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Standard Motor Products (SMP)
NYSE:SMP
Earnings Data
Report Date
May 06, 2026Before Open (Confirmed)
Period Ending
2026 (Q1)Consensus EPS Forecast
0.73Last Year’s EPS
0.81Same Quarter Last Year
Moderate Buy
Based on 1 Analysts Ratings
Earnings Call Summary
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.Company Guidance
Strong Top-Line Growth
Consolidated net sales increased 12.2% in Q4 and 22.4% for full year 2025 versus prior year. Excluding the Nissens acquisition, sales were up about 4% for both the quarter and the year.
Nissens Acquisition Performing Well
Nissens contributed $64 million in Q4 and $305 million for the full year, with mid-single digit sales increases in local currency. Q4 adjusted EBITDA for Nissens rose to 10.1% and full-year adjusted EBITDA margin was 15.9%. Management reports successful early integration and cross-selling opportunities.
Improved Profitability and Margins
Consolidated adjusted EBITDA increased to 9.7% of net sales in Q4 and full-year adjusted EBITDA expanded by 160 basis points year-over-year. Non-GAAP diluted EPS rose 19.1% in the quarter and 26.8% for the full year.
Segment Strengths — Temperature Control
Temperature Control net sales were $61.5 million in Q4, up 5.9% versus prior year, and the segment finished the full year up more than 12%. Q4 adjusted EBITDA margin for Temperature Control improved to 13%.
Segment Strengths — Vehicle Control (ex-wire)
Vehicle Control net sales were $193.7 million in Q4, up 3.3% year-over-year. Engine, electrical, and safety subcategories grew a combined 6.3% in Q4, and overall Vehicle Control adjusted EBITDA was steady at 11.1%.
Engineered Solutions Momentum
Engineered Solutions returned to growth with Q4 sales up ~6.3% and sequential improvement after earlier softness; adjusted EBITDA in the segment increased on higher sales and operating leverage.
Synergy Targets and Operational Initiatives
Management remains comfortable with an $8M–$12M run-rate savings target from integration and commonization actions (stating they believe they are ahead of this target). Company completed a distribution center (DC) investment nearing completion, which should reduce future CapEx needs.
SMP 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
SMP Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Feb 26, 2026 | $43.10 | $39.44 | -8.49% |
Oct 31, 2025 | $38.45 | $36.56 | -4.92% |
Aug 05, 2025 | $30.85 | $34.11 | +10.58% |
Apr 30, 2025 | $23.55 | $26.20 | +11.25% |
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 Standard Motor Products (SMP) report earnings?
Standard Motor Products (SMP) is schdueled to report earning on May 06, 2026, Before Open (Confirmed).
What is Standard Motor Products (SMP) earnings time?
Standard Motor Products (SMP) earnings time is at May 06, 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 SMP EPS forecast?
SMP EPS forecast for the fiscal quarter 2026 (Q1) is 0.73.