reports
- Pierre FerraguÊ
Bible 3Q25 – Autos: Limited near-term visibility, but our cycle thesis...
Today, we are publishing the Automotive section of our 29th Tech Infrastructure Quarterly Bible. The Tech Bible is a must-read for any tech investor, as it summarizes the quarterly earnings reports from the over 140 companies we track, providing an update on our key perspectives and convictions. We will publish sections on Hyperscale & Cloud, Telecom Equipment, Industrials, PCs, Enterprise IT, and Foundry later this week. Auto demand came in above expectations, with limited signs of an air-pock...
GAC Accelerates European EV Strategy with Magna Vehicle Assembly Progr...
GAC Accelerates European EV Strategy with Magna Vehicle Assembly Program GUANGZHOU, China and AURORA, Ontario, Nov. 20, 2025 (GLOBE NEWSWIRE) -- Today, GAC and Magna announced a vehicle assembly program to accelerate electric mobility and expand localized EV production in Europe. The collaboration underscores GAC’s regional commitment, extending assembly, supply and sales, while highlighting Magna’s leadership in vehicle manufacturing. Serial production of GAC’s electric SUV AION V is now underway at Magna’s Graz facility. “Europe is a vital market in GAC’s global development,” said Wei ...
Magna Deepens China Footprint to Meet Growing EV Demand
Magna Deepens China Footprint to Meet Growing EV Demand New facility in Wuhu to produce electric drives for Chery and support future growthMagna advances electrification capabilities and market reach in ChinaExpansion expected to create approximately 200 new jobs AURORA, Ontario, Nov. 18, 2025 (GLOBE NEWSWIRE) -- Magna is strengthening its presence in China with a new facility in the Jiujiang Economic Development Zone, Wuhu to support the growing demand of electric drive systems—starting with Chery and positioned to serve additional automakers in the future. As China’s automotive indust...
Magna Announces Renewal of Normal Course Issuer Bid
Magna Announces Renewal of Normal Course Issuer Bid NCIB authorizes the discretionary repurchase of up to 25,300,000 Magna Common Shares, representing approximately 10% of Magna’s public float.NCIB takes effect on November 7, 2025, and terminates no later than November 6, 2026. AURORA, Ontario, Nov. 05, 2025 (GLOBE NEWSWIRE) -- Magna International Inc. (TSX: MG; NYSE: MGA) announces today the Toronto Stock Exchange’s (the "TSX") acceptance of its notice of intention to renew its normal course issuer bid (the "Notice"). Pursuant to the Notice, Magna may purchase up to 25,300,000 Magna Com...
Magna Announces Third Quarter 2025 Results
Magna Announces Third Quarter 2025 Results Strong execution and operational excellence drove improved performanceYear-over-year comparison (third quarter of 2025 versus third quarter of 2024): Sales increased 2% to $10.5 billion, supported by a 3% rise in global light vehicle productionIncome from operations before income taxes was $473 million, down 32%, as the prior year included recognition of Fisker deferred revenue as Other incomeAdjusted EBIT increased 3% to $613 million, with a 10 basis-point improvement in Adjusted EBIT marginDiluted earnings per share were $1.08; Adjusted diluted e...
Magna Ramps Up Driver and Occupant Monitoring System Deployment in Chi...
Magna Ramps Up Driver and Occupant Monitoring System Deployment in China with Germany-Based OEM Magna expands global partnership with growing DMS volumes in China and EuropeFollowing initial SOP in 2024, Magna’s DMS is now entering its first full year of scaled global productionFirst-to-market, scalable DMS supports China’s automotive innovation and safety regulations AURORA, Ontario, Oct. 29, 2025 (GLOBE NEWSWIRE) -- Magna, one of the world’s largest automotive suppliers, is marking its first full year of scaled global production of its innovative Driver Monitoring System (DMS), launche...
Magna International Inc. Announces Date for Third Quarter 2025 Results
Magna International Inc. Announces Date for Third Quarter 2025 Results AURORA, Ontario, Sept. 24, 2025 (GLOBE NEWSWIRE) -- Magna International Inc. (TSX:) (NYSE:) MAGNA INTERNATIONAL INC. ANNOUNCES DATE FOR THIRD QUARTER 2025 RESULTS FRIDAY, OCTOBER 31st, 2025 @ 8:00 AM ET LIVE AUDIO WEBCASTWebcast Registration: DIAL-IN DETAILSParticipant Toll-Free Dial-In: 1-800-715-9871Participant Toll Dial-In: 1-646-307-1963Conference ID: 9829976Slide presentation will be available on our website prior to the call REBROADCAST INFORMATIONReplay available 2 hours after the call and will expire Nove...
Magna International Inc: 1 director
A director at Magna International Inc sold 2,600 shares at 64.320CAD and the significance rating of the trade was 66/100. Is that information sufficient for you to make an investment decision? This report gives details of those trades and adds context and analysis to them such that you can judge whether these trading decisions are ones worth following. Included in the report is a detailed share price chart which plots discretionary trades by all the company's directors over the last two years ...
Magna Awarded Vehicle Assembly Business With Chinese OEM XPENG
Magna Awarded Vehicle Assembly Business With Chinese OEM XPENG New program marks the first Chinese automaker to localize production in Magna’s complete vehicle operations in EuropeMagna to assemble two fully electric vehicle modelsSerial production is set to begin in Q3 2025 AURORA, Ontario, Sept. 15, 2025 (GLOBE NEWSWIRE) -- As Chinese car manufacturers enter the European market, the need for localized production is growing. Today, Magna has announced that XPENG, a Chinese smart electric vehicle manufacturer, has selected the company to assemble two new models for the European marke...
Magna Names Philip D. Fracassa Chief Financial Officer
Magna Names Philip D. Fracassa Chief Financial Officer Patrick McCann to step down after more than 26 years with Magna, including as CFO since 2022Philip Fracassa joins Magna as CFO effective immediately after 20 years at The Timken Company (NYSE: TKR), where he held the CFO role for over a decadeMagna looks forward to continuing to execute on its long-term strategy, including by building on its strong first-half performance and delivering on its full-year outlook disclosed in August AURORA, Ontario, Sept. 11, 2025 (GLOBE NEWSWIRE) -- Magna today announced the appointment of Philip D. F...
- Pierre FerraguÊ
Bible 2Q25 – Autos: Semi recovery underway; tangible risks of pull-for...
Today, we are publishing the Autos section of our 28th Tech Infrastructure Quarterly Bible. The Tech Bible is a must-read for any tech investor, as it summarizes the quarterly earnings reports from the over 140 companies we track, providing an update on our key perspectives and convictions. In the coming weeks we will publish sections on Hyperscale & Cloud, Telecom Equipment, PCs, Enterprise IT, Foundry and Semicap Equipment. The auto semiconductor recovery is underway, with revenues up 4% QoQ ...
Magna to Showcase Its Vision for Safer, Smarter, Greener Mobility at I...
Magna to Showcase Its Vision for Safer, Smarter, Greener Mobility at IAA Mobility 2025 Discover Magna’s broad portfolio of sustainable materials, drivetrains and energy storage systems at IAA Mobility Hall B3, Booth E40Experience outdoor live vehicle demos and expert insights into Magna’s latest Radar Technologies and Interior Sensing SystemsExplore the latest breakthroughs in occupant monitoring, sensor fusion and AI-powered decision-making SAILAUF, Germany, Aug. 11, 2025 (GLOBE NEWSWIRE) -- Magna, one of the world’s largest and most trusted suppliers in the automotive industry,...
Magna Announces Second Quarter 2025 Results
Magna Announces Second Quarter 2025 Results Strong second quarter performance reflected disciplined execution and operational excellenceComparing the second quarter of 2025 to the second quarter of 2024: Sales decreased 3% to $10.6 billion, as light vehicle production declined 6% and 2% in North America and Europe, respectivelyIncome from operations before income taxes increased 16% to $496 millionAdjusted EBIT increased 1% to $583 million and Adjusted EBIT margin improved 20 basis points to 5.5%Diluted earnings per share of $1.35 and Adjusted diluted earnings per share of $1.44 increased 2...
Magna Advances Vehicle Safety Innovation with Integrated Interior Sens...
Magna Advances Vehicle Safety Innovation with Integrated Interior Sensing Systems Magna’s integrated interior sensing systems are experiencing growing demand from multiple OEMs worldwideInterior sensing systems are essential for comprehensive and responsive vehicle safety while maintaining a positive driving experienceAdvanced features in Child Presence Detection technology enhance occupant safety, preventing heatstroke in vulnerable passengers AURORA, Ontario, July 29, 2025 (GLOBE NEWSWIRE) -- Magna is redefining vehicle safety with its comprehensive interior sensing systems, design...
Magna International Inc. Announces Date for Second Quarter 2025 Result...
Magna International Inc. Announces Date for Second Quarter 2025 Results AURORA, Ontario, July 02, 2025 (GLOBE NEWSWIRE) -- Magna International Inc. (TSX:) (NYSE:) MAGNA INTERNATIONAL INC. ANNOUNCES DATE FOR SECOND QUARTER 2025 RESULTS FRIDAY, AUGUST 1st, 2025 @ 8:00 AM EDT LIVE AUDIO WEBCASTWebcast Registration: DIAL-IN DETAILSParticipant Toll-Free Dial-In: 1-800-715-9871Participant Toll Dial-In: 1-646-307-1963Conference ID: 9829976Slide presentation will be available on our website prior to the call REBROADCAST INFORMATIONReplay available 2 hours after the call and will expire Aug...
- Pierre FerraguÊ
Bible 1Q25 – Autos: recovery on track. Expect strong momentum through ...
Today, we are publishing the automotive section of our 27th Tech Infrastructure Quarterly Bible. The Tech Bible is a must-read for any tech investor, as it summarizes the quarterly earnings reports from the over 140 companies we track, providing an update on our key perspectives and convictions. Auto semi revenues declined, reflecting the ongoing inventory correction. However, nearly all companies have now called the bottom. We expect strong sequential momentum through 2025, which should suppor...
Magna Announces Senior Notes Offerings
Magna Announces Senior Notes Offerings AURORA, Ontario, May 14, 2025 (GLOBE NEWSWIRE) -- Magna International Inc. (TSX: MG; NYSE: MGA) has announced that it has entered into underwriting agreements in respect of the offering of one series of Euro denominated senior notes (“Euro senior notes”) and one series of U.S. dollar denominated senior notes (“U.S. dollar senior notes”), as follows: Principal AmountMaturityAnnual Interest RateEuro Senior Notes€575,000,000May 21, 20313.625%U.S. Dollar Senior Notes$400,000,000June 1, 20355.875% Magna intends to use the net proceeds from the offeri...
Magna Announces 2025 Annual & Special Meeting Results
Magna Announces 2025 Annual & Special Meeting Results AURORA, Ontario, May 08, 2025 (GLOBE NEWSWIRE) -- Magna International Inc. (TSX: MG; NYSE: MGA) today announced voting results from its 2025 annual and special meeting of shareholders held on May 8, 2025. A total of 221,621,186 Common Shares or 78.66% of our issued and outstanding Common Shares were represented in person or by proxy at the meeting. Shareholders voted in favour of each item of business, as follows: a. Election of Directors NomineeVotes FORNomineeVotes FORMary S. Chan98.05%William A. Ruh88.30%Hon...
Magna Announces First Quarter 2025 Results
Magna Announces First Quarter 2025 Results Comparing the first quarter of 2025 to the first quarter of 2024: - Sales decreased 8% to $10.1 billion, as global light vehicle production decreased 3%, which included 8% and 5% declines in Europe and North America, respectively - Diluted earnings per share of $0.52 and Adjusted diluted earnings per share of $0.78, compared to $0.03 and $1.08, respectivelyFirst quarter performance was broadly ahead of our expectations driven by strong incremental margins on better than anticipated vehicle productionReturned $187 million to shareholders through d...
- Dave Nicoski
- Ross LaDuke
Vermilion Short Shots: Technically Vulnerable Stocks
Short Shots is a collection of technically vulnerable charts culled from the Negative Inflecting and Toppy columns within our Weekly Compass report or from various technical screening processes. The charts contained in this report have developed concerning technical patterns that suggest further price deterioration is likely. For these reasons Short Shots can also be a great source of ideas for investors interested in short-selling candidates.
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