Genuine Parts Company
- Open
- 124.91
- Day high
- 127.76
- Day low
- 124.61
- Prev close
- 124.27
- Volume
- 2.4M
- Mkt cap
- $17.3B
- P/E (TTM)
- 285.5
- EPS (TTM)
- $0.44
- P/B
- 3.9
- P/S
- 0.7
- Yield
- 3.33%
- Per share
- $4.19
- ▼Insiders net selling -$456K over the last 3 months (0 open-market buys, 3 sales)
- 🏛Institutions mixed (13F)
Genuine Parts Company (GPC) is a Consumer Cyclical company listed on NYSE. The stock is down 1% over the past year. Over the trailing 3 months, insiders filed 0 open-market buys and 3 sales (SEC Form 4).
Genuine Parts Company (GPC) financials & analyst ratings
Fundamentals (TTM)
Analyst consensus · 3 analysts
Source: exchange market data + company filings. Figures are trailing-twelve-month or as most recently reported. For informational purposes only — not investment advice.
GPC earnings date, history & EPS estimates
| Report date | EPS est | EPS actual | Surprise | Revenue | Rev. surprise |
|---|---|---|---|---|---|
| Apr 21, 2026 | $1.81 | $1.77 | -2.2% | $6.3B | +1.6% |
| Feb 17, 2026 | $1.79 | $1.55 | -13.4% | $6.0B | -2.7% |
| Oct 21, 2025 | $2.02 | $1.98 | -2.0% | $6.3B | +3.3% |
| Jul 22, 2025 | $2.06 | $2.10 | +1.9% | $6.2B | +0.8% |
| Apr 22, 2025 | $1.68 | $1.75 | +4.2% | $5.9B | +0.6% |
| Feb 18, 2025 | $1.55 | $1.61 | +3.9% | $5.8B | +1.0% |
| Oct 22, 2024 | $2.42 | $1.88 | -22.3% | $6.0B | +0.5% |
| Jul 23, 2024 | $2.59 | $2.44 | -5.8% | $6.0B | -1.1% |
| Apr 18, 2024 | $2.16 | $2.22 | +2.8% | $5.8B | -1.0% |
| Feb 15, 2024 | $2.20 | $2.26 | +2.7% | $5.6B | -1.0% |
| Oct 19, 2023 | $2.40 | $2.49 | +3.8% | $5.8B | +2.7% |
| Jul 20, 2023 | $2.34 | $2.44 | +4.3% | $5.9B | -0.7% |
GPC insider trading activity (SEC Form 4)
| Date | Insider | Type | Shares | Price |
|---|---|---|---|---|
| Jul 6, 2026 | PRYOR JULIETTE WILLIAMSdirector | Grant | 263 | — |
| Jul 6, 2026 | Cox Richard JRdirector | Grant | 211 | — |
| Jun 26, 2026 | Galla Christopher Tofficer: SVP, GC, and Corp. Secretary | Sell | 2,333 | $115.00 |
| May 11, 2026 | Hulett Jenniferofficer: EVP and Chief People Officer | Grant | 4,572 | — |
| May 11, 2026 | Hulett Jenniferofficer: EVP and Chief People Officer | Tax | 418 | $104.99 |
| May 6, 2026 | PRYOR JULIETTE WILLIAMSdirector | Option | 1,673 | — |
| May 6, 2026 | Howe James F.officer: President, Motion | Tax | 173 | $103.52 |
| May 6, 2026 | Hyland Donna Westbrookdirector | Option | 1,673 | — |
| May 6, 2026 | Hyland Donna Westbrookdirector | Tax | 455 | $104.66 |
| May 6, 2026 | STENGEL WILLIAM P IIdirector, officer: Chairman, President & CEO | Tax | 2,216 | $103.52 |
| May 6, 2026 | Lafont Jean-Jacquesdirector | Option | 1,673 | — |
| May 6, 2026 | Cox Richard JRdirector | Option | 1,673 | — |
| May 6, 2026 | Masse Alainofficer: President, N.A. Automotive | Tax | 273 | $103.52 |
| May 6, 2026 | Hardin Paul Russelldirector | Tax | 455 | $104.66 |
| May 6, 2026 | Galla Christopher Tofficer: SVP, GC, and Corp. Secretary | Tax | 268 | $103.52 |
Source: GPC SEC Form 4 filings, latest Jul 6, 2026. For informational purposes only — not investment advice.
See the full GPC insider & 13F page →Genuine Parts Company company profile
Overview
Genuine Parts Company (NYSE:GPC) is a leading distributor of automotive replacement parts and industrial parts and materials, founded in 1928 and headquartered in Atlanta, Georgia. The company has built one of the most extensive distribution networks in North America and internationally, operating through two primary segments: Global Automotive and Global Industrial. With nearly a century of operations, GPC has established itself as a critical intermediary in the automotive aftermarket and industrial maintenance, repair, and operations (MRO) supply chain, serving customers across the United States, Canada, Europe, Asia-Pacific, and other international markets.
Business
Genuine Parts Company operates as a distributor in two distinct but complementary markets. The Global Automotive segment represents approximately 63% of total revenue and distributes automotive replacement parts through the well-known NAPA (National Automotive Parts Association) brand. This segment serves the automotive aftermarket, which encompasses all parts, accessories, and services needed to keep vehicles running after they leave the original manufacturer. The company distributes parts for traditional internal combustion engine vehicles as well as hybrid and electric vehicles, covering everything from passenger cars and trucks to commercial vehicles, buses, motorcycles, recreational vehicles, and heavy-duty equipment. Customers include independent repair shops, service stations, fleet operators, automobile and truck dealers, mass merchandisers, and individual consumers. The Global Industrial segment, accounting for approximately 37% of revenue, operates primarily under the Motion Industries brand and distributes industrial replacement parts and related supplies. This segment serves the industrial maintenance, repair, and operations (MRO) market, providing bearings, mechanical and electrical power transmission products, industrial automation and robotics equipment, hoses, hydraulic and pneumatic components, industrial safety supplies, and material handling products. The industrial segment serves original equipment manufacturers as well as maintenance operations across diverse industries including food and beverage, forest products, mining, automotive manufacturing, oil and gas, petrochemicals, pharmaceuticals, power generation, and government facilities. Beyond distribution, this segment also provides value-added services such as gearbox repair, hydraulic assembly, electrical panel assembly, and custom hose manufacturing.
Revenue model
Genuine Parts Company generates revenue primarily through product sales with traditional wholesale distribution margins. The company purchases parts and materials from manufacturers and suppliers, then resells them to customers at marked-up prices. Revenue is driven by both the volume of parts sold and the gross margin earned on each transaction. The automotive segment typically operates on lower margins due to competitive pressures and the commodity-like nature of many automotive parts, while the industrial segment generally achieves higher margins due to more specialized products and value-added services. The company's profitability is influenced by several key factors. Positive margin drivers include the company's scale advantages in purchasing, which allow for better supplier terms and volume discounts that can be partially retained as margin improvement. The aging vehicle fleet in North America creates sustained demand for replacement parts, while the company's extensive distribution network and inventory management capabilities provide competitive advantages. Strategic pricing initiatives and category management programs help optimize margins across product lines. Negative margin pressures come from intense competition in both automotive and industrial markets, which can limit pricing power. Economic downturns reduce both consumer and business spending on maintenance and repairs, while commodity price inflation increases input costs. The shift toward electric vehicles poses a long-term challenge to traditional automotive parts demand, and the company faces ongoing pressure to invest in technology and e-commerce capabilities to remain competitive. Interest rate fluctuations affect both customer spending patterns and the company's debt service costs, while supply chain disruptions can increase procurement costs and reduce availability.
Competitive moat
Genuine Parts Company's competitive moat is moderately strong but faces increasing pressure from structural industry changes. The company's primary moat stems from its extensive distribution network and logistics capabilities, built over nearly a century of operations. With thousands of locations across multiple countries and sophisticated inventory management systems, GPC can provide rapid parts availability that smaller competitors cannot match. The NAPA brand carries significant recognition and trust among professional mechanics and repair shops, creating customer loyalty that is difficult for new entrants to replicate. However, this moat is not impregnable. The company operates in mature, fragmented markets where competitive threats are intensifying. Large retailers like Amazon and specialized online parts distributors are increasingly competing on convenience and price, potentially bypassing traditional distribution channels. The automotive aftermarket faces long-term structural challenges from electric vehicles, which require fewer replacement parts and different maintenance patterns than traditional internal combustion engines. In the industrial segment, customers are increasingly sophisticated in their procurement processes and may seek to consolidate suppliers or negotiate more aggressively on pricing. Additionally, manufacturers in both automotive and industrial markets occasionally attempt to bypass distributors and sell directly to end customers, though this threat has been limited by the complexity of serving diverse, geographically dispersed customer bases. The company's moat remains relevant but requires continuous investment in technology, customer service, and operational efficiency to maintain its competitive position.
Risks & safety
The company exhibits moderate financial safety with some areas of concern: • **Overall Assessment**: Adequate liquidity but elevated debt levels and recent cash flow volatility create moderate risk • **Cash and Liquidity**: $420 million in cash and short-term investments as of Q1 2025, with current ratio of 1.15 indicating tight working capital management • **Debt Position**: Debt-to-equity ratio of 1.37 represents significant leverage, though manageable given the company's stable cash generation history • **Cash Flow**: Operating cash flow turned negative in Q1 2025 at -$41 million, with free cash flow of -$161 million, indicating seasonal working capital needs and capital investment requirements • **Valuation Metrics**: Trading at 21.3x P/E ratio and 13.7x EV/EBITDA, representing moderate valuation levels for a mature distributor • **Dividend Sustainability**: 68 consecutive years of dividend increases demonstrates strong commitment, though payout ratio requires monitoring given recent earnings volatility • **Other Considerations**: Exposure to economic cycles and structural industry changes (electric vehicles) creates additional risk factors
Recent development
Over the past few years, Genuine Parts Company has undergone significant strategic transformation under new CEO Will Stengel, who took over in 2024. The company has accelerated its acquisition strategy, particularly in the automotive segment, acquiring over 500 NAPA stores in 2024 alone and increasing company-owned stores to approximately 30% of the U.S. network. This shift from a franchise-heavy model to more direct ownership provides greater control over operations and customer experience. Technology modernization has become a central focus, with the company investing 2% of revenue in business transformation initiatives. Key developments include the launch of NAPA ProLink, a modernized e-commerce platform, enhanced automotive catalog and search capabilities, and the establishment of a Global Technology Center in Poland. The company has also partnered with Google Cloud to enhance digital capabilities and implemented global HR platforms to improve operational efficiency. The company has pursued international expansion, particularly growing the NAPA brand in Europe to €500 million in sales and making strategic acquisitions in markets like Spain and Portugal. In response to persistent market softness, GPC has initiated comprehensive global restructuring efforts targeting $200 million in annualized cost savings by 2026, while simultaneously investing in supply chain modernization and inventory management improvements. The company has also begun addressing the electric vehicle transition by launching NexDrive EV service programs and expanding its tool and equipment offerings for professional repair technicians.
GPC company profile · for informational purposes only — not investment advice.
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