Company profiles · Reshoring, Industrials & Semis

Lear (LEA): US–Canada Tariff Exposure, Government Contracts, and Risk

LOSERAVOID TIER
Last close · Oct 30$118.44 −4.5% since report
Report price · Aug 28, 2026 close$124.02
Market cap$6.1B
52-wk range96.04–150.33
Dividend · quarterly$3.08/yr 2.60% · next expected Dec

Why it’s on the map

Tier-1 seating/e-systems with heavy cross-border flows; guidance 'excludes any future impact of potential changes to tariffs'.

Government money & contracts

None.

Customers & commercial

OEMs.

Catalysts

Q3.

Risk

Duties compound as parts cross repeatedly.

Tariff durability

Loser.

Dividend · #15 of 47 payers by yield
2.60% yield
$3.08 a share a year · quarterly · pays Mar · Jun · Sept · Dec
All payers ranked →
Per payment$0.77a share, 4× a year
Next payoutexpected Decnot yet declared
Last ex-dateSept 2, 2026own it before the ex-date to collect
Last paidSept 22, 2026$0.77 a share
Payout ratio27%of earnings · well covered
Raised—streak not on record
Shares at the Oct 30 close of $118.448.44
Each payment$6.50
Per year · 4 payments$26.00
Recent payments
Ex-datePaidPer share
Sept 2, 2026Sept 22, 2026$0.77
Jun 3, 2026Jun 23, 2026$0.77
Mar 5, 2026Mar 25, 2026$0.77
Dec 10, 2025Dec 30, 2025$0.77

Yield = $0.77 × 4 ÷ the Oct 30 close of $118.44. A dividend is a board decision, not a promise — it can be raised, cut or suspended any quarter. Dividend history source