Canada's Linamar beats Q4 revenue and EPS estimates

Linamar

04/03/2026 21:08

Overview

Canadaian advanced manufacturing firm's Q4 revenue beat analyst expectations

Adjusted EPS for Q4 beat analyst expectations

Company repurchased 1.3 mln shares in 2025 as part of issuer bid

Outlook

Linamar expects continued growth in revenue and income

Company aims to mitigate tariff impacts on industrial businesses

Linamar focuses on leveraging acquisitions for long-term growth

Result Drivers

MOBILITY SEGMENT - Sales increased 12.9% to C$2.0 bln for the quarter, with normalized operating earnings up 47.3% to C$132.1 mln

MARKET SHARE GROWTH - Increased global market share in scissors and agricultural products despite industrial market decline

Company press release: ID:nGNX4QddH4

Key Details

Metric
Beat/Miss
Actual
Consensus Estimate
Q4 Sales
Beat
C$2.52 bln
C$2.46 bln (4 Analysts)
Q4 Adjusted EPS
Beat
C$2.28
C$1.99 (5 Analysts)
Q4 EPS
C$1.85
Q4 Net Income
C$110.70 mln
Q4 Dividend
C$0.29
Q4 Operating Earnings
C$168.70 mln


Analyst Coverage

The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 4 "strong buy" or "buy", 2 "hold" and no "sell" or "strong sell"

The average consensus recommendation for the auto, truck & motorcycle parts peer group is "buy"

Wall Street's median 12-month price target for Linamar Corp is C$98.50, about 6.2% above its March 3 closing price of C$92.75

The stock recently traded at 8 times the next 12-month earnings vs. a P/E of 7 three months ago

For questions concerning the data in this report, contact Estimates.Support@lseg.com. For any other questions or feedback, contact reuters.support@thomsonreuters.com.

(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)