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MPMPAA

Motorcar Parts of America, Inc.

$MPAA·$261M·Auto - Parts·Consumer Cyclical
$13.79+1.8%YTD+10.3%1Y+13.8%
Mentions · last 7 days
2026-07-20: 0 posts2026-07-21: 25 posts2026-07-22: 0 posts2026-07-23: 0 posts2026-07-24: 0 posts2026-07-25: 3 posts2026-07-26: 0 posts280%
Price updated 2d ago·X counts updated 7h ago
MPMPAA
$MPAAMotorcar Parts of America, Inc.
$13.79+1.85%28 posts0%
AI analysisFundamentalsVoices on X
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AI verdict & sentimentAI analysisGenerated by AI from underlying data

Today's AI verdict on what's driving $MPAA, plus how loud the X conversation is and which way it's leaning.

AI analysis

TickerTalks’ read on the fundamentals and what’s driving the move.

Proven numbersWinding up for a moveAI verdict · as of 2026-07-25

Trading in a tight range and building pressure — a move looks likely soon, but the direction isn't clear yet.

Motorcar Parts just beat Q4 by 48% and closed the Centric Parts brake-brand acquisition — August 10 Q1 fiscal 2027 tests whether the brake-parts-diversification extends.

Motorcar Parts of America is a US-listed automotive-aftermarket parts remanufacturer producing electrical rotating components (alternators, starters) and, after the recent Centric Parts acquisition, brake-parts brands. Shares are up 10% year-to-date and 14% over twelve months at $13.79 slightly above the 50-day and 200-day moving averages, and August 10 Q1 fiscal 2027 earnings is the near-term catalyst.

  • The June 30 Centric Parts brake-brand acquisition is the defining event: a category-diversification tuck-in extending the electrical-rotating-parts business into the higher-value brake-parts vertical, and the fiscal 2027 revenue estimate ($800M) implies growth beyond Centric's contribution.
  • Q4 fiscal 2026 (March) was a big beat: revenue grew 9.9% YoY to $212M with 24% gross margin, and Q4 EPS of $0.49 beat the $0.33 estimate by 48% per the June 8 8-K — operating-margin expansion after a series of miss quarters (Q3 missed 47.8%, Q2 52.8%, Q1 66%).
  • The July 2 Joffe employment amendment (Amendment No. 7 to his May 2012 employment agreement) is a governance event extending long-term CEO commitment through the current transformation phase.
  • The June 23 Cook Form 3 (SVP Sales, Merchandising & Marketing) is a strategy signal adding a commercial-execution executive at a moment of category expansion (Centric brakes), strengthening go-to-market capacity ahead of the FY27 ramp.

August 10 Q1 fiscal 2027 earnings is the near-term hinge — a beat with continued revenue growth plus specific commentary on Centric Parts integration timeline, brake-parts commercial ramp attribution, and any operating-margin trajectory update is what could restart the tape toward $18+; a repeat mixed-quarterly-surprise pattern (like Q1-Q3 fiscal 2026) or a specific Centric-integration cost overhang is what would extend the year-to-date range-bound tape given the microcap illiquidity.

What to watch: August 10 Q1 fiscal 2027 earnings — the deciding numbers are Q1 revenue growth, Centric Parts integration timeline, brake-parts commercial ramp attribution, and operating-margin trajectory; repeat mixed-quarterly-surprise pattern or Centric-integration cost overhang is the sell tell.

On the calendar: 2026-08-10 — Q1 FY27 earnings

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What it does

Plain-English summary of the business — what they sell and how they make money.

Manufactures and remanufactures automotive alternators, starters, and brake parts for the US aftermarket, sold to retailers and distributors.

Industry overviewAI analysisGenerated by AI from underlying data

Where Auto - Parts sits in its cycle right now — and what that implies for $MPAA.

Auto - Parts · Consumer Cyclical

No material change from last week — solid-state batteries (QS) and advanced LiDAR (AEVA) are the enabling technology layer for next-generation EVs, while MOD's thermal management serves both AI..

What this means for $MPAA

Neutral — Manufactures and remanufactures automotive alternators, starters, and brake parts for the US aftermarket, sold to retailers and distributors; limited read-through from auto - parts macro dynamics to this specific revenue mix.

Industry benchmark

9-name peer basket
-1.6%YTD
-4.9%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
23.0How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
4.5%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
6.7%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
0.4%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
0.4Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
4.8%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
20.2%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
0.8Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q1 2026Jun 8, 2026$0.49$0.33+48.5%
Q4 2025Feb 9, 2026$0.12$0.23-47.8%
Q3 2025Nov 10, 2025$0.17$0.36-52.8%
Q2 2025Aug 11, 2025$0.17$0.50-66.0%
Next earningsMon, Aug 10·consensus EPS $0.20

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q4 FY26$212.3M+9.9%23.7%10.6%$0.51$-22.6M
Q3 FY26$167.7M-9.9%19.6%5.0%$0.09$-6.4M
Q2 FY26$221.5M+6.4%19.3%6.7%$-0.11$20.8M
Q1 FY26$188.4M+10.9%18.0%3.9%$0.16$9.2M

Forward consensus

5-year forecast · up to 2 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$753.6M$750.0M – $757.3M$0.75$0.75 – $0.752
FY27$800.0M$796.2M – $803.8M$1.74$1.73 – $1.751
FY28$861.0M$856.9M – $865.1M$1.89$1.88 – $1.901
FY29$904.0M$898.3M – $909.7M$2.06$2.05 – $2.072
FY30$1.0B$1.0B – $1.0B$1.51$1.50 – $1.521

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.0.5×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.51%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.+4.0%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.+8.2%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatLow float · 15.6M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today0.5% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.β1.145-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.

Insider activity

Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.

Recent transactions

SellJun 23Cook Jamie LeighSVP, Sales, Merch. & Mktg.14.1K sh$211KBuyFeb 12David BryanDirector1.0K sh$10K
+ 28 other (11 inkinds · 11 exempts · 6 awards) in window

See when $MPAA insiders are putting their own money in

  • Real-time open-market buys and sells from Form 4 filings
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SEC filings

Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.

Recent material filings

8-KMaterial agreementJul 28-K — Item 1.01: Material agreement
AI summary

Motorcar Parts of America and CEO/Chairman Selwyn Joffe executed Amendment No. 7 to his May 2012 employment agreement, extending the term two years to July 1, 2029 with a Board-approved salary increase. All other terms remain unchanged. Routine CEO contract extension.

3/ANew insider — initial holdingsJun 243/A
AI summary

Jamie Leigh Cook, SVP Sales, Merchandising & Marketing at Motorcar Parts of America, filed an amended Form 3/A on June 24, 2026 to add derivative securities omitted from the original June 23 filing. She holds RSUs vesting over 3 years (16,149 shares by 12/31/2028; 4,337 by 12/31/2027; 14,004 by 6/19/2029) and 14,004 performance PSUs tied to TSR vs. Russell 3000 and stock price targets of $16–$22+. Administrative correction — reveals meaningful unvested equity tied to performance thresholds.

3New insider — initial holdingsJun 233
AI summary

Form 3 filed by Cook Jamie Leigh (Other (specify below) SVP, Sales, Merch. & Mktg. 6. Individual or Joint/Group Filing (Check Applicable Line) X Form filed by One Reporting Person Form filed by More than One Reporting Person Table I - Non-Derivative Securities Beneficially Owned 1. Title of Security (Instr. 4) 2. Amount of Securities Beneficially Owned (Instr. 4) 3. Ownership Form: Direct (D) or Indirect (I) (Instr. 5) 4. Nature of Indirect Beneficial Ownership (Instr. 5) No securities beneficially owned. 0 D Table II - Derivative Securities Beneficially Owned (e.g., puts, calls, warrants, options, convertible securities) 1. Title of Derivative Security (Instr. 4) 2. Date Exercisable and Expiration Date (Month/Day/Year) 3. Title and Amount of Securities Underlying Derivative Security (Instr. 4) 4. Conversion or Exercise Price of Derivative Security 5. Ownership Form: Direct (D) or Indirect (I) (Instr. 5) 6. Nature of Indirect Beneficial Ownership (Instr. 5) Date Exercisable Expiration Date Title Amount or Number of Shares Explanation of Responses: Remarks: No securities beneficially owned. /s/ Jamie Leigh Cook 06/23/2026 ** Signature of Reporting Person Date Reminder: Report on a separate line for each class of securities beneficially owned directly or indirectly. * If the form is filed by more than one reporting person, see Instruction 5 (b)(v). ** Intentional misstatements or omissions of facts constitute Federal Criminal Violations See 18 U.S.C. 1001 and 15 U.S.C. 78ff(a). Note: File three copies of this Form, one of which must be manually signed. If space is insufficient, see Instruction 6 for procedure. Persons who respond to the collection of information contained in this form are not required to respond unless the form displays a currently valid OMB Number. * Form 3: SEC 1473 (03-26)) at MPAA on 2026-06-23. This initial statement of beneficial ownership reports the filer's securities holdings as required under Section 16(a). Filing is routine and indicates an insider's initial ownership disclosure following appointment or acquisition of 10%+ stake.

+ 9 other (4 13Gs · 2 earnings 8-Ks · 1 10-K · 1 SD) in window

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

Motorcar Parts of America Announces Purchase of Centric Parts Brake Brandsgurufocus.com·27d agoMotorcar Parts of America Announces Purchase of Centric Parts Brake Brandsbusinesswire.com·27d agoWhy Motorcar Parts of America Surged Nearly 35% Higher Todayfool.com·48d agoMotorcar Parts of America, Inc. (MPAA) Q4 2026 Earnings Call Transcriptseekingalpha.com·49d agoMotorcar Parts of America: Not Perfect, But Attractiveseekingalpha.com·49d ago

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Voices on X · last 7 days

No standout posts about $MPAA on X in the last 7 days.

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