Analyst Consensus ?
ConsensusHold23 ratings
Bullish1043.5%
Neutral1252.2%
Bearish14.3%
Genuine Parts Company · GPC · FY2025 Q2 · Calendar Q3 2025
Genuine Parts lowers outlook as tariffs cloud second-half demand
The quarter provides mixed evidence for a recovery thesis: digital growth, acquisitions and restructuring support the outlook, but tariff uncertainty, lower guidance and automotive and industrial pressure limit confidence in near-term earnings improvement.
Reported Before market openNYSEConsumer Cyclical
$17.29B market cap
100quality score
Earnings scorecard
Reported versus consensus
Reported EPS
$2.10
Consensus $2.06
EPS surprise
+1.9%
Reported versus consensus
Reported revenue
$6.16B
Consensus $6.12B
Revenue surprise
+0.8%
Reported versus consensus
Market reaction
prior-close to event-session close
Stock move
+7.6%
Event window
SPY move
+0.0%
Same window
Abnormal move
+7.6%
Stock minus SPY
Volume
3.0×
Versus trailing sessions
Subsequent drift
+4.1%
Up to 20 sessions
GPCSPY benchmark
Ask FN2 about GPC FY2025 Q2
Transcript, numbers and history already loaded
Why did GPC rise 7.6% after beating EPS estimates in FY2025 Q2?What changed in GPC's guidance and outlook in FY2025 Q2?Give me the bull and bear case for GPC after FY2025 Q2 earnings.
Free account. Your question opens in FN2 with this report's transcript and numbers attached.
Transcript intelligence
What changed
Compared with the prior-quarter analysis, the outlook became more cautious: management lowered full-year EPS guidance, while emphasizing tariff exposure, restructuring execution and automotive margin recovery. Digital commerce progress and acquisition integration remained key operating themes.
Guidance delta
Management lowered full-year 2025 EPS guidance to $6.55-$7.05, citing tariff uncertainty and a more challenging second half.
Key takeaways
- Q2 sales grew modestly while EPS declined year over year.
- Digital initiatives are gaining traction, with e-commerce representing 40% of Motion sales in the supplied analysis.
- Cost restructuring is contributing benefits, but automotive margin pressure and softer industrial demand remain important offsets.
- The central test is whether pricing, sourcing, acquisitions and restructuring can offset tariff and demand pressures.
Management priorities
- Integrate Emtek, Walker and recent U.S. store acquisitions.
- Expand NAPA brands and digital customer tools, including Motion.com and AI-driven initiatives.
- Advance restructuring and pursue targeted annual savings.
- Adjust pricing and supply-chain actions as tariff conditions develop.
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Estimate
Beat
Miss
Match
Analyst 52W Price Targets
$123.94Current
$122Low
$156.91Average
$183High
Latest persisted target per named analyst; persisted current price from FN2's market snapshot as of Oct 8, 2026. Not an FN2 forecast.
Firm-level rating actions
FMP grade actions identify the grading firm, not a named analyst.
| Firm | Rating | Prior rating | Action | Date |
|---|---|---|---|---|
| DA Davidson | Buy | Buy | Maintain | Aug 3, 2026 |
| Truist Securities | Hold | Hold | Maintain | Jul 22, 2026 |
| Evercore ISI Group | Outperform | Outperform | Maintain | Jul 22, 2026 |
| UBS | Neutral | Neutral | Maintain | Apr 22, 2026 |
| Goldman Sachs | Neutral | Sell | Upgrade | Nov 13, 2025 |
| JP Morgan | Overweight | Overweight | Maintain | Oct 23, 2025 |
| Loop Capital | Buy | Buy | Maintain | Jul 24, 2025 |
| Wedbush | Neutral | Neutral | Maintain | Oct 23, 2024 |
| Jefferies | Hold | Hold | Maintain | Apr 19, 2024 |
| Stephens & Co. | Equal Weight | Equal Weight | Maintain | Jul 21, 2023 |
| B of A Securities | Buy | Neutral | Upgrade | Jun 1, 2023 |
| RBC Capital | Sector Perform | Sector Perform | Maintain | Apr 23, 2021 |
| Bank of America | Underperform | Buy | Downgrade | Dec 2, 2020 |
| CFRA | Hold | Hold | Maintain | May 6, 2020 |
| Argus | Buy | Hold | Upgrade | May 5, 2018 |
| Gabelli & Co. | Buy | Hold | Upgrade | Jul 21, 2017 |
| Argus Research | Buy | Hold | Upgrade | Jun 18, 2015 |
| Sterne Agee CRT | Buy | Neutral | Upgrade | May 4, 2015 |
| Sterne Agee | Buy | Neutral | Upgrade | May 4, 2015 |
| SunTrust Robinson Humphrey | Neutral | Buy | Downgrade | Aug 28, 2014 |
| BB&T Capital | Hold | Buy | Downgrade | Jul 19, 2013 |
| Wunderlich Securities | Hold | Hold | Maintain | Jul 17, 2013 |
| Wunderlich | Hold | Hold | Maintain | Jul 17, 2013 |
Named analyst price targets
Upside is calculated against the persisted current price $123.94. FMP does not supply a rating on these named-analyst rows.
| Firm | Analyst | 52W target | Price when posted | Upside | Date |
|---|---|---|---|---|---|
| D.A. Davidson | Analyst unavailable | $170 | $129.17 | +37.2% | Aug 3, 2026 |
| Truist Financial | Analyst unavailable | $126 | $121.38 | +1.7% | Jul 22, 2026 |
| Raymond James | Sam Darkatsh | $165 | $121.95 | +33.1% | Jul 22, 2026 |
| UBS | Michael Lasser | $122 | $119.12 | -1.6% | Jul 22, 2026 |
| D.A. Davidson | Chris Dankert | $150 | $125.92 | +21.0% | Jul 6, 2026 |
| D.A. Davidson | Analyst unavailable | $145 | $104.64 | +17.0% | Jun 15, 2026 |
| Raymond James | Sam Darkatsh | $145 | $116.16 | +17.0% | Feb 24, 2026 |
| Evercore ISI | Greg Melich | $160 | $118.56 | +29.1% | Feb 20, 2026 |
| UBS | Michael Lasser | $135 | $125.74 | +8.9% | Feb 18, 2026 |
| Truist Financial | Analyst unavailable | $127 | $125.74 | +2.5% | Feb 18, 2026 |
| Truist Financial | Analyst unavailable | $162 | $149.01 | +30.7% | Feb 12, 2026 |
| Evercore ISI | Analyst unavailable | $175 | $148.44 | +41.2% | Feb 11, 2026 |
| Evercore ISI | Greg Melich | $155 | $146.92 | +25.1% | Feb 10, 2026 |
| Truist Financial | Analyst unavailable | $146 | $133.74 | +17.8% | Oct 21, 2025 |
| UBS | Michael Lasser | $140 | $131.52 | +13.0% | Oct 10, 2025 |
| Evercore ISI | Analyst unavailable | $150 | $138.66 | +21.0% | Oct 1, 2025 |
| Evercore ISI | Greg Melich | $135 | $116.81 | +8.9% | Apr 4, 2025 |
| Bank of America Securities | Elizabeth Suzuki | $125 | $116.24 | +0.9% | Oct 24, 2024 |
| UBS | Michael Lasser | $125 | $113.11 | +0.9% | Oct 23, 2024 |
| UBS | Michael Lasser | $150 | $135.98 | +21.0% | Jul 3, 2024 |
| Wedbush | Seth Basham | $170 | $160.78 | +37.2% | Apr 19, 2024 |
| Truist Financial | Scot Ciccarelli | $183 | $160.23 | +47.7% | Apr 19, 2024 |
| CFRA | Garrett Nelson | $180 | $160.36 | +45.2% | Apr 18, 2024 |
| Truist Financial | Scot Ciccarelli | $167 | $154.28 | +34.7% | Apr 2, 2024 |
| CFRA | Garrett Nelson | $160 | $143.71 | +29.1% | Feb 15, 2024 |
| Truist Financial | Scot Ciccarelli | $191 | $157.19 | +54.1% | Jul 21, 2023 |
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Start freeCompany context
Snapshot as of publicationGenuine Parts Company, established in Atlanta, Georgia in 1928, functions as a prominent global distributor specializing in automotive and industrial replacement parts, alongside associated materials. The company’s operations are segmented into its Automotive Parts Group and Industrial Parts Group. The Automotive Parts Group supplies an extensive inventory of replacement components for a wide spectrum of vehicles, including hybrid and electric models, trucks, SUVs, buses, motorcycles, recreational and farm vehicles, small engines, marine equipment, and heavy-duty machinery, as well as various accessory and supply items. Its diverse clientele encompasses automotive repair facilities, service stations, fleet operators, vehicle dealerships (cars and trucks), leasing firms, bus and truck lines, large-scale retailers, farms, industrial enterprises, and individual consumers. Concurrently, the Industrial Parts Group distributes critical industrial replacement parts and supplies.…
Historical context
All GPC earningsConsumer Cyclical peers this season
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Latest beats and misses
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Sources
- Earnings call transcript and parsed analysis · 2026-05-11T10:29:34.698584+00:00
- FN2 earnings calendar · 2026-07-26T00:37:55.686058+00:00
- Polygon adjusted daily market bars · 2026-10-08T14:30:43.712239+00:00
- Financial Modeling Prep analyst price-target consensus and quote snapshot · 2026-10-08T14:30:43.709504+00:00
Methodology
Reported and consensus figures come from FN2's earnings event records. Market reaction and volume are calculated from daily adjusted bars around the event; abnormal move subtracts the SPY move over the same window.
Analyst target low, average, and high values are derived at request time from each named analyst's latest persisted FMP target. The current-price marker comes from FN2's persisted market snapshot. They are sell-side estimates, not an FN2 valuation or recommendation.
Transcript intelligence is a structured synthesis of the current and prior earnings-call analyses. Missing values stay missing and are never estimated.
By FN2 Research · Updated · As of 2026-10-08. For educational purposes only; not investment advice.