Linamar Corporation (LNR) Q2 2025 Earnings Call

Investor webinar replay

Replay transcript excerpt

Good afternoon, ladies and gentlemen, and welcome to the Linnemore Second Quarter 2025 Earnings Conference Call. At this time, all lines are in listen-only mode. Following the presentation, we will conduct a question-and-answer session. If at any time during this call you require immediate assistance, please press star zero for the operator. This call is being recorded on Wednesday, August 13, 2025. I would now like to hand the call over to Linda Hasenfratz, Executive Chair of Linomar. Please go ahead, ma'am. Thank you so much. Good afternoon, everyone, and welcome to our second quarter conference call. Before I begin, I'll draw your attention to the disclaimer currently being broadcast. Joining me this afternoon, as usual, are Jim Jarrell, our President and CEO, and Dale Schneider, our CFO, both of whom will be addressing the call formally. Also available for questions are Mark Stoddard, Kevin Hallahan, and some other members of our corporate IR marketing, finance, and legal team. I'll start us off with some highlights of this quarter. I think a good place to start is always a quick reminder of the key value drivers that make Linnemar such a great investment and how they played out this quarter. First, Linnemar has a long track record of consistent, sustainable results driving out of our diverse business She, too, was not a great example, with fallen earnings growth and our mobility business going a long way to offset some very soft markets in our industrial business. Being invested in both businesses helped trim those big swings up and down in individual markets and leaves us with a more consistent, sustainable level of performance. Strong mobility performance this year will carry us to a profit for the year. despite a tough year for industrial, just like two years...