NASDAQ$MPAA

Motorcar Parts of America Inc · Q3 2024 earnings

Q3 2024 earnings · · Investor relations

Briefing

Motorcar Parts of America reported results for the fiscal third quarter, reflecting increases in net sales, operating income and cash flow from operating activities.

Motorcar Parts of America reported a 13.2% increase in net sales to $171.9 million, a 43.1% increase in gross profit to $30.0 million, and a 170.1% increase in operating income to $9.5 million for the fiscal third quarter ended December 31, 2023. The company generated $53.6 million in cash from operating activities during the quarter.

  • Net sales increased 13.2 percent to $171.9 million.
  • Gross margin improved by 3.7 percentage points.
  • Gross profit increased 43.1 percent to $30.0 million.
  • Operating income increased 170.1 percent to $9.5 million.

Headline financials

Total Revenue

$172M

Previous: $152M+13.2%
EPS

-$2.40

Previous: $0.21-1242.9%
Capital Expenditures

-$462K

Previous: -$3.61M+87.2%
Free Cash Flow

$48M

Previous: -$25M+291.7%
Net Income

-$47.2M

Previous: $1.03M-4701.8%
Operating Income

$9.52M

Previous: $3.53M+170.1%
Gross Profit

$30M

Previous: $21M+43.1%
Cash & Equivalents

$12.2M

Previous: $12.6M-3.4%
Total Assets

$996M

Previous: $1.02B-2.0%
R&D Expense

$2.54M

No prior period
Stock-Based Comp

$1.43M

Previous: $1.02M+39.6%

Revenue & EPS history

MPA · Revenue · Quarterly

$172M

Q3 2024+13.2%vs Q3 2023
Beat estimate in 8 of 16 quarters(50%)
ActualEstimate

Forward guidance

The company expects sales volume to continue gaining momentum, benefiting from current extreme weather conditions and industry fundamentals. Margin improvement is expected through price increases and operational efficiencies. Enhanced cash flow is anticipated from working capital initiatives.

Tailwinds

  • Sales volume continuing to gain momentum.
  • Ordering activity expected to benefit from current extreme weather conditions.
  • Industry fundamentals continue to drive product demand.
  • Margin improvement enhanced by multiple rounds of price increases.
  • Improving overhead absorption as brake-related business gains further momentum.

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 19 quarterly earnings reports · overlaid with Q3 2024

Historical avgQ3 2024

+2.2%

Avg return

Earnings day

+2.9%

Avg return

5 days after

+2.3%

Avg return

30 days after

52%

34 / 65 earnings

Positive

+34.8%

Q4 2026

Best reaction

-26.4%

Q2 2026

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q4 2026+34.8%+42.1%
Q3 2026-17.5%-23.6%-20.5%
Q2 2026-26.4%-24.7%-21.9%
Q1 2026+22.6%+21.8%+29.9%
Q4 2025-0.7%+4.3%-2.0%
Q3 2025+10.6%+61.7%+86.6%
Q2 2025+15.9%+18.8%+41.8%
Q1 2025+0.3%+2.5%-2.7%
Q4 2024-3.5%+7.3%+22.3%
Q3 2024+3.8%-1.5%-11.0%
Q2 2024+4.0%+7.1%+14.6%
Q1 2024-8.2%-6.2%-15.4%
Q4 2023+15.6%+26.8%+56.9%
Q3 2023-10.2%-10.4%-32.5%
Q2 2023-12.9%-23.6%-49.9%
Q1 2023+0.4%+9.6%-1.9%
Q4 2022-6.3%-16.0%-12.6%
Q3 2022+1.3%-0.7%+3.3%
Q2 2022-1.5%-0.8%-1.4%
Q1 2022-1.5%-2.0%-16.0%
Q4 2021+3.6%-4.4%-0.4%
Q3 2021-16.3%-19.8%-7.1%
Q2 2021+22.9%+13.9%+48.6%
Q1 2021-3.3%-1.0%-8.4%
Q4 2020-1.1%-0.3%+7.7%
Q3 2020-15.9%-12.5%-25.8%
Q2 2020+8.0%+2.2%+10.5%
Q1 2020-6.0%-5.5%-14.6%
Q4 2019+11.9%+5.3%-1.1%
Q3 2019-2.6%+7.5%+1.9%
Q2 2019+6.1%+4.0%+4.3%
Q1 2019+9.7%+12.4%+13.8%
Q4 2018-7.1%-4.1%-6.3%
Q3 2018-12.5%+0.3%-11.4%
Q2 2018-2.7%-2.6%-6.6%
Q1 2018+4.9%+5.6%+1.4%
Q4 2017-6.2%-4.4%-1.5%
Q3 2017-0.3%+1.4%+2.0%
Q2 2017+12.9%+11.6%+21.2%
Q1 2017+6.3%+4.9%+0.2%
Q4 2016+10.0%+13.9%-2.2%
Q3 2016+2.9%
Q2 2016+18.4%
Q1 2016+7.8%
Q4 2015+3.7%
Q3 2015-0.7%
Q2 2015+16.9%
Q1 2015+12.4%
Q4 2014+4.7%
Q3 2014+15.2%
Q2 2014+31.9%
Q1 2014+11.1%
Q4 2013+7.0%
Q3 2013-16.2%
Q2 2013+2.9%
Q1 2013+13.5%
Q4 2010-4.5%
Q4 2012-4.5%
Q3 2011-14.7%
Q3 2012-14.7%
Q2 2012+10.3%
Q4 2011-0.5%
Q2 2011-0.5%
Q1 2011-0.5%
Q1 2012-0.5%

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