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Motorcar Parts Of America (MPAA)
NASDAQ:MPAA
US Market

Motorcar Parts Of America (MPAA) Earnings Dates, Call Summary & Reports

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Earnings Data

Report Date
Jun 16, 2026
TBA (Confirmed)
Period Ending
2026 (Q4)
Consensus EPS Forecast
0.28
Last Year’s EPS
0.28
Same Quarter Last Year
Based on 0 Analysts Ratings

Earnings Call Summary

Q3 2026
Earnings Call Date:Feb 09, 2026|
% Change Since:
|
Earnings Call Sentiment|Neutral
The call conveyed a mixed but resilient picture: near-term performance was negatively affected by a material, one-customer sales disruption that drove a downward revision to fiscal 2026 sales guidance and caused a meaningful year-over-year gross margin contraction (24.1% → 19.6%). Offsetting this, the company demonstrated strong liquidity (~$146M), low leverage (net bank debt-to-EBITDA ~0.84), consistent cash generation, active share repurchases, sequential gross margin improvement within the year, secured new business commitments, and favorable long-term industry tailwinds (aging vehicle fleet and international demand). Management expects a rebound in the affected customer's orders and further margin improvement from operational efficiencies, tariff mitigation, and capacity utilization, while exploring strategic alternatives for a noncore EV emulator business.
Company Guidance
Management revised fiscal 2026 guidance to sales of $750–760 million and operating income of $72–79 million (depreciation & amortization ≈ $10 million), reflecting an estimated up-to‑$50 million reduction in sales tied to one large customer (company is conservatively modeling a ~15% store reduction); Q3 gross margin was 19.6% (vs. 24.1% a year ago; sequentially 18.0% in Q1 and 19.3% in Q2) with sequential gross‑margin improvement expected in Q4. For the 9‑month period the company generated $23.7 million cash, repurchased 669,472 shares for $8.4 million at an average $12.47, and reduced net bank debt to $70.5 million from $81.4 million, leaving total cash and availability of about $146 million as of December 31, 2025; trailing‑12‑month EBITDA was $68.1 million ($84.0 million before noncash/one‑time items), implying net bank debt/EBITDA ≈ 0.84. Management reiterated expectations for continued annual positive cash flow (trailing‑12‑month cash from operations ≈ $32.8 million; ~$60 million over the past two years, ≈ $3.06 per share), further gross‑margin accretion from better brake capacity utilization, tariff mitigation, relocations to lower‑cost facilities and other cost reductions, and plans to pursue additional share repurchases, debt reduction and strategic alternatives for the EV‑emulator business, with FY‑27 guidance to be provided at the year‑end call in June.
Strong Liquidity and Reduced Net Bank Debt
Total cash and availability of approximately $146 million as of December 31, 2025; net bank debt decreased by $10.9 million to $70.5 million (from $81.4 million) for the 9-month period.
Low Leverage (Net Bank Debt-to-EBITDA)
Trailing 12-month EBITDA before noncash and one-time items of $84.0 million versus net bank debt of $70.5 million, yielding a net bank debt-to-EBITDA ratio of ~0.84, indicating low financial leverage.
Positive Cash Generation and Historical Cash Flow
Generated $23.7 million cash for the 9-month period and approximately $32.8 million for trailing 12 months; approximately $60 million cash from operating activities over the past 2 years (~$3.06 per share on average).
Share Repurchase Activity
Repurchased 669,472 shares for $8.4 million during the 9-month period at an average price of $12.47, demonstrating shareholder return actions.
Sequential Gross Margin Improvement Trend
Gross margin improved sequentially during the fiscal year: Q1 18.0% → Q2 19.3% → Q3 19.6%, and management expects further gross margin expansion in Q4 driven by increased customer ordering and better capacity utilization.
New Business Commitments and Market Tailwinds
Secured numerous commitments for new business with more pending; favorable industry dynamics including rising average vehicle age in the U.S. to 12.8 years (from 12.5 in 2024) and increase in vehicles on road to 295.9 million (from 291.1 million), creating long-term replacement demand.
Growing International and Niche Business Opportunities
Increased aftermarket demand in Mexico (approx. 36 million vehicles, +2.8% YoY; average age 16.2 years); gaining importance in heavy-duty rotating electrical market; diagnostic JBT-1 installed base growing with additional service-related revenue expected; R&D investment in next-generation EV emulator with strategic alternatives being explored.

Motorcar Parts Of America (MPAA) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

MPAA Earnings History

Report Date
Fiscal Quarter
Forecast / EPS
Last Year's EPS
EPS YoY Change
Press Release
Slides
Play Transcript
Jun 16, 2026
2026 (Q4)
0.28 / -
0.28
Feb 09, 2026
2026 (Q3)
0.23 / 0.13
0.36-63.89% (-0.23)
Nov 10, 2025
2026 (Q2)
0.38 / 0.16
0.31-48.39% (-0.15)
Aug 11, 2025
2026 (Q1)
0.18 / 0.13
-0.33139.39% (+0.46)
Jun 09, 2025
2025 (Q4)
0.20 / 0.28
0.06366.67% (+0.22)
Feb 10, 2025
2025 (Q3)
0.43 / 0.36
-0.27233.33% (+0.63)
Nov 12, 2024
2025 (Q2)
- / 0.31
0.47-34.04% (-0.16)
Aug 08, 2024
2025 (Q1)
- / -0.33
0.05-760.00% (-0.38)
Jun 11, 2024
2024 (Q4)
0.16 / 0.06
-0.05220.00% (+0.11)
Feb 09, 2024
2024 (Q3)
0.08 / -0.27
0.21-228.57% (-0.48)
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed

MPAA Earnings-Related Price Changes

Report Date
Price 1 Day Before
Price 1 Day After
Percentage Change
Feb 09, 2026
$13.14$10.84-17.50%
Nov 10, 2025
$17.38$12.86-26.01%
Aug 11, 2025
$11.28$13.81+22.43%
Jun 09, 2025
$11.92$9.72-18.46%
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.

FAQ

When does Motorcar Parts Of America (MPAA) report earnings?
Motorcar Parts Of America (MPAA) is schdueled to report earning on Jun 16, 2026, TBA (Confirmed).
    What is Motorcar Parts Of America (MPAA) earnings time?
    Motorcar Parts Of America (MPAA) earnings time is at Jun 16, 2026, TBA (Confirmed).
      Where can I see when companies are reporting earnings?
      You can see which companies are reporting today on our designated earnings calendar.
        What companies are reporting earnings today?
        You can see a list of the companies which are reporting today on TipRanks earnings calendar.
          What is MPAA EPS forecast?
          MPAA EPS forecast for the fiscal quarter 2026 (Q4) is 0.28.

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