Genuine Parts Company (NYSE:GPC) Q2 2022 Earnings Conference Call July 27, 2022 11:00 AM ET Company Participants Sid Jones – Senior Vice President-Investor Relations Paul Donahue – Chairman and Chief Executive Officer Will Stengel – President Bert Nappier – Executive Vice President and Chief Financial Officer Conference Call Participants Chris Horvers – JPMorgan Michael Montani – Evercore ISI Liz Suzuki – Bank of America Scot Ciccarelli – Truist Securities Bret Jordan – Jefferies Daniel Imbro – Stephens Inc ...

Genuine Parts Company (NYSE:GPC) Q1 2022 Earnings Conference Call April 21, 2022 11:00 AM ET Company Participants Sid Jones - Senior Vice President-Investor Relations Paul Donahue - Chairman & Chief Executive Officer Will Stengel - President Carol Yancey - Executive Vice President & Chief Financial Officer Conference Call Participants Kate McShane - Goldman Sachs Greg Melich - Evercore ISI Chris Horvers - JPMorgan Liz Suzuki - Bank of America Bret Jordan - Jefferies Scot Ciccarelli - Truist Securities Danie ...

Q1 2022 Earnings Presentation April 21, 2022 Genuine Parts Company Snapshot Founded 1928 Headquarters Atlanta, GA Countries Served2 17 Locations ~10,550 • Warehouses ~850 • Distribution Facilities ~200 • Retail (Owned/Independent) ~9,500 Employees ~52,000 Market Capitalization ~$18.0B Revenue $19.7B • Automotive 65% • Industrial 35% Segment Profit Margin3 8.9% Free Cash Flow4 ~$1.1B Dividend Yield5 2.8% Key Statistics1 TTM Financial Highlights1 Global Footprint TTM 2022 Revenue by Region1 75% North America ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended March 31, 2022 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 __________________________________________ FORM 10-Q WASHINGTON, D.C. 20549 GENUINE PARTS COMPANY (Exact name of registrant as specified in its charter) _________________ ...

Financial Data and Key Metrics Changes - Total sales for Q4 2021 were $4.8 billion, a 13% increase from the previous year, with full-year sales reaching $18.9 billion, up 14% [11][47] - Gross margin for Q4 was 35.3%, a 30 basis point improvement year-over-year, while the full-year gross margin improved by 70 basis points to 35.2% [47] - Adjusted net income for Q4 was $256 million, or $1.79 per diluted share, an 18% increase from the previous year, with full-year adjusted net income at $997 million, or $6.91 per share, a 31% increase [54] Business Line Data and Key Metrics Changes - Global Automotive Group sales were $3.2 billion for Q4, a 13% increase, with segment profit increasing 11% to $266 million and a profit margin of 8.3% [12][55] - Global Industrial segment sales were $1.6 billion for Q4, also up 13%, with segment profit of $154 million, a 15% increase, and a profit margin of 9.5% [22][57] Market Data and Key Metrics Changes - U.S. Automotive sales were up 15% with comp sales up 13%, while Canada saw total sales up 11% with comp sales up 9% [16] - In Europe, total sales were up 14% with comp sales up 7%, and in Asia Pacific, total sales were up 11% with comp sales up 9% [20][21] Company Strategy and Development Direction - The company is focused on strategic growth initiatives, including the integration of the Kaman Distribution Group acquisition to enhance market position and scale [10][25] - The strategic vision includes simplifying operations, enhancing customer experience, and leveraging technology for improved efficiency and growth [31][32] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the company's ability to navigate ongoing supply chain challenges and inflationary pressures while maintaining strong sales and cash flow [9][60] - For 2022, the company expects total sales growth of 9% to 11%, with specific guidance for the Automotive segment at 4% to 6% and the Industrial segment at 20% to 22% [64] Other Important Information - The company announced a $3.58 per share annual dividend for 2022, marking a 10% increase from 2021 [62] - Carol Yancey, the CFO, will retire in May after a 30-year career, with Bert Nappier set to succeed her [28][29] Q&A Session Summary Question: Variability in sales cadence across different regions - Management noted that all U.S. regions experienced double-digit sales increases in Q4, with strong performance across both Automotive and Industrial segments [76][77] Question: Differences in market dynamics between the U.S. and international markets - Management highlighted that the U.S. market has more supply chain challenges compared to Europe and Australia, but overall performance remains strong [78] Question: Potential for growth in DIY versus commercial business - Management expects continued solid growth across all markets, with a strong performance anticipated in both DIY and commercial segments [88][89] Question: Inflation impact on NAPA and Motion segments - Inflation was noted to be mid-single digits for Global Automotive and low-single digits for Global Industrial in Q4, with expectations for similar trends in 2022 [91][92] Question: Market share dynamics in the Automotive segment - Management indicated that price is not the primary driver in the automotive aftermarket, focusing instead on product quality and customer service [97][119] Question: Contribution from KDG acquisition - The anticipated contribution from KDG is expected to be reflected in the overall sales growth, with a projected impact of approximately $0.10 on EPS for 2022 [120][122]

Financial Performance - GPC reported total sales of $4.8 billion in Q4 2021, a 13% increase from 2020 and a 12% increase from 2019[9] - Adjusted gross profit increased by 13.8% with a 30 bps margin increase[21] - GAAP and Adjusted Net Income reached $256 million, with GAAP and Adjusted Diluted EPS at $1.79, an 18% increase[9] - Segment profit margin was 8.7%, a decrease of 10 bps year-over-year but an increase of 100 bps on a 2-year stack[9] - The company's total debt to TTM Adjusted EBITDA improved to 1.4x compared to 1.9x on December 31, 2020[9] Segment Performance - Automotive sales increased by 13.1% to $3.19 billion, with a segment profit of $266 million and a margin of 8.3%[22] - Industrial sales increased by 12.8% to $1.613 billion, with a segment profit of $154 million and a margin of 9.5%[22] Capital Allocation and Outlook - Capital deployment in 2021 included 34% for dividends ($466 million), 25% for share repurchases ($334 million), 21% for M&A ($284 million), and 20% for reinvestment ($266 million)[27] - The company anticipates total sales growth of 9% to 11% in FY'22, with automotive at 4% to 6% and industrial at 20% to 22%[29] - Diluted EPS is projected to be $7.45 to $7.60, with adjusted EPS growth of 8% to 10%[29] - Cash from operations is expected to be $1.5 billion to $1.7 billion, with free cash flow of $1.2 billion to $1.4 billion[29]

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 10-K ☑ ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended December 31, 2021 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) GA 58-0254510 (State or other jurisdiction of incorporation or ...

Genuine Parts Investor Presentation December 2021 GPC INVESTOR PRESENTATION | 1 Safe Harbor Statement FORWARD-LOOKING STATEMENTS: Some of the comments made during this conference call and information contained in our presentation 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 as "expect," "likely," "outlook," "forecast," "preliminary," ...

| --- | --- | --- | --- | |-----------------------|-------|-------|-------| | | | | | | | | | | | | | | | | | | | | | Q3 2021 | | | | | Earnings Presentation | | | | | October 21, 2021 | | | | Genuine Parts Company Snapshot (NYSE: GPC) Founded 1928 Headquarters Atlanta, GA Countries Served 15 Locations ~10,600 • Warehouses • Distribution Facilities • Retail (Owned/Independent) ~900 ~190 ~9,500 Employees ~52,000 Market Capitalization2 ~$18.5B TTM FINANCIAL HIGHLIGHTS1 Revenue $18.3B • Automotive • Industrial ...

Genuine Parts Company (NYSE:GPC) Q3 2021 Earnings Conference Call October 21, 2021 11:00 AM ET Company Participants Paul Donahue – Chairman and Chief Executive Officer Sid Jones – Senior Vice President Investor Relations Will Stengel – President Carol Yancey – Executive Vice President and Chief Financial Officer Conference Call Participants Chris Horvers – JP Morgan Bret Jordan – Jefferies Greg Melich – Evercore ISI Daniel Imbro – Stephens Seth Basham – Wedbush Securities Liz Suzuki – Bank of America David ...