Analyst Consensus ?
ConsensusHold23 ratings
Bullish1043.5%
Neutral1252.2%
Bearish14.3%
Genuine Parts Company · GPC · FY2026 Q3 · Calendar Q4 2026
GPC posts solid Q3 as industrial demand offsets automotive pressure
The supplied analysis supports a mixed but constructive operating picture: resilient industrial demand, margin expansion and execution on the separation plan are positives, while automotive retail softness and cost inflation constrain the outlook.
Reported Before market openNYSEConsumer Cyclical
$17.95B market cap
80quality score
Earnings scorecard
Reported versus consensus
Reported EPS
—
Consensus $2.04
EPS surprise
—
Reported versus consensus
Reported revenue
—
Consensus $6.49B
Revenue surprise
—
Reported versus consensus
Market reaction
prior-close to event-session close
Stock move
-1.9%
Event window
SPY move
+0.4%
Same window
Abnormal move
-2.3%
Stock minus SPY
Volume
1.1×
Versus trailing sessions
Subsequent drift
0.0%
Up to 20 sessions
GPCSPY benchmark
Ask FN2 about GPC FY2026 Q3
Transcript, numbers and history already loaded
What drove GPC's -1.9% move after FY2026 Q3 earnings?What changed in GPC's guidance and outlook in FY2026 Q3?Give me the bull and bear case for GPC after FY2026 Q3 earnings.
Free account. Your question opens in FN2 with this report's transcript and numbers attached.
Transcript intelligence
What changed
Versus the prior-quarter analysis, the current analysis adds Q3 evidence of 4% sales growth, 11% industrial EBITDA growth and 70 basis points of gross-margin expansion. The separation remains on schedule, while the analysis more specifically identifies a $16 million Q3 EBITDA impact from the Iran conflict and continued automotive retail pressure.
Guidance delta
Management guidance sentiment was maintained; the supplied analysis does not identify a new quantitative guidance change.
Key takeaways
- Management's analysis says Q3 sales grew 4% to $6.5 billion, while industrial EBITDA rose 11% and gross margin expanded 70 basis points.
- The planned separation into GPC and Motion remains on schedule for Q1 2027, with leadership appointments announced.
- Management highlighted automation, robotics and new distribution centers as productivity and service investments.
- Inflation, fuel and freight costs, and the Iran conflict remain margin pressures; automotive retail is softer while commercial and industrial demand is resilient.
Management priorities
- Complete the planned spin-off into GPC and Motion by Q1 2027.
- Hold December Investor Days for strategic updates.
- Open a second automated NAPA distribution center in the U.S. by year-end.
- Scale supply-chain robotics and automation while expanding product mix and supporting independent owners.
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Estimate
Beat
Miss
Match
Analyst 52W Price Targets
$126.37Current
$122Low
$156.91Average
$183High
Latest persisted target per named analyst; persisted current price from FN2's market snapshot as of Oct 20, 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 |
|---|---|---|---|---|
| JP Morgan | Overweight | Overweight | Maintain | Oct 12, 2026 |
| 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 |
| 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 $126.37. 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 | +34.5% | Aug 3, 2026 |
| Truist Financial | Analyst unavailable | $126 | $121.38 | -0.3% | Jul 22, 2026 |
| Raymond James | Sam Darkatsh | $165 | $121.95 | +30.6% | Jul 22, 2026 |
| UBS | Michael Lasser | $122 | $119.12 | -3.5% | Jul 22, 2026 |
| D.A. Davidson | Chris Dankert | $150 | $125.92 | +18.7% | Jul 6, 2026 |
| D.A. Davidson | Analyst unavailable | $145 | $104.64 | +14.7% | Jun 15, 2026 |
| Raymond James | Sam Darkatsh | $145 | $116.16 | +14.7% | Feb 24, 2026 |
| Evercore ISI | Greg Melich | $160 | $118.56 | +26.6% | Feb 20, 2026 |
| UBS | Michael Lasser | $135 | $125.74 | +6.8% | Feb 18, 2026 |
| Truist Financial | Analyst unavailable | $127 | $125.74 | +0.5% | Feb 18, 2026 |
| Truist Financial | Analyst unavailable | $162 | $149.01 | +28.2% | Feb 12, 2026 |
| Evercore ISI | Analyst unavailable | $175 | $148.44 | +38.5% | Feb 11, 2026 |
| Evercore ISI | Greg Melich | $155 | $146.92 | +22.7% | Feb 10, 2026 |
| Truist Financial | Analyst unavailable | $146 | $133.74 | +15.5% | Oct 21, 2025 |
| UBS | Michael Lasser | $140 | $131.52 | +10.8% | Oct 10, 2025 |
| Evercore ISI | Analyst unavailable | $150 | $138.66 | +18.7% | Oct 1, 2025 |
| Evercore ISI | Greg Melich | $135 | $116.81 | +6.8% | Apr 4, 2025 |
| Bank of America Securities | Elizabeth Suzuki | $125 | $116.24 | -1.1% | Oct 24, 2024 |
| UBS | Michael Lasser | $125 | $113.11 | -1.1% | Oct 23, 2024 |
| UBS | Michael Lasser | $150 | $135.98 | +18.7% | Jul 3, 2024 |
| Wedbush | Seth Basham | $170 | $160.78 | +34.5% | Apr 19, 2024 |
| Truist Financial | Scot Ciccarelli | $183 | $160.23 | +44.8% | Apr 19, 2024 |
| CFRA | Garrett Nelson | $180 | $160.36 | +42.4% | Apr 18, 2024 |
| Truist Financial | Scot Ciccarelli | $167 | $154.28 | +32.2% | Apr 2, 2024 |
| CFRA | Garrett Nelson | $160 | $143.71 | +26.6% | Feb 15, 2024 |
| Truist Financial | Scot Ciccarelli | $191 | $157.19 | +51.1% | 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
Latest reports in the same sector| Company | Quarter | EPS surprise | Market move | Headline |
|---|---|---|---|---|
| CCK Crown Holdings, Inc. | FY2026 Q3 · Calendar Q4 2026 | +5.8% | -2.0% | Crown Holdings: Volume Growth Offsets Inflation in Q3 |
| GM General Motors Company | FY2026 Q3 · Calendar Q4 2026 | — | -7.3% | GM raises 2027 targets as trucks, software and defense drive growth |
| HAS Hasbro, Inc. | FY2026 Q3 · Calendar Q4 2026 | — | +5.8% | Hasbro raises guidance as Magic and margins drive record profitability |
Latest beats and misses
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Missed on EPS
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Sources
- Earnings call transcript and parsed analysis · 2026-10-20T16:03:35.176075+00:00
- FN2 earnings calendar · 2026-10-20T01:23:14.154112+00:00
- Polygon adjusted daily market bars · 2026-10-20T18:20:47.414795+00:00
- Financial Modeling Prep analyst price-target consensus and quote snapshot · 2026-10-20T18:20:47.412003+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 2026-10-20. For educational purposes only; not investment advice.