Genuine Parts Company (GPC) Research

Forward Estimates

EPS Estimates

Current Qtr

$2.06

$1.97$2.14

vs $2.10-2.1%

8 analysts

Next Qtr

$2.04

$1.98$2.22

vs $1.98+3.2%

8 analysts

Current Yr

$7.69

$7.50$7.80

vs $7.37+4.3%

9 analysts

Next Yr

$8.37

$8.14$8.85

vs $7.69+8.9%

8 analysts

Revenue Estimates

Current Qtr

$6.43B

$6.39B$6.49B

vs $6.16B+4.3%

7 analysts

Next Qtr

$6.48B

$6.44B$6.52B

vs $6.26B+3.6%

7 analysts

Current Yr

$25.45B

$25.27B$25.68B

vs $24.30B+4.7%

8 analysts

Next Yr

$26.40B

$26.01B$26.86B

vs $25.45B+3.7%

7 analysts

SEC filings →

View all 10-K, 10-Q, and 8-K filings for GPC on EDGAR.

GPC filing events and research context
Filed	Item	Context
Feb 20, 2026	business	Genuine Parts Company (GPC) is a global distributor of automotive and industrial replacement parts, operating over 10,800 locations across North America, Europe, and Australasia. Generating $24.3 billion in 2025 net sales, the company derives 74% of its revenue from North America, with the remainder split between Europe and Australasia. GPC’s automotive segment benefits from an aging vehicle fleet, increased miles driven, and the rising complexity of electric and hybrid vehicle technology. Simultaneously, its industrial segment capitalizes on manufacturing activity, automation, robotics, and supply chain shifts. A critical development for investors is the announced plan to separate GPC into two independent, publicly traded entities: Global Automotive and Global Industrial. Targeted for completion in the first quarter of 2027, this tax-free spin-off aims to streamline operations and sharpen strategic focus. GPC’s competitive moat relies on its extensive distribution network, supply chain capabilities, and technology-driven service solutions. The company’s financial strategy prioritizes revenue growth exceeding market averages, margin expansion, and disciplined capital allocation. While the separation is subject to regulatory and board approvals, it represents a fundamental shift in GPC’s corporate structure, intended to unlock value by decoupling its two primary business segments.
Feb 20, 2026	mda	Genuine Parts Company (GPC) operates a global network of automotive and industrial replacement parts businesses, with 63% of its $24.3 billion in 2025 revenue derived from automotive segments and 37% from industrial. While net sales grew 3.5% year-over-year, driven by acquisitions and strategic pricing, net income plummeted 92.7% to $66 million. This sharp decline was primarily caused by a $742 million pension settlement charge, a $151 million credit loss from the bankruptcy of supplier First Brands Group, and a $103 million increase in asbestos-related product liability. Operating performance faced headwinds from persistent cost inflation in wages, healthcare, and freight, alongside contractionary manufacturing activity in the U.S. industrial sector. Although GPC achieved $175 million in savings from a global restructuring program, these were offset by higher interest expenses and ongoing investments in supply chain and digital technology. Looking ahead, GPC intends to separate its Global Automotive and Global Industrial businesses into two independent, publicly traded companies to improve operational focus and valuation. The company maintains a stable liquidity position, supported by $1.5 billion in total liquidity and a long-standing history of dividend growth, despite the recent volatility in earnings and significant non-recurring charges.
Feb 20, 2026	risk_factors	Genuine Parts Company (GPC) faces significant operational and financial risks stemming from global macroeconomic volatility, persistent cost inflation, and complex regulatory environments. The company’s profitability is sensitive to inflationary pressures on wages, healthcare, rent, and freight, which have pressured operating margins. Furthermore, GPC is exposed to global trade risks, including tariffs on merchandise sourced from China, Canada, and Mexico, which increase costs and necessitate ongoing strategic pricing and sourcing adjustments. A critical legal risk involves asbestos-related product liability, with a $317 million accrual as of year-end 2025. This liability is subject to significant measurement uncertainty regarding future claim counts and resolution costs. Additionally, the company’s financial results are sensitive to credit risks, highlighted by a $151 million charge in 2025 following the bankruptcy of a key automotive supplier, First Brands Group. Strategically, GPC is navigating a major transition, having announced plans to separate its Global Automotive and Global Industrial businesses into two independent, publicly traded entities by early 2027. While management expects this to improve operational focus, the process involves execution risks. The company also relies on debt financing and is subject to restrictive covenants, making it vulnerable to potential credit rating downgrades or interest rate volatility.

Filed

Item

Context

Feb 20, 2026

business

Genuine Parts Company (GPC) is a global distributor of automotive and industrial replacement parts, operating over 10,800 locations across North America, Europe, and Australasia. Generating $24.3 billion in 2025 net sales, the company derives 74% of its revenue from North America, with the remainder split between Europe and Australasia. GPC’s automotive segment benefits from an aging vehicle fleet, increased miles driven, and the rising complexity of electric and hybrid vehicle technology. Simultaneously, its industrial segment capitalizes on manufacturing activity, automation, robotics, and supply chain shifts. A critical development for investors is the announced plan to separate GPC into two independent, publicly traded entities: Global Automotive and Global Industrial. Targeted for completion in the first quarter of 2027, this tax-free spin-off aims to streamline operations and sharpen strategic focus. GPC’s competitive moat relies on its extensive distribution network, supply chain capabilities, and technology-driven service solutions. The company’s financial strategy prioritizes revenue growth exceeding market averages, margin expansion, and disciplined capital allocation. While the separation is subject to regulatory and board approvals, it represents a fundamental shift in GPC’s corporate structure, intended to unlock value by decoupling its two primary business segments.

Feb 20, 2026

mda

Genuine Parts Company (GPC) operates a global network of automotive and industrial replacement parts businesses, with 63% of its $24.3 billion in 2025 revenue derived from automotive segments and 37% from industrial. While net sales grew 3.5% year-over-year, driven by acquisitions and strategic pricing, net income plummeted 92.7% to $66 million. This sharp decline was primarily caused by a $742 million pension settlement charge, a $151 million credit loss from the bankruptcy of supplier First Brands Group, and a $103 million increase in asbestos-related product liability. Operating performance faced headwinds from persistent cost inflation in wages, healthcare, and freight, alongside contractionary manufacturing activity in the U.S. industrial sector. Although GPC achieved $175 million in savings from a global restructuring program, these were offset by higher interest expenses and ongoing investments in supply chain and digital technology. Looking ahead, GPC intends to separate its Global Automotive and Global Industrial businesses into two independent, publicly traded companies to improve operational focus and valuation. The company maintains a stable liquidity position, supported by $1.5 billion in total liquidity and a long-standing history of dividend growth, despite the recent volatility in earnings and significant non-recurring charges.

Feb 20, 2026

risk_factors

Genuine Parts Company (GPC) faces significant operational and financial risks stemming from global macroeconomic volatility, persistent cost inflation, and complex regulatory environments. The company’s profitability is sensitive to inflationary pressures on wages, healthcare, rent, and freight, which have pressured operating margins. Furthermore, GPC is exposed to global trade risks, including tariffs on merchandise sourced from China, Canada, and Mexico, which increase costs and necessitate ongoing strategic pricing and sourcing adjustments. A critical legal risk involves asbestos-related product liability, with a $317 million accrual as of year-end 2025. This liability is subject to significant measurement uncertainty regarding future claim counts and resolution costs. Additionally, the company’s financial results are sensitive to credit risks, highlighted by a $151 million charge in 2025 following the bankruptcy of a key automotive supplier, First Brands Group. Strategically, GPC is navigating a major transition, having announced plans to separate its Global Automotive and Global Industrial businesses into two independent, publicly traded entities by early 2027. While management expects this to improve operational focus, the process involves execution risks. The company also relies on debt financing and is subject to restrictive covenants, making it vulnerable to potential credit rating downgrades or interest rate volatility.

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GPC filing events and research context

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