NYSE$MGA

Magna International Inc · Q4 2025 earnings

Q4 2025 earnings · · Before market open · Investor relations

Briefing

Magna reported higher revenue and adjusted earnings in Q4 2025, while posting a net loss due to impairment charges.

Magna generated revenue growth and strong adjusted EBIT expansion in Q4 2025, but recorded a net loss driven by a $591 million non-cash impairment charge. Adjusted diluted EPS increased significantly year-over-year and free cash flow remained robust.

  • Revenue increased to 10848000000 with growth across key segments.
  • Adjusted EBIT rose to 814000000 with margin expansion.
  • Net loss of -1000000 was driven by a large non-cash impairment.
  • Free cash flow remained strong at 1347000000.

Headline financials

Total Revenue

$10.8B

Previous: $10.6B+2.1%
EPS (adj)

$2.18

Previous: $1.69+29.0%
Adjusted EBIT

$814M

Previous: $689M+18.1%
Adjusted EBIT Margin

7.5%

Previous: 6.2%+21.0%
Cash from Operations

$1.98B

Previous: $1.91B+3.8%
Dividends Paid

$135M

Previous: $133M+1.5%
Net Income

-$1M

Previous: $203M-100.5%
Operating Income

$114M

Previous: $381M-70.1%

Revenue & EPS history

Magna · Revenue · Quarterly

$10.8B

Q4 2025+2.1%vs Q4 2024
Beat estimate in 10 of 13 quarters(77%)
ActualEstimate

Forward guidance

For 2026, Magna expects solid sales performance, sustained margin progress, and strong free cash flow generation.

Tailwinds

  • Total sales expected between 41900000000 and 43500000000.
  • Adjusted EBIT margin projected between 6.0% and 6.6%.
  • Adjusted diluted EPS expected between 6.25 and 7.25.
  • Free cash flow forecast between 1600000000 and 1800000000.
  • Plan to repurchase approximately 22000000 shares under existing authorization.

Headwinds

  • Outlook excludes potential tariff rate changes.
  • Exposure to global light vehicle production volatility.
  • Potential impact from EV program deferrals and cancellations.
  • Ongoing warranty and recall risk exposure.
  • Macroeconomic and geopolitical uncertainties.

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 2025

Historical avgQ4 2025

+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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