Analyst Consensus ?
ConsensusHold23 ratings
Bullish1043.5%
Neutral1252.2%
Bearish14.3%
Genuine Parts Company · GPC · FY2025 Q3 · Calendar Q4 2025
Genuine Parts raises revenue outlook as backlog and margins improve
The quarter provides evidence for a constructive operating trajectory: demand improved across both segments, margins expanded, backlog grew, and revenue guidance increased. The evidence is mixed rather than conclusive because the EPS outlook was narrowed and management still faces European weakness, cost pressure, tariff uncertainty, and a sizable planned pension charge.
Reported Before market openNYSEConsumer Cyclical
$17.40B market cap
100quality score
Earnings scorecard
Reported versus consensus
Reported EPS
$1.98
Consensus $2.02
EPS surprise
-2.0%
Reported versus consensus
Reported revenue
$6.26B
Consensus $6.06B
Revenue surprise
+3.3%
Reported versus consensus
Market reaction
prior-close to event-session close
Stock move
+2.0%
Event window
SPY move
-0.0%
Same window
Abnormal move
+2.0%
Stock minus SPY
Volume
2.8×
Versus trailing sessions
Subsequent drift
-6.2%
Up to 20 sessions
GPCSPY benchmark
Ask FN2 about GPC FY2025 Q3
Transcript, numbers and history already loaded
Why did GPC rise 2.0% after missing EPS estimates in FY2025 Q3?What changed in GPC's guidance and outlook in FY2025 Q3?Give me the bull and bear case for GPC after FY2025 Q3 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, management's tone shifted from cautious to confident: revenue guidance was raised, gross-margin expansion continued, backlog momentum strengthened, and the company highlighted Benson Auto Parts and supply-chain investments. The key counterweight is a narrower earnings outlook and continued exposure to Europe, tariffs, inflation, and pension-related costs.
Guidance delta
Revenue guidance was raised to 3–4% growth, while the adjusted EPS outlook was narrowed.
Key takeaways
- Q3 sales grew about 5% year over year, with comparable improvement in automotive and industrial.
- Gross margin expanded 60 basis points and adjusted EBITDA increased 10%.
- A large-order backlog grew about 20% sequentially, while Europe remained muted.
Management priorities
- Complete the Benson Auto Parts acquisition in Q4.
- Open new U.S. NAPA distribution centers and modernize the supply chain and IT network.
- Advance the Motion backlog and OEM relationships while continuing the strategic review.
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Estimate
Beat
Miss
Match
Analyst 52W Price Targets
$126.24Current
$122Low
$156.91Average
$183High
Latest persisted target per named analyst; persisted current price from FN2's market snapshot as of Oct 6, 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 $126.24. 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 | +34.7% | Aug 3, 2026 |
| Truist Financial | Analyst unavailable | $126 | $121.38 | -0.2% | Jul 22, 2026 |
| Raymond James | Sam Darkatsh | $165 | $121.95 | +30.7% | Jul 22, 2026 |
| UBS | Michael Lasser | $122 | $119.12 | -3.4% | Jul 22, 2026 |
| D.A. Davidson | Chris Dankert | $150 | $125.92 | +18.8% | Jul 6, 2026 |
| D.A. Davidson | Analyst unavailable | $145 | $104.64 | +14.9% | Jun 15, 2026 |
| Raymond James | Sam Darkatsh | $145 | $116.16 | +14.9% | Feb 24, 2026 |
| Evercore ISI | Greg Melich | $160 | $118.56 | +26.7% | Feb 20, 2026 |
| UBS | Michael Lasser | $135 | $125.74 | +6.9% | Feb 18, 2026 |
| Truist Financial | Analyst unavailable | $127 | $125.74 | +0.6% | Feb 18, 2026 |
| Truist Financial | Analyst unavailable | $162 | $149.01 | +28.3% | Feb 12, 2026 |
| Evercore ISI | Analyst unavailable | $175 | $148.44 | +38.6% | Feb 11, 2026 |
| Evercore ISI | Greg Melich | $155 | $146.92 | +22.8% | Feb 10, 2026 |
| Truist Financial | Analyst unavailable | $146 | $133.74 | +15.7% | Oct 21, 2025 |
| UBS | Michael Lasser | $140 | $131.52 | +10.9% | Oct 10, 2025 |
| Evercore ISI | Analyst unavailable | $150 | $138.66 | +18.8% | Oct 1, 2025 |
| Evercore ISI | Greg Melich | $135 | $116.81 | +6.9% | Apr 4, 2025 |
| Bank of America Securities | Elizabeth Suzuki | $125 | $116.24 | -1.0% | Oct 24, 2024 |
| UBS | Michael Lasser | $125 | $113.11 | -1.0% | Oct 23, 2024 |
| UBS | Michael Lasser | $150 | $135.98 | +18.8% | Jul 3, 2024 |
| Wedbush | Seth Basham | $170 | $160.78 | +34.7% | Apr 19, 2024 |
| Truist Financial | Scot Ciccarelli | $183 | $160.23 | +45.0% | Apr 19, 2024 |
| CFRA | Garrett Nelson | $180 | $160.36 | +42.6% | Apr 18, 2024 |
| Truist Financial | Scot Ciccarelli | $167 | $154.28 | +32.3% | Apr 2, 2024 |
| CFRA | Garrett Nelson | $160 | $143.71 | +26.7% | Feb 15, 2024 |
| Truist Financial | Scot Ciccarelli | $191 | $157.19 | +51.3% | Jul 21, 2023 |
Track every rating change on GPC the moment it posts. Free to start.
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
Who reports nextBeat on EPS
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- MKCFY2026 Q3 · October 1, 2026+13.9% EPS-4.9% move
- NKEFY2027 Q1 · October 1, 2026+10.0% EPS-0.7% move
- CAGFY2027 Q1 · September 30, 2026+44.4% EPS-4.9% move
- FDSFY2026 Q4 · September 30, 2026+3.9% EPS+3.8% move
- JBLFY2026 Q4 · September 30, 2026+8.1% EPS-10.0% move
Get the GPC recap when the next report posts
One email per quarter with the scorecard, the market reaction and what changed on the call. No account needed.
Sources
- Earnings call transcript and parsed analysis · 2026-05-11T10:29:34.698584+00:00
- FN2 earnings calendar · 2026-07-26T00:37:12.209961+00:00
- Polygon adjusted daily market bars · 2026-10-06T03:20:42.379698+00:00
- Financial Modeling Prep analyst price-target consensus and quote snapshot · 2026-10-06T03:20:42.376766+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 2026-10-06. For educational purposes only; not investment advice.