The Workforce AI Index · Consumer Cyclical
Lear Corporation (LEA)
Automotive seating and electrical systems. Read October 1, 2026 from the annual report for the period ending 2025-12-31, filed 2026-02-13. Ranked 25 of the 39 Consumer Cyclical companies read so far, by the share within reach now: the sector.
An automotive supplier whose filing states its headcount by region, so one motor vehicle parts pattern applies to a workforce that is 94% outside the United States and Canada.
The figures on this page come from the company's own annual report and from BLS staffing patterns for its industries, never from a roster. They are estimates with a stated method. Nothing here says what the company will do: within reach is not a forecast of jobs lost or of savings.
What follows from the reading
Share of working time within reach of AI, on the long-run pace at four in five: 15% now, 24% at the end of 2027, 28% at the end of 2028, 29% at the end of 2030. By the patterns, the work is about 29% desk work, 14% people work and 57% body work. These are the site's industry estimates weighted by the shares below: estimates with a stated method and range, not a forecast of what the company will do. By the same patterns, at the end of 2028 about 70% of the working time stays with people (conversation, in-person and hands-on work), 24% becomes checking a model's work and 4% could be handed over with lighter checks, from the industries' own figures, not the company's roles.
Headcount
164,300 employees as of 2025-12-31 (stated). The United States and Canada together hold 9,800 (6%); no U.S. figure alone is stated.
The filing: “As of December 31, 2025 and 2024, our global employment levels were approximately: United States and Canada 9,800; Mexico 48,600; Central and South America 21,000; Europe and Africa 62,900; Asia 22,000; Total 164,300.”
The workforce as industry patterns
| Pattern | Share | Reason, from the filing |
|---|---|---|
| Motor Vehicle Parts Manufacturing | 100% | By (c): the filing describes seating and electrical systems made for automakers in both segments, which are motor vehicle parts, with headcount stated by region rather than by segment or kind of site. |
What the filing says about the workforce: Labor agreements cover approximately 75,000 employees, and agreements covering about 67% of them expire in 2026; most employees in Mexico and Europe belong to industrial unions under national contracts; six million hours of training in 2025.
Companies read with the same leading pattern
Other companies whose largest staffing pattern is also Motor Vehicle Parts Manufacturing, largest first, each read from its own annual report. Within reach now and at the end of 2028, long-run pace, four in five.
- Aptiv PLC (APTV, 140,000 employees)15% now, 28% by 2028
- Adient plc (ADNT, 65,000 employees)15% now, 28% by 2028
- Autoliv, Inc. (ALV, 64,300 employees)15% now, 28% by 2028
What the filing says about AI
19 sentences in the filing name AI. The filing describes integrating AI, machine learning and advanced automation into its production facilities and operations, a partnership and acquisitions to develop and deploy automation and AI solutions, and robotics and AI-based capabilities for efficiency, quality and safety.
- “These investments and transformation involve the integration of new technologies, such as artificial intelligence ("AI"), machine learning and advanced automation, into production facilities and business operations.”
- “("Palantir")) and acquisitions to rapidly develop and deploy automation and AI solutions.”
- “Our acquisition of WIP further strengthens our robotics and AI-based capabilities, which are important for production efficiency, quality and safety in a modern manufacturing environment.”
- “Our 2024 acquisition of WIP further strengthens our robotics and AI-based capabilities which are important for production efficiency, safety and quality in a modern manufacturing environment.”
- “We are rapidly developing and deploying automation and AI solutions throughout our Seating operations.”
Headcount by filing year
As reported in each year's annual report, with the filing. A year marked not read had no figure the reading could take from the report's text.
| Period | Employees | Filed | Filing |
|---|---|---|---|
| 2025-12-31 | 164,300 | 2026-02-13 | 10-K |
| 2024-12-31 | 173,700 | 2025-02-14 | 10-K |
| 2023-12-31 | 186,600 | 2024-02-08 | 10-K |
| 2022-12-31 | 168,700 | 2023-02-09 | 10-K |
| 2021-12-31 | 160,100 | 2022-02-10 | 10-K |
| 2020-12-31 | 175,000 | 2021-02-10 | 10-K |
| 2019-12-31 | 81,500 | 2020-02-04 | 10-K |
| 2018-12-31 | 81,400 | 2019-02-05 | 10-K |
| 2017-12-31 | 165,000 | 2018-02-06 | 10-K |
| 2016-12-31 | 148,400 | 2017-02-07 | 10-K |
| 2015-12-31 | 136,200 | 2016-02-09 | 10-K |
| 2014-12-31 | 125,200 | 2015-02-10 | 10-K |
| 2013-12-31 | 122,300 | 2014-02-11 | 10-K |
| 2012-12-31 | 113,400 | 2013-02-12 | 10-K |
| 2011-12-31 | 97,800 | 2012-02-17 | 10-K |
| 2010-12-31 | 83,400 | 2011-02-10 | 10-K |
| 2009-12-31 | 75,000 | 2010-02-26 | 10-K |
| 2008-12-31 | 80,000 | 2009-03-17 | 10-K |
| 2007-12-31 | 91,000 | 2008-02-15 | 10-K |
| 2006-12-31 | 104,000 | 2007-02-27 | 10-K |
| 2005-12-31 | 115,000 | 2006-03-09 | 10-K |
| 2004-12-31 | 110,000 | 2005-03-01 | 10-K |
| 2003-12-31 | 111,000 | 2004-03-15 | 10-K |
| 2002-12-31 | 115,000 | 2003-03-21 | 10-K |
| 2001-12-31 | 35,000 | 2002-03-18 | 10-K |
| 2000-12-31 | 35,700 | 2001-03-07 | 10-K405 |
| 1999-12-31 | 37,000 | 2000-03-24 | 10-K405 |
| 1998-12-31 | 60,000 | 1999-03-30 | 10-K405 |
| 1997-12-31 | 50,000 | 1998-03-24 | 10-K |
| 1996-12-31 | 43,000 | 1997-03-28 | 10-K405 |
| 1995-12-31 | 35,600 | 1996-03-27 | 10-K405 |
| 1994-12-31 | 24,040 | 1995-03-29 | 10-K |
| 1993-12-31 | 18,470 | 1994-03-31 | 10-K |
Limits of this reading
- One pattern by description (c): the filing states headcount by region, not by segment or kind of site.
- Corporate and engineering staff sit inside the parts manufacturing pattern, as BLS counts them.
Source: the company's annual report on EDGAR, accession 0000842162-26-000011, the filing. Read by Claude Fable 5.1 under rubric version 1, by the method. A company can write to info@stratussc.com to have its reading checked against its filing.
Questions about this company
- How much of Lear Corporation's working time is within reach of AI?
- An estimated 15% now and 28% by the end of 2028, on METR's long-run pace at four in five, from the workforce Lear Corporation's own annual report describes and BLS staffing patterns for its industries, never from a roster. It is an estimate with a stated method. It is not a forecast of jobs lost or of savings, and it says nothing about what the company will do.
- How many people does Lear Corporation employ?
- 164,300 as of December 31, 2025, as its annual report for the period ending December 31, 2025 states.
- What kinds of work make up Lear Corporation's workforce?
- Read from its annual report as a blend of 1 industry staffing pattern, the largest Motor Vehicle Parts Manufacturing; by those patterns the work is about 29% desk work, 14% people work and 57% body work. Each share has a one-sentence reason on this page that can be checked against the filing.
- What does Lear Corporation's annual report say about AI?
- 19 sentences in the filing name AI. They are counted and quoted on this page, never judged: a count says how much a filing talks about AI, not what the company does with it.
- How is this estimated?
- Claude Fable 5.1 read the annual report under the Index's written rubric (version 1) on October 1, 2026: the stated headcount, the share in the U.S. when stated, and the workforce as a blend of industry staffing patterns. The estimates are the site's industry estimates weighted by those shares, from O*NET tasks with estimated lengths and METR's measurements of how long a task AI models can finish. A company can write to info@stratussc.com to have its reading checked against its filing.
Embed these figures on your site
A small card with the share of working time within reach now and at the end of 2027, 2028 and 2030, the date and a link back. Free under CC BY 4.0; the card carries the credit.