Lear CFO sells $591K in stock; free cash flow outlook raised to $525M

LEALEA

CFO Jason Cardew sold 5,000 shares worth approximately $590,845, reducing his direct holding by 24.7% to 15,244 shares following a weighted average price of $118.17. Lear’s shares have risen 29.35% over the past year while management raised its full-year free cash flow outlook to as much as $525 million.

1. Lear Schedules Q4 and Full-Year 2025 Earnings Call

Lear Corporation has set its fourth quarter and full year 2025 earnings conference call for February 4, 2026, at 9:00 a.m. Eastern Time. The live audio webcast will be accessible on the company’s Investor Relations site, with a replay available starting two hours after the conclusion of the call. Investors can participate via toll-free dial-in (877-883-0383) or international lines (412-902-6506) using conference code 0809356. Lear will also publish its slide presentation on its website prior to the call, providing detailed segment results and key financial metrics for Seating and E-Systems operations.

2. CFO Jason Cardew Executes $591K Share Sale, Retains Meaningful Stake

In a recent SEC Form 4 filing, CFO Jason Cardew sold 5,000 shares of Lear stock for approximately $590,845, reducing his direct holdings by 24.7% to 15,244 shares. This transaction matches the largest single insider sale by Cardew in the past decade but aligns with his median sale size over recent periods. All shares were disposed of from his personal account, with no involvement of trusts or derivative instruments. Analysts view the sale as procedural, noting Cardew maintains a direct stake valued at roughly $1.79 million, ensuring continued alignment with shareholder interests.

3. Underlying Fundamentals Remain Strong Despite Production Headwinds

Lear reported third-quarter revenue of $5.7 billion, up 2% year-over-year, and adjusted EPS of $2.79. Management has raised the full-year free cash flow outlook to a range ending at $525 million, reflecting robust cash generation even with significant lost production at a key customer. The company’s focus on new program awards, capital returns through dividends and share repurchases, and a diversified customer base across North America, Europe and Asia underpins investor confidence in its long-term growth trajectory.

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