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Standard Motor Products (SMP)
NYSE:SMP

Standard Motor Products (SMP) Price & Analysis

129 Followers

SMP Stock Chart & Stats

$37.88
-$0.30(-0.98%)
At close: 4:00 PM EST
$37.88
-$0.30(-0.98%)

Bulls Say, Bears Say

Bulls Say
Revenue Growth MomentumSustained top-line expansion—driven by organic growth plus acquisition contribution—improves scale and bargaining power across suppliers and distributors. Durable revenue growth supports investment in SKU coverage, distribution, and integration spend that underpin multi-year aftermarket competitiveness.
Acquisition Driving Scale And MarginsThe Nissens acquisition meaningfully enlarges the company’s addressable market and brings higher-margin product mix and cross-sell potential. Reported mid-teens EBITDA at Nissens and stated integration synergies ($8M–$12M target) are structural levers to sustainably raise consolidated margins and returns over multiple years.
Diversified Product Portfolio & ChannelsWide SKU breadth across critical replacement categories and a multi-channel distribution model provide durable demand resilience against vehicle-cycle swings. Broad product mix and distribution relationships help maintain fill rates and recurring revenue, while DC investments reduce future capex and improve long-term operational efficiency.
Bears Say
Elevated LeverageLeverage near parity with equity and a 2.7x EBITDA run-rate increases interest burden and reduces financial flexibility. Higher debt limits ability to fund working capital or opportunistic M&A, raises refinancing risk, and requires sustained cash generation to hit management’s ~2.0x deleveraging target without asset sales or earnings shocks.
Weakening Cash GenerationDeteriorating cash conversion and a sharp drop in free cash flow constrain the company’s ability to pay down debt, fund integration investments, and maintain shareholder returns. Persistent inventory build and seasonal timing raise the risk that cash flow volatility will delay deleveraging and limit strategic optionality.
Margin Compression / Lower ProfitabilityMaterial erosion of net margins and compressed returns on incremental sales weaken long-term earnings power. Tariff-driven cost pressure, even if passed to customers, reduces reported margins and makes profitability more sensitive to supply-chain shifts and pricing dynamics, limiting durable ROE and reinvestment capacity.

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 $22.54 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 $835.79M.
      When is Standard Motor Products’s upcoming earnings report date?
      Standard Motor Products’s upcoming earnings report date is May 06, 2026 which is in 21 days.
        How were Standard Motor Products’s earnings last quarter?
        Standard Motor Products released its earnings results on Feb 26, 2026. The company reported $0.56 earnings per share for the quarter, beating the consensus estimate of $0.493 by $0.067.
          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 $0.31 which represents an annual dividend yield of 3.32%. See more information on Standard Motor Products dividends here
              What is Standard Motor Products’s EPS estimate?
              Standard Motor Products’s EPS estimate is 0.76.
                How many shares outstanding does Standard Motor Products have?
                Standard Motor Products has 22,145,939 shares outstanding.
                  What happened to Standard Motor Products’s price movement after its last earnings report?
                  Standard Motor Products reported an EPS of $0.56 in its last earnings report, beating expectations of $0.493. Following the earnings report the stock price went down -8.492%.
                    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. manufactures and distributes replacement parts that are used in the maintenance, repair, and service of vehicles in the automotive aftermarket industry with a complementary focus on specialized original equipment parts for manufacturers across agriculture, heavy duty, and construction equipment industries. The company's Engine Management segment provides electronic ignition control modules, camshaft and crankshaft position sensors, ignition wires and coils, switches and relays, exhaust gas recirculation valves, pressure and temperature sensors, variable valve timing components, mass airflow and fuel pressure sensors, electronic throttle bodies, and diesel injectors and pumps; and anti-lock brake, vehicle speed, tire pressure monitoring, and park assist sensors. This segment offers its products under the Standard, Blue Streak, BWD, Intermotor, OEM, SMP Blue Streak Canada, GP Sorensen, Locksmart, Standard Motorcycle, and Blue Streak Race Wires brands. Its Temperature Control segment provides components for the temperature control systems, engine cooling systems, power window accessories, and windshield washer systems of motor vehicles under the Four Seasons, ACI, Hayden, Factory Air, and Maxair brands. Its products include air conditioning compressors and repair kits, clutch assemblies, blower and radiator fan motors, filter dryers, evaporators, accumulators, actuators, hose assemblies, thermal expansion devices, heater valves, heater cores, A/C service tools and chemicals, fan assemblies, fan clutches, oil coolers, window lift motors, window regulators and assemblies, and windshield washer pumps. The company serves primarily automotive aftermarket retailers, warehouse distributors, original equipment manufacturers, and original equipment service part operations in the United States, Canada, Europe, Asia, Mexico, and other Latin American countries. The company was founded in 1919 and is headquartered in Long Island City, New York.

                      Standard Motor Products (SMP) Earnings & Revenues

                      SMP Company Deck

                      SMP Earnings Call

                      Q4 2026
                      0:00 / 0:00
                      Earnings Call Sentiment|Positive
                      The call conveyed a generally positive picture: robust top-line growth (22.4% full year), margin expansion, EPS growth, successful initial integration of the Nissens acquisition (meaningful revenue and healthy EBITDA margins), and operational initiatives that are expected to drive synergies. However, there are notable challenges — a material weakness identified at Nissens (IT controls) with remediation underway, a significant decline in the wire sets subcategory, tariff-driven margin compression despite pass-through pricing, reduced operating cash flow due to inventory build, and elevated leverage (2.7x) that management plans to reduce. Management provided a constructive outlook for 2026 (low- to mid-single-digit sales growth; 11%–12% adjusted EBITDA margin) while warning of Q1 comparability and tariff uncertainties. Overall, highlights and positive trends outweigh the disclosed challenges.View all SMP earnings summaries

                      SMP Stock 12 Month Forecast

                      Average Price Target

                      $54.00
                      ▲(42.56% Upside)
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