Linamar Corporation (LNR:CA) Q2 2026 Earnings Call Transcript

SA Transcripts 161.79K Followers Follow Linamar Corporation ( LNR:CA ) Q2 2026 Earnings Call August 12, 2026 5:00 PM EDT Company Participants Linda Hasenfratz - Executive Chairman of the Board Jim Jarrell - President, CEO & Director Dale Schneider Mark Stoddart - CTO, Executive VP of Sales & Marketing and Non-Independent Director Conference Call Participants Ty Collin - CIBC Capital Markets, Research Division Brian Morrison - TD Cowen, Research Division Michael Glen - Raymond James Ltd., Research Division Tamy Chen - BMO Capital Markets Equity Research Jonathan Goldman - Scotiabank Global Banking and Markets, Research Division Presentation Operator Good afternoon, ladies and gentlemen, and welcome to the Linamar Corporation Second Quarter 2026 Earnings Call. [Operator Instructions]. This call is being recorded on Wednesday, August 12, 2026. I would now like to turn the conference over to Linda Hasenfratz, Executive Chair of Linamar. Please go ahead. Linda Hasenfratz Executive Chairman of the Board Thanks so much. Good afternoon, everyone, and welcome to our second quarter conference call. Before I begin, I will draw your attention to the disclaimer that we are currently broadcasting. Joining me this afternoon, as usual, are Jim Jarrell, our CEO and President; and Dale Schneider, our CFO, both of whom will be addressing the call formally. Also available for questions are Mark Stoddart, Chris Merchant and other members of our corporate IR, marketing, finance and legal team. I'll start off with some highlights as usual. So a good place to start always is a quick reminder of the key value drivers that make Linamar such a great investment and how they played out this past quarter. First, Linamar has a long track record of consistent, sustainable results driving out of our diverse business. And Q2 was another great example of that with exceptional earnings growth in our Mobility business, more than offsetting soft markets in our Ag business and other dynamics such as