NASDAQ$MPAA

Motorcar Parts of America Inc · Q4 2023 earnings

Q4 2023 earnings · · Investor relations

Briefing

Motorcar Parts of America reported record sales for fiscal 2023 fourth quarter and year.

Motorcar Parts of America reported an increase in net sales for the fiscal 2023 fourth quarter to a record $194.7 million, with a net income of $1.5 million, or $0.07 per diluted share.

  • Net sales for the fiscal 2023 fourth quarter increased 18.8 percent to a record $194.7 million.
  • Net income for the fiscal 2023 fourth quarter was $1.5 million, or $0.07 per diluted share.
  • Gross profit for the fiscal 2023 fourth quarter increased by 40.3 percent to $36.2 million.
  • Fiscal 2023 record sales benefited from the strength of products and customer relationships.

Headline financials

Total Revenue

$195M

Previous: $164M+18.8%
EPS (adj)

-$0.05

Previous: $0.25-120.0%
Capital Expenditures

$594K

Previous: $2.44M-75.6%
Free Cash Flow

-$920K

Previous: -$25.1M+96.3%
Net Income

$1.46M

Previous: -$322K+553.1%
Operating Income

$23.7M

Previous: $4.73M+402.3%
Gross Profit

$36.2M

Previous: $25.8M+40.3%
Cash & Equivalents

$11.6M

Previous: $23M-49.6%
Total Assets

$1.03B

Previous: $1.02B+1.3%
Stock-Based Comp

$1.16M

Previous: $1.83M-36.4%

Revenue & EPS history

MPA · Revenue · Quarterly

$195M

Q4 2023+18.8%vs Q4 2022
Beat estimate in 8 of 16 quarters(50%)
ActualEstimate

Forward guidance

Motorcar Parts of America expects net sales for its fiscal year ending March 31, 2024 to be between $720 million to $740 million, representing between 5.4 percent and 8.3 percent year-over-year growth. Operating income is expected to be between $60 million and $65 million, before the non-cash foreign exchange impact of lease liabilities and forward contracts, the non-cash impact of revaluation of cores on customers’ shelves, and supply chain disruptions.

Tailwinds

  • No customer or share losses in Fiscal 2023.
  • Ordering activity has resumed related to previous delays by a certain customer.
  • New brake-related business is now gaining momentum following certain customer change-over delays.
  • Better absorption of overhead costs with greater production and purchasing volume from increasing orders; and new business activity, with margin improvement expected to benefit.
  • Management is working with customers to address the impact of a sharply higher interest rate environment and customer vendor financing program costs.

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 2023

Historical avgQ4 2023

+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%

Discussion

Share your read of this quarter. Sign-in carries your eToro identity.

Join the conversation

Sign in with eToro to post your read of this quarter and vote on others'.

Sign in with eToro