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]

TORRANCE, Calif., July 22, 2025 /PRNewswire/ -- CarParts.com, Inc. (NASDAQ: PRTS) will hold a conference call on Tuesday, August 12, 2025 at 2:00 p.m. Pacific Time (5:00 p.m. Eastern Time) to discuss its financial results for the second quarter ended June 28, 2025. The results will be reported in a press release prior to the call.CarParts.com, Inc. CEO David Meniane and CFO Ryan Lockwood will host the conference call live via an audio webcast.The live webcast of the event can be accessed at www.carparts.com ...

Image source: The Motley Fool.Tuesday, July 22, 2025, at 8:30 a.m. EDTCALL PARTICIPANTSPresident and Chief Executive Officer — Will StengelExecutive Vice President and Chief Financial Officer — Bert NappierExecutive Vice President, General Counsel, and Corporate Secretary — Tim WalshNeed a quote from one of our analysts? Email [email protected]RISKSGuidance was revised downward, with diluted EPS (GAAP) now expected at $6.55 to $7.05 for FY2025, compared to the previous range of $6.95 to $7.45, and adjusted ...

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 ...

The upcoming report from LKQ (LKQ) is expected to reveal quarterly earnings of $0.93 per share, indicating a decline of 5.1% compared to the year-ago period. Analysts forecast revenues of $3.61 billion, representing a decline of 2.7% year over year.Over the past 30 days, the consensus EPS estimate for the quarter has remained unchanged. This demonstrates the covering analysts' collective reassessment of their initial projections during this period.Before a company reveals its earnings, it is vital to take i ...

Core Viewpoint - Several companies are enhancing shareholder value through dividends, buybacks, and debt paydown, which can lower risk and potentially increase stock value [1][2]. Group 1: Thor Industries - Thor Industries announced a $400 million buyback program, representing approximately 8.1% of its market capitalization [2][3]. - The company has repurchased over 340,000 shares, spending over $29 million from June 6 to June 23, indicating a belief that its shares are undervalued [3]. - Thor Industries has a dividend yield of 2.2%, contributing to its overall yield generation strategy [3]. Group 2: Fair Isaac - Fair Isaac announced a $1 billion buyback program, which is about 2.2% of its market capitalization of approximately $45 billion [4][5]. - The company has increased its buyback spending to nearly $300 million per quarter over the last 12 months, suggesting a view that its shares are undervalued [5][6]. - As of July 3, Fair Isaac's stock was trading around 21% below its all-time high, with a consensus price target implying over 24% upside potential [6]. Group 3: Dana - Dana plans to reduce its debt significantly by using $2.4 billion from the sale of its off-highway business, targeting a $2 billion debt paydown, which equates to a 77% debt paydown yield [8][9]. - The company intends to allocate $1 billion for dividends and buybacks through 2027, representing over 38% of its market capitalization [9]. - Dana's current dividend yield is 2.2%, and it aims to utilize multiple pathways to generate shareholder value [9][10].

Company Performance - AutoZone Inc. reported earnings of $35.36 per share for Q3 fiscal 2025, missing the Zacks Consensus Estimate of $36.78 and down from $36.69 per share in Q3 fiscal 2024 [1] - Net sales increased by 5.4% year over year to $4.46 billion, slightly exceeding the Zacks Consensus Estimate of $4.4 billion [1] - Domestic commercial sales reached $1.27 billion, up from $1.14 billion in the prior year, while domestic same-store sales grew by 5% [2] Profitability Metrics - Gross profit rose to $2.35 billion from $2.26 billion in the same quarter last year [2] - Operating profit decreased by 3.7% year over year to $866.2 million [2] Store Expansion and Inventory - During the quarter, AutoZone opened 54 new stores in the U.S., 25 in Mexico, and 5 in Brazil, bringing the total store count to 7,516 [3] - Inventory increased by 10.8% year over year, with net inventory per store improving to negative $142,000 from negative $168,000 a year ago [3] Financial Position - As of May 10, 2025, AutoZone had cash and cash equivalents of $268.6 million, down from $298.2 million as of August 31, 2024 [4] - Total debt decreased to $8.85 billion from $9.02 billion as of August 31, 2024 [4] - The company repurchased 70,000 shares for $250.3 million at an average price of $3,571 per share, with $1.1 billion remaining under its share repurchase authorization [4] Industry Context - Advance Auto Parts reported a narrower adjusted loss of 22 cents per share for Q1 2025, with net revenues of $2.58 billion, beating estimates [5] - O'Reilly Automotive posted adjusted EPS of $9.35, missing estimates, but revenues increased by 4% year over year to $4.14 billion [6]

Advance Auto Parts (AAP) Q1 2025 Earnings Call May 22, 2025 08:00 AM ET Company Participants Lavesh Hemnani - Vice President, Investor RelationsShane O'Kelly - President, CEO & DirectorRyan Grimsland - Executive VP & CFOSimeon Gutman - Managing DirectorSteven Zaccone - Director, Equity Research, Hardlines RetailSteven Forbes - Senior Managing Director Conference Call Participants Seth Sigman - Managing Director, Senior Equity Research AnalystChristopher Horvers - Senior AnalystMichael Lasser - Equity Resear ...

Analysts on Wall Street project that Advance Auto Parts (AAP) will announce quarterly loss of $0.82 per share in its forthcoming report, representing a decline of 222.4% year over year. Revenues are projected to reach $2.5 billion, declining 26.6% from the same quarter last year.The consensus EPS estimate for the quarter has been revised 3.6% lower over the last 30 days to the current level. This reflects how the analysts covering the stock have collectively reevaluated their initial estimates during this t ...