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Side-by-side financial comparison of Aptiv (APTV) and LEAR CORP (LEA). Click either name above to swap in a different company.
LEAR CORP is the larger business by last-quarter revenue ($6.0B vs $5.2B, roughly 1.2× Aptiv). Aptiv runs the higher net margin — 2.7% vs 1.4%, a 1.3% gap on every dollar of revenue. On growth, Aptiv posted the faster year-over-year revenue change (5.0% vs 4.8%). Aptiv produced more free cash flow last quarter ($651.0M vs $281.1M). Over the past eight quarters, Aptiv's revenue compounded faster (2.5% CAGR vs -0.1%).
Aptiv PLC is an American automotive technology supplier with headquarters in Schaffhausen, Switzerland. Aptiv grew out of the now-defunct American company, Delphi Automotive Systems, which itself was formerly a component of General Motors.
Lear Corporation is an American company that manufactures automotive seating and electrical systems. In 2019, it ranked #147 and in 2018, it ranked #148 on the Fortune 500 list.
APTV vs LEA — Head-to-Head
Income Statement — Q4 2025 vs Q4 2025
| Metric | | |
|---|---|---|
| Revenue | $5.2B | $6.0B |
| Net Profit | $138.0M | $82.7M |
| Gross Margin | 18.7% | 5.7% |
| Operating Margin | 8.2% | 2.6% |
| Net Margin | 2.7% | 1.4% |
| Revenue YoY | 5.0% | 4.8% |
| Net Profit YoY | -48.5% | -6.1% |
| EPS (diluted) | $0.63 | $1.58 |
Green = leading value per metric. Periods may differ when fiscal calendars don't align.
8-Quarter Revenue & Profit Trend
Side-by-side quarterly history. Quarters aligned by calendar period so offset fiscal years line up.
| Q4 25 | $5.2B | $6.0B | ||
| Q3 25 | $5.2B | $5.7B | ||
| Q2 25 | $5.2B | $6.0B | ||
| Q1 25 | $4.8B | $5.6B | ||
| Q4 24 | $4.9B | $5.7B | ||
| Q3 24 | $4.9B | $5.6B | ||
| Q2 24 | $5.1B | $6.0B | ||
| Q1 24 | $4.9B | $6.0B |
| Q4 25 | $138.0M | $82.7M | ||
| Q3 25 | $-355.0M | $108.2M | ||
| Q2 25 | $393.0M | $165.2M | ||
| Q1 25 | $-11.0M | $80.7M | ||
| Q4 24 | $268.0M | $88.1M | ||
| Q3 24 | $363.0M | $135.8M | ||
| Q2 24 | $938.0M | $173.1M | ||
| Q1 24 | $218.0M | $109.6M |
| Q4 25 | 18.7% | 5.7% | ||
| Q3 25 | 19.5% | 6.4% | ||
| Q2 25 | 19.1% | 7.3% | ||
| Q1 25 | 19.1% | 6.5% | ||
| Q4 24 | 19.6% | 6.8% | ||
| Q3 24 | 18.6% | 7.3% | ||
| Q2 24 | 19.2% | 7.5% | ||
| Q1 24 | 17.9% | 6.6% |
| Q4 25 | 8.2% | 2.6% | ||
| Q3 25 | -3.4% | 3.4% | ||
| Q2 25 | 9.3% | 4.1% | ||
| Q1 25 | 9.3% | 3.3% | ||
| Q4 24 | 9.8% | 3.7% | ||
| Q3 24 | 10.4% | 3.9% | ||
| Q2 24 | 8.7% | 4.3% | ||
| Q1 24 | 8.5% | 3.3% |
| Q4 25 | 2.7% | 1.4% | ||
| Q3 25 | -6.8% | 1.9% | ||
| Q2 25 | 7.5% | 2.7% | ||
| Q1 25 | -0.2% | 1.5% | ||
| Q4 24 | 5.5% | 1.5% | ||
| Q3 24 | 7.5% | 2.4% | ||
| Q2 24 | 18.6% | 2.9% | ||
| Q1 24 | 4.4% | 1.8% |
| Q4 25 | $0.63 | $1.58 | ||
| Q3 25 | $-1.63 | $2.02 | ||
| Q2 25 | $1.80 | $3.06 | ||
| Q1 25 | $-0.05 | $1.49 | ||
| Q4 24 | $1.22 | $1.64 | ||
| Q3 24 | $1.48 | $2.41 | ||
| Q2 24 | $3.47 | $3.02 | ||
| Q1 24 | $0.79 | $1.90 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $1.9B | $1.0B |
| Total DebtLower is stronger | $7.5B | $2.7B |
| Stockholders' EquityBook value | $9.2B | $5.0B |
| Total Assets | $23.4B | $14.8B |
| Debt / EquityLower = less leverage | 0.81× | 0.54× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $1.9B | $1.0B | ||
| Q3 25 | $1.6B | $1.0B | ||
| Q2 25 | $1.4B | $887.9M | ||
| Q1 25 | $1.1B | $779.9M | ||
| Q4 24 | $1.6B | $1.1B | ||
| Q3 24 | $1.8B | $763.9M | ||
| Q2 24 | $2.2B | $950.3M | ||
| Q1 24 | $941.0M | $930.4M |
| Q4 25 | $7.5B | $2.7B | ||
| Q3 25 | $7.6B | $2.8B | ||
| Q2 25 | $7.8B | $2.8B | ||
| Q1 25 | $7.6B | $2.7B | ||
| Q4 24 | $7.8B | $2.7B | ||
| Q3 24 | $8.3B | $2.8B | ||
| Q2 24 | $5.5B | $2.7B | ||
| Q1 24 | $4.7B | $2.7B |
| Q4 25 | $9.2B | $5.0B | ||
| Q3 25 | $9.3B | $5.1B | ||
| Q2 25 | $9.7B | $5.1B | ||
| Q1 25 | $9.0B | $4.7B | ||
| Q4 24 | $8.8B | $4.5B | ||
| Q3 24 | $8.9B | $4.8B | ||
| Q2 24 | $11.5B | $4.8B | ||
| Q1 24 | $11.1B | $4.9B |
| Q4 25 | $23.4B | $14.8B | ||
| Q3 25 | $23.5B | $15.2B | ||
| Q2 25 | $23.9B | $15.3B | ||
| Q1 25 | $23.1B | $14.6B | ||
| Q4 24 | $23.5B | $14.0B | ||
| Q3 24 | $24.8B | $14.8B | ||
| Q2 24 | $24.8B | $14.7B | ||
| Q1 24 | $23.6B | $14.9B |
| Q4 25 | 0.81× | 0.54× | ||
| Q3 25 | 0.82× | 0.54× | ||
| Q2 25 | 0.80× | 0.54× | ||
| Q1 25 | 0.85× | 0.59× | ||
| Q4 24 | 0.89× | 0.61× | ||
| Q3 24 | 0.93× | 0.58× | ||
| Q2 24 | 0.48× | 0.57× | ||
| Q1 24 | 0.42× | 0.56× |
Cash Flow & Capital Efficiency
How much cash each business actually produces after reinvestment. Cash flow is harder to manipulate than net income.
| Metric | | |
|---|---|---|
| Operating Cash FlowLast quarter | $818.0M | $475.9M |
| Free Cash FlowOCF − Capex | $651.0M | $281.1M |
| FCF MarginFCF / Revenue | 12.6% | 4.7% |
| Capex IntensityCapex / Revenue | 3.2% | 3.3% |
| Cash ConversionOCF / Net Profit | 5.93× | 5.75× |
| TTM Free Cash FlowTrailing 4 quarters | $1.5B | $527.2M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $818.0M | $475.9M | ||
| Q3 25 | $584.0M | $444.4M | ||
| Q2 25 | $510.0M | $296.2M | ||
| Q1 25 | $273.0M | $-127.7M | ||
| Q4 24 | $1.1B | $680.8M | ||
| Q3 24 | $499.0M | $182.7M | ||
| Q2 24 | $643.0M | $291.2M | ||
| Q1 24 | $244.0M | $-34.6M |
| Q4 25 | $651.0M | $281.1M | ||
| Q3 25 | $441.0M | $307.0M | ||
| Q2 25 | $361.0M | $170.8M | ||
| Q1 25 | $76.0M | $-231.7M | ||
| Q4 24 | $894.0M | $488.7M | ||
| Q3 24 | $326.0M | $50.5M | ||
| Q2 24 | $417.0M | $170.4M | ||
| Q1 24 | $-21.0M | $-148.2M |
| Q4 25 | 12.6% | 4.7% | ||
| Q3 25 | 8.5% | 5.4% | ||
| Q2 25 | 6.9% | 2.8% | ||
| Q1 25 | 1.6% | -4.2% | ||
| Q4 24 | 18.2% | 8.6% | ||
| Q3 24 | 6.7% | 0.9% | ||
| Q2 24 | 8.3% | 2.8% | ||
| Q1 24 | -0.4% | -2.5% |
| Q4 25 | 3.2% | 3.3% | ||
| Q3 25 | 2.7% | 2.4% | ||
| Q2 25 | 2.9% | 2.1% | ||
| Q1 25 | 4.1% | 1.9% | ||
| Q4 24 | 3.4% | 3.4% | ||
| Q3 24 | 3.6% | 2.4% | ||
| Q2 24 | 4.5% | 2.0% | ||
| Q1 24 | 5.4% | 1.9% |
| Q4 25 | 5.93× | 5.75× | ||
| Q3 25 | — | 4.11× | ||
| Q2 25 | 1.30× | 1.79× | ||
| Q1 25 | — | -1.58× | ||
| Q4 24 | 3.96× | 7.73× | ||
| Q3 24 | 1.37× | 1.35× | ||
| Q2 24 | 0.69× | 1.68× | ||
| Q1 24 | 1.12× | -0.32× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
APTV
| Electrical Distribution Systems | $2.3B | 45% |
| Engineered Components Group | $1.4B | 28% |
| Active Safety | $716.0M | 14% |
| User Experience And Other | $564.0M | 11% |
| Smart Vehicle Compute And Software | $154.0M | 3% |
LEA
| Other | $3.5B | 59% |
| Seating Segment | $1.9B | 32% |
| E Systems Segment | $520.6M | 9% |
