Financial Performance
5Y price score: (10)
The price score is a basic measure of the stock's performance against the S&P 500 Index over a five-year period.
A score of 100 indicates that the stock did as well as the S&P 500 Index.
A score below 100 means the stock underperformed the index, while a score above 100 means it outperformed the S&P 500.
10Y return: 72.9%
%
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90.7
52-week range
151.5
Your model inputs
Your fair value & Margin of safety
To calculate fair value based on cost of capital and terminal growth assumptions above, please select free cash flow forecast.
Forecast:
Valuation
Free Cash Flow Yield
4.5 %
Dividend Yield TTM
3.4 %
Market cap $
$ 17,013
Price / Earnings TTM
514.2
Price / Book TTM
3.7
PEG TTM
(5.5)
Earnings growth and return
LTM
5YR
10YR
Total return (price & dividends)
(4) %
6.9 %
72.9 %
Free cash flow per share growth
2.2 %
(76.5) %
(56.1) %
Earnings per share growth
-
335 %
(89.8) %
Business Summary:
Q&A
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Latest Earnings Call Takeaways
2026 Q3 (Oct 20, 2026)
1) Strategic Separation and Leadership Transition
- Genuine Parts Company (GPC) is on track to separate its automotive and industrial businesses into two independent public companies by Q1 2027.
- Will Stengel will continue as CEO of GPC, with Court Carruthers stepping in as CEO of GPC post-separation.
- The leadership teams are designed to ensure continuity and leverage existing momentum, with a focus on executing distinct strategies for each business.
2) Financial Performance Overview
- GPC reported Q3 2026 sales of $6.5 billion, a 4% increase YoY, driven by strong execution despite a challenging macroeconomic environment.
- Adjusted earnings per share (EPS) rose 5% YoY to $2.07.
- Gross margin improved by 70 basis points to 38.1%, attributed to strategic pricing and sourcing initiatives.
- Industrial segment sales reached $2.4 billion, up 6% YoY, with EBITDA margin at 13.2% (up 60 basis points).
- North American automotive sales increased by 2%, with EBITDA margin at 7.6% (down 40 basis points), impacted by inflationary pressures.
3) Challenges and Headwinds
- The ongoing conflict in Iran has led to increased costs, particularly in fuel and freight, impacting both sales and margins.
- Higher fuel prices (up 30-50% YoY) and inflation in healthcare and rent are significant headwinds.
- The company anticipates continued moderating demand in the automotive segment due to these pressures, particularly affecting retail sales.
4) Operational Plans and Investments
- GPC is investing in supply chain modernization, including the launch of new distribution centers, with one in Eastern Pennsylvania already operational.
- The company is focused on enhancing customer service through technology and automation, which is expected to drive productivity and improve product availability.
- Plans for an Investor Day on December 8 for GPC and December 9 for Motion will provide further insights into operational strategies and financial outlook.
5) Guidance and Outlook
- GPC has narrowed its full-year adjusted EPS guidance to $7.50 to $7.75, reflecting a 3.5% increase at the midpoint compared to 2025.
- The company expects to finish 2026 towards the lower end of this range due to the impact of the Iran conflict and ongoing inflationary pressures.
- Further details on the separation and financial outlook will be shared at the upcoming Investor Days.
Bottom line: GPC is navigating a challenging economic landscape while preparing for a strategic separation that aims to enhance focus and operational efficiency. The company's solid performance in Q3, despite headwinds, reflects its commitment to customer service and disciplined execution, positioning it for long-term shareholder value creation.
Annual Reports, Presentations And IR Contacts
Go to the websiteGenuine Parts Company — Financial Overview, Stock Price, Market Cap
Genuine Parts Company is a company. Founded in 1925. As of October 23, 2026, the company's market capitalization is $17013273240 with a current stock price of $123.41.
