LEA – Market expectations are for a decline in Uniform ROA, but management is confident about production growth and margin expansion

July 12, 2019

  • Lear Corporation (LEA:USA) currently trades slightly below corporate averages relative to Uniform Earnings, with a 9.1x Uniform P/E, implying bearish expectations for the firm. That said, management is confident about ongoing production growth and margin expansion
  • Specifically, management is confident in their ability to ramp production volume in the second half of the year, and they are confident in their ability to reverse recent margin compression by lowering launch costs. Additionally, they are confident Xevo will have a positive margin impact for the year.

You don’t have access to the Valens Research Premium Application.

To get access to our best content including the highly regarded Conviction Long List and Market Phase Cycle macro newsletter, please contact our Client Relations Team at 630-841-0683 or email

Please fill out the fields below so that our client relations team can contact you

Or contact our Client Relationship Team at 630-841-0683