[Genuine Parts Company Q3 2025 Earnings Report Overview](index=1&type=section&id=Genuine%20Parts%20Company%20Q3%202025%20Earnings%20Report%20Overview) [Third Quarter 2025 Results](index=1&type=section&id=Third%20Quarter%202025%20Results) Genuine Parts Company reported Q3 2025 sales of **$6.3 billion**, a **4.9% increase**, with adjusted diluted EPS rising **5.3%** to **$1.98** Q3 2025 Key Financial Highlights | Metric | Q3 2025 | Q3 2024 | Change (%) | | :----- | :------ | :------ | :--------- | | Sales (in billions) | $6.3 | $6.0 | 4.9% | | Net Income (in millions) | $226 | $227 | -0.4% | | Diluted EPS ($) | $1.62 | $1.62 | 0.0% | | Adjusted Net Income (in millions) | $276 | $263 | 5.0% | | Adjusted Diluted EPS ($) | $1.98 | $1.88 | 5.3% | - Sales improvement was attributed to a **2.3% increase in comparable sales**, **1.8% from acquisitions**, and **0.8% from favorable foreign currency** and other factors[4](index=4&type=chunk) - Adjusted net income excludes a net expense of **$49 million** after tax adjustments, or **$0.36 per diluted share**, in costs associated with the company's global restructuring initiative[6](index=6&type=chunk) [Third Quarter 2025 Segment Highlights](index=2&type=section&id=Third%20Quarter%202025%20Segment%20Highlights) Automotive and Industrial segments both achieved sales growth and improved EBITDA margins in Q3 2025 Q3 2025 Segment Performance | Segment | Sales (Q3 2025, in billions) | Sales Growth (YoY, %) | EBITDA (Q3 2025, in millions) | EBITDA Growth (YoY, %) | EBITDA Margin (Q3 2025, %) | Margin Change (bps) | | :------ | :--------------------------- | :-------------------- | :---------------------------- | :--------------------- | :------------------------- | :------------------ | | Automotive | $4.0 | 5.0% | $335 | 5.9% | 8.4% | +10 | | Industrial | $2.3 | 4.6% | $285 | 6.6% | 12.6% | +30 | - Automotive sales growth was driven by a **2.3% benefit from acquisitions**, a **1.6% increase in comparable sales**, and a **1.1% favorable impact of foreign currency** and other[8](index=8&type=chunk) - Industrial sales growth was primarily attributable to a **3.7% increase in comparable sales** and a **1.1% benefit from acquisitions**, partially offset by a **0.2% unfavorable impact of foreign currency**[9](index=9&type=chunk) [Nine Months 2025 Results](index=2&type=section&id=Nine%20Months%202025%20Results) Sales for the first nine months of 2025 grew by **3.2%** to **$18.3 billion**, despite a decrease in both GAAP and adjusted net income and diluted EPS Nine Months 2025 Key Financials | Metric | 9M 2025 | 9M 2024 | Change (%) | | :----- | :------ | :------ | :--------- | | Sales (in billions) | $18.3 | $17.7 | 3.2% | | Net Income (in millions) | $675 | $771 | -12.4% | | Diluted EPS ($) | $4.85 | $5.51 | -12.0% | | Adjusted Net Income (in millions) | $810 | $915 | -11.5% | | Adjusted Diluted EPS ($) | $5.82 | $6.55 | -11.2% | [Balance Sheet, Cash Flow and Capital Allocation](index=2&type=section&id=Balance%20Sheet%2C%20Cash%20Flow%20and%20Capital%20Allocation) Operating cash flow for 9M 2025 was **$511 million**, with free cash flow at **$160 million**, while maintaining **$431 million** in cash and **$1.1 billion** in undrawn credit 9M 2025 Cash Flow Summary | Metric | 9M 2025 (Millions) | | :-------------------------- | :----------------- | | Cash flow from operations | $511 | | Net cash used in investing activities | $488 | | Capital expenditures | $350 | | Acquisitions | $182 | | Net cash used in financing activities | $94 | | Dividends paid | $421 | | Free cash flow | $160 | - As of September 30, 2025, the company had **$431 million in cash and cash equivalents** and **$1.1 billion in undrawn capacity** on its Revolving Credit Agreement[12](index=12&type=chunk) [2025 Outlook](index=2&type=section&id=2025%20Outlook) The company updated its full-year 2025 guidance, raising total sales growth to **3% to 4%** and narrowing adjusted diluted EPS to **$7.50 to $7.75** Updated 2025 Full-Year Guidance | Metric | Previous Outlook | Current Outlook | | :-------------------------- | :--------------- | :-------------- | | Total sales growth (%) | 1% to 3% | 3% to 4% | | Automotive sales growth (%) | 1.5% to 3.5% | 4% to 5% | | Industrial sales growth (%) | 1% to 3% | 2% to 3% | | Diluted EPS (GAAP, $) | $6.55 to $7.05 | $6.55 to $6.80 | | Adjusted Diluted EPS ($) | $7.50 to $8.00 | $7.50 to $7.75 | | Effective tax rate (%) | Approx. 24% | Approx. 24% | | Net cash from operating activities (in billions) | $1.1 to $1.3 | $1.1 to $1.3 | | Free cash flow (in millions) | $700 to $900 | $700 to $900 | - The updated outlook reflects year-to-date results and expectations that current market conditions will remain consistent with Q3[14](index=14&type=chunk) - The outlook excludes a potential one-time, non-cash charge of **$650 million to $750 million** related to the U.S. pension plan termination, expected by late 2025, which will impact GAAP diluted EPS but not adjusted diluted EPS[14](index=14&type=chunk)[15](index=15&type=chunk) [Non-GAAP Information](index=3&type=section&id=Non-GAAP%20Information) Non-GAAP measures are used to provide transparency into core operations by excluding non-recurring items like restructuring and acquisition costs - Non-GAAP measures (adjusted net income, adjusted diluted EPS, free cash flow) are used to provide transparency into ongoing operating performance by excluding items not representative of continuing operations[16](index=16&type=chunk) - Excluded items include costs from global restructuring initiatives and integration of acquired independent automotive stores, which are one-time events that do not recur in the ordinary course of business[17](index=17&type=chunk) [Comparable Sales Definition](index=4&type=section&id=Comparable%20Sales) Comparable sales is a key metric measuring period-over-period sales performance, excluding acquisitions, foreign currency, and other factors - Comparable sales is a key metric that refers to period-over-period comparisons of sales excluding the impact of acquisitions, foreign currency, and other factors[18](index=18&type=chunk) - The calculation of comparable sales is computed using total business days for the period and is inclusive of both company-owned stores and sales to independent owners' stores[18](index=18&type=chunk) [Conference Call Information](index=4&type=section&id=Conference%20Call) A conference call was held on October 21, 2025, to discuss Q3 results, with a replay and supplemental earnings deck available - A conference call was held on October 21, 2025, at 8:30 a.m. ET to discuss the results of the quarter, with a supplemental earnings deck available on the company's investor relations website[19](index=19&type=chunk) - A replay of the call is available on the company's website or via a toll-free number[19](index=19&type=chunk) [About Genuine Parts Company](index=4&type=section&id=About%20Genuine%20Parts%20Company) Established in 1928, Genuine Parts Company is a global provider of automotive and industrial parts, operating over **10,700 locations** in **17 countries** - Genuine Parts Company, established in 1928, is a leading global service provider of automotive and industrial replacement parts and value-added solutions[20](index=20&type=chunk) - The company operates over **10,700 locations** spanning **17 countries**, supported by more than **63,000 teammates**[20](index=20&type=chunk) [Investor and Media Contacts](index=4&type=section&id=Contacts) Contact information for investor relations and global strategic communications is provided - Investor Contact: Timothy Walsh, Vice President - Investor Relations, (678) 934-5349[21](index=21&type=chunk) - Media Contact: Heather Ross, Vice President - Global Strategic Communications, (678) 934-5220[21](index=21&type=chunk) [Forward-Looking Statements](index=5&type=section&id=Forward-Looking%20Statements) This section highlights forward-looking statements, subject to risks and uncertainties, and lists factors that could cause actual results to differ materially - The release contains forward-looking statements, identified by words such as 'expect,' 'outlook,' 'will,' and 'anticipate,' which are subject to the safe harbor provisions of the Private Securities Litigation Reform Act of 1995[22](index=22&type=chunk) - Actual results or events may differ materially due to various important factors, including changes in general economic conditions, inflation, geopolitical conflicts, volatility in oil prices, significant cost increases, public health emergencies, and changes in national and international legislation or government regulations[23](index=23&type=chunk) - Forward-looking statements speak only as of the date they are made, and the company undertakes no duty to update any forward-looking statements except as required by law[24](index=24&type=chunk) [Financial Statements and Reconciliations](index=6&type=section&id=Financial%20Statements%20and%20Reconciliations) [Condensed Consolidated Statements of Income](index=6&type=section&id=CONDENSED%20CONSOLIDATED%20STATEMENTS%20OF%20INCOME) Unaudited condensed consolidated statements of income for Q3 and 9M 2025 and 2024, detailing key revenue and expense metrics Condensed Consolidated Statements of Income (Selected Data, in thousands) | Metric | Q3 2025 (in thousands) | Q3 2024 (in thousands) | 9M 2025 (in thousands) | 9M 2024 (in thousands) | | :-------------------- | :--------------------- | :--------------------- | :--------------------- | :--------------------- | | Net sales | $6,260,232 | $5,970,198 | $18,290,726 | $17,716,396 | | Gross profit | $2,341,402 | $2,198,441 | $6,839,474 | $6,453,399 | | Total operating expenses | $2,007,109 | $1,876,578 | $5,840,398 | $5,413,464 | | Income before income taxes | $291,693 | $297,593 | $881,887 | $1,008,975 | | Net income | $226,171 | $226,582 | $675,443 | $771,020 | | Diluted earnings per share ($) | $1.62 | $1.62 | $4.85 | $5.51 | [Segment Information](index=7&type=section&id=SEGMENT%20INFORMATION) This section reconciles EBITDA to net income, detailing net sales and EBITDA for Automotive and Industrial segments, plus unallocated costs Segment Net Sales and EBITDA (Selected Data, in thousands) | Metric | Q3 2025 (in thousands) | Q3 2024 (in thousands) | 9M 2025 (in thousands) | 9M 2024 (in thousands) | | :-------------------- | :--------------------- | :--------------------- | :--------------------- | :--------------------- | | Automotive Net Sales | $3,989,788 | $3,799,789 | $11,566,957 | $11,100,800 | | Industrial Net Sales | $2,270,444 | $2,170,409 | $6,723,769 | $6,615,596 | | Automotive Segment EBITDA | $334,704 | $316,142 | $958,203 | $998,687 | | Industrial Segment EBITDA | $285,015 | $267,287 | $851,864 | $831,234 | | Corporate EBITDA | $(93,374) | $(106,686) | $(263,131) | $(267,306) | [Other Unallocated Costs](index=7&type=section&id=Other%20unallocated%20costs) This sub-section details components of other unallocated costs, including restructuring and acquisition-related expenses Summary of Other Unallocated Costs (in thousands) | Cost Type | Q3 2025 (in thousands) | Q3 2024 (in thousands) | 9M 2025 (in thousands) | 9M 2024 (in thousands) | | :---------------------------------- | :--------------------- | :--------------------- | :--------------------- | :--------------------- | | Restructuring and other costs | $(66,835) | $(41,023) | $(167,317) | $(161,312) | | Acquisition and integration related costs and other | — | $(4,273) | $(14,035) | $(29,051) | | Total other unallocated costs | $(66,835) | $(45,296) | $(181,352) | $(190,363) | - Restructuring and other costs reflect expenses related to the global restructuring initiative, including a voluntary retirement offer in the U.S. in 2024 and rationalization of certain distribution centers, stores, and other facilities[30](index=30&type=chunk) - Acquisition and integration related costs primarily reflect lease and other exit costs related to the integration of acquired independent automotive stores[31](index=31&type=chunk) [Condensed Consolidated Balance Sheets](index=8&type=section&id=CONDENSED%20CONSOLIDATED%20BALANCE%20SHEETS) Unaudited condensed consolidated balance sheets as of September 30, 2025, and December 31, 2024, detailing assets, liabilities, and equity Condensed Consolidated Balance Sheets (Selected Data, in thousands) | Metric | Sep 30, 2025 (in thousands) | Dec 31, 2024 (in thousands) | | :------------------------------------ | :-------------------------- | :-------------------------- | | Total current assets | $10,666,957 | $9,852,584 | | Total assets | $20,694,868 | $19,282,705 | | Total current liabilities | $9,383,101 | $8,525,380 | | Total liabilities and equity | $20,694,868 | $19,282,705 | | Cash and cash equivalents | $431,359 | $479,991 | | Merchandise inventories, net | $5,873,796 | $5,514,427 | | Short-term borrowings | $910,752 | $41,705 | [Condensed Consolidated Statements of Cash Flows](index=9&type=section&id=CONDENSED%20CONSOLIDATED%20STATEMENTS%20OF%20CASH%20FLOWS) Unaudited condensed consolidated statements of cash flows for 9M 2025 and 2024, detailing operating, investing, and financing activities Condensed Consolidated Statements of Cash Flows (Selected Data, in thousands) | Metric | 9M 2025 (in thousands) | 9M 2024 (in thousands) | | :------------------------------------ | :--------------------- | :--------------------- | | Net cash provided by operating activities | $510,689 | $1,096,225 | | Net cash used in investing activities | $(487,951) | $(1,245,192) | | Net cash provided by (used in) financing activities | $(93,717) | $124,828 | | Net decrease in cash and cash equivalents | $(48,632) | $(23,889) | | Cash and cash equivalents at end of period | $431,359 | $1,078,118 | - The reduction in operating cash flows year-over-year is driven by lower net income, accelerated tax payments versus 2024, and changes in working capital[11](index=11&type=chunk) [Reconciliation of GAAP to Adjusted Net Income and EPS](index=10&type=section&id=RECONCILIATION%20OF%20GAAP%20NET%20INCOME%20TO%20ADJUSTED%20NET%20INCOME%20AND%20GAAP%20DILUTED%20NET%20INCOME%20PER%20COMMON%20SHARE%20TO%20ADJUSTED%20DILUTED%20NET%20INCOME%20PER%20COMMON%20SHARE) Reconciliation of GAAP to adjusted net income and diluted EPS, detailing adjustments for restructuring and acquisition costs and their tax impacts Reconciliation of GAAP to Adjusted Net Income (in thousands) | Metric | Q3 2025 (in thousands) | Q3 2024 (in thousands) | 9M 2025 (in thousands) | 9M 2024 (in thousands) | | :-------------------- | :--------------------- | :--------------------- | :--------------------- | :--------------------- | | GAAP net income | $226,171 | $226,582 | $675,443 | $771,020 | | Total adjustments | $66,835 | $45,296 | $181,352 | $190,363 | | Tax impact of adjustments | $(17,411) | $(8,865) | $(46,340) | $(45,911) | | Adjusted net income | $275,595 | $263,013 | $810,455 | $915,472 | Reconciliation of GAAP to Adjusted Diluted EPS | Metric | Q3 2025 ($) | Q3 2024 ($) | 9M 2025 ($) | 9M 2024 ($) | | :-------------------- | :---------- | :---------- | :---------- | :---------- | | GAAP diluted EPS | $1.62 | $1.62 | $4.85 | $5.51 | | Total adjustments (per share) | $0.48 | $0.32 | $1.30 | $1.37 | | Tax impact of adjustments (per share) | $(0.12) | $(0.06) | $(0.33) | $(0.33) | | Adjusted diluted EPS | $1.98 | $1.88 | $5.82 | $6.55 | [Income Statement Adjustments Breakdown](index=11&type=section&id=Income%20Statement%20Adjustments%20Breakdown) This sub-section details non-GAAP adjustments within the Condensed Consolidated Statements of Income, allocated across various expense categories Income Statement Line Item Adjustments (in thousands) | Line item | Q3 2025 (in thousands) | Q3 2024 (in thousands) | 9M 2025 (in thousands) | 9M 2024 (in thousands) | | :-------------------------------- | :--------------------- | :--------------------- | :--------------------- | :--------------------- | | Cost of goods sold | $— | $— | $— | $7,487 | | Selling, administrative and other expenses | $— | $4,273 | $14,035 | $29,051 | | Restructuring and other costs | $66,835 | $41,023 | $167,317 | $153,825 | | Total adjustments | $66,835 | $45,296 | $181,352 | $190,363 | [Change in Net Sales Summary](index=11&type=section&id=CHANGE%20IN%20NET%20SALES%20SUMMARY) Detailed breakdown of net sales changes for Q3 and 9M 2025, attributing growth to comparable sales, acquisitions, and foreign currency impacts Q3 2025 Net Sales Change Breakdown | Segment | Comparable Sales (%) | Acquisitions (%) | Foreign Currency (%) | Other (%) | GAAP Total Net Sales (%) | | :-------- | :------------------- | :--------------- | :------------------- | :-------- | :----------------------- | | Automotive | 1.6 % | 2.3 % | 1.0 % | 0.1 % | 5.0 % | | Industrial | 3.7 % | 1.1 % | (0.2)% | — % | 4.6 % | | Total Net Sales | 2.3 % | 1.8 % | 0.7 % | 0.1 % | 4.9 % | 9M 2025 Net Sales Change Breakdown | Segment | Comparable Sales (%) | Acquisitions (%) | Foreign Currency (%) | Other (%) | GAAP Total Net Sales (%) | | :-------- | :------------------- | :--------------- | :------------------- | :-------- | :----------------------- | | Automotive | 0.4 % | 3.2 % | 0.1 % | 0.5 % | 4.2 % | | Industrial | 0.9 % | 1.2 % | (0.5)% | — % | 1.6 % | | Total Net Sales | 0.6 % | 2.5 % | (0.1)% | 0.2 % | 3.2 % | [Reconciliation of GAAP Operating Cash Flow to Free Cash Flow](index=11&type=section&id=RECONCILIATION%20OF%20GAAP%20NET%20CASH%20PROVIDED%20BY%20OPERATING%20ACTIVITIES%20TO%20FREE%20CASH%20FLOW) Reconciliation of GAAP operating cash flow to free cash flow for 9M 2025 and 2024, including the full-year 2025 outlook 9M 2025 Free Cash Flow Reconciliation (in thousands) | Metric | 9M 2025 (in thousands) | 9M 2024 (in thousands) | | :------------------------------------ | :--------------------- | :--------------------- | | Net cash provided by operating activities | $510,689 | $1,096,225 | | Purchases of property, plant and equipment | $(350,443) | $(385,590) | | Free Cash Flow | $160,246 | $710,635 | 2025 Full-Year Free Cash Flow Outlook | Metric | For the Year Ending December 31, 2025 | | :------------------------------------ | :------------------------------------ | | Net cash provided by operating activities (in billions) | $1.1 to $1.3 | | Purchases of property, plant and equipment (in millions) | $400 to $450 | | Free Cash Flow (in millions) | $700 to $900 |

Core Insights - Genuine Parts Company reported third-quarter results that met expectations, highlighting effective cost management in an inflationary environment and commitment to customer service [2][11] - The company achieved sales of $6.3 billion, a 4.9% increase from $6.0 billion in the same period last year, driven by comparable sales growth, acquisitions, and favorable foreign currency impacts [2][3][4] Financial Performance - Net income for the third quarter was $226 million, slightly down from $227 million in the prior year, with diluted earnings per share remaining stable at $1.62 [3][4] - Adjusted net income was $276 million, reflecting a 5.3% increase in adjusted diluted earnings per share to $1.98 compared to $1.88 in the same period last year [4][13] - For the nine months ended September 30, 2025, total sales reached $18.3 billion, up 3.2% from the previous year, while net income decreased to $675 million from $771 million [7][8] Segment Performance - The Automotive Parts Group reported global sales of $4.0 billion, a 5.0% increase, with segment EBITDA rising 5.9% to $335 million and an EBITDA margin of 8.4% [5] - The Industrial Parts Group saw sales of $2.3 billion, up 4.6%, with segment EBITDA increasing 6.6% to $285 million and an EBITDA margin of 12.6% [6] Cash Flow and Capital Allocation - The company generated $511 million in cash flow from operations for the first nine months of 2025, with a free cash flow of $160 million [8][27] - Net cash used in investing activities totaled $488 million, including $350 million for capital expenditures and $182 million for acquisitions [8] Balance Sheet - As of September 30, 2025, the company had $431 million in cash and cash equivalents, along with $1.1 billion in undrawn capacity on its Revolving Credit Agreement [9] 2025 Outlook - The company updated its full-year 2025 guidance, projecting total sales growth of 3% to 4%, up from the previous estimate of 1% to 3%, and adjusted diluted earnings per share of $7.50 to $7.75 [10][12][13]

Core Viewpoint - UBS has raised its price target for Genuine Parts Company (GPC) from $135 to $140 while maintaining a Neutral rating, indicating a positive outlook on the company's strategic initiatives aimed at enhancing shareholder value [1] Company Performance and Expectations - Investors are expected to look for signs of market share stabilization in key categories during the upcoming Q3 earnings report on October 21, with core business trends anticipated to remain steady [2] - Genuine Parts Company has a strong dividend history, rewarding shareholders with increasing dividends for 69 consecutive years, currently offering a quarterly dividend of $1.03 per share, resulting in a dividend yield of 3.08% as of October 16 [3] Business Operations - Genuine Parts Company operates the largest automotive parts network globally, with over 10,800 locations, and has expanded its market presence through acquisitions of smaller businesses both domestically and internationally [4]

Genuine Parts Company (NYSE:GPC) is included among the Top 15 Growth Stocks for Long-Term Investors. Genuine Parts’ (GPC) Strong Market Position Fuels its Long-Term Dividend Growth Image by Steve Buissinne from Pixabay Genuine Parts Company (NYSE:GPC) operates the largest gl‍obal net​work for​ automotive parts, with over 1⁠0,800 locations worldwide. A‌s a leading distributor of au‍t​omotive and ind‌ustrial components, the com‍pany has a long history of ac⁠qui‌ri​ng‌ smaller businesses both in th⁠e US a‌ ...

Core Insights - Genuine Parts Company (GPC) has experienced stagnant share prices following Q2, indicating potential upside for investors [1] Company Overview - Genuine Parts is recognized as a leading international player in the Automotive sector, focusing on parts distribution and related services [1] Market Position - The company operates in developed markets globally, catering to a diverse range of customers, including buy-side hedge professionals who conduct fundamental and income-oriented analysis [1]

Following Q2, we're checking back on Genuine Parts (NYSE: GPC ): the share price has gone nowhere (Fig. 1), preserving upside, yet two material updates must be reflected. For our new readers, the company is a leading international player in Automotive andBuy-side hedge professionals conducting fundamental, income oriented, long term analysis across sectors globally in developed markets. Please shoot us a message or leave a comment to discuss ideas.DISCLOSURE: All of our articles are a matter of opinion, inf ...

Core Insights - The U.S. stock market experienced its largest single-day decline since April 10, attributed to escalating trade conflicts with China [1][9] U.S.-China Trade Conflicts - Recent trade tensions escalated with China's Ministry of Commerce requiring foreign companies to obtain licenses for exporting products containing over 0.1% rare earth minerals sourced or processed in China, effective December 1 [2][3] - China supplies approximately 70% of global rare earth minerals, essential for high-tech industries, with the U.S. being a major importer [3] U.S. Government Response - On October 10, the U.S. government announced a 100% tariff on additional Chinese exports, on top of the existing average 40% tariff, effective November 1 [4] Investment Recommendations - In light of market volatility, investment in low-beta stocks with high dividend yields is recommended. These stocks are expected to provide stability and potential upside if market conditions improve [5][9] - Five recommended stocks include: - AngloGold Ashanti plc (AU) with a beta of 0.53 and a dividend yield of 4.43% [11] - Dominion Energy Inc. (D) with a beta of 0.62 and a dividend yield of 4.43% [14] - PepsiCo Inc. (PEP) with a beta of 0.46 and a dividend yield of 3.93% [17] - Cincinnati Financial Corp. (CINF) with a beta of 0.72 and a dividend yield of 2.15% [21] - Genuine Parts Co. (GPC) with a beta of 0.77 and a dividend yield of 3.13% [23] Company-Specific Insights - **AngloGold Ashanti plc (AU)**: Expected revenue growth of 61% and earnings growth over 100% for the current year, with a recent earnings estimate improvement of 7.1% [11] - **Dominion Energy Inc. (D)**: Expected revenue growth of 5.4% and earnings growth of 22.4% for the current year, with stable earnings estimates [14] - **PepsiCo Inc. (PEP)**: Expected revenue growth of 1.6% and a slight decline in earnings of -1.4% for the current year, with a recent earnings estimate improvement [17] - **Cincinnati Financial Corp. (CINF)**: Expected revenue growth of 12.3% but a significant decline in earnings of -22.4% for the current year, with a slight improvement in earnings estimates [20] - **Genuine Parts Co. (GPC)**: Expected revenue growth of 2.5% and a decline in earnings of -6.3% for the current year, with stable earnings estimates [23]

Core Insights - Genuine Parts Company (GPC) is set to announce its fiscal third-quarter earnings for 2025 on October 21, with a market cap of $19.3 billion [1] - Analysts predict GPC will report a profit of $2.02 per share, reflecting a 7.5% increase from $1.88 per share in the same quarter last year [2] - For the full fiscal year, GPC's expected EPS is $7.67, a decrease of 6% from $8.16 in fiscal 2024, but projected to rise to $8.43 in fiscal 2026, marking a 9.9% year-over-year increase [3] Performance Analysis - GPC's stock has underperformed compared to the S&P 500 Index, which gained 17.9% over the past 52 weeks, with GPC shares showing only marginal increases [4] - Following the Q2 results announcement on July 22, GPC shares rose by 7.6%, with adjusted EPS of $2.10 exceeding expectations of $2.08 and revenue reaching $6.2 billion, surpassing forecasts of $6.1 billion [5] Analyst Ratings - The consensus opinion on GPC stock is moderately bullish, with a "Moderate Buy" rating; out of 12 analysts, five recommend a "Strong Buy," six suggest a "Hold," and one advises a "Strong Sell" [6] - The average analyst price target for GPC is $144.62, indicating a potential upside of 6.3% from current levels [6]

Core Viewpoint - Investors are particularly attracted to dividend stocks with high yields due to their ability to provide substantial income streams and significant total return potential [1] Group 1 - High-yield dividend stocks are favored by investors for their income generation capabilities [1] - These stocks also offer considerable potential for total returns, making them an appealing investment choice [1]

Core Insights - Genuine Parts Company (GPC) is recognized as one of the top recession-proof dividend stocks, demonstrating resilience in challenging market conditions [1] - The company has a long history of growth, with sales increasing in 91 out of 97 years and earnings rising in 79 of those years, supported by strong demand for replacement parts and a disciplined acquisition strategy [2] - GPC primarily generates revenue from its automotive segment, which benefits from a wide distribution network, including thousands of NAPA and Alliance auto parts stores, and remains robust even during economic downturns as consumers tend to repair older vehicles [3] - The company boasts a significant dividend growth streak of 69 years, currently offering a quarterly dividend of $1.03 per share, resulting in a dividend yield of 2.99% as of September 26 [4]