Posts on LEA

Latest ideas and analyses related to Lear Corporation Common Stock

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APTV , VC , LEA , ST , TEL , APH , FLEX , JBL , TSLA , F , GM

+37 pts



Senate announces climate bill, including EV tax credits; initial thoughts

By ethonomics on Aug. 2, 2022, 5:09 p.m.
Tagged topics: EV tax incentive

Views: 17, Votes: 4, Responses: 0, Attachments: 1
ADNT , ALV , APTV , BWA , VC , GM , F , GT , LAZR , LEA , NKLA , RIVN

+33 pts



2Q Earnings and 2022 Guidance Preview and Playbook

By cassie on July 18, 2022, 1:57 p.m.
Tagged topics: earnings preview

Views: 21, Votes: 2, Responses: 0, Attachments: 1
GM , HOG , TSLA , ADNT , AXL , APTV , LEA , MGA , VC , ABG , AN , CAR , KMX , CVNA , GPI , HTZ , LAD , PAG , SAH , FSR , QS

+35 pts



Framing the Slowdown: Cutting Estimates and Targets on Lower Growth, Credit Risk

By mooreideas on July 14, 2022, 10:19 a.m.
Tagged topics: analyst lowers estimates , analyst lowers target

Views: 26, Votes: 5, Responses: 0, Attachments: 1
ALV , ADNT , APTV , AXL , BWA , DAN , LEA , MGA , VC , APH , ST , TEL , F , GM

+37 pts



Autos: 2Q22 preview; can we have a clearing event?

By josiebe on July 7, 2022, 4:10 p.m.
Tagged topics: earnings preview

Views: 32, Votes: 6, Responses: 0, Attachments: 1
MGA , BWA , ADNT , VC , LEA , AXL , APTV

+32 pts



US Auto Supplier Compendium: We Think the Suppliers Can 'Work' Through Year End

By mooreideas on June 3, 2022, 11:16 a.m.
Tagged topics: analyst checks

Views: 23, Votes: 2, Responses: 0, Attachments: 1
ST , TEL , APH , NATI , KEYS , JBL , FLEX , TSLA , GM , F , BWA , LEA , MGA , VC , APTV

+43 pts



1Q22 EPS preview — expect a difficult earnings season

By ethonomics on April 8, 2022, 6:40 p.m.
Tagged topics: earnings preview

Views: 60, Votes: 4, Responses: 2, Attachments: 1
ADNT , ALV , APTV , AXL , BWA , DAN , F , GM , GT , LEA , VC

+39 pts



Direct impact from Russia/Ukraine conflict on auto production appears manageable, rising input costs the bigger headwind

By cassie on March 10, 2022, 10:46 a.m.
Tagged topics: analyst checks , deep dive , auto production

Views: 174, Votes: 7, Responses: 0, Attachments: 1
LEA

+31 pts



$LEA : 4Q21 EPS First Look: Resetting the bar on guidance

By KHUN on Feb. 12, 2022, 2:57 a.m.
Tagged topics: analyst upgrade

Views: 33, Votes: 2, Responses: 0, Attachments: 1
F , TSLA , VRT , GM , RIVN , FSR , RIDE , BWA , GNTX , LEA , MGA , VC , HYLN , APH , APTV , BDC , ST , TEL , FLEX , JBL , KEYS , NATI

+39 pts



Autos & Semis - expect cautious outlook for most companies as Omicron likely to impact already difficult logistics

By ethonomics on Jan. 24, 2022, 12:52 p.m.
Tagged topics: earnings preview

Views: 42, Votes: 3, Responses: 0, Attachments: 1
APH , APTV , ST , TEL , KEYS , NATI , JBL , FLEX , CRNC , LEA , MGA , INVZ

+35 pts



Select auto suppliers should outperform in 2022 in a choppy but solid environment

By ethonomics on Jan. 10, 2022, 12:03 p.m.
Tagged topics: deep dive , autotech , 2022 outlook

Views: 198, Votes: 4, Responses: 0, Attachments: 1
APTV , INVZ , VLDR , RIDE , GM , TSLA , F , LEA , GNTX , BWA , MGA , Autos

+37 pts



Goldman lowers auto sales forecast on supply constraints, but raises estimates on $GM $TSLA $F on higher pricing

By cassie on Sept. 27, 2021, 2:04 p.m.
Tagged topics: electric vehicles , analyst lowers estimates , supply constrained , Goldman Sachs , semi shortage

Views: 1431, Votes: 3, Responses: 0, Attachments: 2
TSLA , GM , F , APTV , LEA , MGA , VC , TSM , Semiconductors

+39 pts



Despite some optimism of #semishortage easing in 2H, the situation remains 'dynamic and visibility is limited'

By cassie on Aug. 16, 2021, 12:59 p.m.
Tagged topics: electric vehicles , Goldman Sachs , semiconductors , semi shortage , limited visibility

Views: 328, Votes: 5, Responses: 0, Attachments: 2
F , GM , TSLA , APTV , CRNC , BWA , TEN , AXL , DAN , VNE , ADNT , LEA , ALV , VC , MTOR , APH , TEL , ST , TSP , FSR , RIDE , NKLA

+35 pts



RBC expects $F $GM and $TSLA to beat expectations, but recommends switching to suppliers like $APTV and $CRNC

By cassie on July 13, 2021, 12:04 p.m.
Tagged topics: analyst checks , electric vehicles , RBC , semi shortage , auto supply shortages

Views: 197, Votes: 3, Responses: 0, Attachments: 78
GM , LEA , APTV

+31 pts



JP Morgan bullish on $GM, $LEA and $APTV from electrification after hosting their annual China Auto Trip

By cassie on June 25, 2021, 11:13 a.m.
Tagged topics: management commentary , China , electric vehicles , non deal roadshow , JP Morgan

Views: 202, Votes: 2, Responses: 0, Attachments: 28
MGA , JBL , FLEX , TSLA , APTV , APH , TEL , LEA , ST , GM , LI

+51 pts



Goldman says vertically integrated EV companies are superior to those that primarily outsource once annual volume surpasses 200k (deep dive)

By cassie on June 24, 2021, 11:37 a.m.
Tagged topics: vertical integration , electric vehicles , deep dive , Goldman Sachs , outsourcing , buy vs build

Views: 649, Votes: 8, Responses: 0, Attachments: 23
GM , TSLA , F , APTV , LEA , FSLR , ARRY , RUN , NOVA , SPWR , ENPH , SEDG , NEP , BEP , CWEN , HASI , VNT , DOV , BWA , MTOR , AXL , DAN , MMM

+78 pts



Barclays recommends baskets of long and short stocks based on Biden's clean energy agenda

By josiebe on March 1, 2021, 1:15 p.m.
Tagged topics: electric vehicles , deep dive , charging infrastructure , Barclays , clean energy , ICE vs BEV , solar power , ESG investors , Biden policies , long short baskets , renewable yield

Views: 302, Votes: 6, Responses: 1, Attachments: 34