Earnings summaries and quarterly performance for GENUINE PARTS.
Executive leadership at GENUINE PARTS.
William P. Stengel, II
Detailed
President and Chief Executive Officer
CEO
AM
Alain Masse
Detailed
President, North America Automotive
BN
Bert Nappier
Detailed
Executive Vice President and Chief Financial Officer
CT
Christopher T. Galla
Detailed
Senior Vice President, General Counsel and Corporate Secretary
NK
Naveen Krishna
Detailed
Executive Vice President and Chief Information and Digital Officer
Board of directors at GENUINE PARTS.
CK
Charles K. Stevens, III
Detailed
Director
CC
Court Carruthers
Detailed
Director
DR
Darren Rebelez
Detailed
Director
DW
Donna W. Hyland
Detailed
Director
JL
Jean-Jacques Lafont
Detailed
Director
JW
Juliette W. Pryor
Detailed
Director
LS
Laurie Schupmann
Detailed
Director
MC
Matt Carey
Detailed
Director
PR
P. Russell Hardin
Detailed
Director
PD
Paul D. Donahue
Detailed
Non-Executive Chairman
RC
Richard Cox, Jr.
Detailed
Director
Research analysts who have asked questions during GENUINE PARTS earnings calls.
BJ
Bret Jordan
Jefferies
9 questions for GPC
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ML
Michael Lasser
UBS
9 questions for GPC
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SC
Scot Ciccarelli
Truist Securities
8 questions for GPC
Also covers: AAP, AZO, BBY +12 more
CH
Christopher Horvers
JPMorgan Chase & Co.
6 questions for GPC
Also covers: AAP, ASO, AZO +17 more
Gregory Melich
Evercore ISI
5 questions for GPC
Also covers: AAP, ASO, AZO +8 more
Greg Malik
TD Securities
4 questions for GPC
KM
Kate McShane
Goldman Sachs
4 questions for GPC
Also covers: ASO, AZO, BBWI +19 more
CC
Christian Carlino
JPMorgan Chase & Co.
3 questions for GPC
Also covers: AAP, DRVN, HAS +2 more
Christopher Dankert
Loop Capital Markets
2 questions for GPC
Also covers: AIT, ATKR, BDC +10 more
KM
Katharine McShane
Goldman Sachs Group, Inc.
2 questions for GPC
Also covers: AAP, ASO, BBWI +16 more
MJ
Mark Jordan
Goldman Sachs Group, Inc.
2 questions for GPC
Also covers: AZO, DRVN, LAD +1 more
SB
Seth Basham
Wedbush Securities
2 questions for GPC
Also covers: AAP, ARHS, ASO +9 more
Carolina Jolly
Gabelli Funds
1 question for GPC
Also covers: MPAA, MYE, SMP +1 more
Recent press releases and 8-K filings for GPC.
Genuine Parts Company announces board leadership transition
GPC
Board Change
CEO Change
Management Change
- Genuine Parts Company announced that Paul D. Donahue, Non-Executive Chairman, will retire at the 2026 annual meeting and that Will Stengel, current President and CEO, has been named Chairman-elect and will assume the combined Chairman and CEO roles upon Donahue’s retirement.
- Mr. Stengel has served as President and CEO since June 2024 and previously held roles as President (Jan 2021–Jan 2023) and Executive Vice President and Chief Transformation Officer (Nov 2019–Jan 2021), underscoring his operational and strategic experience.
- The board highlighted that the unified leadership structure is intended to leverage Stengel’s strategic clarity to drive operational performance, improve profitability and unlock shareholder value.
Jan 15, 2026, 1:30 PM
Genuine Parts Company updates FY 2025 guidance and strategic priorities
GPC
Guidance Update
M&A
- Genuine Parts Company delivered 5% top-line growth, 60 bps gross margin expansion, 10% adjusted EBITDA growth and 5% earnings growth in Q3.
- The company narrowed its full-year EPS guidance to $7.50–$7.75 (removing a $0.25 upside), raised its revenue outlook, and expects continued gross margin expansion with SG&A leverage in Q4, offset by higher interest expense.
- Ongoing restructuring generated a $0.20 EPS benefit in Q3, with $200 million of annualized run-rate savings planned for 2026.
- The tariff environment has stabilized, resulting in low single-digit impacts to both revenues and COGS, with pricing increases at a moderate low-single-digit level and no observable demand elasticity effects.
- The Motion segment (~$8–9 billion, ~50% of profits) grew 5% in Q3 in a flat market; management is evaluating a potential separation of Motion, with an update expected in 2026.
Nov 4, 2025, 5:30 PM
Genuine Parts Company updates outlook and operational progress at 49th Annual Automotive Symposium
GPC
Guidance Update
New Projects/Investments
- Reported 5% top-line growth, 60 bps gross margin expansion, 10% Adjusted EBITDA growth, and 5% earnings growth in Q3.
- Narrowed full-year EPS outlook to $7.50–$7.75, raised revenue guidance, and expects moderated gross margin expansion with SG&A leverage in Q4, partially offset by higher interest expense.
- Realized a $0.20 per share benefit in Q3 from restructuring and anticipates $200 million of annualized savings from 2026 via facility consolidations and workforce optimization.
- Managed tariff volatility with stable day-to-day mechanics, achieving low single-digit impacts on both revenue and COGS through disciplined cost pass-through and supplier partnerships.
- Motion segment (~$8–9 billion; ~50% of profit) grew 5% in a flat market, is diversified across 14 industrial verticals, and is positioned for operating leverage as volumes recover.
Nov 4, 2025, 5:30 PM
GPC reports Q3 results and strategic update at 49th Annual Automotive Symposium
GPC
Guidance Update
New Projects/Investments
- 5% top-line growth, 60 bps gross margin expansion, 10% adjusted EBITDA growth and 5% earnings growth in Q3, led by sequential strength in NAPA and 5% Motion growth.
- Raised full-year revenue outlook and narrowed EPS guidance to $7.50–$7.75, with anticipated Q4 gross margin expansion and SG&A leverage.
- Restructuring actions delivered a $0.20 benefit in Q3 and are expected to yield $200 million of annualized run-rate savings beginning in 2026.
- Tariff environment has stabilized, imposing low-single-digit impacts on both sales and COGS, managed through disciplined cost pass-through leveraging GPC’s scale.
- The $8–9 billion Motion segment (≈50% of profit) grew 5%, while GPC directs ~2% of revenue into supply-chain and IT modernization, including DC automation and digital capabilities.
Nov 4, 2025, 5:30 PM
Genuine Parts Company announces Q3 2025 results
GPC
Earnings
Guidance Update
- Genuine Parts reported Q3 sales of $6.3 B (+4.9% YoY), adjusted EPS of $1.98 (+5.3%), and adjusted EBITDA growth of 10%, with gross margin expanding 60 bps to 37.4%.
- Segment performance: Industrial sales of $2.3 B (+5% total, +4% comp) with an EBITDA margin of 12.6%, and Automotive sales up 5% total (2% comp) with an EBITDA margin of 8.4%.
- 2025 guidance narrowed: adjusted EPS now $7.50–$7.75 (vs. $7.50–$8.00 prior), with total sales growth of 3–4%, while recognizing a $1.00 EPS headwind from pension, depreciation, and interest.
- Operational highlights include a 98% corporate account renewal rate, a 20% increase in large-order backlog year-to-date, and year-to-date operating cash flow of $510 M with $160 M free cash flow.
Oct 21, 2025, 12:30 PM
Genuine Parts Company reports Q3 2025 results
GPC
Earnings
Guidance Update
M&A
- In Q3 2025, GPC sales were $6.3 billion, up ~5% YoY; adjusted EPS was $1.98, +5% YoY; gross margin expanded by 60 bps to 37.4%.
- Global industrial sales reached $2.3 billion (+5% YoY; comps +4%), U.S. automotive comps rose low- to mid-single digits, Canada sales +3% (definitive agreement to acquire Benson Auto Parts), Europe sales flat (comps -2%), and Asia-Pacific sales +10% (comps +5%).
- Tariffs contributed a low-single-digit boost to sales and a low-single-digit increase in cost of goods sold, resulting in a slight net benefit in Q3.
- Full-year 2025 outlook narrowed: adjusted EPS of $7.50 – $7.75, GAAP EPS of $6.55 – $6.80, revenue growth of 3–4% (automotive 4–5%, industrial 2–3%), and expected free cash flow of $700 – $900 million.
Oct 21, 2025, 12:30 PM
Genuine Parts Company reports Q3 2025 results
GPC
Earnings
Guidance Update
Dividends
- Q3’25 global sales were $6.3 B, up 4.9% YoY; gross margin improved 60 bps to 37.4%; Adj. EBITDA was $526 M (+10.4%, 8.4% margin); Adj. Diluted EPS stood at $1.98 (+5.3%).
- Updated FY 2025 outlook calls for 3–4% total sales growth (prior 1–3%); Automotive +4–5%, Industrial +2–3%; diluted EPS $6.55–6.80; Adj. EPS $7.50–7.75; cash from ops $1.1–1.3 B; free cash flow $700–900 M.
- YTD capital deployment includes $350 M in capex (FY est. $400–450 M) and $182 M in M&A (FY est. $300–350 M); paid $421 M in dividends (FY dividend $4.12/sh, +3%); ~7.5 M shares remain for repurchase.
- TTM revenue was $24.1 B, split 63% Automotive and 37% Industrial; the company operates ~10,735 locations across 17 countries.
- Industrial segment Q3 sales reached $2.3 B (+4.6%); segment EBITDA was $285 M (+6.6%, 12.6% margin), driven by mid-single-digit MRO growth and a 98% corporate renewal rate.
Oct 21, 2025, 12:30 PM
Genuine Parts Company reports Q3 2025 results and updates full-year outlook
GPC
Earnings
Guidance Update
- Sales of $6.3 billion and diluted EPS of $1.62; adjusted EPS of $1.98 in Q3 2025.
- Automotive sales of $4.0 billion (+5.0%) and Industrial sales of $2.3 billion (+4.6%) with EBITDA margins of 8.4% and 12.6%, respectively.
- Nine-month 2025 sales of $18.3 billion (+3.2%), net income of $675 million ($4.85 per share) vs $771 million ($5.51) in 2024; adjusted nine-month EPS of $5.82.
- Updated full-year 2025 guidance: revenue growth of 3–4%, adjusted diluted EPS of $7.50–7.75, and GAAP diluted EPS of $6.55–6.80.
Oct 21, 2025, 11:41 AM
Genuine Parts Company reports Q3 2025 results and updates guidance
GPC
Earnings
Guidance Update
- Genuine Parts Company reported third quarter sales of $6.3 billion, a 4.9% year-over-year increase, with diluted EPS of $1.62 and adjusted EPS of $1.98.
- Automotive segment sales reached $4.0 billion (+5.0%) and Industrial segment sales were $2.3 billion (+4.6%), both with expanded EBITDA margins.
- For the nine months ended September 30, 2025, sales were $18.3 billion (+3.2%) and adjusted diluted EPS was $5.82.
- Updated full-year 2025 outlook includes revenue growth of 3–4% (up from 1–3%) and adjusted diluted EPS of $7.50–7.75.
Oct 21, 2025, 10:55 AM
Genuine Parts considers splitting auto and industrial divisions
GPC
Board Change
M&A
- Genuine Parts Co. is evaluating a strategic separation of its industrial and automotive parts divisions after striking a deal with activist investor Elliott Investment Management, lifting its stock price.
- The automotive segment accounts for 63% of sales, and a potential spinoff is under review to unlock shareholder value.
- The company appointed Courtney Carruthers and Matt Carey as independent directors effective September 4, 2025, following the Elliott agreement.
- Despite 8.7% revenue growth over three years, earnings fell by 22% over the past year, with operating margin at 5.79% and net margin at 3.4%.
- Analysts maintain a consensus “Outperform” rating with an average price target of $142.54 (approximate 3.79% upside), while GuruFocus projects a 13.33% upside.
Sep 19, 2025, 9:01 PM
Quarterly earnings call transcripts for GENUINE PARTS.
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