Auto parts manufacturers sold off after BRP Inc. (DOO) put a $500M+ price tag on the tariff amendments, prompting Linamar (LNR) to call out its industrial segment as having exposure…

… while its mobility segment remains protected under USMCA.

Martinrea (MRE) issued similar guidance, citing only modest exposure on some raw material inputs…

… that should be further quantified alongside Q1 results, which could create a near-term valuation overhang…

… despite supply chain management being the bread and butter of these firms.