Linamar Corporation (LNR) Q4 2025 Earnings Call

Investor webinar replay

Replay transcript excerpt

Good afternoon, ladies and gentlemen, and welcome to the Linnemar Q4 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, March 4th, 2026. I would now like to turn the conference over to Linda Hasenfrat, Executive Chair. Please go ahead. Thank you, and good afternoon, everyone, and welcome to our fourth quarter conference call. Before we 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 shortly. Also available for questions are Mark Stoddard and other members of our Corporate IR Marketing Finance Committee. Okay, I'll start us off with some highlights of the quarter. I think a good place to start is always a quick reminder of the key value drivers that make Linnemar's Touch a great investment and how they've played out over this past year. First, Windermere has a long track record of consistent, sustainable results driving out of our diverse business. Q4 and 2025 was another great example with exceptional earnings growth in our mobility business more than offsetting stock markets in our agricultural business. Being invested in both businesses helps train big swings up and down in individual markets and leaves us with a more consistent, sustainable, level of performance. The second key point is our flexibility to mitigate risk. Our equipment is programmable flexible equipment that can be used on a large variety of types of products across differ...