GENUINE PARTS (GPC) Company Report

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

Transcript

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

Transcript

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

Transcript

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

Transcript

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

Transcript

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

Presentation

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

8-K

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

Press Release

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

Bloomberg

Genuine Parts Co Announces Board Changes and Dividend Declaration

GPC

Board Change

Dividends

Board Changes: Ms. Laurie Schupmann has been elected as a new director, while four board members (Gary Fayard, Johnny Johns, Betsy Camp, and Wendy Needham) retired after reaching mandatory retirement age.
Dividend Announcement: The company declared a regular quarterly cash dividend of $1.03 per share, payable on July 2, 2025, with a record date of June 6, 2025.

Apr 29, 2025, 12:00 AM

Press Release 8-K

Earnings Transcripts

Quarterly earnings call transcripts for GENUINE PARTS.

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