Linamar Corporation: Spotlight On Tariff Impact And Capital Allocation

  • I rate Linamar as a Buy, after analyzing its cash management plans and the trade war effects. Linamar's strong balance sheet and consistent free cash flow support shareholder-friendly actions like buybacks and opportunistic M&As. Almost all of its products are USMCA-compliant, which implies that tariff-related headwinds should be limited.