TD Cowen发布报告指出，加拿大汽车零部件制造商在即将到来的二季度财报季中预计将交出亮眼成绩单。分析师布莱恩·莫里森表示，尽管面临一些贸易不确定性，但利纳马、曼格纳国际以及马丁雷亚在当前环境下均处于有利地位。
莫里森指出，五、六月份美国轻型汽车需求超出预期，同时北美库存水平仍保持低位，这为下半年实现生产目标及潜在增长提供了有利条件。他表示："我们认为这一背景对供应商具有支撑作用，不过美墨加协定的后续发展仍是需要警惕的逆风因素。"
此外，莫里森预计近期运营效率提升举措将有助于改善利润率，这进一步增强了该行业整体的积极前景。
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