View ValuationLinamar 향후 성장Future 기준 점검 1/6Linamar의 수익이 증가할 것으로 예상됨입니다.핵심 정보n/a이익 성장률n/aEPS 성장률Auto Components 이익 성장31.6%매출 성장률7.2%향후 자기자본이익률n/a애널리스트 커버리지Good마지막 업데이트07 May 2026최근 향후 성장 업데이트공시 • 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.모든 업데이트 보기Recent 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.공시 • 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, 2026공시 • 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.공시 • 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).공시 • 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%.분석 기사 • 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.공시 • 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.분석 기사 • 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.분석 기사 • 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.공시 • 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.공시 • 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.공시 • 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.분석 기사 • 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.공시 • 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.분석 기사 • 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.분석 기사 • 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.분석 기사 • 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.분석 기사 • 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.공시 • 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.새로운 내러티브 • 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. 분석 기사 • 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...분석 기사 • 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).분석 기사 • 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...공시 • Mar 12Linamar Corporation, Annual General Meeting, May 15, 2025Linamar Corporation, Annual General Meeting, May 15, 2025. Location: ontario, guelph Canada분석 기사 • 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.공시 • 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.분석 기사 • 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.분석 기사 • 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.공시 • 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.분석 기사 • 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.분석 기사 • 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.공시 • 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.분석 기사 • 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...분석 기사 • 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...분석 기사 • 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...분석 기사 • 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...분석 기사 • 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.공시 • 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.분석 기사 • 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...분석 기사 • 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%).공시 • 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.공시 • 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, 2024분석 기사 • 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...분석 기사 • 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.분석 기사 • 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...공시 • 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.분석 기사 • 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.이익 및 매출 성장 예측TSX:LNR - 애널리스트 향후 추정치 및 과거 재무 데이터 (CAD Millions)날짜매출이익자유현금흐름영업현금흐름평균 애널리스트 수12/31/202712,109N/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/A더 보기애널리스트 향후 성장 전망수입 대 저축률: LNR 의 예상 수익 증가율이 절약률(3%)보다 높은지 판단하기에는 데이터가 부족합니다.수익 vs 시장: LNR 의 수익이 Canadian 시장보다 빠르게 성장할 것으로 예상되는지 판단하기에는 데이터가 부족합니다.고성장 수익: LNR 의 수익이 향후 3년 동안 상당히 증가할 것으로 예상되는지 판단하기에는 데이터가 부족합니다.수익 대 시장: LNR 의 수익(연간 7.2%)이 Canadian 시장(연간 4.5%)보다 빠르게 성장할 것으로 예상됩니다.고성장 매출: LNR 의 수익(연간 7.2%)은 연간 20%보다 느리게 증가할 것으로 예상됩니다.주당순이익 성장 예측향후 자기자본이익률미래 ROE: LNR의 자본 수익률이 3년 후 높을 것으로 예상되는지 판단하기에 데이터가 부족합니다.성장 기업 찾아보기7D1Y7D1Y7D1YAutomobiles 산업의 고성장 기업.View Past Performance기업 분석 및 재무 데이터 상태데이터최종 업데이트 (UTC 시간)기업 분석2026/06/11 07:59종가2026/06/11 00:00수익2026/03/31연간 수익2025/12/31데이터 소스당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.패키지데이터기간미국 소스 예시 *기업 재무제표10년손익계산서현금흐름표대차대조표SEC 양식 10-KSEC 양식 10-Q분석가 컨센서스 추정치+3년재무 예측분석가 목표주가분석가 리서치 보고서Blue Matrix시장 가격30년주가배당, 분할 및 기타 조치ICE 시장 데이터SEC 양식 S-1지분 구조10년주요 주주내부자 거래SEC 양식 4SEC 양식 13D경영진10년리더십 팀이사회SEC 양식 10-KSEC 양식 DEF 14A주요 개발10년회사 공시SEC 양식 8-K* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.분석 모델 및 스노우플레이크이 보고서를 생성하는 데 사용된 분석 모델에 대한 자세한 내용은 당사의 Github 페이지에서 확인하실 수 있습니다. 또한 보고서 활용 방법에 대한 가이드와 YouTube 튜토리얼도 제공합니다.Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.산업 및 섹터 지표산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.분석가 소스Linamar Corporation는 12명의 분석가가 다루고 있습니다. 이 중 6명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.분석가기관David TyermanATB Cormark Historical (Cormark Securities)Etienne RicardBMO Capital Markets Equity ResearchDavid TyermanCanaccord Genuity9명의 분석가 더 보기
공시 • 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.
공시 • 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
공시 • 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.
공시 • 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).
공시 • 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%.
분석 기사 • 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.
공시 • 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.
분석 기사 • 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.
분석 기사 • 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.
공시 • 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.
공시 • 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.
공시 • 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.
분석 기사 • 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.
공시 • 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.
분석 기사 • 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.
분석 기사 • 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.
분석 기사 • 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.
분석 기사 • 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.
공시 • 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.
새로운 내러티브 • 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.
분석 기사 • 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...
분석 기사 • 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).
분석 기사 • 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...
공시 • Mar 12Linamar Corporation, Annual General Meeting, May 15, 2025Linamar Corporation, Annual General Meeting, May 15, 2025. Location: ontario, guelph Canada
분석 기사 • 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.
공시 • 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.
분석 기사 • 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.
분석 기사 • 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.
공시 • 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.
분석 기사 • 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.
분석 기사 • 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.
공시 • 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.
분석 기사 • 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...
분석 기사 • 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...
분석 기사 • 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...
분석 기사 • 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...
분석 기사 • 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.
공시 • 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.
분석 기사 • 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...
분석 기사 • 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%).
공시 • 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.
공시 • 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
분석 기사 • 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...
분석 기사 • 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.
분석 기사 • 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...
공시 • 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.
분석 기사 • 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.
