Motorcar Parts of America
MPAA
$13.25 3.99%
Exchange: NASDAQ | Sector: Consumer Cyclical | Industry: Auto Parts
Q2 2025
Published: Nov 12, 2024

Earnings Highlights

  • Revenue of $208.19M up 5.9% year-over-year
  • EPS of $-0.15 decreased by 50.2% from previous year
  • Gross margin of 19.8%
  • Net income of -2.95M
  • ""We are gratified by our continued record sales performance for the quarter and six months. We were excited by the opportunities we see on the horizon and remain optimistic about the second half of fiscal 2025 and achieving our full-year targets."" - Selwyn Joffe
MPAA
Motorcar Parts of America Inc

Executive Summary

MPAA reported revenue of $208.2 million for the fiscal 2025 second quarter (Q2), marking a 5.9% year-over-year increase, and delivered a record gross profit of $41.3 million with a gross margin of 19.8%. However, net income declined to a net loss of $3.0 million (EPS -0.15) due to non-cash items and one-time expenses that pressured margins in the quarter. The company generated $22.9 million of operating cash flow and reduced net bank debt by $22 million, underscoring meaningful cash generation even as GAAP results show ongoing profitability headwinds. Management attributes the near-term margin dynamics to non-cash core amortization, onboarding and transition costs related to strategic relocations, and foreign exchange mark-to-market effects tied to Mexican leases and peso-denominated contracts. The ramp of break-related products and ongoing expansion of diagnostic testing are highlighted as key growth pillars, alongside a strategic plan to introduce at least 800 new part numbers per year and to scale diagnostic equipment revenue toward a $100 million target over the next three years. Management also signaled a more favorable outlook for interest rates, which they expect to improve profitability going forward. Overall, MPAA maintains an optimistic long-term growth trajectory anchored by non-discretionary aftermarket parts, a broad product portfolio, and geographic expansion, but near-term profitability remains challenged by FX and non-cash accounting items. Esteemed management commentary points to margin accretion from higher mix in non-discretionary segments and ongoing cost-reduction initiatives as catalysts for improvement in H2 FY2025 and beyond.

Key Performance Indicators

Revenue
Increasing
208.19M
QoQ: 22.54% | YoY: 5.87%
Gross Profit
Increasing
41.28M
19.83% margin
QoQ: 41.49% | YoY: 0.31%
Operating Income
Decreasing
12.52M
QoQ: 293.93% | YoY: -10.17%
Net Income
Decreasing
-2.95M
QoQ: 83.67% | YoY: -50.87%
EPS
Decreasing
-0.15
QoQ: 83.70% | YoY: -50.15%

Revenue Trend

Margin Analysis

Historical Earnings Comparison

PeriodRevenue ($M)EPS ($)YoY GrowthReport
Q2 2026 221.47 -0.11 +30.4% View
Q1 2026 188.36 0.15 -0.6% View
Q3 2025 186.18 0.11 +8.3% View
Q2 2025 208.19 -0.15 +5.9% View
Q1 2025 169.89 -0.92 +6.4% View