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Genuine Parts pany(GPC) - 2025 Q3 - Earnings Call Transcript
2025-10-21 13:32
Genuine Parts Company (NYSE:GPC) Q3 2025 Earnings Call October 21, 2025 08:30 AM ET Company ParticipantsTim Walsh - VP of Investor RelationsBert Nappier - EVP and CFOWill Stengel - President and CEOChristian Carlino - Equity Research AssociateConference Call ParticipantsMichael Lasser - Equity Research AnalystBret Jordan - AnalystChris Dankert - Senior Equity AnalystMark Jordan - Equity AnalystGreg Melich - AnalystScot Ciccarelli - Senior Equity Research AnalystOperatorWelcome to the Genuine Parts Company t ...
Genuine Parts pany(GPC) - 2025 Q3 - Earnings Call Transcript
2025-10-21 13:30
Genuine Parts Company (NYSE:GPC) Q3 2025 Earnings Call October 21, 2025 08:30 AM ET Speaker1Welcome to the Genuine Parts Company third quarter 2025 earnings conference call. Today's call is being recorded. At this time, all lines are in a listen-only mode. Following the presentation, we will conduct a question-and-answer session. If at any time during this call you require immediate assistance, please press star zero for the operator. At this time, I would like to turn the conference over to Tim Walsh, Vice ...
Genuine Parts pany(GPC) - 2025 Q3 - Earnings Call Transcript
2025-10-21 13:30
Genuine Parts Company (NYSE:GPC) Q3 2025 Earnings Call October 21, 2025 08:30 AM ET Speaker0Welcome to the Genuine Parts Company Third Quarter twenty twenty five Earnings Conference Call. Today's call is being recorded. At this time, all lines are in a listen only mode. Following the presentation, we will conduct a question and answer session. A At this time, I would like to turn the conference over to Tim Walsh, Vice President of Investor Relations.Please go ahead, sir.Speaker1Thank you, and good morning, ...
Seth Klarman’s Top 5 Positions Represent 46.93% Of The Total Portfolio
Acquirersmultiple· 2025-10-12 23:12
Core Insights - Baupost Group LLC/MA, led by Seth Klarman, reported a portfolio valued at $4.13 billion, with the top five holdings constituting 46.93% of total assets [1] Group 1: Top Holdings Overview - **Alphabet Inc. (GOOG)**: The largest position, with 2.63 million shares valued at $467.24 million, representing 11.31% of the portfolio. The fund increased its stake by 556,000 shares (+26.76%), indicating growing confidence in the company's search franchise and AI opportunities [2] - **Wesco International Inc. (WCC)**: The second-largest position, holding 2.21 million shares worth $408.85 million (9.90% of assets). Baupost raised its stake by 202,000 shares (+10.07%), reflecting confidence in Wesco's industrial distribution leadership [3] - **Willis Towers Watson PLC (WTW)**: Holding 1.31 million shares valued at $402.79 million (9.75% of the portfolio). The fund reduced its position by 211,000 shares (-13.86%), likely for profit-taking after strong performance [4] - **CRH PLC (CRH)**: The fourth-largest holding, with 3.83 million shares valued at $351.17 million (8.50% of assets). Baupost added 1.13 million shares (+41.98%), showing increased conviction in the building materials sector [5] - **Fidelity National Information Services (FIS)**: Rounding out the top five with 3.78 million shares worth $308.52 million (7.47% portfolio weight). The fund increased its holdings by 296,764 shares (+8.50%), indicating confidence in the company's restructuring efforts [6] Group 2: Investment Philosophy - Baupost's portfolio reflects a disciplined value philosophy, selectively adding to undervalued positions while trimming gains in outperformers. The concentration in technology, industrials, and financials highlights a strategy focused on high-quality businesses with strong underlying assets [7]
Top Wall Street Forecasters Revamp Fastenal Expectations Ahead Of Q3 Earnings
Benzinga· 2025-10-08 10:02
Fastenal Company (NASDAQ:FAST) will release earnings results for the third quarter, before the opening bell on Monday, Oct. 13.Analysts expect the Winona, Minnesota-based company to report quarterly earnings at 30 cents per share, up from 26 cents per share in the year-ago period. Fastenal projects quarterly revenue of $2.13 billion, compared to $1.91 billion a year earlier, according to data from Benzinga Pro.On July 14, Fastenal reported better-than-expected second-quarter earnings.Shares of Fastenal fell ...
MSC Industrial Supply Co. Declares Increase in Regular Quarterly Dividend
Accessnewswire· 2025-10-07 21:00
MELVILLE, NY AND DAVIDSON, NC / ACCESS Newswire / October 7, 2025 / MSC Industrial Supply Co. (NYSE:MSM), a premier distributor of Metalworking and Maintenance, Repair and Operations (MRO) products and services to industrial customers throughout North America, today announced that its Board of Directors has declared a cash dividend of $0.87 per share. This represents an increase of approximately 2.4% from the previously paid regular quarterly dividend of $0.85 per share. ...
DXP Enterprises, Inc. Announces Acquisition of APSCO, LLC
Businesswire· 2025-10-03 18:26
Core Insights - DXP Enterprises, Inc. has completed the acquisition of APSCO, LLC, enhancing its water and wastewater platform [1][3] - APSCO, founded in 1986, is a leading manufacturer's representative in the water and wastewater industry, servicing multiple states [2][4] - The acquisition was funded with cash from DXP's balance sheet, indicating a strategic investment in expanding its market presence [2][5] Financial Summary - APSCO reported sales of approximately $12.9 million and adjusted EBITDA of $1.5 million for the twelve months ending July 31, 2025 [4] - Adjusted EBITDA is defined as income before tax, plus interest, depreciation, amortization, and non-recurring items, minus go-forward selling costs [4] Strategic Implications - The acquisition is expected to enhance DXP's product and aftermarket service capabilities, contributing to the growth of its DXP Water platform [3][5] - DXP aims to continue its acquisition strategy in the water and wastewater sector, with plans for further acquisitions into 2026 [5]
Grainger pricing gains seen in 3Q, but growth still trails peers: UBS (GWW:NYSE)
Seeking Alpha· 2025-09-30 21:48
Core Insights - UBS anticipates that W.W. Grainger (NYSE:GWW) will exhibit stronger pricing trends in Q3, although overall growth may lag behind that of its industrial distribution competitors [4]. Pricing Trends - According to UBS's U.S. MRO Distributor price monitor, GWW's pricing is reported to be increasing [4].
Pool Corporation Stock: Is POOL Underperforming the Industrial Sector?
Yahoo Finance· 2025-09-23 07:48
Company Overview - Pool Corporation (POOL) is the world's largest wholesale distributor of swimming pool supplies, equipment, and outdoor living products, with a market cap of $11.9 billion [1] - The company serves service professionals, builders, remodelers, retailers, and commercial operators through an extensive distribution network [1] Market Position - POOL is categorized as a large-cap stock, reflecting its substantial size and influence in the industrial distribution industry [2] - The business is supported by recurring revenue from pool maintenance and repair, along with remodeling and new construction sales [2] - The company benefits from scale, product variety, and strong vendor relationships [2] Stock Performance - POOL shares are currently trading 21% below their 52-week high of $395.60, reached on November 25 of the previous year [3] - Over the past three months, POOL shares have increased by 8.4%, outperforming the Industrial Select Sector SPDR Fund (XLI), which gained 7.5% [3] - Year-to-date, POOL shares have declined by 8.3%, underperforming the XLI's 16.1% rise during the same period [4] - In the last 12 months, POOL has dropped 14.2%, lagging behind the XLI's 14.9% gain [4] - The stock has been trading below its 200-day moving average since mid-March and has recently dipped below its 50-day moving average [4] Financial Performance - On July 24, Pool Corp released its second-quarter earnings, with net sales marginally increasing year-over-year to $1.8 billion, slightly below consensus estimates [5] - Net income rose nearly 1% to $194.3 million, with earnings per share (EPS) of $5.17, exceeding expectations by about 1% [5] Analyst Ratings - Among the 14 analysts covering POOL stock, the consensus rating is a "Moderate Buy" [6] - The mean price target for POOL is $331.45, indicating a 6% upside potential from current price levels [6]
MSC Industrial Supply Co. to Webcast Review of Fiscal 2025 Fourth Quarter and Full Year Results
Accessnewswire· 2025-09-22 21:30
Core Points - MSC Industrial Supply Co. is a leading distributor of Metalworking and Maintenance, Repair and Operations (MRO) products and services in North America [1] - The company will hold a conference call to discuss its fiscal year 2025 fourth quarter and full year results, along with current operations [1] - The conference call is scheduled for October 23, 2025, at 8:30 a.m. and will be broadcast online live [1]