Analyst Consensus ?
ConsensusHold28 ratings
Bullish1035.7%
Neutral1760.7%
Bearish13.6%
Magna International Inc. · MGA · FY2025 Q4 · Calendar Q1 2026
Magna sees 2026 margin gains, with costs and recalls in focus
Management's outlook pairs modest sales growth with expected margin expansion, supported by operational-excellence savings and new program launches. Whether those levers offset cost, recall and volume pressures is the central execution question.
Reported Before market openNYSEConsumer Cyclical
$16.94B market cap
100quality score
Earnings scorecard
Reported versus consensus
Reported EPS
$2.18
Consensus $1.81
EPS surprise
+20.4%
Reported versus consensus
Reported revenue
$10.77B
Consensus $10.63B
Revenue surprise
+1.3%
Reported versus consensus
Market reaction
prior-close to event-session close
Stock move
+18.9%
Event window
SPY move
+0.1%
Same window
Abnormal move
+18.8%
Stock minus SPY
Volume
4.7×
Versus trailing sessions
Subsequent drift
-18.4%
Up to 20 sessions
MGASPY benchmark
Ask FN2 about MGA FY2025 Q4
Transcript, numbers and history already loaded
Why did MGA rise 18.9% after beating EPS estimates in FY2025 Q4?What changed in MGA's guidance and outlook in FY2025 Q4?Give me the bull and bear case for MGA after FY2025 Q4 earnings.
Free account. Your question opens in FN2 with this report's transcript and numbers attached.
Transcript intelligence
What changed
The FY2025 Q4 call described a 2026 plan built around continued operational-excellence gains, launches with Chinese OEMs and AI-enabled safety work. Management maintained its outlook; cost increases, recall exposure and program roll-offs remain important counterweights.
Guidance delta
Management maintained its 2026 outlook for 0–3.5% sales growth, 40–100 basis points of adjusted EBIT-margin expansion, adjusted EPS of $6.25–$7.25, and free cash flow of $1.6–$1.8 billion.
Key takeaways
- Management expects operational-excellence initiatives to add 35–40 basis points of margin in 2026 and described them as a multi-year tailwind.
- New launches with Xiaopeng and GAC and AI-powered active-safety collaboration were identified as growth and investment areas.
- The outlook combines modest sales growth with margin expansion and higher planned capital spending.
- Management emphasized continued share repurchases and a dividend increase; margin delivery remains subject to cost and recall risks.
Management priorities
- Scale AI-supported scheduling, quality control and condition monitoring, and extend digital architecture across divisions.
- Execute new assembly programs for Xiaopeng and GAC in Graz.
- Continue share repurchases under the NCIB and invest in EV-related opportunities.
Follow MGA with an agent that reads every filing, transcript, and price print. Free to start.
Try FN2 freeEarnings History
Estimate
Beat
Miss
Match
Analyst 52W Price Targets
$65.52Current
$38Low
$70.4Average
$105High
Latest persisted target per named analyst; persisted current price from FN2's market snapshot as of Nov 2, 2026. Not an FN2 forecast.
Firm-level rating actions
FMP grade actions identify the grading firm, not a named analyst.
| Firm | Rating | Prior rating | Action | Date |
|---|---|---|---|---|
| CIBC | Neutral | Outperform | Downgrade | Oct 21, 2026 |
| Morgan Stanley | Equal Weight | Equal Weight | Maintain | Oct 15, 2026 |
| RBC Capital | Sector Perform | Sector Perform | Maintain | Oct 12, 2026 |
| Barclays | Equal Weight | Equal Weight | Maintain | Oct 9, 2026 |
| BMO Capital | Market Perform | Outperform | Downgrade | Sep 18, 2026 |
| JP Morgan | Neutral | Overweight | Downgrade | Sep 15, 2026 |
| Evercore ISI Group | In Line | In Line | Maintain | Aug 4, 2026 |
| Wells Fargo | Equal Weight | Equal Weight | Maintain | Aug 3, 2026 |
| Scotiabank | Sector Outperform | Sector Outperform | Maintain | Aug 3, 2026 |
| UBS | Neutral | Neutral | Maintain | Jul 9, 2026 |
| Citigroup | Neutral | Neutral | Maintain | Jun 4, 2026 |
| Goldman Sachs | Sell | Sell | Maintain | Apr 14, 2026 |
| TD Securities | Buy | Buy | Maintain | Feb 17, 2026 |
| B of A Securities | Neutral | Neutral | Maintain | Jun 16, 2025 |
| Raymond James | Market Perform | Market Perform | Maintain | Feb 18, 2025 |
| Exane BNP Paribas | Outperform | Neutral | Upgrade | Jul 1, 2024 |
| CFRA | Hold | Sell | Upgrade | May 5, 2023 |
| Benchmark | Buy | Buy | Maintain | Nov 8, 2022 |
| Credit Suisse | Outperform | Outperform | Maintain | May 2, 2022 |
| Keybanc | Overweight | Overweight | Maintain | Apr 21, 2021 |
| Seaport Global | Buy | Buy | Maintain | Apr 16, 2019 |
| Deutsche Bank | Buy | Buy | Maintain | Feb 23, 2018 |
| Bank of America | Buy | Underperform | Upgrade | Oct 18, 2017 |
| Edward Jones | Hold | Buy | Downgrade | Jul 26, 2017 |
| Macquarie | Neutral | Outperform | Downgrade | Nov 9, 2016 |
| Susquehanna | Neutral | Neutral | Maintain | Dec 23, 2015 |
| Canaccord Genuity | Buy | Hold | Upgrade | Jan 15, 2015 |
| Guggenheim | Neutral | Neutral | Maintain | Dec 21, 2012 |
Named analyst price targets
Upside is calculated against the persisted current price $65.52. FMP does not supply a rating on these named-analyst rows.
| Firm | Analyst | 52W target | Price when posted | Upside | Date |
|---|---|---|---|---|---|
| CIBC | Analyst unavailable | $70 | $66.39 | +6.8% | Oct 21, 2026 |
| Morgan Stanley | Andrew Percoco | $68 | $65.75 | +3.8% | Oct 15, 2026 |
| RBC Capital | Tom Narayan | $68 | $63.56 | +3.8% | Oct 12, 2026 |
| Barclays | Dan Levy | $70 | $63.82 | +6.8% | Oct 9, 2026 |
| BMO Capital | Analyst unavailable | $70 | $64.82 | +6.8% | Sep 18, 2026 |
| Morgan Stanley | Andrew Percoco | $69 | $70.75 | +5.3% | Aug 18, 2026 |
| Barclays | Analyst unavailable | $68 | $67.82 | +3.8% | Aug 7, 2026 |
| Evercore ISI | Analyst unavailable | $70 | $68.93 | +6.8% | Aug 4, 2026 |
| Scotiabank | Jonathan Goldman | $78 | $68.78 | +19.0% | Aug 3, 2026 |
| RBC Capital | Analyst unavailable | $69 | $69.02 | +5.3% | Aug 3, 2026 |
| TD Securities | Analyst unavailable | $80 | $68.66 | +22.1% | Aug 3, 2026 |
| Goldman Sachs | Mark Delaney | $55 | $68.6 | -16.1% | Aug 1, 2026 |
| Scotiabank | Jonathan Goldman | $74 | $66.88 | +12.9% | Jul 20, 2026 |
| RBC Capital | Analyst unavailable | $66 | $64.48 | +0.7% | Jul 13, 2026 |
| UBS | Analyst unavailable | $64 | $64.4 | -2.3% | Jul 9, 2026 |
| Veritas Investment Research | Analyst unavailable | $68 | $58.99 | +3.8% | May 4, 2026 |
| TD Securities | Brian Morrison | $76 | $59.51 | +16.0% | May 4, 2026 |
| Scotiabank | Analyst unavailable | $72 | $62.2 | +9.9% | Apr 23, 2026 |
| Goldman Sachs | Analyst unavailable | $52 | $58.26 | -20.6% | Apr 14, 2026 |
| UBS | Analyst unavailable | $62 | $58.26 | -5.4% | Apr 14, 2026 |
| Morgan Stanley | Andrew Percoco | $65 | $67.13 | -0.8% | Feb 18, 2026 |
| CIBC | Analyst unavailable | $76 | $66.82 | +16.0% | Feb 18, 2026 |
| Scotiabank | Jonathan Goldman | $69 | $65.4 | +5.3% | Feb 17, 2026 |
| TD Securities | Brian Morrison | $75 | $65.67 | +14.5% | Feb 17, 2026 |
| Evercore ISI | Analyst unavailable | $66 | $68.73 | +0.7% | Feb 17, 2026 |
| Goldman Sachs | Analyst unavailable | $49 | $67.11 | -25.2% | Feb 17, 2026 |
| Barclays | Analyst unavailable | $67 | $68.73 | +2.3% | Feb 17, 2026 |
| Wells Fargo | Colin Langan | $69 | $68.73 | +5.3% | Feb 16, 2026 |
| Scotiabank | Jonathan Goldman | $57 | $53.74 | -13.0% | Jan 27, 2026 |
| Barclays | Dan Levy | $58 | $53.41 | -11.5% | Jan 23, 2026 |
| Goldman Sachs | Mark Delaney | $68 | $56.53 | +3.8% | Jan 15, 2026 |
| UBS | Analyst unavailable | $61 | $56.96 | -6.9% | Jan 14, 2026 |
| Wells Fargo | Analyst unavailable | $58 | $56.21 | -11.5% | Jan 12, 2026 |
| Morgan Stanley | Analyst unavailable | $54 | $49.16 | -17.6% | Dec 8, 2025 |
| Evercore ISI | Analyst unavailable | $52 | $47.95 | -20.6% | Nov 24, 2025 |
| BMO Capital | Tamy Chen | $52 | $48.3 | -20.6% | Nov 3, 2025 |
| Scotiabank | Analyst unavailable | $47 | $44.65 | -28.3% | Oct 17, 2025 |
| Evercore ISI | Analyst unavailable | $47 | $44.13 | -28.3% | Oct 13, 2025 |
| RBC Capital | Analyst unavailable | $47 | $43.84 | -28.3% | Oct 10, 2025 |
| Barclays | Dan Levy | $52 | $44.54 | -20.6% | Oct 10, 2025 |
| UBS | Analyst unavailable | $49 | $49.63 | -25.2% | Oct 6, 2025 |
| Wells Fargo | Colin Langan | $45 | $48.5 | -31.3% | Oct 3, 2025 |
| Goldman Sachs | Analyst unavailable | $42 | $46.62 | -35.9% | Sep 29, 2025 |
| TD Securities | Analyst unavailable | $52 | $41.77 | -20.6% | Aug 5, 2025 |
| Scotiabank | Jonathan Goldman | $44 | $41.88 | -32.8% | Jul 14, 2025 |
| CIBC | Krista Friesen | $38 | $33.28 | -42.0% | May 5, 2025 |
| Barclays | Dan Levy | $37 | $32.32 | -43.5% | Apr 15, 2025 |
| Morgan Stanley | Analyst unavailable | $40 | $35.33 | -38.9% | Mar 3, 2025 |
| Raymond James | Michael Glen | $50 | $37.85 | -23.7% | Feb 18, 2025 |
| CIBC | Krista Friesen | $47 | $39.11 | -28.3% | Aug 6, 2024 |
| Wells Fargo | Colin Langan | $43 | $40.43 | -34.4% | Aug 4, 2024 |
| Barclays | Dan Levy | $55 | $44.45 | -16.1% | Jul 16, 2024 |
| Scotiabank | Jonathan Goldman | $52 | $42.31 | -20.6% | Jul 5, 2024 |
| Morgan Stanley | Adam Jonas | $60 | $46.4 | -8.4% | May 10, 2024 |
| TD Securities | Brian Morrison | $62 | $46.4 | -5.4% | May 6, 2024 |
| BMO Capital | Tamy Chen | $60 | $46.62 | -8.4% | May 6, 2024 |
| Evercore ISI | Chris McNally | $62 | $49.84 | -5.4% | Apr 15, 2024 |
| RBC Capital | Tom Narayan | $55.86 | $55.92 | -14.7% | Feb 14, 2023 |
| BMO Capital | Analyst unavailable | $74 | $64.94 | +12.9% | Feb 1, 2023 |
| Wells Fargo | Analyst unavailable | $60 | $56.46 | -8.4% | Dec 21, 2022 |
| Citigroup | Analyst unavailable | $62 | $50.13 | -5.4% | Sep 28, 2022 |
| Morgan Stanley | Adam Jonas | $79 | $61.05 | +20.6% | Jul 23, 2022 |
| Wells Fargo | Analyst unavailable | $77 | $55.39 | +17.5% | Jul 11, 2022 |
| Goldman Sachs | Analyst unavailable | $72 | $64.92 | +9.9% | Jun 1, 2022 |
| Barclays | Analyst unavailable | $64 | $60.77 | -2.3% | May 3, 2022 |
| RBC Capital | Joseph Spak | $79 | $60.77 | +20.6% | May 3, 2022 |
| Credit Suisse | Analyst unavailable | $78 | $58.91 | +19.0% | May 2, 2022 |
| Wells Fargo | Analyst unavailable | $72 | $59.63 | +9.9% | May 2, 2022 |
| Citigroup | Analyst unavailable | $77 | $60.27 | +17.5% | May 2, 2022 |
| Citigroup | Itay Michaeli | $81 | $61.27 | +23.6% | Apr 9, 2022 |
| Credit Suisse | Dan Levy | $100 | $76.16 | +52.6% | Feb 14, 2022 |
| Bank of America Securities | John Murphy | $105 | $84.94 | +60.3% | Jan 6, 2022 |
| TD Securities | Brian Morrison | $98 | $82.2 | +49.6% | Oct 21, 2021 |
| CIBC | Kevin Chiang | $101.86 | $78.3 | +55.5% | Oct 5, 2021 |
| Evercore ISI | Chris McNally | $110 | $82.32 | +67.9% | Aug 6, 2021 |
| KeyBanc | James Picariello | $105 | $94.16 | +60.3% | Apr 21, 2021 |
Track every rating change on MGA the moment it posts. Free to start.
Start freeCompany context
Snapshot as of publicationBased in Aurora, Canada, and established in 1957, Magna International Inc. operates as a leading global partner to the automotive industry. The company specializes in the conceptualization, development, and production of an extensive range of components, integrated systems, and complete modules, serving original equipment manufacturers of passenger vehicles and light trucks across the globe. Its comprehensive activities are structured into four key business segments: The Body Exteriors & Structures division focuses on foundational vehicle architecture. This includes essential body and chassis elements, exterior trims, and roof systems, along with advanced battery enclosures. This segment also provides specialized engineering and testing capabilities, delivering products such as bumper fascia, integrated front-end modules, liftgate assemblies, active aerodynamic components, specialized automotive glass, running boards, truck bed access systems, and side door structures.…
Historical context
All MGA earningsConsumer Cyclical peers this season
Latest reports in the same sector| Company | Quarter | EPS surprise | Market move | Headline |
|---|---|---|---|---|
| MAR Marriott International, Inc. | FY2026 Q3 · Calendar Q4 2026 | — | +4.4% | Marriott lifts 2026 RevPAR outlook after Q3 growth |
| H Hyatt Hotels Corporation | FY2026 Q3 · Calendar Q4 2026 | +67.1% | +6.3% | Hyatt raises RevPAR and fee-growth outlook after strong Q3 |
| LTH Life Time Group Holdings, Inc. | FY2026 Q3 · Calendar Q4 2026 | +25.9% | +5.1% | Life Time Group Raises Guidance as Growth Broadens |
| SBUX Starbucks Corporation | FY2026 Q4 · Calendar Q4 2026 | +11.3% | -1.7% | Starbucks posts resilient comps and sets FY27 margin targets |
Latest beats and misses
Who reports nextBeat on EPS
- SNYFY2026 Q3 · October 30, 2026+30.8% EPS+2.8% move
- CHDFY2026 Q3 · October 30, 2026+2.2% EPS+1.2% move
- AZNFY2026 Q3 · October 30, 2026+7.3% EPS+7.0% move
- FRTFY2026 Q3 · October 30, 2026+3.9% EPS-1.1% move
- CVXFY2026 Q3 · October 30, 2026+8.4% EPS+1.8% move
- BTSGFY2026 Q3 · October 30, 2026+14.2% EPS+11.1% move
Missed on EPS
- GLPIFY2026 Q3 · October 29, 2026-11.5% EPS-1.3% move
- LYBFY2026 Q3 · October 30, 2026-1.2% EPS+5.0% move
- CCJFY2026 Q3 · October 30, 2026-101.4% EPS-7.9% move
- VALEFY2026 Q3 · October 29, 2026-24.6% EPS+1.9% move
- PINSFY2026 Q3 · October 29, 2026-5.4% EPS-2.8% move
- DLR-PLFY2026 Q3 · October 29, 2026-8.4% EPS— move
Get the MGA recap when the next report posts
One email per quarter with the scorecard, the market reaction and what changed on the call. No account needed.
Sources
- Earnings call transcript and parsed analysis · 2026-05-11T10:29:34.698584+00:00
- FN2 earnings calendar · 2026-07-26T00:37:12.209961+00:00
- Polygon adjusted daily market bars · 2026-11-02T20:40:45.546989+00:00
- Financial Modeling Prep analyst price-target consensus and quote snapshot · 2026-11-02T20:40:45.544239+00:00
Methodology
Reported and consensus figures come from FN2's earnings event records. Market reaction and volume are calculated from daily adjusted bars around the event; abnormal move subtracts the SPY move over the same window.
Analyst target low, average, and high values are derived at request time from each named analyst's latest persisted FMP target. The current-price marker comes from FN2's persisted market snapshot. They are sell-side estimates, not an FN2 valuation or recommendation.
Transcript intelligence is a structured synthesis of the current and prior earnings-call analyses. Missing values stay missing and are never estimated.
By FN2 Research · Updated · As of 2026-11-02. For educational purposes only; not investment advice.