For the full year, Olsen said net sales reached $2.13 billion, up 6% year over year, driven by strong demand in light duty during the first half and execution of tariff-related pricing initiatives in the second half. He added that while heavy-duty and specialty vehicle markets faced headwinds, teams executed commercialization initiatives during the year.On operations, Olsen said Dorman advanced productivity initiatives across the organization, including deploying automation technologies in distribution cent ...

Standard Motor Products (NYSE:SMP) Q4 2025 Earnings call February 26, 2026 11:00 AM ET Company ParticipantsBret Jordan - Managing DirectorEric Sills - Chairman and CEONathan Iles - CFOTony Cristello - VP of Investor RelationsConference Call ParticipantsScott Stember - Managing Director and Senior Research AnalystOperatorGood day, everyone, and welcome to the Standard Motor Products Fourth Quarter 2025 Earnings Call. At this time, all participants are in a listen-only mode. Later, you will have the opportuni ...

Standard Motor Products (NYSE:SMP) Q4 2025 Earnings call February 26, 2026 11:00 AM ET Company ParticipantsBret Jordan - Managing DirectorEric Sills - Chairman and CEONathan Iles - CFOTony Cristello - VP of Investor RelationsConference Call ParticipantsScott Stember - Managing Director and Senior Research AnalystOperatorGood day, everyone, and welcome to the Standard Motor Products fourth quarter 2025 earnings call. At this time, all participants are in a listen-only mode. Later, you will have the opportuni ...

Financial Data and Key Metrics Changes - The company's top line grew by over 12% in Q4 and over 22% for the year, with a 4% increase excluding the Nissens acquisition [4][20] - Consolidated sales increased by 12.2% in Q4, and adjusted EBITDA increased to 9.7% of net sales [20] - Non-GAAP diluted earnings per share rose by 19.1% in Q4 and 26.8% for the full year [21] Business Line Data and Key Metrics Changes - Vehicle Control sales were up 3.3% in Q4, with a decline in wire sets impacting overall performance [14][5] - Temperature Control segment saw net sales increase by 5.9% in Q4, with full-year sales up more than 12% [16][6] - Nissens Automotive contributed $64 million in Q4 and $305 million for the year, with mid-single-digit increases in local currency [9][18] - Engineered Solutions segment sales increased by 6.3% in Q4, with adjusted EBITDA up 9.6% [19] Market Data and Key Metrics Changes - Nissens performed well in Eastern and Southern Europe, outperforming other regions despite a general market softening [9] - The North American aftermarket continues to show stability and resilience, with non-discretionary product categories less impacted by consumer sentiment [28] Company Strategy and Development Direction - The company is focused on diversifying its business with new product categories and geographic expansion, particularly through the Nissens acquisition [28][29] - There is an emphasis on seeking synergies between Nissens and existing operations, including cross-selling opportunities and cost savings [10][40] - The company aims to maintain a leverage ratio of 2x EBITDA by the end of 2026 [22] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in continued momentum despite a challenging economic environment, citing strong performance and structural advantages [28] - The outlook for 2026 anticipates low to mid-single-digit sales growth, driven by stable market conditions [23][24] - Management noted ongoing complexities in the supply chain but believes the company can navigate these challenges effectively [30] Other Important Information - The company identified a material weakness in internal controls over financial reporting at the Nissens segment, but this did not result in errors in financial statements [19] - Cash generated from operations for the full year was $57.4 million, down from the previous year due to increased inventory [21] Q&A Session Summary Question: Vehicle Control sell-through performance - Management confirmed that sell-through was consistent throughout the year, with mid-single-digit growth [34] Question: Growth in Vehicle Control outside of wire - Management highlighted growth opportunities in various categories, including conventional engines and safety-related products [36] Question: Synergies from Nissens acquisition - Management discussed ongoing initiatives to identify gaps in product categories and expand offerings, with a focus on cost savings [40] Question: Timing of remediation for internal control issues - Management stated that progress is being made on remediation efforts and will provide updates as necessary [43] Question: Retail inventory in Temperature Control products - Management indicated that retail inventories are up slightly but in line with sales growth, ensuring readiness for the cooling season [49] Question: Private label opportunities in Europe - Management acknowledged existing private label programs and expressed willingness to capitalize on successful partnerships [52] Question: Tariff outcomes and potential rebates - Management noted uncertainty regarding tariff refunds and indicated that they are monitoring the situation closely [53]

Investor Presentation Fourth Quarter 2025 NYSE: SMP Safe Harbor – Forward Looking Statements You should be aware that except for historical information, the matters discussed herein are forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995. Forward looking statements, including projections and anticipated levels of future performance, are based on current information and assumptions and involve risks and uncertainties which may cause actual results to differ m ...

The referral program, he said, was a bright spot in 2025, showing “outstanding revenue performance” in September and October before demand fell sharply for the remainder of the year. Pape added that the company is seeing signs of recovery early in 2026 and remains optimistic about EV-related demand through that channel, even as the relationship between XPEL’s buyer profile and broader EV buyers has been difficult to quantify.Pape said broader auto industry dynamics affected results, describing fourth-quarte ...

Q4 2025 Earnings Presentation Icahn Enterprises L.P. February 25, 2026 1 Safe Harbor Statement Forward-Looking Statements and Non-GAAP Financial Measures The Private Securities Litigation Reform Act of 1995 provides a "safe harbor" for forward-looking statements we make in this presentation, including statements regarding our future performance and plans for our businesses and potential acquisitions. Forward-looking statements may be identified by words such as "believes," "expects," "potential," "continues ...

Core Insights - O'Reilly Automotive Inc. is recognized as one of the best consumer discretionary stocks to buy currently, despite a recent target price reduction by Morgan Stanley due to rising cost pressures [1][8]. Financial Performance - In Q4 2025, O'Reilly reported a 9.8% year-over-year increase in net income, reaching $605.2 million, up from $551.1 million [2]. - Earnings per diluted share increased by 12.7% year-over-year to $0.71, compared to $0.63 [2]. - Sales grew by 7.8% year-over-year to $4.4 billion, with same-store sales contributing 5.6% to this growth [3]. Cost and Margin Analysis - Operating profit margins experienced an 80-basis point year-over-year decline, from 18.8% to 18.0%, primarily due to increased costs [4]. - The cost of sales rose from 51.3% to 51.8% of sales, while selling, general, and administrative expenses increased from 33.0% to 33.3% [4]. Future Guidance - Management anticipates 225 to 235 net store additions and expects same-store sales growth of 3.0% to 5.0% for 2026, projecting revenue growth of approximately 5.2% to 6.9% [5]. - Full-year revenue is expected to be between $18.7 billion and $19.0 billion, with targeted gross profit margins of 51.5% to 52.0% and operating profit margins of 19.2% to 19.7% [5].

Core Viewpoint - O'Reilly Automotive, Inc. has seen mixed activity from institutional investors, with some increasing their stakes while others, like AMJ Financial Wealth Management, have reduced theirs. The company's stock performance and analyst ratings indicate a generally positive sentiment despite some recent earnings forecast revisions. Group 1: Institutional Holdings - AMJ Financial Wealth Management reduced its stake in O'Reilly Automotive by 4.4%, owning 118,023 shares valued at $12,724,000, making it the 5th largest position in their portfolio [2] - Coastline Trust Co increased its holdings by 4.0%, now owning 2,622 shares valued at $283,000 [3] - IAM Advisory LLC boosted its stake by 1.6%, owning 7,312 shares worth $788,000 [3] - Berkshire Asset Management LLC PA increased its position by 1.7%, now holding 7,260 shares valued at $783,000 [3] - Abound Wealth Management raised its stake by 9.6%, owning 1,375 shares valued at $148,000 [3] - EWA LLC increased its stake by 5.1%, now owning 2,559 shares valued at $276,000 [3] - 85.00% of O'Reilly Automotive's stock is currently owned by hedge funds and institutional investors [3] Group 2: Stock Performance and Financials - O'Reilly Automotive shares opened at $93.50, with a market cap of $78.92 billion, a P/E ratio of 31.55, and a 12-month low of $85.55 and high of $108.71 [4] - The company reported $4.41 billion in revenue for the last quarter, up 7.8% year-over-year, but missed earnings per share estimates at $0.71 [5] - O'Reilly Automotive has set its FY 2026 guidance at 3.100-3.200 EPS, with analysts forecasting 43.94 EPS for the current year [5] Group 3: Analyst Ratings - DA Davidson reaffirmed a "buy" rating with a $110.00 price target [6] - Wolfe Research upgraded the stock from "hold" to "strong-buy" [6] - Raymond James Financial upgraded the rating to "outperform" with a $105.00 target price [6] - Royal Bank Of Canada set a $109.00 price target and gave an "outperform" rating [6] - Consensus rating is "Moderate Buy" with a target price of $110.26 [6] Group 4: Insider Transactions - Senior Vice President Christopher Andrew Mancini sold 2,355 shares at an average price of $101.31, reducing his position by 98.83% [8] - Senior Vice President Philip M. Hopper sold 3,500 shares at an average price of $101.25, reducing his position by 42.21% [8] - Insiders own 1.01% of the company's stock [8] Group 5: Company Overview - O'Reilly Automotive is a leading retailer and distributor in the automotive aftermarket, supplying parts, tools, and accessories for both professional service providers and DIY customers [9] - The company operates a broad supply chain with regional distribution centers to support rapid replenishment of store inventory [10]

Core Insights - Zacks Premium offers various tools to help investors navigate the stock market confidently and effectively [1] - The Zacks Style Scores are designed to complement the Zacks Rank, providing additional metrics for stock selection [3][8] Zacks Style Scores - The Zacks Style Scores categorize stocks into four types: Value Score, Growth Score, Momentum Score, and VGM Score, each focusing on different investment strategies [4][5][6][7] - Value Score emphasizes finding undervalued stocks based on financial ratios [4] - Growth Score assesses stocks based on their future earnings and financial health [5] - Momentum Score identifies stocks with favorable price trends and earnings outlooks [6] - VGM Score combines all three styles to provide a comprehensive evaluation of stocks [7] Zacks Rank - The Zacks Rank is a proprietary model that uses earnings estimate revisions to guide investors in stock selection [8] - Stocks rated 1 (Strong Buy) have historically produced an average annual return of +23.86% since 1988, significantly outperforming the S&P 500 [9] - There are over 800 stocks rated 1 and 2, which can be overwhelming for investors [9] Stock Example: Advance Auto Parts (AAP) - Advance Auto Parts operates in the U.S. automotive aftermarket, selling replacement parts and accessories [12] - AAP holds a 3 (Hold) rating on the Zacks Rank, with a VGM Score of A and a Momentum Style Score of A [13] - AAP's shares have increased by 22.3% over the past four weeks, with positive earnings estimate revisions for fiscal 2026 [13] - AAP's average earnings surprise stands at +56%, making it a noteworthy stock for investors [13][14]