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Standard Motor Products (SMP)
NYSE:SMP
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Standard Motor Products (SMP) Price & Analysis

135 Followers

SMP Stock Chart & Stats

$38.67
$0.58(1.52%)
At close: 4:00 PM EDT
$38.67
$0.58(1.52%)

Bulls Say, Bears Say

Bulls Say
Revenue Growth AccelerationSMP's accelerated TTM revenue growth (42.4%) reflects durable demand recovery and improved market penetration in aftermarket and specialty OE programs. Sustained top-line momentum supports operating leverage, funds reinvestment and reduces reliance on one-time items, strengthening multi-quarter growth visibility.
Improved Cash Generation And FCFThe rebound to ~$122M operating cash flow and ~$87M free cash flow provides durable financial flexibility to pay dividends, reduce debt and fund capex. Strong cash conversion underpins the company's stated deleveraging plan and enhances resilience through cyclical aftermarket demand cycles.
Strategic Manufacturing And Operational UpgradesThe Techstrong JV adding a low-cost Thailand sensor base and other operational moves (distribution ramp and new COO) lower supply concentration risk and strengthen margins over time. These structural moves improve cost control, shorten lead times and enhance competitive positioning across product categories.
Bears Say
Elevated LeverageDebt near parity with equity and historical step-up in leverage reduces balance-sheet flexibility and increases sensitivity to earnings swings. Even with a path to ~2.0x EBITDA, elevated leverage constrains strategic optionality and raises refinancing and interest-rate risk over the next several quarters.
Thin Net-margin And Bottom-line ConversionDespite improving operating margins, weak net margin (~2.8%) signals limited profit conversion after interest, tax and other costs. This constrains retained earnings, lowers ROE upside and makes cashflow and return metrics more sensitive to cost inflation, interest expense, and one-off items.
Structural Product Weakness And Cost RisksA secular mid-single-digit decline in wire sets weakens a core Vehicle Control category, creating persistent volume headwinds and order variability. Combined with ongoing tariff exposure and elevated distribution costs, this structural mix and cost pressure can compress margins and slow sustainable earnings growth.

Standard Motor Products News

SMP FAQ

What was Standard Motor Products’s price range in the past 12 months?
Standard Motor Products lowest stock price was $34.27 and its highest was $46.00 in the past 12 months.
    What is Standard Motor Products’s market cap?
    Standard Motor Products’s market cap is $888.92M.
      When is Standard Motor Products’s upcoming earnings report date?
      Standard Motor Products’s upcoming earnings report date is Oct 23, 2026 which is in 71 days.
        How were Standard Motor Products’s earnings last quarter?
        Standard Motor Products released its earnings results on Aug 04, 2026. The company reported $1.4 earnings per share for the quarter, beating the consensus estimate of $1.393 by $0.007.
          Is Standard Motor Products overvalued?
          According to Wall Street analysts Standard Motor Products’s price is currently Undervalued. Get more investment ideas with TipRanks Premium
            Does Standard Motor Products pay dividends?
            Standard Motor Products pays a Quarterly dividend of $0.33 which represents an annual dividend yield of 3.26%. See more information on Standard Motor Products dividends here
              What is Standard Motor Products’s EPS estimate?
              Standard Motor Products’s EPS estimate is 1.41.
                How many shares outstanding does Standard Motor Products have?
                Standard Motor Products has 22,340,294 shares outstanding.
                  What happened to Standard Motor Products’s price movement after its last earnings report?
                  Standard Motor Products reported an EPS of $1.4 in its last earnings report, beating expectations of $1.393. Following the earnings report the stock price went up 6.008%.
                    Which hedge fund is a major shareholder of Standard Motor Products?
                    Currently, no hedge funds are holding shares in SMP
                    What is the TipRanks Smart Score and how is it calculated?
                    Smart Score combines eight research factors - such as analyst recommendations, hedge fund trends, and technical indicators - to measure a stock’s outlook. These signals are unified into a single score that reflects bullish or bearish momentum. See detailed methodology

                      Company Description

                      Standard Motor Products

                      Standard Motor Products, Inc. (SMP) specializes in the production and distribution of replacement automotive components for the aftermarket, facilitating vehicle maintenance, repair, and service. Complementing this, the company also engineers bespoke original equipment (OE) parts for manufacturers in the agricultural, heavy-duty, and construction equipment sectors. Its Engine Management division offers a comprehensive array of parts crucial for vehicle operation. This includes ignition system elements such as electronic control modules, wires, and coils; a variety of sensors for camshaft/crankshaft position, pressure, temperature, variable valve timing, mass airflow, and fuel pressure; alongside exhaust gas recirculation (EGR) valves, electronic throttle bodies, and diesel injection systems. Furthermore, this segment provides advanced sensors for safety and driver assistance, encompassing those for anti-lock braking (ABS), vehicle speed, tire pressure monitoring (TPMS), and park assist. Products from this segment are marketed under numerous brands, including Standard, Blue Streak, BWD, Intermotor, OEM, SMP Blue Streak Canada, GP Sorensen, Locksmart, Standard Motorcycle, and Blue Streak Race Wires. The Temperature Control segment focuses on climate management and related systems within vehicles. This encompasses components for air conditioning, engine cooling, power windows, and windshield washers. Its extensive product portfolio features air conditioning compressors and associated repair kits, clutch assemblies, various motors (blower, radiator fan, window lift), filter-dryers, evaporators, accumulators, actuators, hose assemblies, thermal expansion devices, heater valves and cores, as well as A/C service tools and chemicals. It also supplies fan assemblies, fan clutches, oil coolers, window regulators, and windshield washer pumps. Key brands for this segment include Four Seasons, ACI, Hayden, Factory Air, and Maxair. SMP's clientele spans automotive aftermarket retailers, wholesale distributors, original equipment manufacturers (OEMs), and service parts divisions of OEs. The company maintains a global presence, serving markets in the United States, Canada, Europe, Asia, Mexico, and other nations across Latin America. Established in 1919, Standard Motor Products is headquartered in Long Island City, New York.

                      Standard Motor Products (SMP) Earnings & Revenues

                      SMP Company Deck

                      SMP Earnings Call

                      Q2 2026
                      0:00 / 0:00
                      Earnings Call Sentiment|Positive
                      The call conveyed a generally positive tone driven by solid top-line growth, a record adjusted EBITDA quarter, improved cash flow and deleveraging, strong performance in Temperature Control, Engineered Solutions sales momentum, and profitable European (Nissens) contributions and synergies. Offsetting items include a modest decline in Vehicle Control due to secular wire-set weakness, margin compression from elevated distribution costs and inflation, some segment margin pressures, and macro/tariff uncertainty that could affect the back half. On balance, the positives (growth, record profitability, cash generation, strategic JV and balance-sheet improvement) outweigh the challenges described.View all SMP earnings summaries

                      SMP Stock 12 Month Forecast

                      Average Price Target

                      $54.00
                      ▲(39.64% Upside)
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