Core Insights - Genuine Parts Company (GPC) shares increased approximately 2% following the release of third-quarter results, which showed revenue surpassing analyst expectations, although earnings slightly fell short [1] Financial Performance - The company reported adjusted earnings of $1.98 per share, slightly below the consensus estimate of $2.01 [1] - Total revenue reached $6.26 billion, exceeding expectations of $6.12 billion and reflecting a 4.9% increase compared to the same quarter last year [1] Segment Performance - Sales in the Automotive Parts Group rose 5% to $4.0 billion, driven by a 1.6% increase in comparable sales, a 2.3% contribution from acquisitions, and a 1.1% positive impact from foreign currency [2] - The Industrial Parts Group experienced a 4.6% growth, reaching $2.3 billion [2] Future Outlook - For the full year 2025, the company raised its total sales growth forecast to 3–4% from the previous range of 1–3%, while narrowing its adjusted EPS outlook to $7.50–$7.75 from $7.50–$8.00 [2] Strategic Focus - Management emphasized a commitment to disciplined cost management and strategic expansion in key markets [3]

Third Quarter 2025 Earnings Presentation October 21, 2025 Safe Harbor Statement FORWARD-LOOKING STATEMENTS: Some statements in this presentation, as well as in other materials we file with the Securities and Exchange Commission (SEC), release to the public, or make available on our website, 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 suc ...

Core Viewpoint - Genuine Parts reported a mixed performance in its latest earnings report, with adjusted earnings per share beating estimates but declining year over year, while net sales exceeded expectations and showed year-over-year growth [2][5]. Financial Performance - Adjusted earnings for Q2 2025 were $2.10 per share, surpassing the Zacks Consensus Estimate of $2.08 but down from $2.44 in the same quarter last year [2]. - Net sales reached $6.16 billion, exceeding the Zacks Consensus Estimate of $6.11 billion, reflecting a 3.4% year-over-year increase driven by acquisitions, favorable currency exchange, and comparable sales growth [2]. - Cash and cash equivalents decreased to $458 million from $480 million as of December 31, 2024, while long-term debt slightly increased to $3,744 million [5]. Segmental Performance - The Automotive segment reported net sales of $3.9 billion, a 5% increase year over year, driven by acquisitions, although EBITDA decreased by 6.9% to $338 million [3]. - The Industrial Parts segment's net sales rose 0.7% year over year to $2.3 billion, with EBITDA growing 1.1% to $288 million [4]. 2025 Guidance - The company revised its overall sales growth expectation for 2025 to 1-3%, down from the previous 2-4% forecast, with automotive sales now expected to grow 1.5-3.5% [6]. - Adjusted earnings per share guidance was narrowed to a range of $7.50 to $8, compared to the prior range of $7.75 to $8.25 [7]. Market Reaction - Following the earnings release, there has been a downward trend in fresh estimates for the company [8]. - The stock currently holds a poor Growth Score of F and a Momentum Score of D, but a better Value Score of B [9]. Outlook - The overall trend in estimates has been downward, leading to a Zacks Rank of 4 (Sell), indicating expectations of below-average returns in the coming months [11].

Core Insights - Genuine Parts Company (GPC) reported second-quarter 2025 adjusted earnings of $2.10 per share, exceeding the Zacks Consensus Estimate of $2.08, but down from $2.44 per share in the same quarter last year [1][9] - The company achieved net sales of $6.16 billion, surpassing the Zacks Consensus Estimate of $6.11 billion, reflecting a year-over-year growth of 3.4% driven by acquisitions, favorable currency exchange, and a slight rise in comparable sales [1][9] Segmental Performance - The Automotive segment's net sales reached $3.9 billion, a 5% increase year over year, benefiting from acquisitions and exceeding the estimate of $3.84 billion; however, EBITDA decreased by 6.9% to $338 million, with an EBITDA margin of 8.6%, down 110 basis points from the previous year [3] - The Industrial Parts segment's net sales grew by 0.7% year over year to $2.3 billion, also aided by acquisitions, and surpassed the estimate of $2.26 billion; EBITDA increased by 1.1% to $288 million, with a margin of 12.8%, up 10 basis points year over year [4] Financial Performance - As of June 30, 2025, the company had cash and cash equivalents of $458 million, down from $480 million at the end of 2024; long-term debt slightly increased to $3,744 million from $3,742 million [5] - GPC exited the second quarter with total liquidity of $1.5 billion [5] 2025 Guidance Revision - For 2025, GPC revised its overall sales growth expectation to 1-3%, down from the previous range of 2-4%; automotive sales are now anticipated to grow by 1.5-3.5%, and industrial sales growth expectations were trimmed to 1-3% from 2-4% [6] - The company now projects adjusted earnings per share between $7.50 and $8, down from the prior range of $7.75-$8.25; operating cash flow is expected to be between $1.1 billion and $1.3 billion, and free cash flow is narrowed to $700-$900 million from the previous forecast of $800 million-$1 billion [7]

Core Insights - Genuine Parts Company (GPC) reported revenue of $6.16 billion for the quarter ended June 2025, reflecting a year-over-year increase of 3.4% [1] - The earnings per share (EPS) for the quarter was $2.10, down from $2.44 in the same quarter last year [1] - The reported revenue exceeded the Zacks Consensus Estimate of $6.11 billion by 0.81%, while the EPS surpassed the consensus estimate of $2.08 by 0.96% [1] Financial Performance Metrics - Automotive net sales reached $3.91 billion, exceeding the average analyst estimate of $3.84 billion, representing a 5% increase compared to the previous year [4] - Industrial net sales were $2.25 billion, slightly below the average estimate of $2.27 billion, showing a year-over-year increase of 0.7% [4] - Segment EBITDA for Automotive was $337.99 million, below the average estimate of $346.71 million [4] - Corporate EBITDA was reported at -$78.63 million, better than the average estimate of -$104.12 million [4] - Segment EBITDA for Industrial was $288.14 million, compared to the average estimate of $296.82 million [4] Stock Performance - Genuine Parts shares have returned +2.1% over the past month, while the Zacks S&P 500 composite has increased by +5.9% [3] - The stock currently holds a Zacks Rank 3 (Hold), indicating expected performance in line with the broader market in the near term [3]