View ValuationLinamar 将来の成長Future 基準チェック /16 Linamarは収益が増加すると予測されています。主要情報n/a収益成長率n/aEPS成長率Auto Components 収益成長29.6%収益成長率7.2%将来の株主資本利益率n/aアナリストカバレッジGood最終更新日07 May 2026今後の成長に関する最新情報お知らせ • Apr 16+ 1 more updateLinamar Corporation Maintains Earnings Guidance for the Year 2026Linamar Corporation maintained earnings guidance for the year 2026. For the year, the company is maintaining its 2026 projections for sales growth.Price Target Changed • Jan 06Price target increased by 7.4% to CA$89.00Up from CA$82.83, the current price target is an average from 6 analysts. New target price is 5.2% above last closing price of CA$84.63. Stock is up 48% over the past year. The company posted earnings per share of CA$4.20 last year.Price Target Changed • Jul 21Price target increased by 7.2% to CA$69.83Up from CA$65.17, the current price target is an average from 6 analysts. New target price is approximately in line with last closing price of CA$67.02. Stock is down 2.8% over the past year. The company posted earnings per share of CA$4.20 last year.Price Target Changed • Mar 05Price target decreased by 7.1% to CA$69.50Down from CA$74.83, the current price target is an average from 6 analysts. New target price is 37% above last closing price of CA$50.74. Stock is down 20% over the past year. The company posted earnings per share of CA$8.18 last year.Price Target Changed • Nov 14Price target decreased by 7.1% to CA$75.83Down from CA$81.67, the current price target is an average from 6 analysts. New target price is 24% above last closing price of CA$60.98. Stock is up 2.5% over the past year. The company posted earnings per share of CA$8.18 last year.Price Target Changed • Feb 01Price target decreased by 8.4% to CA$81.20Down from CA$88.67, the current price target is an average from 5 analysts. New target price is 27% above last closing price of CA$63.77. Stock is down 11% over the past year. The company posted earnings per share of CA$6.67 last year.すべての更新を表示Recent updatesDeclared Dividend • May 11First quarter dividend of CA$0.29 announcedDividend of CA$0.29 is the same as last year. Ex-date: 25th May 2026 Payment date: 5th June 2026 Dividend yield will be 1.2%, which is lower than the industry average of 2.9%. Sustainability & Growth Dividend is well covered by both earnings (14% earnings payout ratio) and cash flows (7% cash payout ratio). The dividend has increased by an average of 11% per year over the past 10 years. However, payments have been volatile during that time. Earnings per share has grown by 14% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.Reported Earnings • May 07First quarter 2026 earnings released: EPS: CA$3.72 (vs CA$2.94 in 1Q 2025)First quarter 2026 results: EPS: CA$3.72 (up from CA$2.94 in 1Q 2025). Revenue: CA$2.94b (up 16% from 1Q 2025). Net income: CA$221.4m (up 25% from 1Q 2025). Profit margin: 7.5% (up from 7.0% in 1Q 2025). The increase in margin was driven by higher revenue. Revenue is forecast to grow 7.0% p.a. on average during the next 2 years, compared to a 7.1% growth forecast for the Auto Components industry in North America. Over the last 3 years on average, earnings per share has fallen by 4% per year but the company’s share price has increased by 12% per year, which means it is well ahead of earnings.お知らせ • May 07Linamar Corporation to Report Q2, 2026 Results on Aug 12, 2026Linamar Corporation announced that they will report Q2, 2026 results at 4:00 PM, US Eastern Standard Time on Aug 12, 2026お知らせ • Apr 16+ 1 more updateLinamar Corporation Maintains Earnings Guidance for the Year 2026Linamar Corporation maintained earnings guidance for the year 2026. For the year, the company is maintaining its 2026 projections for sales growth.Upcoming Dividend • Mar 23Upcoming dividend of CA$0.29 per shareEligible shareholders must have bought the stock before 27 March 2026. Payment date: 14 April 2026. Payout ratio is a comfortable 12% and this is well supported by cash flows. Trailing yield: 1.4%. Lower than top quartile of Canadian dividend payers (5.7%). Lower than average of industry peers (2.6%).New Risk • Mar 17New minor risk - Insider sellingThere has been significant insider selling in the company's shares over the past 3 months. Total value of shares sold: CA$391k This is considered a minor risk. There are several reasons why an insider may be selling, including to cover a tax obligation or pay for some other expense. However, we generally consider it a negative if insiders have been selling, especially if they do so below the current price. It implies that they considered a lower price to be reasonable. This is a weak signal, but if there is a pattern of unexplained selling, it can be a sign the insider believes the company's stock is overpriced. Note: We only include open market transactions and private dispositions of directly owned stock by individuals, not by corporations or trusts. This is currently the only risk that has been identified for the company.お知らせ • Mar 10Linamar Corporation, Annual General Meeting, May 12, 2026Linamar Corporation, Annual General Meeting, May 12, 2026. Location: ontario, guelph CanadaDeclared Dividend • Mar 08Fourth quarter dividend of CA$0.29 announcedShareholders will receive a dividend of CA$0.29. Ex-date: 27th March 2026 Payment date: 14th April 2026 Dividend yield will be 1.3%, which is lower than the industry average of 2.9%. Sustainability & Growth Dividend is well covered by both earnings (12% earnings payout ratio) and cash flows (8% cash payout ratio). The dividend has increased by an average of 11% per year over the past 10 years. However, payments have been volatile during that time. Earnings per share has grown by 18% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.Reported Earnings • Mar 06Full year 2025 earnings releasedFull year 2025 results: Net income: (down CA$258.3m from profit in FY 2024). Over the last 3 years on average, earnings per share has fallen by 21% per year but the company’s share price has increased by 13% per year, which means it is well ahead of earnings.New Risk • Mar 05New major risk - Revenue and earnings growthEarnings have declined by 2.5% per year over the past 5 years. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are declining over an extended period, then in most cases the share price will decline over time unless the company can turn around its fortunes. A trend of falling earnings can be very difficult to turn around. If the company is well already established it may also be a sign the company has matured and is in decline. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 2.5% per year over the past 5 years. Minor Risks Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (2.4% net profit margin).お知らせ • Mar 05Linamar Corporation Declares Dividend for the Quarter Ended December 31, 2025, Payable on or After April 14, 2026Linamar Corporation Board of Directors declared an eligible dividend in respect to the quarter ended December 31, 2025 of CAD 0.29 per share on the common shares of the company, payable on or after April 14, 2026 to shareholders of record on March 27, 2026.Buy Or Sell Opportunity • Feb 18Now 21% undervaluedOver the last 90 days, the stock has risen 19% to CA$93.36. The fair value is estimated to be CA$118, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 10.0% over the last 3 years. Earnings per share has declined by 15%.分析記事 • Jan 07Linamar (TSE:LNR) Seems To Use Debt Quite SensiblyThe external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...Price Target Changed • Jan 06Price target increased by 7.4% to CA$89.00Up from CA$82.83, the current price target is an average from 6 analysts. New target price is 5.2% above last closing price of CA$84.63. Stock is up 48% over the past year. The company posted earnings per share of CA$4.20 last year.お知らせ • Jan 02Linamar Corporation (TSX:LNR) completed the acquisition of Leipzig Casting Facility of George Fischer AG.Linamar Corporation (TSX:LNR) entered into a definitive agreement to acquire Leipzig Casting Facility of George Fischer AG in a transaction valued at approximately €45 million on October 7, 2025. The acquisition is immediately accretive. Closing of the transaction is expected by the end of 2025. National Bank of Canada Financial Markets act as financial advisor for Linamar Corporation. Nader Hasan, Karsten Kühnle, Bruce Sheiner, Andre Hartmann, Felix Reiner, David Pak, Simon Weppner, Andreas Habig, Claus Pegatzky, Christoph Ritzer, Natalia Filkina, Tim Schaper, Tobias Teichner of Norton Rose Fulbright LLP and Norton Rose Fulbright Canada LLP act as legal advisor for Linamar Corporation. Philip Spoerlé and Andrea Giger, Thomas Hochstrasser, Nicolas Birkhäuser, Marc Vogelsang of Niederer Kraft Frey Ltd acted as legal advisors to Georg Fischer AG. Stefan Bressler, Gernot Wagner and Rebecca Emory of White & Case, L.L.P. (Germany) acted as legal advisors to Georg Fischer AG. Lazard acted as financial advisor to George Fischer. Linamar Corporation (TSX:LNR) completed the acquisition of Leipzig Casting Facility of George Fischer AG on December 31, 2025.分析記事 • Dec 20Linamar Corporation's (TSE:LNR) Intrinsic Value Is Potentially 46% Above Its Share PriceKey Insights Using the 2 Stage Free Cash Flow to Equity, Linamar fair value estimate is CA$125 Linamar's CA$85.61 share...Recent Insider Transactions • Dec 14Executive Chairman of the Board recently bought CA$4.0m worth of stockOn the 10th of December, Linda Hasenfratz bought around 50k shares on-market at roughly CA$80.08 per share. This transaction amounted to less than 1% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. Linda has been a buyer over the last 12 months, purchasing a net total of CA$7.0m worth in shares.分析記事 • Dec 07Linamar (TSE:LNR) Is Doing The Right Things To Multiply Its Share PriceIf we want to find a potential multi-bagger, often there are underlying trends that can provide clues. One common...Recent Insider Transactions Derivative • Nov 27President exercised options to buy CA$8.0m worth of stock.On the 24th of November, Jim Jarrell exercised options to buy 100k shares at a strike price of around CA$100,000, costing a total of CA$10.0b. This transaction amounted to 46% of their direct individual holding at the time of the trade. Since December 2024, Jim's direct individual holding has increased from 220.01k shares to 221.96k. Company insiders have collectively bought CA$10.0b more than they sold, via options and on-market transactions, in the last 12 months.お知らせ • Nov 17Linamar Corporation (TSX:LNR) completed the acquisition of Certain assets of Aludyne Inc North American operations. from Aludyne, Inc.Linamar Corporation (TSX:LNR) entered into a definitive agreement to acquire Certain assets of Aludyne Inc North American operations. from Aludyne, Inc. for $300 million on October 9, 2025. The purchase price is subject to customary adjustments for working capital and other closing conditions. Linamar will fund the acquisition using available liquidity under its existing credit facilities and cash on hand. The transaction is subject to the receipt of regulatory approvals, completion of due diligence and the satisfaction of other customary closing conditions. The transaction is expected to close within 30 days. The transaction is expected to be accretive soon after acquisition. On October 9, 2025, it was announced that the closing is expected in Q4 2025. National Bank of Canada Financial Markets acted as financial advisor for Linamar Corporation. Jones Day acted as legal advisor for Aludyne, Inc. Jefferies LLC acted as financial advisor for Aludyne, Inc. AlixPartners, LLP acted as financial advisor for Aludyne, Inc. C Street Advisory Group acted as strategic communications advisor to Aludyne, Inc. Linamar Corporation (TSX:LNR) completed the acquisition of Certain assets of Aludyne Inc North American operations. from Aludyne, Inc. on November 15, 2025.Declared Dividend • Nov 16Third quarter dividend of CA$0.29 announcedShareholders will receive a dividend of CA$0.29. Ex-date: 21st November 2025 Payment date: 2nd December 2025 Dividend yield will be 1.4%, which is lower than the industry average of 2.9%. Sustainability & Growth Dividend is well covered by both earnings (6% earnings payout ratio) and cash flows (7% cash payout ratio). The dividend has increased by an average of 11% per year over the past 10 years. However, payments have been volatile during that time. Earnings per share has grown by 4.1% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.Recent Insider Transactions • Nov 14Insider recently sold CA$700k worth of stockOn the 13th of November, Csaba Havasi sold around 9k shares on-market at roughly CA$77.80 per share. This transaction amounted to 10% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth CA$1.0m. Insiders have been net sellers, collectively disposing of CA$1.4m more than they bought in the last 12 months.Reported Earnings • Nov 14Third quarter 2025 earnings released: EPS: CA$2.83 (vs CA$2.24 in 3Q 2024)Third quarter 2025 results: EPS: CA$2.83 (up from CA$2.24 in 3Q 2024). Revenue: CA$2.54b (down 3.6% from 3Q 2024). Net income: CA$169.2m (up 23% from 3Q 2024). Profit margin: 6.7% (up from 5.2% in 3Q 2024). Revenue is forecast to grow 5.9% p.a. on average during the next 3 years, compared to a 14% growth forecast for the Auto Components industry in North America. Over the last 3 years on average, earnings per share has fallen by 15% per year but the company’s share price has increased by 7% per year, which means it is well ahead of earnings.お知らせ • Nov 13Linamar Corporation Declares Dividend for the Quarter Ended September 30, 2025, Payable on or After December 2, 2025The Board of Directors of Linamar Corporation declared an eligible dividend in respect to the quarter ended September 30, 2025, of CAD 0.29 per share on the common shares of the company, payable on or after December 2, 2025, to shareholders of record on November 21, 2025.Recent Insider Transactions • Oct 12Board Member recently sold CA$1.0m worth of stockOn the 10th of October, Mark Stoddart sold around 14k shares on-market at roughly CA$71.33 per share. This transaction amounted to 2.6% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of CA$725k more than they bought in the last 12 months.お知らせ • Oct 09Linamar Corporation (TSX:LNR) entered into a definitive agreement to acquire Leipzig Casting Facility of George Fischer in a transaction valued at approximately €45 million.Linamar Corporation (TSX:LNR) entered into a definitive agreement to acquire Leipzig Casting Facility of George Fischer in a transaction valued at approximately €45 million on October 7, 2025. The acquisition is immediately accretive. Closing of the transaction is expected by the end of 2025. National Bank of Canada Financial Markets act as financial advisor for Linamar Corporation. Nader Hasan, Karsten Kühnle, Bruce Sheiner, Andre Hartmann, Felix Reiner, David Pak, Simon Weppner, Andreas Habig, Claus Pegatzky, Christoph Ritzer, Natalia Filkina, Tim Schaper, Tobias Teichner of Norton Rose Fulbright LLP and Norton Rose Fulbright Canada LLP act as legal advisor for Linamar Corporation. Philip Spoerlé and Andrea Giger, Thomas Hochstrasser, Nicolas Birkhäuser, Marc Vogelsang of Niederer Kraft Frey Ltd acted as legal advisors to Georg Fischer AG. Stefan Bressler, Gernot Wagner and Rebecca Emory of White & Case, L.L.P. (Germany) acted as legal advisors to Georg Fischer AG.分析記事 • Sep 09Linamar Corporation's (TSE:LNR) Shareholders Might Be Looking For ExitWhen close to half the companies in Canada have price-to-earnings ratios (or "P/E's") below 16x, you may consider...Declared Dividend • Aug 17Second quarter dividend of CA$0.29 announcedShareholders will receive a dividend of CA$0.29. Ex-date: 22nd August 2025 Payment date: 9th September 2025 Dividend yield will be 1.5%, which is lower than the industry average of 2.9%. Sustainability & Growth Dividend is well covered by both earnings (14% earnings payout ratio) and cash flows (8% cash payout ratio). The dividend has increased by an average of 11% per year over the past 10 years. However, payments have been volatile during that time. Earnings per share has grown by 4.0% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.Reported Earnings • Aug 14Second quarter 2025 earnings: EPS and revenues miss analyst expectationsSecond quarter 2025 results: EPS: CA$2.12 (down from CA$2.83 in 2Q 2024). Revenue: CA$2.64b (down 7.2% from 2Q 2024). Net income: CA$126.9m (down 27% from 2Q 2024). Profit margin: 4.8% (down from 6.1% in 2Q 2024). Revenue missed analyst estimates by 2.0%. Earnings per share (EPS) also missed analyst estimates by 23%. Revenue is forecast to grow 1.8% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Auto Components industry in North America. Over the last 3 years on average, earnings per share has fallen by 6% per year but the company’s share price has increased by 3% per year, which means it is well ahead of earnings.お知らせ • Aug 14Linamar Corporation Declares Dividend for the Quarter Ended June 30, 2025, Payable on or After September 9, 2025The Board of Directors of Linamar Corporation declared an eligible dividend in respect to the quarter ended June 30, 2025, of CAD 0.29 per share on the common shares of the company, payable on or after September 9, 2025 to shareholders of record on August 22, 2025.分析記事 • Aug 02Is It Time To Consider Buying Linamar Corporation (TSE:LNR)?While Linamar Corporation ( TSE:LNR ) might not have the largest market cap around , it received a lot of attention...Price Target Changed • Jul 21Price target increased by 7.2% to CA$69.83Up from CA$65.17, the current price target is an average from 6 analysts. New target price is approximately in line with last closing price of CA$67.02. Stock is down 2.8% over the past year. The company posted earnings per share of CA$4.20 last year.分析記事 • Jul 18Returns Are Gaining Momentum At Linamar (TSE:LNR)Did you know there are some financial metrics that can provide clues of a potential multi-bagger? One common approach...Valuation Update With 7 Day Price Move • May 14Investor sentiment improves as stock rises 17%After last week's 17% share price gain to CA$62.34, the stock trades at a trailing P/E ratio of 14.5x. Average forward P/E is 11x in the Auto Components industry in North America. Total returns to shareholders of 25% over the past three years.分析記事 • May 12Linamar's (TSE:LNR) Shareholders Will Receive A Bigger Dividend Than Last YearLinamar Corporation ( TSE:LNR ) will increase its dividend from last year's comparable payment on the 6th of June to...Declared Dividend • May 12First quarter dividend increased to CA$0.29Dividend of CA$0.29 is 16% higher than last year. Ex-date: 26th May 2025 Payment date: 6th June 2025 Dividend yield will be 1.7%, which is lower than the industry average of 2.9%. Sustainability & Growth Dividend is well covered by both earnings (18% earnings payout ratio) and cash flows (9% cash payout ratio). The dividend has increased by an average of 11% per year over the past 10 years. However, payments have been volatile during that time. The company's earnings per share (EPS) would need to decline by 80% to shift the payout ratio to a potentially unsustainable range, which is more than the 5.7% EPS decline seen over the last 5 years.Recent Insider Transactions • May 11Insider recently sold CA$304k worth of stockOn the 2nd of May, Csaba Havasi sold around 6k shares on-market at roughly CA$50.67 per share. This transaction amounted to 5.2% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Despite this recent sale, insiders have collectively bought CA$1.6m more than they sold in the last 12 months.Recent Insider Transactions • May 09Insider recently sold CA$304k worth of stockOn the 2nd of May, Csaba Havasi sold around 6k shares on-market at roughly CA$50.67 per share. This transaction amounted to 5.2% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Despite this recent sale, insiders have collectively bought CA$1.6m more than they sold in the last 12 months.分析記事 • May 09There's Reason For Concern Over Linamar Corporation's (TSE:LNR) Massive 31% Price JumpLinamar Corporation ( TSE:LNR ) shares have had a really impressive month, gaining 31% after a shaky period beforehand...Reported Earnings • May 08First quarter 2025 earnings: EPS exceeds analyst expectations while revenues lag behindFirst quarter 2025 results: EPS: CA$2.94. Revenue: CA$2.53b (down 7.0% from 1Q 2024). Net income: CA$177.7m (flat on 1Q 2024). Profit margin: 7.0% (up from 6.6% in 1Q 2024). Revenue missed analyst estimates by 2.2%. Earnings per share (EPS) exceeded analyst estimates by 17%. Revenue is forecast to grow 1.2% p.a. on average during the next 2 years, compared to a 8.6% growth forecast for the Auto Components industry in North America.お知らせ • May 08+ 1 more updateLinamar Corporation Declares Dividend for Quarter Ended March 31, 2025, Payable on or After June 6, 2025The Board of Directors of Linamar Corporation declared an eligible dividend in respect to the quarter ended March 31, 2025, of CAD 0.29 per share on the common shares of the company, payable on or after June 6, 2025 to shareholders of record on May 26, 2025.新しいナラティブ • May 04Flexible Equipment Investments And EV Wins Will Drive Mobility Success Linamar's strategic investments and new business wins in the Mobility sector indicate potential for future revenue and margin growth. 分析記事 • Apr 29At CA$50.48, Is Linamar Corporation (TSE:LNR) Worth Looking At Closely?Linamar Corporation ( TSE:LNR ), might not be a large cap stock, but it saw a decent share price growth of 14% on the...分析記事 • Apr 14Linamar's (TSE:LNR) Returns Have Hit A WallIf we want to find a stock that could multiply over the long term, what are the underlying trends we should look for...Upcoming Dividend • Mar 24Upcoming dividend of CA$0.25 per shareEligible shareholders must have bought the stock before 28 March 2025. Payment date: 15 April 2025. Payout ratio is a comfortable 24% and this is well supported by cash flows. Trailing yield: 2.0%. Lower than top quartile of Canadian dividend payers (6.3%). Lower than average of industry peers (3.3%).New Risk • Mar 16New minor risk - Insider sellingThere has been significant insider selling in the company's shares over the past 3 months. Total value of shares sold: CA$400k This is considered a minor risk. There are several reasons why an insider may be selling, including to cover a tax obligation or pay for some other expense. However, we generally consider it a negative if insiders have been selling, especially if they do so below the current price. It implies that they considered a lower price to be reasonable. This is a weak signal, but if there is a pattern of unexplained selling, it can be a sign the insider believes the company's stock is overpriced. Note: We only include open market transactions and private dispositions of directly owned stock by individuals, not by corporations or trusts. Currently, the following risks have been identified for the company: Minor Risks Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (2.4% net profit margin). Significant insider selling over the past 3 months (CA$400k sold).分析記事 • Mar 12Some Investors May Be Willing To Look Past Linamar's (TSE:LNR) Soft EarningsLinamar Corporation's ( TSE:LNR ) stock was strong despite it releasing a soft earnings report last week. We think that...お知らせ • Mar 12Linamar Corporation, Annual General Meeting, May 15, 2025Linamar Corporation, Annual General Meeting, May 15, 2025. Location: ontario, guelph Canada分析記事 • Mar 10Linamar's (TSE:LNR) Dividend Will Be CA$0.25The board of Linamar Corporation ( TSE:LNR ) has announced that it will pay a dividend on the 15th of April, with...Declared Dividend • Mar 10Fourth quarter dividend of CA$0.25 announcedDividend of CA$0.25 is the same as last year. Ex-date: 28th March 2025 Payment date: 15th April 2025 Dividend yield will be 1.9%, which is lower than the industry average of 2.9%. Sustainability & Growth Dividend is well covered by both earnings (24% earnings payout ratio) and cash flows (9% cash payout ratio). The dividend has increased by an average of 9.6% per year over the past 10 years. However, payments have been volatile during that time. The company's earnings per share (EPS) would need to decline by 74% to shift the payout ratio to a potentially unsustainable range, which is more than the 8.2% EPS decline seen over the last 5 years.Reported Earnings • Mar 06Full year 2024 earnings released: EPS: CA$4.20 (vs CA$8.18 in FY 2023)Full year 2024 results: EPS: CA$4.20 (down from CA$8.18 in FY 2023). Revenue: CA$10.6b (up 8.7% from FY 2023). Net income: CA$258.3m (down 49% from FY 2023). Profit margin: 2.4% (down from 5.2% in FY 2023). Revenue is forecast to stay flat during the next 2 years compared to a 7.3% growth forecast for the Auto Components industry in North America. Over the last 3 years on average, earnings per share has increased by 12% per year but the company’s share price has only increased by 1% per year, which means it is significantly lagging earnings growth.お知らせ • Mar 06+ 2 more updatesLinamar Corporation Declares Dividend for the Quarter Ended December 31, 2024, Payable on or After April 15, 2025The Board of Directors of Linamar Corporation declared an eligible dividend in respect to the quarter ended December 31, 2024, of CAD 0.25 per share on the common shares of the company, payable on or after April 15, 2025 to shareholders of record on March 28, 2025.Price Target Changed • Mar 05Price target decreased by 7.1% to CA$69.50Down from CA$74.83, the current price target is an average from 6 analysts. New target price is 37% above last closing price of CA$50.74. Stock is down 20% over the past year. The company posted earnings per share of CA$8.18 last year.Recent Insider Transactions • Feb 05Board Member recently sold CA$400k worth of stockOn the 31st of January, Mark Stoddart sold around 7k shares on-market at roughly CA$56.81 per share. This transaction amounted to 1.3% of their direct individual holding at the time of the trade. In the last 3 months, they made an even bigger sale worth CA$499k. Despite this recent sale, insiders have collectively bought CA$1.7m more than they sold in the last 12 months.Board Change • Feb 02Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 2 experienced directors. 4 highly experienced directors. President, CEO & Director Jim Jarrell was the last director to join the board, commencing their role in 2022. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.分析記事 • Jan 09Insufficient Growth At Linamar Corporation (TSE:LNR) Hampers Share PriceLinamar Corporation's ( TSE:LNR ) price-to-earnings (or "P/E") ratio of 5.7x might make it look like a strong buy right...Recent Insider Transactions • Dec 18Executive Chairman of the Board recently bought CA$3.0m worth of stockOn the 16th of December, Linda Hasenfratz bought around 50k shares on-market at roughly CA$60.01 per share. This transaction amounted to less than 1% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. This was Linda's only on-market trade for the last 12 months.分析記事 • Dec 02Here's Why Linamar (TSE:LNR) Can Manage Its Debt ResponsiblySome say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...Recent Insider Transactions • Nov 17Board Member recently sold CA$499k worth of stockOn the 15th of November, Mark Stoddart sold around 8k shares on-market at roughly CA$60.42 per share. This transaction amounted to 1.5% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Despite this recent sale, insiders have collectively bought CA$1.8m more than they sold in the last 12 months.New Risk • Nov 17New minor risk - Insider sellingThere has been significant insider selling in the company's shares over the past 3 months. Total value of shares sold: CA$700k This is considered a minor risk. There are several reasons why an insider may be selling, including to cover a tax obligation or pay for some other expense. However, we generally consider it a negative if insiders have been selling, especially if they do so below the current price. It implies that they considered a lower price to be reasonable. This is a weak signal, but if there is a pattern of unexplained selling, it can be a sign the insider believes the company's stock is overpriced. Note: We only include open market transactions and private dispositions of directly owned stock by individuals, not by corporations or trusts. This is currently the only risk that has been identified for the company.Declared Dividend • Nov 15Third quarter dividend of CA$0.25 announcedShareholders will receive a dividend of CA$0.25. Ex-date: 22nd November 2024 Payment date: 2nd December 2024 Dividend yield will be 1.6%, which is lower than the industry average of 2.9%. Sustainability & Growth Dividend is well covered by both earnings (3% earnings payout ratio) and cash flows (18% cash payout ratio). The dividend has increased by an average of 9.6% per year over the past 10 years. However, payments have been volatile during that time. Earnings per share has grown by 4.5% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.Price Target Changed • Nov 14Price target decreased by 7.1% to CA$75.83Down from CA$81.67, the current price target is an average from 6 analysts. New target price is 24% above last closing price of CA$60.98. Stock is up 2.5% over the past year. The company posted earnings per share of CA$8.18 last year.お知らせ • Nov 14Linamar Corporation Declares Dividend for the Quarter Ended September 30, 2024, Payable on or After December 2, 2024Linamar Corporation announced that Board of Directors declared an eligible dividend in respect to the quarter ended September 30, 2024, of CAD 0.25 per share on the common shares of the company, payable on or after December 2, 2024 to shareholders of record on November 22, 2024.Reported Earnings • Nov 13Third quarter 2024 earnings released: EPS: CA$2.24 (vs CA$2.38 in 3Q 2023)Third quarter 2024 results: EPS: CA$2.24 (down from CA$2.38 in 3Q 2023). Revenue: CA$2.64b (up 8.3% from 3Q 2023). Net income: CA$138.0m (down 6.0% from 3Q 2023). Profit margin: 5.2% (down from 6.0% in 3Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 1.2% p.a. on average during the next 3 years, compared to a 8.2% growth forecast for the Auto Components industry in North America. Over the last 3 years on average, earnings per share has increased by 17% per year but the company’s share price has fallen by 9% per year, which means it is significantly lagging earnings.分析記事 • Nov 09Returns On Capital At Linamar (TSE:LNR) Have StalledDid you know there are some financial metrics that can provide clues of a potential multi-bagger? One common approach...New Risk • Nov 03New minor risk - Dividend sustainabilityThe dividend is not well covered by cash flows. The company is paying a dividend despite having no free cash flows. Dividend yield: 1.8% This is considered a minor risk. Dividends are ultimately paid out of the company's available cash reserves. Companies that pay out too much of their cash flow are at risk of having to reduce or cut their dividend in future. If cash flow growth slows or cash flows fall, then there may not be enough cash reserves to maintain the same dividend. Or in extreme cases, companies may opt to take on debt to maintain the dividend. This risk is mitigated by the fact the dividend is covered by earnings, however, cash flows are generally more important. For dividend paying companies, any reduction in the dividend can significantly impact the share price. This is currently the only risk that has been identified for the company.分析記事 • Oct 02Linamar Corporation's (TSE:LNR) Low P/E No Reason For ExcitementWith a price-to-earnings (or "P/E") ratio of 6.4x Linamar Corporation ( TSE:LNR ) may be sending very bullish signals...Declared Dividend • Aug 12Second quarter dividend of CA$0.25 announcedShareholders will receive a dividend of CA$0.25. Ex-date: 23rd August 2024 Payment date: 9th September 2024 Dividend yield will be 1.6%, which is lower than the industry average of 2.9%. Sustainability & Growth Dividend is covered by earnings (5% earnings payout ratio) but the company has no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has increased by an average of 12% per year over the past 10 years. However, payments have been volatile during that time. Earnings per share has grown by 4.2% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.Reported Earnings • Aug 09Second quarter 2024 earnings releasedSecond quarter 2024 results: Revenue: CA$2.85b (up 12% from 2Q 2023). Net income: CA$174.1m (up 29% from 2Q 2023). Profit margin: 6.1% (up from 5.3% in 2Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 5.3% p.a. on average during the next 3 years, compared to a 8.8% growth forecast for the Auto Components industry in North America.お知らせ • Aug 09+ 1 more updateLinamar Corporation Announces Chief Executive Officer ChangesLinamar is announcing that Jim Jarrell has been appointed Chief Executive Officer and President, following execution of a multi year succession transition plan. Mr. Jarrell succeeds Linda Hasenfratz, who will remain a driving force at Linamar focusing exclusively now on her role as Executive Chair. Having achieved the Company's long-term goal of reaching $10 billion in annualized sales, the Company is poised to embark on a new era of value creation and growth, bolstered by these strategic leadership changes. Mr. Jarrell has been with Linamar since 1991 and has occupied progressively more senior positions in Sales and Operations before being named Chief Operating Officer in 1999 and President in 2004. Mr. Jarrell played a central role in the achievement of the Company's $10 billion goal and its successful global expansion program. As CEO and President, Mr. Jarrell will have primary responsibility for all operational and financial aspects of the business, as well as corporate development initiatives and innovation. Working closely with Ms. Hasenfratz, Mr. Jarrell will also play an important role in developing strategy, with a particular focus around setting short- to medium-term priorities. In her capacity as Executive Chair, Ms. Hasenfratz will continue to be responsible for setting the strategic direction of the Company with a particular focus on long term strategy, and will continue to lead the Company's distinctive Cost Attack Team (CAT) program at now 75 global manufacturing sites to advance continuous improvements, mentorship, and talent development. She will also continue to lead Linamar's engagement with investors and government partners, with increased involvement from Mr. Jarrell.分析記事 • Aug 02Return Trends At Linamar (TSE:LNR) Aren't AppealingFinding a business that has the potential to grow substantially is not easy, but it is possible if we look at a few key...分析記事 • Jul 18Is It Too Late To Consider Buying Linamar Corporation (TSE:LNR)?Linamar Corporation ( TSE:LNR ), is not the largest company out there, but it received a lot of attention from a...分析記事 • Jul 04An Intrinsic Calculation For Linamar Corporation (TSE:LNR) Suggests It's 40% UndervaluedKey Insights Using the 2 Stage Free Cash Flow to Equity, Linamar fair value estimate is CA$112 Linamar is estimated to...分析記事 • Jun 19Benign Growth For Linamar Corporation (TSE:LNR) Underpins Its Share PriceLinamar Corporation's ( TSE:LNR ) price-to-earnings (or "P/E") ratio of 7.3x might make it look like a buy right now...分析記事 • Jun 06Is Linamar (TSE:LNR) A Risky Investment?The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...Declared Dividend • May 12First quarter dividend of CA$0.25 announcedShareholders will receive a dividend of CA$0.25. Ex-date: 27th May 2024 Payment date: 7th June 2024 Dividend yield will be 1.3%, which is lower than the industry average of 2.9%. Sustainability & Growth Dividend is covered by earnings (8% earnings payout ratio) but the company has no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has increased by an average of 12% per year over the past 10 years. However, payments have been volatile during that time. Earnings per share has grown by 1.1% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.お知らせ • May 10Linamar Corporation Declares Dividend for the Quarter Ended March 31, 2024, Payable on or After June 7, 2024Linamar Corporation announced that the Board of Directors declared an eligible dividend in respect to the quarter ended March 31, 2024, of CAD 0.25 per share on the common shares of the company, payable on or after June 7, 2024, to shareholders of record on May 27, 2024.Reported Earnings • May 09First quarter 2024 earnings released: EPS: CA$2.90 (vs CA$1.90 in 1Q 2023)First quarter 2024 results: EPS: CA$2.90 (up from CA$1.90 in 1Q 2023). Revenue: CA$2.72b (up 19% from 1Q 2023). Net income: CA$178.5m (up 53% from 1Q 2023). Profit margin: 6.6% (up from 5.1% in 1Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 7.7% p.a. on average during the next 2 years, compared to a 9.9% growth forecast for the Auto Components industry in North America. Over the last 3 years on average, earnings per share has increased by 11% per year but the company’s share price has fallen by 2% per year, which means it is significantly lagging earnings.分析記事 • Apr 04Do Linamar's (TSE:LNR) Earnings Warrant Your Attention?For beginners, it can seem like a good idea (and an exciting prospect) to buy a company that tells a good story to...分析記事 • Mar 22Here's What To Make Of Linamar's (TSE:LNR) Decelerating Rates Of ReturnIf you're not sure where to start when looking for the next multi-bagger, there are a few key trends you should keep an...Upcoming Dividend • Mar 20Upcoming dividend of CA$0.25 per shareEligible shareholders must have bought the stock before 27 March 2024. Payment date: 15 April 2024. Payout ratio is a comfortable 11% but the company is paying out more than the cash it is generating. Trailing yield: 1.4%. Lower than top quartile of Canadian dividend payers (6.4%). Lower than average of industry peers (2.4%).お知らせ • Mar 14Linamar Corporation, Annual General Meeting, May 16, 2024Linamar Corporation, Annual General Meeting, May 16, 2024.Declared Dividend • Mar 10Fourth quarter dividend of CA$0.25 announcedShareholders will receive a dividend of CA$0.25. Ex-date: 27th March 2024 Payment date: 15th April 2024 Dividend yield will be 1.3%, which is lower than the industry average of 2.9%. Sustainability & Growth Dividend is covered by earnings (11% earnings payout ratio) but not covered by cash flows (dividend approximately 16x free cash flows). The dividend has increased by an average of 11% per year over the past 10 years. However, payments have been volatile during that time. The company's earnings per share (EPS) would need to decline by 88% to shift the payout ratio to a potentially unsustainable range, which is more than the 2.0% EPS decline seen over the last 5 years.Reported Earnings • Mar 08Full year 2023 earnings released: EPS: CA$8.18 (vs CA$6.67 in FY 2022)Full year 2023 results: EPS: CA$8.18 (up from CA$6.67 in FY 2022). Revenue: CA$9.73b (up 23% from FY 2022). Net income: CA$503.1m (up 18% from FY 2022). Profit margin: 5.2% (down from 5.4% in FY 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 8.4% p.a. on average during the next 2 years, compared to a 9.2% growth forecast for the Auto Components industry in North America. Over the last 3 years on average, earnings per share has increased by 12% per year but the company’s share price has fallen by 6% per year, which means it is significantly lagging earnings.お知らせ • Mar 07+ 1 more updateLinamar Corporation to Report Q1, 2024 Results on May 08, 2024Linamar Corporation announced that they will report Q1, 2024 results at 4:00 PM, US Eastern Standard Time on May 08, 2024分析記事 • Mar 02Should You Think About Buying Linamar Corporation (TSE:LNR) Now?While Linamar Corporation ( TSE:LNR ) might not have the largest market cap around , it saw a decent share price growth...分析記事 • Feb 07Linamar (TSE:LNR) Has A Pretty Healthy Balance SheetDavid Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...Price Target Changed • Feb 01Price target decreased by 8.4% to CA$81.20Down from CA$88.67, the current price target is an average from 5 analysts. New target price is 27% above last closing price of CA$63.77. Stock is down 11% over the past year. The company posted earnings per share of CA$6.67 last year.分析記事 • Jan 17Investors Aren't Entirely Convinced By Linamar Corporation's (TSE:LNR) EarningsWhen close to half the companies in Canada have price-to-earnings ratios (or "P/E's") above 13x, you may consider...お知らせ • Dec 21Linamar Corporation (TSX : LNR) entered into an agreement to acquire Bourgault Industries Ltd.Linamar Corporation (TSX : LNR) entered into an agreement to acquire Bourgault Industries Ltd. on December 20, 2023.分析記事 • Dec 19Does Linamar (TSE:LNR) Deserve A Spot On Your Watchlist?Investors are often guided by the idea of discovering 'the next big thing', even if that means buying 'story stocks...Recent Insider Transactions • Dec 14Executive Chairman of the Board & CEO recently bought CA$2.9m worth of stockOn the 12th of December, Linda Hasenfratz bought around 50k shares on-market at roughly CA$57.89 per share. This transaction amounted to less than 1% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. This was Linda's only on-market trade for the last 12 months.業績と収益の成長予測TSX:LNR - アナリストの将来予測と過去の財務データ ( )CAD Millions日付収益収益フリー・キャッシュフロー営業活動によるキャッシュ平均アナリスト数12/31/202712,109N/A7321,335512/31/202611,656N/A6751,23763/31/202610,6396281,0521,448N/A12/31/202510,2325859091,331N/A9/30/202510,0922419691,357N/A6/30/202510,1862109161,338N/A3/31/202510,3922578071,268N/A12/31/202410,5822586901,254N/A9/30/202410,6605953421,033N/A6/30/202410,459604-49737N/A3/31/202410,163565-58762N/A12/31/20239,7345033794N/A9/30/20239,340491-6738N/A6/30/20239,004477156782N/A3/31/20238,43244787587N/A12/31/20227,91842645468N/A9/30/20227,392384122465N/A6/30/20226,939360312628N/A3/31/20226,533363466747N/A12/31/20216,537421654909N/A9/30/20216,7074839201,181N/A6/30/20216,6995001,1371,418N/A3/31/20216,0483541,1671,425N/A12/31/20205,8162791,1421,434N/A9/30/20205,7272161,1101,447N/A6/30/20205,8291897151,144N/A3/31/20206,9923777381,270N/A12/31/20197,417430N/A1,168N/A9/30/20197,533505N/A925N/A6/30/20197,630520N/A961N/A3/31/20197,701567N/A786N/A12/31/20187,621591N/A691N/A9/30/20187,463602N/A654N/A6/30/20187,176596N/A543N/A3/31/20186,784561N/A611N/A12/31/20176,546549N/A634N/A9/30/20176,347530N/A686N/A6/30/20176,253545N/A826N/A3/31/20176,144541N/A782N/A12/31/20166,006522N/A898N/A9/30/20165,874501N/A889N/A6/30/20165,692487N/A778N/A3/31/20165,403449N/A803N/A12/31/20155,162437N/A692N/A9/30/20154,922413N/A624N/A6/30/20154,669385N/A600N/Aもっと見るアナリストによる今後の成長予測収入対貯蓄率: LNRの予測収益成長が 貯蓄率 ( 3% ) を上回っているかどうかを判断するにはデータが不十分です。収益対市場: LNRの収益がCanadian市場よりも速く成長すると予測されるかどうかを判断するにはデータが不十分です高成長収益: LNRの収益が今後 3 年間で 大幅に 増加すると予想されるかどうかを判断するにはデータが不十分です。収益対市場: LNRの収益 ( 7.2% ) Canadian市場 ( 4.5% ) よりも速いペースで成長すると予測されています。高い収益成長: LNRの収益 ( 7.2% ) 20%よりも低い成長が予測されています。一株当たり利益成長率予想将来の株主資本利益率将来のROE: LNRの 自己資本利益率 が 3 年後に高くなると予測されるかどうかを判断するにはデータが不十分です成長企業の発掘7D1Y7D1Y7D1YAutomobiles 業界の高成長企業。View Past Performance企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/05/22 08:56終値2026/05/22 00:00収益2026/03/31年間収益2025/12/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレーク本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋Linamar Corporation 6 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。12 アナリスト機関David TyermanATB Cormark Historical (Cormark Securities)Etienne RicardBMO Capital Markets Equity ResearchDavid TyermanCanaccord Genuity9 その他のアナリストを表示
お知らせ • Apr 16+ 1 more updateLinamar Corporation Maintains Earnings Guidance for the Year 2026Linamar Corporation maintained earnings guidance for the year 2026. For the year, the company is maintaining its 2026 projections for sales growth.
Price Target Changed • Jan 06Price target increased by 7.4% to CA$89.00Up from CA$82.83, the current price target is an average from 6 analysts. New target price is 5.2% above last closing price of CA$84.63. Stock is up 48% over the past year. The company posted earnings per share of CA$4.20 last year.
Price Target Changed • Jul 21Price target increased by 7.2% to CA$69.83Up from CA$65.17, the current price target is an average from 6 analysts. New target price is approximately in line with last closing price of CA$67.02. Stock is down 2.8% over the past year. The company posted earnings per share of CA$4.20 last year.
Price Target Changed • Mar 05Price target decreased by 7.1% to CA$69.50Down from CA$74.83, the current price target is an average from 6 analysts. New target price is 37% above last closing price of CA$50.74. Stock is down 20% over the past year. The company posted earnings per share of CA$8.18 last year.
Price Target Changed • Nov 14Price target decreased by 7.1% to CA$75.83Down from CA$81.67, the current price target is an average from 6 analysts. New target price is 24% above last closing price of CA$60.98. Stock is up 2.5% over the past year. The company posted earnings per share of CA$8.18 last year.
Price Target Changed • Feb 01Price target decreased by 8.4% to CA$81.20Down from CA$88.67, the current price target is an average from 5 analysts. New target price is 27% above last closing price of CA$63.77. Stock is down 11% over the past year. The company posted earnings per share of CA$6.67 last year.
Declared Dividend • May 11First quarter dividend of CA$0.29 announcedDividend of CA$0.29 is the same as last year. Ex-date: 25th May 2026 Payment date: 5th June 2026 Dividend yield will be 1.2%, which is lower than the industry average of 2.9%. Sustainability & Growth Dividend is well covered by both earnings (14% earnings payout ratio) and cash flows (7% cash payout ratio). The dividend has increased by an average of 11% per year over the past 10 years. However, payments have been volatile during that time. Earnings per share has grown by 14% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.
Reported Earnings • May 07First quarter 2026 earnings released: EPS: CA$3.72 (vs CA$2.94 in 1Q 2025)First quarter 2026 results: EPS: CA$3.72 (up from CA$2.94 in 1Q 2025). Revenue: CA$2.94b (up 16% from 1Q 2025). Net income: CA$221.4m (up 25% from 1Q 2025). Profit margin: 7.5% (up from 7.0% in 1Q 2025). The increase in margin was driven by higher revenue. Revenue is forecast to grow 7.0% p.a. on average during the next 2 years, compared to a 7.1% growth forecast for the Auto Components industry in North America. Over the last 3 years on average, earnings per share has fallen by 4% per year but the company’s share price has increased by 12% per year, which means it is well ahead of earnings.
お知らせ • May 07Linamar Corporation to Report Q2, 2026 Results on Aug 12, 2026Linamar Corporation announced that they will report Q2, 2026 results at 4:00 PM, US Eastern Standard Time on Aug 12, 2026
お知らせ • Apr 16+ 1 more updateLinamar Corporation Maintains Earnings Guidance for the Year 2026Linamar Corporation maintained earnings guidance for the year 2026. For the year, the company is maintaining its 2026 projections for sales growth.
Upcoming Dividend • Mar 23Upcoming dividend of CA$0.29 per shareEligible shareholders must have bought the stock before 27 March 2026. Payment date: 14 April 2026. Payout ratio is a comfortable 12% and this is well supported by cash flows. Trailing yield: 1.4%. Lower than top quartile of Canadian dividend payers (5.7%). Lower than average of industry peers (2.6%).
New Risk • Mar 17New minor risk - Insider sellingThere has been significant insider selling in the company's shares over the past 3 months. Total value of shares sold: CA$391k This is considered a minor risk. There are several reasons why an insider may be selling, including to cover a tax obligation or pay for some other expense. However, we generally consider it a negative if insiders have been selling, especially if they do so below the current price. It implies that they considered a lower price to be reasonable. This is a weak signal, but if there is a pattern of unexplained selling, it can be a sign the insider believes the company's stock is overpriced. Note: We only include open market transactions and private dispositions of directly owned stock by individuals, not by corporations or trusts. This is currently the only risk that has been identified for the company.
お知らせ • Mar 10Linamar Corporation, Annual General Meeting, May 12, 2026Linamar Corporation, Annual General Meeting, May 12, 2026. Location: ontario, guelph Canada
Declared Dividend • Mar 08Fourth quarter dividend of CA$0.29 announcedShareholders will receive a dividend of CA$0.29. Ex-date: 27th March 2026 Payment date: 14th April 2026 Dividend yield will be 1.3%, which is lower than the industry average of 2.9%. Sustainability & Growth Dividend is well covered by both earnings (12% earnings payout ratio) and cash flows (8% cash payout ratio). The dividend has increased by an average of 11% per year over the past 10 years. However, payments have been volatile during that time. Earnings per share has grown by 18% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.
Reported Earnings • Mar 06Full year 2025 earnings releasedFull year 2025 results: Net income: (down CA$258.3m from profit in FY 2024). Over the last 3 years on average, earnings per share has fallen by 21% per year but the company’s share price has increased by 13% per year, which means it is well ahead of earnings.
New Risk • Mar 05New major risk - Revenue and earnings growthEarnings have declined by 2.5% per year over the past 5 years. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are declining over an extended period, then in most cases the share price will decline over time unless the company can turn around its fortunes. A trend of falling earnings can be very difficult to turn around. If the company is well already established it may also be a sign the company has matured and is in decline. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 2.5% per year over the past 5 years. Minor Risks Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (2.4% net profit margin).
お知らせ • Mar 05Linamar Corporation Declares Dividend for the Quarter Ended December 31, 2025, Payable on or After April 14, 2026Linamar Corporation Board of Directors declared an eligible dividend in respect to the quarter ended December 31, 2025 of CAD 0.29 per share on the common shares of the company, payable on or after April 14, 2026 to shareholders of record on March 27, 2026.
Buy Or Sell Opportunity • Feb 18Now 21% undervaluedOver the last 90 days, the stock has risen 19% to CA$93.36. The fair value is estimated to be CA$118, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 10.0% over the last 3 years. Earnings per share has declined by 15%.
分析記事 • Jan 07Linamar (TSE:LNR) Seems To Use Debt Quite SensiblyThe external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
Price Target Changed • Jan 06Price target increased by 7.4% to CA$89.00Up from CA$82.83, the current price target is an average from 6 analysts. New target price is 5.2% above last closing price of CA$84.63. Stock is up 48% over the past year. The company posted earnings per share of CA$4.20 last year.
お知らせ • Jan 02Linamar Corporation (TSX:LNR) completed the acquisition of Leipzig Casting Facility of George Fischer AG.Linamar Corporation (TSX:LNR) entered into a definitive agreement to acquire Leipzig Casting Facility of George Fischer AG in a transaction valued at approximately €45 million on October 7, 2025. The acquisition is immediately accretive. Closing of the transaction is expected by the end of 2025. National Bank of Canada Financial Markets act as financial advisor for Linamar Corporation. Nader Hasan, Karsten Kühnle, Bruce Sheiner, Andre Hartmann, Felix Reiner, David Pak, Simon Weppner, Andreas Habig, Claus Pegatzky, Christoph Ritzer, Natalia Filkina, Tim Schaper, Tobias Teichner of Norton Rose Fulbright LLP and Norton Rose Fulbright Canada LLP act as legal advisor for Linamar Corporation. Philip Spoerlé and Andrea Giger, Thomas Hochstrasser, Nicolas Birkhäuser, Marc Vogelsang of Niederer Kraft Frey Ltd acted as legal advisors to Georg Fischer AG. Stefan Bressler, Gernot Wagner and Rebecca Emory of White & Case, L.L.P. (Germany) acted as legal advisors to Georg Fischer AG. Lazard acted as financial advisor to George Fischer. Linamar Corporation (TSX:LNR) completed the acquisition of Leipzig Casting Facility of George Fischer AG on December 31, 2025.
分析記事 • Dec 20Linamar Corporation's (TSE:LNR) Intrinsic Value Is Potentially 46% Above Its Share PriceKey Insights Using the 2 Stage Free Cash Flow to Equity, Linamar fair value estimate is CA$125 Linamar's CA$85.61 share...
Recent Insider Transactions • Dec 14Executive Chairman of the Board recently bought CA$4.0m worth of stockOn the 10th of December, Linda Hasenfratz bought around 50k shares on-market at roughly CA$80.08 per share. This transaction amounted to less than 1% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. Linda has been a buyer over the last 12 months, purchasing a net total of CA$7.0m worth in shares.
分析記事 • Dec 07Linamar (TSE:LNR) Is Doing The Right Things To Multiply Its Share PriceIf we want to find a potential multi-bagger, often there are underlying trends that can provide clues. One common...
Recent Insider Transactions Derivative • Nov 27President exercised options to buy CA$8.0m worth of stock.On the 24th of November, Jim Jarrell exercised options to buy 100k shares at a strike price of around CA$100,000, costing a total of CA$10.0b. This transaction amounted to 46% of their direct individual holding at the time of the trade. Since December 2024, Jim's direct individual holding has increased from 220.01k shares to 221.96k. Company insiders have collectively bought CA$10.0b more than they sold, via options and on-market transactions, in the last 12 months.
お知らせ • Nov 17Linamar Corporation (TSX:LNR) completed the acquisition of Certain assets of Aludyne Inc North American operations. from Aludyne, Inc.Linamar Corporation (TSX:LNR) entered into a definitive agreement to acquire Certain assets of Aludyne Inc North American operations. from Aludyne, Inc. for $300 million on October 9, 2025. The purchase price is subject to customary adjustments for working capital and other closing conditions. Linamar will fund the acquisition using available liquidity under its existing credit facilities and cash on hand. The transaction is subject to the receipt of regulatory approvals, completion of due diligence and the satisfaction of other customary closing conditions. The transaction is expected to close within 30 days. The transaction is expected to be accretive soon after acquisition. On October 9, 2025, it was announced that the closing is expected in Q4 2025. National Bank of Canada Financial Markets acted as financial advisor for Linamar Corporation. Jones Day acted as legal advisor for Aludyne, Inc. Jefferies LLC acted as financial advisor for Aludyne, Inc. AlixPartners, LLP acted as financial advisor for Aludyne, Inc. C Street Advisory Group acted as strategic communications advisor to Aludyne, Inc. Linamar Corporation (TSX:LNR) completed the acquisition of Certain assets of Aludyne Inc North American operations. from Aludyne, Inc. on November 15, 2025.
Declared Dividend • Nov 16Third quarter dividend of CA$0.29 announcedShareholders will receive a dividend of CA$0.29. Ex-date: 21st November 2025 Payment date: 2nd December 2025 Dividend yield will be 1.4%, which is lower than the industry average of 2.9%. Sustainability & Growth Dividend is well covered by both earnings (6% earnings payout ratio) and cash flows (7% cash payout ratio). The dividend has increased by an average of 11% per year over the past 10 years. However, payments have been volatile during that time. Earnings per share has grown by 4.1% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.
Recent Insider Transactions • Nov 14Insider recently sold CA$700k worth of stockOn the 13th of November, Csaba Havasi sold around 9k shares on-market at roughly CA$77.80 per share. This transaction amounted to 10% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth CA$1.0m. Insiders have been net sellers, collectively disposing of CA$1.4m more than they bought in the last 12 months.
Reported Earnings • Nov 14Third quarter 2025 earnings released: EPS: CA$2.83 (vs CA$2.24 in 3Q 2024)Third quarter 2025 results: EPS: CA$2.83 (up from CA$2.24 in 3Q 2024). Revenue: CA$2.54b (down 3.6% from 3Q 2024). Net income: CA$169.2m (up 23% from 3Q 2024). Profit margin: 6.7% (up from 5.2% in 3Q 2024). Revenue is forecast to grow 5.9% p.a. on average during the next 3 years, compared to a 14% growth forecast for the Auto Components industry in North America. Over the last 3 years on average, earnings per share has fallen by 15% per year but the company’s share price has increased by 7% per year, which means it is well ahead of earnings.
お知らせ • Nov 13Linamar Corporation Declares Dividend for the Quarter Ended September 30, 2025, Payable on or After December 2, 2025The Board of Directors of Linamar Corporation declared an eligible dividend in respect to the quarter ended September 30, 2025, of CAD 0.29 per share on the common shares of the company, payable on or after December 2, 2025, to shareholders of record on November 21, 2025.
Recent Insider Transactions • Oct 12Board Member recently sold CA$1.0m worth of stockOn the 10th of October, Mark Stoddart sold around 14k shares on-market at roughly CA$71.33 per share. This transaction amounted to 2.6% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of CA$725k more than they bought in the last 12 months.
お知らせ • Oct 09Linamar Corporation (TSX:LNR) entered into a definitive agreement to acquire Leipzig Casting Facility of George Fischer in a transaction valued at approximately €45 million.Linamar Corporation (TSX:LNR) entered into a definitive agreement to acquire Leipzig Casting Facility of George Fischer in a transaction valued at approximately €45 million on October 7, 2025. The acquisition is immediately accretive. Closing of the transaction is expected by the end of 2025. National Bank of Canada Financial Markets act as financial advisor for Linamar Corporation. Nader Hasan, Karsten Kühnle, Bruce Sheiner, Andre Hartmann, Felix Reiner, David Pak, Simon Weppner, Andreas Habig, Claus Pegatzky, Christoph Ritzer, Natalia Filkina, Tim Schaper, Tobias Teichner of Norton Rose Fulbright LLP and Norton Rose Fulbright Canada LLP act as legal advisor for Linamar Corporation. Philip Spoerlé and Andrea Giger, Thomas Hochstrasser, Nicolas Birkhäuser, Marc Vogelsang of Niederer Kraft Frey Ltd acted as legal advisors to Georg Fischer AG. Stefan Bressler, Gernot Wagner and Rebecca Emory of White & Case, L.L.P. (Germany) acted as legal advisors to Georg Fischer AG.
分析記事 • Sep 09Linamar Corporation's (TSE:LNR) Shareholders Might Be Looking For ExitWhen close to half the companies in Canada have price-to-earnings ratios (or "P/E's") below 16x, you may consider...
Declared Dividend • Aug 17Second quarter dividend of CA$0.29 announcedShareholders will receive a dividend of CA$0.29. Ex-date: 22nd August 2025 Payment date: 9th September 2025 Dividend yield will be 1.5%, which is lower than the industry average of 2.9%. Sustainability & Growth Dividend is well covered by both earnings (14% earnings payout ratio) and cash flows (8% cash payout ratio). The dividend has increased by an average of 11% per year over the past 10 years. However, payments have been volatile during that time. Earnings per share has grown by 4.0% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.
Reported Earnings • Aug 14Second quarter 2025 earnings: EPS and revenues miss analyst expectationsSecond quarter 2025 results: EPS: CA$2.12 (down from CA$2.83 in 2Q 2024). Revenue: CA$2.64b (down 7.2% from 2Q 2024). Net income: CA$126.9m (down 27% from 2Q 2024). Profit margin: 4.8% (down from 6.1% in 2Q 2024). Revenue missed analyst estimates by 2.0%. Earnings per share (EPS) also missed analyst estimates by 23%. Revenue is forecast to grow 1.8% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Auto Components industry in North America. Over the last 3 years on average, earnings per share has fallen by 6% per year but the company’s share price has increased by 3% per year, which means it is well ahead of earnings.
お知らせ • Aug 14Linamar Corporation Declares Dividend for the Quarter Ended June 30, 2025, Payable on or After September 9, 2025The Board of Directors of Linamar Corporation declared an eligible dividend in respect to the quarter ended June 30, 2025, of CAD 0.29 per share on the common shares of the company, payable on or after September 9, 2025 to shareholders of record on August 22, 2025.
分析記事 • Aug 02Is It Time To Consider Buying Linamar Corporation (TSE:LNR)?While Linamar Corporation ( TSE:LNR ) might not have the largest market cap around , it received a lot of attention...
Price Target Changed • Jul 21Price target increased by 7.2% to CA$69.83Up from CA$65.17, the current price target is an average from 6 analysts. New target price is approximately in line with last closing price of CA$67.02. Stock is down 2.8% over the past year. The company posted earnings per share of CA$4.20 last year.
分析記事 • Jul 18Returns Are Gaining Momentum At Linamar (TSE:LNR)Did you know there are some financial metrics that can provide clues of a potential multi-bagger? One common approach...
Valuation Update With 7 Day Price Move • May 14Investor sentiment improves as stock rises 17%After last week's 17% share price gain to CA$62.34, the stock trades at a trailing P/E ratio of 14.5x. Average forward P/E is 11x in the Auto Components industry in North America. Total returns to shareholders of 25% over the past three years.
分析記事 • May 12Linamar's (TSE:LNR) Shareholders Will Receive A Bigger Dividend Than Last YearLinamar Corporation ( TSE:LNR ) will increase its dividend from last year's comparable payment on the 6th of June to...
Declared Dividend • May 12First quarter dividend increased to CA$0.29Dividend of CA$0.29 is 16% higher than last year. Ex-date: 26th May 2025 Payment date: 6th June 2025 Dividend yield will be 1.7%, which is lower than the industry average of 2.9%. Sustainability & Growth Dividend is well covered by both earnings (18% earnings payout ratio) and cash flows (9% cash payout ratio). The dividend has increased by an average of 11% per year over the past 10 years. However, payments have been volatile during that time. The company's earnings per share (EPS) would need to decline by 80% to shift the payout ratio to a potentially unsustainable range, which is more than the 5.7% EPS decline seen over the last 5 years.
Recent Insider Transactions • May 11Insider recently sold CA$304k worth of stockOn the 2nd of May, Csaba Havasi sold around 6k shares on-market at roughly CA$50.67 per share. This transaction amounted to 5.2% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Despite this recent sale, insiders have collectively bought CA$1.6m more than they sold in the last 12 months.
Recent Insider Transactions • May 09Insider recently sold CA$304k worth of stockOn the 2nd of May, Csaba Havasi sold around 6k shares on-market at roughly CA$50.67 per share. This transaction amounted to 5.2% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Despite this recent sale, insiders have collectively bought CA$1.6m more than they sold in the last 12 months.
分析記事 • May 09There's Reason For Concern Over Linamar Corporation's (TSE:LNR) Massive 31% Price JumpLinamar Corporation ( TSE:LNR ) shares have had a really impressive month, gaining 31% after a shaky period beforehand...
Reported Earnings • May 08First quarter 2025 earnings: EPS exceeds analyst expectations while revenues lag behindFirst quarter 2025 results: EPS: CA$2.94. Revenue: CA$2.53b (down 7.0% from 1Q 2024). Net income: CA$177.7m (flat on 1Q 2024). Profit margin: 7.0% (up from 6.6% in 1Q 2024). Revenue missed analyst estimates by 2.2%. Earnings per share (EPS) exceeded analyst estimates by 17%. Revenue is forecast to grow 1.2% p.a. on average during the next 2 years, compared to a 8.6% growth forecast for the Auto Components industry in North America.
お知らせ • May 08+ 1 more updateLinamar Corporation Declares Dividend for Quarter Ended March 31, 2025, Payable on or After June 6, 2025The Board of Directors of Linamar Corporation declared an eligible dividend in respect to the quarter ended March 31, 2025, of CAD 0.29 per share on the common shares of the company, payable on or after June 6, 2025 to shareholders of record on May 26, 2025.
新しいナラティブ • May 04Flexible Equipment Investments And EV Wins Will Drive Mobility Success Linamar's strategic investments and new business wins in the Mobility sector indicate potential for future revenue and margin growth.
分析記事 • Apr 29At CA$50.48, Is Linamar Corporation (TSE:LNR) Worth Looking At Closely?Linamar Corporation ( TSE:LNR ), might not be a large cap stock, but it saw a decent share price growth of 14% on the...
分析記事 • Apr 14Linamar's (TSE:LNR) Returns Have Hit A WallIf we want to find a stock that could multiply over the long term, what are the underlying trends we should look for...
Upcoming Dividend • Mar 24Upcoming dividend of CA$0.25 per shareEligible shareholders must have bought the stock before 28 March 2025. Payment date: 15 April 2025. Payout ratio is a comfortable 24% and this is well supported by cash flows. Trailing yield: 2.0%. Lower than top quartile of Canadian dividend payers (6.3%). Lower than average of industry peers (3.3%).
New Risk • Mar 16New minor risk - Insider sellingThere has been significant insider selling in the company's shares over the past 3 months. Total value of shares sold: CA$400k This is considered a minor risk. There are several reasons why an insider may be selling, including to cover a tax obligation or pay for some other expense. However, we generally consider it a negative if insiders have been selling, especially if they do so below the current price. It implies that they considered a lower price to be reasonable. This is a weak signal, but if there is a pattern of unexplained selling, it can be a sign the insider believes the company's stock is overpriced. Note: We only include open market transactions and private dispositions of directly owned stock by individuals, not by corporations or trusts. Currently, the following risks have been identified for the company: Minor Risks Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (2.4% net profit margin). Significant insider selling over the past 3 months (CA$400k sold).
分析記事 • Mar 12Some Investors May Be Willing To Look Past Linamar's (TSE:LNR) Soft EarningsLinamar Corporation's ( TSE:LNR ) stock was strong despite it releasing a soft earnings report last week. We think that...
お知らせ • Mar 12Linamar Corporation, Annual General Meeting, May 15, 2025Linamar Corporation, Annual General Meeting, May 15, 2025. Location: ontario, guelph Canada
分析記事 • Mar 10Linamar's (TSE:LNR) Dividend Will Be CA$0.25The board of Linamar Corporation ( TSE:LNR ) has announced that it will pay a dividend on the 15th of April, with...
Declared Dividend • Mar 10Fourth quarter dividend of CA$0.25 announcedDividend of CA$0.25 is the same as last year. Ex-date: 28th March 2025 Payment date: 15th April 2025 Dividend yield will be 1.9%, which is lower than the industry average of 2.9%. Sustainability & Growth Dividend is well covered by both earnings (24% earnings payout ratio) and cash flows (9% cash payout ratio). The dividend has increased by an average of 9.6% per year over the past 10 years. However, payments have been volatile during that time. The company's earnings per share (EPS) would need to decline by 74% to shift the payout ratio to a potentially unsustainable range, which is more than the 8.2% EPS decline seen over the last 5 years.
Reported Earnings • Mar 06Full year 2024 earnings released: EPS: CA$4.20 (vs CA$8.18 in FY 2023)Full year 2024 results: EPS: CA$4.20 (down from CA$8.18 in FY 2023). Revenue: CA$10.6b (up 8.7% from FY 2023). Net income: CA$258.3m (down 49% from FY 2023). Profit margin: 2.4% (down from 5.2% in FY 2023). Revenue is forecast to stay flat during the next 2 years compared to a 7.3% growth forecast for the Auto Components industry in North America. Over the last 3 years on average, earnings per share has increased by 12% per year but the company’s share price has only increased by 1% per year, which means it is significantly lagging earnings growth.
お知らせ • Mar 06+ 2 more updatesLinamar Corporation Declares Dividend for the Quarter Ended December 31, 2024, Payable on or After April 15, 2025The Board of Directors of Linamar Corporation declared an eligible dividend in respect to the quarter ended December 31, 2024, of CAD 0.25 per share on the common shares of the company, payable on or after April 15, 2025 to shareholders of record on March 28, 2025.
Price Target Changed • Mar 05Price target decreased by 7.1% to CA$69.50Down from CA$74.83, the current price target is an average from 6 analysts. New target price is 37% above last closing price of CA$50.74. Stock is down 20% over the past year. The company posted earnings per share of CA$8.18 last year.
Recent Insider Transactions • Feb 05Board Member recently sold CA$400k worth of stockOn the 31st of January, Mark Stoddart sold around 7k shares on-market at roughly CA$56.81 per share. This transaction amounted to 1.3% of their direct individual holding at the time of the trade. In the last 3 months, they made an even bigger sale worth CA$499k. Despite this recent sale, insiders have collectively bought CA$1.7m more than they sold in the last 12 months.
Board Change • Feb 02Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 2 experienced directors. 4 highly experienced directors. President, CEO & Director Jim Jarrell was the last director to join the board, commencing their role in 2022. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
分析記事 • Jan 09Insufficient Growth At Linamar Corporation (TSE:LNR) Hampers Share PriceLinamar Corporation's ( TSE:LNR ) price-to-earnings (or "P/E") ratio of 5.7x might make it look like a strong buy right...
Recent Insider Transactions • Dec 18Executive Chairman of the Board recently bought CA$3.0m worth of stockOn the 16th of December, Linda Hasenfratz bought around 50k shares on-market at roughly CA$60.01 per share. This transaction amounted to less than 1% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. This was Linda's only on-market trade for the last 12 months.
分析記事 • Dec 02Here's Why Linamar (TSE:LNR) Can Manage Its Debt ResponsiblySome say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
Recent Insider Transactions • Nov 17Board Member recently sold CA$499k worth of stockOn the 15th of November, Mark Stoddart sold around 8k shares on-market at roughly CA$60.42 per share. This transaction amounted to 1.5% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Despite this recent sale, insiders have collectively bought CA$1.8m more than they sold in the last 12 months.
New Risk • Nov 17New minor risk - Insider sellingThere has been significant insider selling in the company's shares over the past 3 months. Total value of shares sold: CA$700k This is considered a minor risk. There are several reasons why an insider may be selling, including to cover a tax obligation or pay for some other expense. However, we generally consider it a negative if insiders have been selling, especially if they do so below the current price. It implies that they considered a lower price to be reasonable. This is a weak signal, but if there is a pattern of unexplained selling, it can be a sign the insider believes the company's stock is overpriced. Note: We only include open market transactions and private dispositions of directly owned stock by individuals, not by corporations or trusts. This is currently the only risk that has been identified for the company.
Declared Dividend • Nov 15Third quarter dividend of CA$0.25 announcedShareholders will receive a dividend of CA$0.25. Ex-date: 22nd November 2024 Payment date: 2nd December 2024 Dividend yield will be 1.6%, which is lower than the industry average of 2.9%. Sustainability & Growth Dividend is well covered by both earnings (3% earnings payout ratio) and cash flows (18% cash payout ratio). The dividend has increased by an average of 9.6% per year over the past 10 years. However, payments have been volatile during that time. Earnings per share has grown by 4.5% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.
Price Target Changed • Nov 14Price target decreased by 7.1% to CA$75.83Down from CA$81.67, the current price target is an average from 6 analysts. New target price is 24% above last closing price of CA$60.98. Stock is up 2.5% over the past year. The company posted earnings per share of CA$8.18 last year.
お知らせ • Nov 14Linamar Corporation Declares Dividend for the Quarter Ended September 30, 2024, Payable on or After December 2, 2024Linamar Corporation announced that Board of Directors declared an eligible dividend in respect to the quarter ended September 30, 2024, of CAD 0.25 per share on the common shares of the company, payable on or after December 2, 2024 to shareholders of record on November 22, 2024.
Reported Earnings • Nov 13Third quarter 2024 earnings released: EPS: CA$2.24 (vs CA$2.38 in 3Q 2023)Third quarter 2024 results: EPS: CA$2.24 (down from CA$2.38 in 3Q 2023). Revenue: CA$2.64b (up 8.3% from 3Q 2023). Net income: CA$138.0m (down 6.0% from 3Q 2023). Profit margin: 5.2% (down from 6.0% in 3Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 1.2% p.a. on average during the next 3 years, compared to a 8.2% growth forecast for the Auto Components industry in North America. Over the last 3 years on average, earnings per share has increased by 17% per year but the company’s share price has fallen by 9% per year, which means it is significantly lagging earnings.
分析記事 • Nov 09Returns On Capital At Linamar (TSE:LNR) Have StalledDid you know there are some financial metrics that can provide clues of a potential multi-bagger? One common approach...
New Risk • Nov 03New minor risk - Dividend sustainabilityThe dividend is not well covered by cash flows. The company is paying a dividend despite having no free cash flows. Dividend yield: 1.8% This is considered a minor risk. Dividends are ultimately paid out of the company's available cash reserves. Companies that pay out too much of their cash flow are at risk of having to reduce or cut their dividend in future. If cash flow growth slows or cash flows fall, then there may not be enough cash reserves to maintain the same dividend. Or in extreme cases, companies may opt to take on debt to maintain the dividend. This risk is mitigated by the fact the dividend is covered by earnings, however, cash flows are generally more important. For dividend paying companies, any reduction in the dividend can significantly impact the share price. This is currently the only risk that has been identified for the company.
分析記事 • Oct 02Linamar Corporation's (TSE:LNR) Low P/E No Reason For ExcitementWith a price-to-earnings (or "P/E") ratio of 6.4x Linamar Corporation ( TSE:LNR ) may be sending very bullish signals...
Declared Dividend • Aug 12Second quarter dividend of CA$0.25 announcedShareholders will receive a dividend of CA$0.25. Ex-date: 23rd August 2024 Payment date: 9th September 2024 Dividend yield will be 1.6%, which is lower than the industry average of 2.9%. Sustainability & Growth Dividend is covered by earnings (5% earnings payout ratio) but the company has no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has increased by an average of 12% per year over the past 10 years. However, payments have been volatile during that time. Earnings per share has grown by 4.2% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.
Reported Earnings • Aug 09Second quarter 2024 earnings releasedSecond quarter 2024 results: Revenue: CA$2.85b (up 12% from 2Q 2023). Net income: CA$174.1m (up 29% from 2Q 2023). Profit margin: 6.1% (up from 5.3% in 2Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 5.3% p.a. on average during the next 3 years, compared to a 8.8% growth forecast for the Auto Components industry in North America.
お知らせ • Aug 09+ 1 more updateLinamar Corporation Announces Chief Executive Officer ChangesLinamar is announcing that Jim Jarrell has been appointed Chief Executive Officer and President, following execution of a multi year succession transition plan. Mr. Jarrell succeeds Linda Hasenfratz, who will remain a driving force at Linamar focusing exclusively now on her role as Executive Chair. Having achieved the Company's long-term goal of reaching $10 billion in annualized sales, the Company is poised to embark on a new era of value creation and growth, bolstered by these strategic leadership changes. Mr. Jarrell has been with Linamar since 1991 and has occupied progressively more senior positions in Sales and Operations before being named Chief Operating Officer in 1999 and President in 2004. Mr. Jarrell played a central role in the achievement of the Company's $10 billion goal and its successful global expansion program. As CEO and President, Mr. Jarrell will have primary responsibility for all operational and financial aspects of the business, as well as corporate development initiatives and innovation. Working closely with Ms. Hasenfratz, Mr. Jarrell will also play an important role in developing strategy, with a particular focus around setting short- to medium-term priorities. In her capacity as Executive Chair, Ms. Hasenfratz will continue to be responsible for setting the strategic direction of the Company with a particular focus on long term strategy, and will continue to lead the Company's distinctive Cost Attack Team (CAT) program at now 75 global manufacturing sites to advance continuous improvements, mentorship, and talent development. She will also continue to lead Linamar's engagement with investors and government partners, with increased involvement from Mr. Jarrell.
分析記事 • Aug 02Return Trends At Linamar (TSE:LNR) Aren't AppealingFinding a business that has the potential to grow substantially is not easy, but it is possible if we look at a few key...
分析記事 • Jul 18Is It Too Late To Consider Buying Linamar Corporation (TSE:LNR)?Linamar Corporation ( TSE:LNR ), is not the largest company out there, but it received a lot of attention from a...
分析記事 • Jul 04An Intrinsic Calculation For Linamar Corporation (TSE:LNR) Suggests It's 40% UndervaluedKey Insights Using the 2 Stage Free Cash Flow to Equity, Linamar fair value estimate is CA$112 Linamar is estimated to...
分析記事 • Jun 19Benign Growth For Linamar Corporation (TSE:LNR) Underpins Its Share PriceLinamar Corporation's ( TSE:LNR ) price-to-earnings (or "P/E") ratio of 7.3x might make it look like a buy right now...
分析記事 • Jun 06Is Linamar (TSE:LNR) A Risky Investment?The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
Declared Dividend • May 12First quarter dividend of CA$0.25 announcedShareholders will receive a dividend of CA$0.25. Ex-date: 27th May 2024 Payment date: 7th June 2024 Dividend yield will be 1.3%, which is lower than the industry average of 2.9%. Sustainability & Growth Dividend is covered by earnings (8% earnings payout ratio) but the company has no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has increased by an average of 12% per year over the past 10 years. However, payments have been volatile during that time. Earnings per share has grown by 1.1% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.
お知らせ • May 10Linamar Corporation Declares Dividend for the Quarter Ended March 31, 2024, Payable on or After June 7, 2024Linamar Corporation announced that the Board of Directors declared an eligible dividend in respect to the quarter ended March 31, 2024, of CAD 0.25 per share on the common shares of the company, payable on or after June 7, 2024, to shareholders of record on May 27, 2024.
Reported Earnings • May 09First quarter 2024 earnings released: EPS: CA$2.90 (vs CA$1.90 in 1Q 2023)First quarter 2024 results: EPS: CA$2.90 (up from CA$1.90 in 1Q 2023). Revenue: CA$2.72b (up 19% from 1Q 2023). Net income: CA$178.5m (up 53% from 1Q 2023). Profit margin: 6.6% (up from 5.1% in 1Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 7.7% p.a. on average during the next 2 years, compared to a 9.9% growth forecast for the Auto Components industry in North America. Over the last 3 years on average, earnings per share has increased by 11% per year but the company’s share price has fallen by 2% per year, which means it is significantly lagging earnings.
分析記事 • Apr 04Do Linamar's (TSE:LNR) Earnings Warrant Your Attention?For beginners, it can seem like a good idea (and an exciting prospect) to buy a company that tells a good story to...
分析記事 • Mar 22Here's What To Make Of Linamar's (TSE:LNR) Decelerating Rates Of ReturnIf you're not sure where to start when looking for the next multi-bagger, there are a few key trends you should keep an...
Upcoming Dividend • Mar 20Upcoming dividend of CA$0.25 per shareEligible shareholders must have bought the stock before 27 March 2024. Payment date: 15 April 2024. Payout ratio is a comfortable 11% but the company is paying out more than the cash it is generating. Trailing yield: 1.4%. Lower than top quartile of Canadian dividend payers (6.4%). Lower than average of industry peers (2.4%).
お知らせ • Mar 14Linamar Corporation, Annual General Meeting, May 16, 2024Linamar Corporation, Annual General Meeting, May 16, 2024.
Declared Dividend • Mar 10Fourth quarter dividend of CA$0.25 announcedShareholders will receive a dividend of CA$0.25. Ex-date: 27th March 2024 Payment date: 15th April 2024 Dividend yield will be 1.3%, which is lower than the industry average of 2.9%. Sustainability & Growth Dividend is covered by earnings (11% earnings payout ratio) but not covered by cash flows (dividend approximately 16x free cash flows). The dividend has increased by an average of 11% per year over the past 10 years. However, payments have been volatile during that time. The company's earnings per share (EPS) would need to decline by 88% to shift the payout ratio to a potentially unsustainable range, which is more than the 2.0% EPS decline seen over the last 5 years.
Reported Earnings • Mar 08Full year 2023 earnings released: EPS: CA$8.18 (vs CA$6.67 in FY 2022)Full year 2023 results: EPS: CA$8.18 (up from CA$6.67 in FY 2022). Revenue: CA$9.73b (up 23% from FY 2022). Net income: CA$503.1m (up 18% from FY 2022). Profit margin: 5.2% (down from 5.4% in FY 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 8.4% p.a. on average during the next 2 years, compared to a 9.2% growth forecast for the Auto Components industry in North America. Over the last 3 years on average, earnings per share has increased by 12% per year but the company’s share price has fallen by 6% per year, which means it is significantly lagging earnings.
お知らせ • Mar 07+ 1 more updateLinamar Corporation to Report Q1, 2024 Results on May 08, 2024Linamar Corporation announced that they will report Q1, 2024 results at 4:00 PM, US Eastern Standard Time on May 08, 2024
分析記事 • Mar 02Should You Think About Buying Linamar Corporation (TSE:LNR) Now?While Linamar Corporation ( TSE:LNR ) might not have the largest market cap around , it saw a decent share price growth...
分析記事 • Feb 07Linamar (TSE:LNR) Has A Pretty Healthy Balance SheetDavid Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
Price Target Changed • Feb 01Price target decreased by 8.4% to CA$81.20Down from CA$88.67, the current price target is an average from 5 analysts. New target price is 27% above last closing price of CA$63.77. Stock is down 11% over the past year. The company posted earnings per share of CA$6.67 last year.
分析記事 • Jan 17Investors Aren't Entirely Convinced By Linamar Corporation's (TSE:LNR) EarningsWhen close to half the companies in Canada have price-to-earnings ratios (or "P/E's") above 13x, you may consider...
お知らせ • Dec 21Linamar Corporation (TSX : LNR) entered into an agreement to acquire Bourgault Industries Ltd.Linamar Corporation (TSX : LNR) entered into an agreement to acquire Bourgault Industries Ltd. on December 20, 2023.
分析記事 • Dec 19Does Linamar (TSE:LNR) Deserve A Spot On Your Watchlist?Investors are often guided by the idea of discovering 'the next big thing', even if that means buying 'story stocks...
Recent Insider Transactions • Dec 14Executive Chairman of the Board & CEO recently bought CA$2.9m worth of stockOn the 12th of December, Linda Hasenfratz bought around 50k shares on-market at roughly CA$57.89 per share. This transaction amounted to less than 1% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. This was Linda's only on-market trade for the last 12 months.
