Genuine Parts Company (GPC)
NYSE:GPC
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Earnings Data
Report Date
Jul 28, 2026Before Open (Confirmed)
Period Ending
2026 (Q2)Consensus EPS Forecast
2.06Last Year’s EPS
2.1Same Quarter Last Year
Moderate Buy
Based on 7 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call presents a constructive operational and financial picture: solid top-line growth (~+6.8% YoY), sequential improvement across all segments, industrial margin expansion and reaffirmed full-year guidance. Management also reported progress on restructuring and the planned separation, with separation costs in line with prior expectations. Offsetting these positives are persistent inflationary pressures (labor, freight, rent, healthcare), SG&A increases, margin compression at the consolidated level, and near-term geopolitical risk (estimated $10–$20M EBITDA Q2 hit) plus meaningful run-rate separation costs of $100–$150M. On balance, the company appears to be executing well, managing cost actions, and maintaining guidance despite headwinds.Company Guidance
Consolidated Sales Growth
Total GPC sales of $6.3 billion, an increase of approximately $400 million or ~6.8%–7% year-over-year; each of the three business segments showed sequential improvement.
Adjusted Earnings and Reaffirmed Guidance
Adjusted EPS of $1.77 in Q1 slightly above prior year; company reaffirmed full-year adjusted diluted EPS guidance of $7.50–$8.00 (≈+5% at midpoint vs. 2025).
Gross Margin Expansion
Reported gross margin of 37.3% (up ~20 basis points year-over-year) driven by strategic pricing and sourcing initiatives; company reiterates expectation of 40–60 basis points of full-year gross margin expansion.
Industrial Segment Outperformance
Global Industrial sales of ~$2.3 billion (≈+5% YoY; comparable sales ≈+4%); Industrial EBITDA of $314 million, up ~13% with EBITDA margin expanding 90 basis points to 13.6%.
North America Automotive Recovery
North America Automotive total sales +≈4.5% with comparable sales ≈+2%; segment EBITDA $156 million, up ~6% with margin 6.6% (up 10 bps YoY and +110 bps sequential vs. Q4).
NAPA System Strength
NAPA system delivered ~4% sales growth (up from 2% in Q4); company-owned store comps +≈5.5% and independent same-store purchases +≈1%; commercial comps ≈+5%, retail comps ≈+1%.
International & Asia Pac Momentum
International Automotive total sales +≈13% (comps slightly positive); International Automotive EBITDA $145 million (+≈5%); Asia Pacific total and comparable sales both ≈+4%, with notable retail strength and share gains in Australia/New Zealand.
Operational & Restructuring Progress
Restructuring actions realized $26 million of cost savings in Q1 (incurred $59 million restructuring costs); adjusted EBITDA up ~5%; adjusted EBITDA margin 7.9% (modest compression) with cost actions underway.
Separation Execution on Track
Planned separation of Global Automotive and Global Industrial businesses progressing as planned; expected timeline to complete in Q1 2027 and estimated run-rate dis-synergies/stand-alone cost range of $100–$150 million in line with prior estimates.
Capital Allocation and Cash Governance
Q1 cash from operations ≈$64 million, working capital improvement ≈$200 million; invested ≈$100 million in CapEx for supply chain/IT and returned ≈$142 million to shareholders in dividends; reaffirmed disciplined capital allocation approach.
GPC Earnings History
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 |
|---|---|---|---|
Apr 21, 2026 | $112.59 | $115.00 | +2.14% |
Feb 17, 2026 | $145.82 | $124.60 | -14.56% |
Oct 21, 2025 | $129.58 | $132.24 | +2.05% |
Jul 22, 2025 | $120.91 | $130.10 | +7.60% |
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 Jul 28, 2026, Before Open (Confirmed).
What is Genuine Parts Company (GPC) earnings time?
Genuine Parts Company (GPC) earnings time is at Jul 28, 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 (Q2) is 2.06.
