Linamar Corporation (LNR) Q3 2025 Earnings Call

Investor webinar replay

Replay transcript excerpt

Good afternoon, ladies and gentlemen, and welcome to the Linnemar Q3 2025 earnings 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, November 12th, 2025. I would now like to turn the conference over to Linda Hasenfratz, the Executive Chair. Please go ahead. Thanks very much. Good afternoon, everyone, and welcome to our third quarter conference call. Before I begin, I'll draw your attention to the disclaimer that is currently being broadcast. 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 Stoddard and some other members of our corporate IR marketing financial legal team. I'll start us off with some highlights of the quarter. A good place to start is a quick reminder of the key value drivers that make Lindemar such a great investment and how they played out this quarter. First, Lindemar has a long track record of consistent, sustainable results driving out of our diverse business. Q3 was another good example with exceptional earnings growth in our mobility business, going a long way to offset very soft markets in our agricultural businesses. Being invested in both businesses has trimmed 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 bottom line growth for the year, despite a tough year for industrial just like two years ago when industrial took us to a profit, to a growth fo...