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Magna (MGA) Earnings Lag Estimates in Q1, Revenues Beat

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Magna International Inc. (MGA - Free Report) delivered adjusted earnings per share of $1.63 in first-quarter 2019, missing the Zacks Consensus Estimate of $1.73. Further, the bottom line was lower than the year-ago quarter’s figure of $1.84.

Revenues decreased 2% year over year to $10.6 billion. However, the top line surpassed the Zacks Consensus Estimate of $10.5 billion. This plunge in sales was due to a 7% decline in global light-vehicle production, which includes a 17% slump in China, and 3% decline in North America and Europe each.

Adjusted EBIT declined to $720 million from the year-ago figure of $875 million.

Magna International Inc. Price, Consensus and EPS Surprise

 

Segmental Performances

Revenues at the Body Exteriors & Structures segment decreased 3% year over year to $4.3 billion in the reported quarter. Adjusted EBIT rose to $363 million from the prior-year quarter’s figure of $343 million.

Revenues at the Power & Vision segment decreased 1% year over year to $3.1 billion. Adjusted EBIT declined to $216 million from $359 million in first-quarter 2018.

Revenues from the Seating Systems segment declined 3% year over year to $1.43 billion in the quarter under review. Adjusted EBIT declined to $94 million from $130 million recorded in the prior year.

Revenues at the Complete Vehicles segment increased 16% year over year to $1.93 billion. Adjusted EBIT increased to $28 million from $19 million in first-quarter 2018.

Financials

Magna had $925 million of cash and cash equivalents as of Mar 31, 2019, compared with $684 million as of Dec 31, 2018. It had long-term debt of $3.1 billion as of Mar 31, 2019, similar to the figure recorded as of Dec 31, 2018.

At the end of first-quarter 2019, the company’s cash flow from operations was $594 million in comparison with $577 million recorded in the first quarter of 2018.

Capital Deployment

Magna’s board of directors announced a dividend of 36.5 cents per share for the first quarter that led to a $119-million payment. This dividend will be paid on Jun 7, 2019, to shareholders of record as of May 24, 2019.

During the reported quarter, the company repurchased 5.6 million shares for $284 million.

Zacks Rank & Stocks to Consider

Magna currently carries a Zacks Rank #3 (Hold). A few better-ranked stocks in the broader auto sector are Cummins Inc. (CMI - Free Report) , Gentex Corporation (GNTX - Free Report) and LCI Industries (LCII - Free Report) , each currently carrying a Zacks Rank #2 (Buy). You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.

Cummins has an expected long-term growth rate of 8.4%. The stock has gained 11.6% in the past three months.

LCI has an expected long-term growth rate of 16%. The stock has gained 13.5% in the past three months.

Fox Factory has an expected long-term growth rate of 16.4%. Over the past three months, shares of the company have gained 20.6%.

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