NASDAQ$MPAA

Motorcar Parts of America Inc · Q4 2021 earnings

Q4 2021 earnings · · Investor relations

Briefing

MPA achieved record sales and strong profitability for the fourth quarter.

Motorcar Parts of America reported record sales for the quarter and fiscal year with strong profitability, despite the impact of the COVID-19 pandemic. Net sales increased by 11.5 percent to a record $168.1 million, and net income was $835,000, or $0.04 per diluted share, compared to a net loss of $8.2 million, or $0.43 per share, in the same quarter last year.

  • Net sales for the fiscal 2021 fourth quarter increased 11.5 percent to a record $168.1 million from $150.7 million.
  • Net income for the fiscal 2021 fourth quarter was $835,000, or $0.04 per diluted share, compared with a net loss of $8.2 million, or $0.43 per share, a year ago.
  • Gross profit for the fiscal 2021 fourth quarter was $32.1 million compared with $36.6 million a year earlier.
  • Net cash used in operating activities was $16.4 million for the fiscal 2021 fourth quarter.

Headline financials

Total Revenue

$168M

Previous: $151M+11.5%
EPS (adj)

$0.74

Previous: $0.59+25.4%
EBITDA

$8.52M

No prior period
Capital Expenditures

$1.9M

Previous: $3.31M-42.6%
Free Cash Flow

-$18.3M

Previous: $19.9M-192.0%
Net Income

$835K

Previous: -$8.19M+110.2%
Operating Income

$5.47M

Previous: -$5.49M+199.6%
Gross Profit

$32.1M

Previous: $36.6M-12.2%
Cash & Equivalents

$15.5M

Previous: $49.6M-68.7%
Total Assets

$848M

Previous: $777M+9.1%
Stock-Based Comp

$1.49M

Previous: $1.03M+44.6%

Revenue & EPS history

MPA · Revenue · Quarterly

$168M

Q4 2021+11.5%vs Q4 2020
Beat estimate in 8 of 15 quarters(53%)
ActualEstimate

Forward guidance

Given the ongoing global pandemic and near-term related considerations, the company believes it is still not prudent at this time to provide specific annual sales and gross margin guidance. However, the company is encouraged by continued strong customer demand for its aftermarket parts and is guardedly optimistic about near and long-term opportunities.

Tailwinds

  • Continuing to execute strategic plans for growth and profitability.
  • Strong customer demand for aftermarket parts.
  • Resilient industry and company performance.
  • Long-term opportunities as an essential supplier in the hard parts industry.
  • Evolving provider to the fast-growing electric vehicle and aerospace markets.

Headwinds

  • Ongoing global pandemic.
  • Near-term related considerations.
  • Not prudent to provide specific annual sales guidance.
  • Not prudent to provide specific gross margin guidance.
  • Unspecified risks and uncertainties as detailed in the company's Form 10-K and Forms 10-Q.

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 Q4 2021

Historical avgQ4 2021

+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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