I previously wrote an article about Genuine Parts Company (NYSE: GPC ) on Oct. 24, 2024, where I suggested waiting for a lower price to buy it along with seeing how much of a dividend raise it would giveMacro Trading Factory is a macro-driven service, run by a team of experienced investment managers.The service offers two portfolios: “Funds Macro Portfolio” & “Rose's Income Garden”; both aim to outperform the SPY on a risk-adjusted basis, in a relaxed manner.Suitable for those who either have little time/kn ...

Group 1 - The article reinstates coverage of Genuine Parts (NYSE: GPC) following the release of Q2 results [1] - The company was upgraded to a Strong Buy recommendation based on four key factors: an aging vehicle fleet, rising automotive complexity, and valuation [1] - The analysis is aimed at buy-side hedge professionals conducting fundamental, income-oriented, long-term analysis across sectors globally in developed markets [1]

Genuine Parts (GPC 7.68%), the automotive and industrial parts distributor known for its global NAPA Auto Parts and Motion brands, released its second-quarter 2025 earnings on July 22, 2025. The main headlines: GAAP revenue increased to $6.16 billion, slightly surpassing consensus GAAP estimates of $6,116.14 million, while adjusted diluted earnings per share (EPS) was $2.10, outpacing expectations of $2.07. Despite these modest 'beats,' both profit and cash flow metrics declined sharply compared to last yea ...

Core Insights - Genuine Parts Company (GPC) reported mixed Q2 2025 financials, with total sales of $6.2 billion, reflecting a 3.4% growth year-over-year, but faced margin pressures leading to a downward revision of full-year earnings and cash flow outlooks [6][13][39] - The company revised its diluted EPS guidance for FY2025 to a range of $6.55 to $7.05, down from $6.95 to $7.45, primarily due to tariff impacts and persistent cost inflation [5][47] - Management indicated that inflation in Selling, General and Administrative (SG&A) expenses outpaced sales inflation by approximately 100 basis points, contributing to a decline in adjusted EBITDA margin to 8.9% [5][44] Financial Performance - Adjusted EPS for Q2 2025 was $2.10, down 14% year-over-year, impacted by lower pension income and higher depreciation and interest expenses [7][38] - Total adjusted SG&A as a percentage of sales increased to 28.7%, up 150 basis points year-over-year, with absolute SG&A rising by $145 million [7][40] - Operating cash flow is projected at $1.1 billion to $1.3 billion for FY2025, with free cash flow expected at $700 million to $900 million, both lower than previous forecasts [5][57] Segment Performance - Automotive segment sales increased by 5% in Q2 2025, with comparable sales up about 0.5%, while the industrial segment saw sales of $1.8 billion, up about 1% [7][24] - E-commerce accounted for 40% of Motion segment sales, reflecting a growth of over 10% since early 2024 [7][23] - The company acquired 32 U.S. stores in Q2 2025, in addition to 44 in Q1 2025, enhancing its market presence [7][31] Market Conditions - Management noted that the cumulative effect of broad-based tariffs on demand remains a risk, with potential negative consequences if tariffs expand or inflation impacts accelerate [5][55] - The company expects full-year sales growth of 1%-3% for FY2025, with automotive segment sales growth guided at 1.5%-3.5% and industrial segment sales seen up 1%-3% [7][57] - Current PMI readings indicate a contractionary environment, which has influenced the revised growth expectations for both automotive and industrial businesses [49][57] Strategic Initiatives - Ongoing global restructuring initiatives aim to offset rising SG&A expenses and address challenges across diverse geographic markets [6][44] - The company is focused on controlling costs and enhancing operational efficiency, with a target of over $200 million in annualized cost savings by 2026 from restructuring efforts [7][56] - Management emphasized the importance of maintaining customer relationships and adapting to market changes through strategic pricing and sourcing initiatives [6][20]

UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 10-Q QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended June 30, 2025 OR TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF ☐ 1934 For the transition period from to Commission file number: 1-5690 __________________________________________ GENUINE PARTS COMPANY (Exact name of registrant as specified in its charter) __________________ ...

Key Takeaways GPC posted Q2 adjusted EPS of $2.10, which topped estimates but declined from $2.44 a year ago. Total sales rose 3.4% to $6.16B, driven by acquisitions and favorable currency exchange. GPC cut its 2025 EPS and sales outlook, citing tariff impacts across automotive and industrial units.Genuine Parts Company (GPC) reported second-quarter 2025 adjusted earnings of $2.10 per share, which beat the Zacks Consensus Estimate of $2.08. The bottom line, however, declined from the year-ago quarter’s ea ...

Genuine Parts Company (GPC) Q2 2025 Earnings Call July 22, 2025 08:30 AM ET Company ParticipantsTim Walsh - VP - IRWilliam Stengel - President, CEO & DirectorBert Nappier - EVP and CFOBret Jordan - Managing DirectorGreg Malik - Managing DirectorKate McShane - Managing DirectorConference Call ParticipantsScot Ciccarelli - MD & Senior Equity Research AnalystChristopher Horvers - Senior AnalystMichael Lasser - Equity Research Analyst - Hardlines, Broadlines & Food RetailOperatorDay, ladies and gentlemen. Welco ...

Genuine Parts Company (GPC) Q2 2025 Earnings Call July 22, 2025 08:30 AM ET Speaker0Day, ladies and gentlemen. Welcome to the Genuine Parts Company Second Quarter twenty twenty five Earnings Conference Call. At this time, all lines are in listen only mode. Following the presentation, we will conduct a question and answer session. This call is being recorded on Tuesday, 07/22/2025.At this time, I would like to turn the conference over to Tim Walsh, Vice President of Investor Relations. Please go ahead, sir.S ...

Genuine Parts (GPC) came out with quarterly earnings of $2.1 per share, beating the Zacks Consensus Estimate of $2.08 per share. This compares to earnings of $2.44 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of +0.96%. A quarter ago, it was expected that this auto and industrial parts distributor would post earnings of $1.66 per share when it actually produced earnings of $1.75, delivering a surprise of +5.42%.Over the last f ...

Second Quarter 2025 Earnings Presentation July 22, 2025 Safe Harbor Statement FORWARD-LOOKING STATEMENTS: Some statements in this presentation, as well as in other materials we file with the Securities and Exchange Commission (SEC), release to the public, or make available on our website, constitute forward-looking statements that are subject to the safe harbor provisions of the Private Securities Litigation Reform Act of 1995. All statements in the future tense and all statements accompanied by words such ...