA Lear Announces Date for Second Quarter 2024 Earnings Conference Call https://www.stocktitan.net/news/LEA/lear-announces-date-for-second-quarter-2024-earnings-conference-bmp5lis9ovk0.html

IN0V8 Posted - 06/25/24

$LEA Wells Fargo cuts target price to $132 from $139

Persiandoc Posted - 5 months ago

$LEA added 20 more saher

DonCorleone77 Posted - 5 months ago

$LEA Lear says seeing Q2 revenue 'a little bit lower than' anticipated While presenting at conference hosted by Deutsche Bank, executives from Lear said: "I'd say, from a financial perspective, the second quarter playing out largely as we had anticipated, particularly on the things that we can control, the commercial negotiations or operating improvements. We saw, two and a half weeks ago, we have some work yet to close out between now and end of the quarter. Everything on the performance side, operating income, operating margins is on track. And we are seeing revenues a little bit lower than we had anticipated in the second quarter."

Persiandoc Posted - 5 months ago

$LEA in 100 share

HankofTroy Posted - 5 months ago

$LEA closed out even today; struggling to hold a floor. Will revisit near 120

MrNotSoNice Posted - 05/25/24

$LEA Sold a put yesterday 🧐💰📈