NYSE$MGA

Magna International Inc · Q4 2024 earnings

Q4 2024 earnings · · Before market open · Investor relations

Briefing

Magna reported a slight revenue increase and strong adjusted earnings growth in Q4 2024.

Magna International posted a 1.66% year-over-year revenue increase in Q4 2024, reaching $10.63 billion. Adjusted EBIT surged 23.48% due to operational efficiencies, while net income declined by 25.09% YoY. The company faced headwinds from lower production volumes and foreign currency impacts but continued to focus on margin expansion and cash flow generation.

  • Revenue grew 1.66% YoY to $10.63 billion, in line with global vehicle production.
  • Adjusted EBIT rose 23.48% to $689 million, reflecting cost efficiencies.
  • Net income fell 25.09% YoY to $203 million due to lower volumes and FX impacts.
  • Magna raised its quarterly dividend to $0.485 per share, marking 15 consecutive years of increases.

Headline financials

Total Revenue

$10.6B

Previous: $10.5B+1.7%
EPS (adj)

$1.69

Previous: $1.33+27.1%
Adjusted EBIT

$689M

No prior period
Adjusted EBIT Margin

6.2%

No prior period
Cash from Operations

$1.91B

No prior period
Dividends Paid

$133M

No prior period
Capital Expenditures

-$670M

Previous: -$1.42B+52.9%
Net Income

$203M

Previous: $271M-25.1%
Operating Income

$381M

Previous: $524M-27.3%
Gross Profit

$1.15B

Previous: $1.09B+5.6%

Revenue & EPS history

Magna · Revenue · Quarterly

$10.6B

Q4 2024+1.7%vs Q4 2023
Beat estimate in 10 of 13 quarters(77%)
ActualEstimate

Forward guidance

Magna expects 2025 revenue between $38.6 billion and $40.2 billion, with a slight EBIT margin contraction. Growth is anticipated in 2026, driven by cost efficiencies and segment expansion.

Tailwinds

  • 2026 sales forecasted to grow to $40.5B-$42.6B.
  • Adjusted EBIT margin expected to expand to 6.5%-7.2% by 2026.
  • Cost control measures improving profitability.
  • Free cash flow expected to exceed $1.5B by 2026.
  • Continued dividend increases and share repurchases.

Headwinds

  • 2025 revenue expected to decline slightly due to FX and lower production.
  • EBIT margin for 2025 projected at 5.3%-5.8%, down from 6.48% in Q4 2024.
  • Complete vehicle segment projected to decline in 2025.
  • Macroeconomic and geopolitical uncertainties remain a risk.
  • Potential disruptions from EV adoption volatility and OEM program changes.

Historical earnings impact

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

Avg. return before/after earnings

Based on 20 quarterly earnings reports · overlaid with Q4 2024

Historical avgQ4 2024

+1.6%

Avg return

Earnings day

+0.8%

Avg return

5 days after

-0.6%

Avg return

30 days after

61%

30 / 49 earnings

Positive

+18.9%

Q4 2025

Best reaction

-13.4%

Q4 2022

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026-4.4%+3.7%+11.9%
Q4 2025+18.9%+15.6%-4.8%
Q3 2025+10.3%+11.8%+9.4%
Q2 2025+0.8%+2.4%+12.0%
Q1 2025-5.8%-4.7%+3.6%
Q4 2024-4.6%-3.8%-8.2%
Q4 2023-5.2%-7.8%-7.1%
Q3 2023+8.6%+5.6%+13.5%
Q2 2023-3.1%-5.9%-6.5%
Q1 2023+8.7%+4.8%+1.9%
Q4 2022-13.4%-12.4%-18.7%
Q3 2022+2.4%+0.3%+11.0%
Q2 2022+0.6%+1.5%-7.6%
Q1 2022-2.7%+0.6%+2.4%
Q4 2021-5.4%-1.5%-28.2%
Q3 2021+1.6%-0.6%-8.2%
Q2 2021-0.4%+2.8%-4.8%
Q1 2021+4.9%-0.5%+10.5%
Q4 2020+15.0%+15.1%+21.7%
Q3 2020+9.0%+8.5%+14.7%
Q2 2020+3.0%+8.7%-0.8%
Q1 2020+8.9%+3.0%+28.4%
Q4 2019-5.3%-10.7%-50.7%
Q3 2019-1.9%-2.7%-5.4%
Q2 2019+2.8%+3.1%+7.0%
Q1 2019-11.1%-15.0%-15.9%
Q4 2018+1.6%+0.7%-9.8%
Q3 2018-0.2%-0.3%-8.3%
Q2 2018-9.1%-10.4%-12.1%
Q1 2018+3.9%+7.2%+8.6%
Q4 2017+2.2%+2.7%-3.8%
Q3 2017-0.7%-1.1%+5.2%
Q2 2017-1.3%+0.6%+3.8%
Q1 2017+5.2%+6.8%+6.3%
Q4 2016-3.1%-3.7%-5.5%
Q3 2016-2.8%-0.3%+5.3%
Q2 2016+5.0%+5.9%+7.3%
Q1 2016+3.2%
Q4 2015+9.4%
Q3 2015-8.7%
Q2 2015+1.3%
Q1 2015+7.5%
Q4 2014+6.6%
Q4 2013+7.8%
Q4 2012+3.9%
Q4 2011+1.8%
Q4 2009+1.8%
Q4 2010+1.8%
Q2 2010+10.6%

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