Lear (MEX:LEA) Tariff Resilience Score: 6/10 (As of Jul. 01, 2026)


MEX:LEA Lear Corp MEX:LEA
84 GF Score
Price MXN2,120.00
GF Value MXN1,988.59
! 7 Warning Signs
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What is Lear Tariff Resilience Score?

Lear MEX:LEA 84 Tariff Resilience Score is 6 as of Jul. 01, 2026. GuruFocus rates MEX:LEA with a GF Score™ of 84/100 and a GF Value™ of MXN1,988.59. The stock has 7 warning signs investors should review. Among 1,313 Vehicles & Parts companies, Lear ranks better than 98.55% on this metric.

Lear has the Tariff Resilience Score of 6, which implies that the company might have Average Resilient.

Lear has Lear Corp has a global supply chain with significant manufacturing in North America and Asia. While exposed to tariffs, it has diversified suppliers and strong pricing power. Past tariffs have impacted costs, but strategic adjustments have mitigated effects.

Tariff Resilience Score is a ranking system developed by GuruFocus to measure a company's exposure to international trade tariffs, rated on a scale from 0 to 10. It takes into account key factors such as global supply chain dependencies, manufacturing locations versus sales markets, import / export balance and percentage of revenue, and more.

The company's exposure to international trade tariffs based on these criteria:

1. Global supply chain dependencies
2. Manufacturing locations versus sales markets
3. Import/export balance and percentage of revenue
4. Historical impact from previous tariff changes
5. Available mitigation strategies (alternative suppliers, pricing power)
6. Industry-specific tariff exemptions or vulnerabilities

Based on the research, GuruFocus believes Lear might have Average Resilient.

Lear  (MEX:LEA) Tariff Resilience Score Explanation

The Tariff Resilience Score ranges from 0 to 10, with 10 as the most resilient. GuruFocus divided Moat Score into following 3 categories:

Tariff Resilience Score Resilience Level
7 - 10Highly Resilient
4 - 6Average Resilient
0 - 3Highly Vulnerable

Lear Tariff Resilience Score Related Terms

MEX:LEA vs LKQ, MBLY, GTX: Tariff Resilience Score Comparison

For the Auto Parts subindustry, Lear's Tariff Resilience Score, along with its competitors' market caps and Tariff Resilience Score data, can be viewed below:

* Competitive companies are chosen from companies within the same industry, with headquarter located in same country, with closest market capitalization; x-axis shows the market cap, and y-axis shows the term value; the bigger the dot, the larger the market cap. Note that "N/A" values will not show up in the chart.

Lear Tariff Resilience Score vs Vehicles & Parts Industry

For the Vehicles & Parts industry and Consumer Cyclical sector, Lear's Tariff Resilience Score distribution charts can be found below:

* The bar in red indicates where Lear's Tariff Resilience Score falls into.


MEX:LEA
84GF Score
Lear Corp MEX:LEA
Tariff Resilience Score is just one metric. See GF Score™, valuation, warning signs, and more.
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What does a Tariff Resilience Score of 6 mean?
Lear (MEX:LEA) has a Tariff Resilience Score of 6 as of Jul. 01, 2026. Tariff Score is a ranking system developed by GuruFocus to measure a company's exposure to international trade tariffs, rated on a scale from 0 to 10. It takes into account key factors such as global supply chain dependencies, manufacturing locations versus sales markets, import / export balance and percentage of revenue, and more. According to the industry distribution chart, Lear ranks #19 out of 1313 companies in the Vehicles & Parts industry, placing it in the top 1.4%.
Is Lear's Tariff Resilience Score too high?
Lear's current Tariff Resilience Score is 6. Based on the distribution chart, Lear ranks #19 out of 1313 companies in the Vehicles & Parts industry, which is in the top quartile — a strong position relative to peers. Overall, Lear has a GF Score™ of 84/100, reflecting its overall financial health beyond just this single metric.
How does Lear's Tariff Resilience Score compare to LKQ and MBLY?
According to the Vehicles & Parts industry distribution chart, Lear ranks #19 out of 1313 companies for Tariff Resilience Score. This places Lear in the top 1% of its industry — outperforming the majority of peers. See the competitive comparison table and distribution chart on this page for a detailed peer-by-peer breakdown.
What is a good Tariff Resilience Score for a Vehicles & Parts company?
A good Tariff Resilience Score depends on the Vehicles & Parts industry context. However, Tariff Resilience Score should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. Use the industry distribution chart on this page to see where any company falls relative to its peers.
What does a high Tariff Resilience Score mean?
A high Tariff Resilience Score can signal that a stock is expensive relative to its fundamentals. Tariff Score is a ranking system developed by GuruFocus to measure a company's exposure to international trade tariffs, rated on a scale from 0 to 10. It takes into account key factors such as global supply chain dependencies, manufacturing locations versus sales markets, import / export balance and percentage of revenue, and more. Lear's current Tariff Resilience Score is 6. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Lear stock overvalued right now?
Lear (MEX:LEA) has a current Tariff Resilience Score of 6. The stock's GF Value™ is MXN1,988.59, compared to a current price of MXN2,120.00 — trading 6.6% above its estimated fair value. The current Tariff Resilience Score is 6. Lear's overall GF Score™ is 84/100 with 7 warning signs to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is Tariff Resilience Score calculated?
Tariff Resilience Score is calculated from a company's financial statements. For Lear (MEX:LEA), the current Tariff Resilience Score is 6 as of Jul. 01, 2026. GuruFocus calculates this using data sourced from SEC filings and annual reports. See the calculation section and 30-year financial data on this page for the full breakdown.

Is Lear (MEX:LEA) Overvalued in 2026?

Based on GuruFocus' analysis, Lear stock appears to be overvalued. The current stock price of MXN2,120.00 is trading 6.6% above its estimated GF Value™ of MXN1,988.59.

Key valuation signals for MEX:LEA:

  • Tariff Resilience Score: 6
  • GF Value™: MXN1,988.59 vs. price of MXN2,120.00 (6.6% above fair value)
  • GF Score™: 84/100 with 7 warning signs

No single metric tells the full story. See the MEX:LEA stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.

Lear Business Description

Other Exchanges LEA:USA0JTQ:UK
Address 21557 Telegraph Road, Southfield, MI, USA, 48033
Lear Corp designs, develops, and manufactures automotive seating and electrical systems and components. The company has two reporting segments Seating and E-Systems. Seating components include frames and mechanisms, covers (leather and woven fabric), seat heating and cooling, foam, and headrests. Automotive electrical distribution and connection systems and electronic systems include wiring harnesses, terminals and connectors, on-board battery chargers, high-voltage battery management systems. The company earns majority of its revenue from the seating segment.
84GF Score

Get the complete analysis for MEX:LEA

Tariff Resilience Score is just one metric. See GF Value™, 30-year financials, guru trades, warning signs, and more.

MXN2,120.00
Price
MXN1,988.59
GF Value