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Genuine Parts Company (GPC)
NYSE:GPC
US Market

Genuine Parts Company (GPC) Earnings Dates, Call Summary & Reports

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Earnings Data

Report Date
Apr 16, 2026
Before Open (Confirmed)
Period Ending
2026 (Q1)
Consensus EPS Forecast
1.76
Last Year’s EPS
1.75
Same Quarter Last Year
Based on 5 Analysts Ratings

Earnings Call Summary

Q4 2025
Earnings Call Date:Feb 17, 2026|
% Change Since:
|
Earnings Call Sentiment|Neutral
Balanced outcome: the call highlighted meaningful strategic progress (separation plan, margin expansion, restructuring savings, industrial and Asia/Canada outperformance, stronger e-commerce) and a constructive 2026 outlook, while also disclosing significant near-term challenges (large one-time pension and supplier charges, softness in Europe and U.S. independent owners, margin and SG&A pressure). The positives include durable operational improvements and a path to adjusted EPS growth, but material nonrecurring charges and lingering regional/partner weakness temper near-term results.
Company Guidance
The company guided 2026 adjusted diluted EPS of $7.50–$8.00 (GAAP EPS $6.10–$6.60), implying ~5% growth at the midpoint versus 2025 adjusted EPS of $7.37, on total GPC sales growth of 3.0%–5.5% (market growth assumed roughly flat, pricing/inflation about 2% with ~1 point from tariffs). By segment they expect North America Automotive sales +3%–5% (comps 1.5%–3.5%) with EBITDA $700M–$730M (+5%–9%), International Automotive sales +3%–6% (comps 1.5%–3.5%) with EBITDA $560M–$600M (+4%–10%), and Industrial sales +3%–6% (comps 3%–6%) with EBITDA $1.2B–$1.3B (+7%–12%); consolidated adjusted EBITDA is $2.0B–$2.2B (+2%–9%). They forecast 40–60 bps of gross margin expansion, SG&A deleverage of 30–50 bps, transformation costs of $225M–$250M with $100M–$125M benefit, D&A $515M–$540M, interest $180M–$190M, a ~$30M headwind from depreciation/interest, corporate costs 1.5%–2% of sales, cash from operations $1.0B–$1.2B (≈+20%), CapEx $450M–$500M (~2% of revenue), and M&A $300M–$350M; they expect sequential earnings acceleration but are watchful on Europe, independent owners, and PMI trends.
Strategic Separation Announced
Company announced intent to separate into two independent public companies (Global Automotive and Global Industrial), targeting completion in 2027; separation intended to unlock value, enable business-specific investments, and maintain investment-grade targets for both businesses.
Full-Year Sales Growth
Total GPC sales of $24.3 billion, up over $800 million or 3.5% versus 2024.
Gross Margin Expansion
Gross margin expanded for the third consecutive year; fourth quarter adjusted gross margin was 37.6%, up 70 basis points year-over-year.
Restructuring Savings Above Target
Global restructuring and cost actions yielded approximately $175 million of benefit in 2025, exceeding the $110M–$135M target and contributing ~$0.95 per share of benefit.
Industrial (Motion) Strength and Digital Momentum
Industrial sales were $8.9 billion, up ~$200 million (~2%) with comparable sales up ~1.5%; core MRO business up over 3% for the year; e-commerce penetration increased by over 800 basis points year-over-year; January PMI >50 (first since Feb 2025).
Asia Pacific & Canada Outperformance
International Automotive: Asia Pacific delivered ~10% total sales growth (comps ~5%) and Repco grew ~20% vs 2024; Canada posted nearly 5% sales growth in local currency with comps ~3%.
Quarterly Sales and Margin Momentum
Fourth quarter consolidated sales increased 4.1% (comparable sales improvement +170 bps; acquisitions +150 bps; FX +130 bps); adjusted EBITDA margin in Q4 was 7.6%, up 10 basis points year-over-year.
2026 Financial Outlook Shows Modest Improvement
2026 guidance: adjusted diluted EPS $7.50–$8.00 (midpoint +~5% vs 2025 adjusted EPS $7.37); total sales growth guidance 3%–5.5%; consolidated adjusted EBITDA $2.0B–$2.2B (up 2%–9%).

Genuine Parts Company (GPC) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

GPC Earnings History

Report Date
Fiscal Quarter
Forecast / EPS
Last Year's EPS
EPS YoY Change
Press Release
Slides
Play Transcript
Apr 16, 2026
2026 (Q1)
1.76 / -
1.75
Feb 17, 2026
2025 (Q4)
1.82 / 1.55
1.61-3.73% (-0.06)
Oct 21, 2025
2025 (Q3)
1.99 / 1.98
1.885.32% (+0.10)
Jul 22, 2025
2025 (Q2)
2.06 / 2.10
2.44-13.93% (-0.34)
Apr 22, 2025
2025 (Q1)
1.68 / 1.75
2.22-21.17% (-0.47)
Feb 18, 2025
2024 (Q4)
1.55 / 1.61
2.26-28.76% (-0.65)
Oct 22, 2024
2024 (Q3)
2.42 / 1.88
2.49-24.50% (-0.61)
Jul 23, 2024
2024 (Q2)
2.59 / 2.44
2.440.00% (0.00)
Apr 18, 2024
2024 (Q1)
2.17 / 2.22
2.143.74% (+0.08)
Feb 15, 2024
2023 (Q4)
2.20 / 2.26
2.0510.24% (+0.21)
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed

GPC Earnings-Related Price Changes

Report Date
Price 1 Day Before
Price 1 Day After
Percentage Change
Feb 17, 2026
$147.16$125.74-14.56%
Oct 21, 2025
$130.77$133.45+2.05%
Jul 22, 2025
$122.01$131.29+7.60%
Apr 22, 2025
$109.23$112.28+2.80%
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.

FAQ

When does Genuine Parts Company (GPC) report earnings?
Genuine Parts Company (GPC) is schdueled to report earning on Apr 16, 2026, Before Open (Confirmed).
    What is Genuine Parts Company (GPC) earnings time?
    Genuine Parts Company (GPC) earnings time is at Apr 16, 2026, Before Open (Confirmed).
      Where can I see when companies are reporting earnings?
      You can see which companies are reporting today on our designated earnings calendar.
        What companies are reporting earnings today?
        You can see a list of the companies which are reporting today on TipRanks earnings calendar.
          What is GPC EPS forecast?
          GPC EPS forecast for the fiscal quarter 2026 (Q1) is 1.76.

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