NYSE:LEA 4 February 2026

Lear stock jumps 11% as Q4 results, 2026 cash-flow guide put buybacks back in focus

Lear Corp shares surged 11% to $132.94 after posting a 5% rise in Q4 revenue to $6.0 billion and raising its 2026 outlook. Adjusted EPS climbed to $3.41, but free cash flow fell to $281 million. The company projects 2026 sales of up to $24.01 billion and free cash flow up to $650 million. Other auto-parts stocks also rallied, with Adient up nearly 12%.

4 February 2026

Earnings Reports·NYSE:LEA·Share Buybacks·Stock Market

HSBC: Markets Price Recession Risk, Not Stagflation; Highlights Emerging Markets, Cyclical Stocks
March 18, 2026, 6:44 AM EDT. HSBC strategists say equity markets are pricing in a recession, not stagflation, despite fears fueled by the U.S.-Iran conflict and surging oil prices. Their models estimate a 35% chance of recession, up from 10% two weeks ago, while stagflation risk remains low at 8%. They identify buying opportunities in oversold emerging markets like South Korea, South Africa, and Indonesia, and sectors such as industrials and banks. The war-induced volatility has led to dislocations, with some markets, including Dubai and Abu Dhabi, trading 10% below fundamentals due to geopolitical risks. HSBC notes a 9% relative underperformance of cyclical stocks compared to defensives since February, signaling a potential rotation in investor focus.