Stock daily read

What happened with MPAA today?

Why it moved
Explains possible causes using the day’s news and filings
Moving with the market?
Uses market moves and trading volume to assess what drove the change
What to watch next
The next thing that could change the call, and what to look for

No read yet

Uses news and trading volume to explain the day’s move and how it relates to the market.

Investment outlook

MPAA in three months: buy, wait or sell?

Stop guessing. Get the call, a three-month target price, the best and worst cases, and a source for every claim.

In the report
  • Buy / Wait / Sell rating
  • 3-month target price
  • Bear · Base · Bull
  • vs. the market

Company

Company overview

Motorcar Parts of America supplies parts used to replace worn or failed vehicle components, predominantly in the United States. Alternators and starters generate most of its sales, with brake-related products providing the next-largest share. Buyers include Advance Auto Parts, AutoZone, Genuine Parts (NAPA), and O’Reilly Auto Parts, which serve drivers doing their own repairs and professional installers.

Most products are remanufactured: the company takes used parts returned by customers or bought from brokers, dismantles and cleans them, replaces worn components, and tests the rebuilt units. It sells products under customers’ private labels and its own brands, including Quality-Built and Pure Energy. This process depends on a continuing supply of usable old parts; not every returned unit can be rebuilt.

Its three largest customers provide most of its revenue, and the largest alone supplies a substantial share. Long-term agreements often make it the exclusive or primary supplier for particular product categories, but require ongoing performance standards and give customers price concessions, marketing support, and favorable payment terms. To collect cash sooner, the company can sell certain customer invoices to those customers’ banks at a discount.

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Source: SEC filing

Red flags

Know what’s buried in MPAA’s filings before you buy

The risk section is the longest, dullest part of the filing. This keeps only what can really hurt you: where it hits, how hard, when it plays out.

Sorted into
  • Happening now
  • Could go wrong
  • Built in

Moat

MPAA says it has a moat. Does it hold up?

Every company claims an edge. Each one is checked against hard numbers like margins and returns: which hold, and which line gives way first.

Each edge rated
  • Strong
  • Moderate
  • Limited
  • Unproven

Related companies

  • Competition
  • Shared drivers
  • Supplier
  • Customer
  • AutoZone buys replacement hard parts from Motorcar Parts of America to resell to retail and commercial customers, making its parts demand relevant to MPAA’s sales. Watch AutoZone’s commercial parts business, not repair-service revenue: it does not charge for repairs or installation.

  • O’Reilly buys Motorcar Parts of America’s replacement hard parts for DIY customers and professional repair providers across North America, linking MPAA’s sales to both groups. Watch both sides of O’Reilly’s business: each supplied approximately half of its 2025 sales.

  • Advance Auto Parts buys Motorcar Parts of America’s replacement hard parts to sell to professional installers and DIY customers, so changes in its retail footprint matter to MPAA’s sales channel. Advance closed 522 stores and opened 39 in 2025, completing the store-footprint portion of its restructuring plan.

  • Genuine Parts’ NAPA business buys Motorcar Parts of America’s replacement hard parts for repair shops and retail customers, giving MPAA a route into both markets. Watch Genuine Parts’ automotive business rather than its industrial sales; commercial customers accounted for approximately 80% of combined Automotive segment sales.

  • Dorman Products and Motorcar Parts of America both sell light- and heavy-duty replacement parts, so demand to maintain vehicles already on the road matters to both. Dorman’s light- and heavy-duty parts sales offer a closer read on that shared demand than its specialty-vehicle business.

  • Standard Motor Products and Motorcar Parts of America both sell replacement parts to North American retailers and distributors that supply vehicle repairs, exposing them to the same repair demand. Watch Standard Motor Products’ sales to those buyers, whose customers include professional technicians and people repairing their own vehicles.

Agenda

todayTue, Oct 20

  1. Time to be announced

    Genuine Parts Company earningsGPC

    Genuine Parts’ report will show whether NAPA’s automotive business, serving repair shops and retail customers, is still moving Motorcar Parts of America parts through the channel.

in 8 daysWed, Oct 28

  1. 2:00 PMET

    Fed Interest Rate Decision

    The Fed’s decision sets the benchmark for borrowing costs, which can change the interest Motorcar Parts of America pays on its variable-rate credit facility and the cash it has left for operations.

in 20 daysMon, Nov 9

  1. Time to be announced
    Major

    Motorcar Parts of America, Inc. earningsThis company

    Motorcar Parts of America’s report will show whether supplying big auto-parts chains is turning sales growth into steadier profit and cash flow.