Genuine Parts Company (GPC) Earnings
Genuine Parts Company is expected to report next earnings on July 28, 2026 (in NaN days), with a consensus EPS estimate of $2.10. GPC has beaten EPS estimates in 7 of its last 12 reported quarters (average surprise -3.9% over the last four).
| 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% |
Source: company filings + earnings calendar. For informational purposes only — not investment advice.
Earnings call summary
Q1 FY2026 · April 21, 2026
AI summary of management’s prepared remarks and analyst Q&A. For informational purposes only — not investment advice.
Management highlights
• Recognized and thanked 65,000 teammates. • Reviewed first quarter financial results by business segment. • Gave update on separation plan of Global Automotive and Global Industrial businesses, which is on track. • Highlighted key strategic initiatives, disciplined operation, and excellent customer service. • Mentioned performance across business segments including Industrial, North America Automotive, Canada Automotive, International Automotive, and Asia Pac Automotive. • Recognized Paul Donahue's retirement from the Board.
Guidance
• Reaffirmed 2026 outlook: diluted EPS in range of $6.10 to $6.60, adjusted diluted EPS in range of $7.50 to $8, up 5% at midpoint vs 2025. • Total GPC sales growth expected in range of 3% to 5.5%. • Expenses associated with transformation activities and cost actions in range of $225 million to $250 million with anticipated benefit of $100 million to $125 million in 2026. • Remaining elements of guidance unchanged including individual segment sales growth projections, gross margin, SG&A, corporate costs, EBITDA, cash flow, and capital allocation expectations.
Segment performance
Industrial: Total sales $2.3 billion, increase over $100 million or ~5% vs prior year, comparable sales up ~4%, EBITDA $314 million, up ~13% and 13.6% of sales. North America Automotive: Total sales first quarter increased ~4.5%, comparable sales growth ~2%, EBITDA $156 million, up 6% and 6.6% of sales. Canada Automotive: Total sales increased ~4% in local currency vs prior year, comparable sales down ~2%. International Automotive: Total sales increased ~13% during the quarter, comparable sales slightly positive, EBITDA $145 million, up 5% and 9.1% of sales. Asia Pac Automotive: Both total sales and comparable sales increased ~4%.
Risks & headwinds
• War in the Middle East impacting global supply chain flow, adding inflationary pressure to product and logistics costs, and creating incremental uncertainty for customers. • Potential near-term uncertainty from geopolitical realities. • Cost pressure from conflict in Iran impacting revenue, gross margin, and operating expenses. • Exposure to products sourced from the Middle East being less than 0.5% of total purchases but still a risk. • Volatility in oil and energy prices affecting consumer sentiment, miles driven, and industrial and manufacturing output.
Analyst Q&A
Q: Greg Melich asked about pricing and impact of conflict,
A: Herbert Nappier said Q2 expected to be most pronounced with net negative impact of $10 million to $20 million EBITDA, pricing environment stays in line with full year but duration of conflict matters.
Q: Bret Jordan asked about European backdrop,
A: William Stengel said sequential meaningful improvement in all geographies, highlighted Germany and Iberia businesses.
Q: Christopher Horvers asked about Section 232 tariffs and freight costs,
A: Herbert Nappier said managing tariffs like overall situation, passing through costs where possible, freight costs factored into pricing strategy.
Q: Scot Ciccarelli asked about North American company-owned stores vs independent biz profitability and conversations with independents,
A: William Stengel said not disclosing detailed profitability but excited about work to improve company-owned stores, conversations with independents are positive.
Q: Michael Lasser asked about trade-off for GPC corporate and impact on free cash flow of stand-alone auto business,
A: Herbert Nappier said using balance sheet to support independents won't change long-term cash generation, more to come on supporting independents.