GPC
FY2026 Q2 · Calendar Q3 2026
Genuine Parts Company
Genuine Parts Company delivered a solid Q2 with 6% revenue growth to $6.5 billion and adjusted EPS of $2.15, beating consensus on both the top and bottom lines. Gross margin expanded 20 basis points to 37.9% on strategic pricing and sourcing initiatives. The planned separation of Global Automotive and Global Industrial remains on track for Q1 2027, with corporate cost allocation now disclosed. Management reaffirmed full-year adjusted EPS guidance while moderating the Global Automotive revenue outlook due to Iran conflict headwinds. The stock sold off sharply on the report but has since recovered most of that decline, and analyst consensus targets imply meaningful upside from current levels.
EPS surprise+3.4%
Market move-2.7%
