Communiqué de presse

Record Sales and Earnings for Mobility Segment, Strong Cash Flow as Linamar Continues to Find Opportunity in Challenging Times

August 12, 2026, Guelph, Ontario, Canada (TSX: LNR)

Record Sales and Solid Earnings Performance from Our Diversified Strategy

Excellent Mobility Segment Sales and Normalized Operating Earnings Growth to Record Levels

Sales increased 20.5% to a record of $2.36 billion for the quarter;
Normalized Operating Earnings1 increased 28.6% to a record of $194.0 million for the quarter;
Normalized Operating Earnings margins at 8.2% for the quarter; and Market share growth in every region.

Flux de trésorerie disponible et liquidités solides et continus

$236.5 million of Free Cash Flow¹ generated in Q2 2026, up $58.9 million from the prior year; and
Liquidité ¹ remains strong at $2.0 billion, up $76.7 million or 4.0% from Q2 2025.

Retour d'argent aux actionnaires

Linamar has repurchased 1,025,677 shares to date as part of its current normal course issuer bid and has returned $92.2 million to
shareholders as a result; and
Linamar is increasing its dividends to shareholders to $0.32 per share quarterly.

Industrial Segment Sales and Market Share Growth

Sales increased by 13.8% to $783.5 million for the quarter, driven by strong market demand for access equipment; and
Global market share growth in the key agricultural equipment products of windrowers, air seeders, and tillage equipment.

Tariffs Impacting Only Industrial Results in Q2

More than 90% of Linamar sales are tariff free.
- Auto parts that are USMCA compliant continue to be tariff free into the US and are the majority of our sales.
- Most Industrial segment products shipping to the US are also USMCA compliant and tariff free.
232 metal derivative tariffs are impacting some Industrial products and detracting from bottom line growth in that segment.
Linamar outlook to grow sales and earnings to record levels in 2026 remain solid despite the impact of these tariffs.