Linamar (LNR) ran 5% on its Q3 print which was in-line on revenue, ahead of expectations on EPS, and came with an improved 2026 guide. Powering the positive revision is LNR’s mobility segment…

… thanks to its $300M Aludyne acquisition. The company has runway for more of those deals, with no shortage of opportunities…

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I would say there’s no shortage of opportunities. I would say there’s a lot higher level of distress on the mobility side for sure.

Jim Jarrell (CEO - LNR Q3’25 call

… and the best leverage profile it’s had in two years, which should still leave plenty of room for buybacks.

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