GPC

Wall Street expects flat earnings compared to the year-ago quarter on higher revenues when Genuine Parts (GPC) reports results for the quarter ended June 2026. While this widely-known consensus outlook is important in gauging the company's earnings picture, a powerful factor that could impact its near-term stock price is how the actual results compare to these estimates. The stock might move higher if these key numbers top expectations in the upcoming earnings report, which is expected to be released on July 21. On the other hand, if they miss, the stock may move lower. While the sustainability of the immediate price change and future earnings expectations will mostly depend on management's discussion of business conditions on the earnings call, it's worth handicapping the probability of a positive EPS surprise. This auto and industrial parts distributor is expected to post quarterly earnings of $2.10 per share in its upcoming report, which represents no change from the year-ago quarter. Revenues are expected to be $6.39 billion, up 3.6% from the year-ago quarter. The consensus EPS estimate for the quarter has remained unchanged over the last 30 days. This is essentially a reflection of how the covering analysts have collectively reassessed their initial estimates over this period. Investors should keep in mind that the direction of estimate revisions by each of the covering analysts may not always get reflected in the aggregate change. Price, Consensus and EPS Surprise Estimate revisions ahead of a company's earnings release offer clues to the business conditions for the period whose results are coming out. This insight is at the core of our proprietary surprise prediction model -- the Zacks Earnings ESP (Expected Surprise Prediction). The Zacks Earnings ESP compares the Most Accurate Estimate to the Zacks Consensus Estimate for the quarter; the Most Accurate Estimate is a more recent version of the Zacks Consensus EPS estimate. The idea here is that analysts revising their estimates right before an earnings release have the latest information, which could potentially be more accurate than what they and others contributing to the consensus had predicted earlier. Thus, a positive or negative Earnings ESP reading theoretically indicates the likely deviation of the actual earnings from the consensus estimate. However, the model's predictive power is significan...

Sometimes, the quiet performers deserve just as much attention as the headline grabbers. Genuine Parts Company (GPC) now finds itself in the spotlight as investors prepare for its next earnings report. Headquartered in Atlanta, Georgia, the company distributes automotive and industrial replacement parts through an extensive network. With a market cap of nearly $18.2 billion, it supplies vehicle parts, tools, equipment, and maintenance products under the National Automotive Parts Association (NAPA) brand. SanDisk Slumps 10% But BofA Stays Bullish. Here Is How to Play SanDisk Stock Here. 1 High-Probability Iron Condor Trade on Broadcom Stock to Make Now with 29% Return Potential Nasdaq Futures Slip as Chip Stocks Extend Slide, U.S. Jobs Report in Focus Markets move fast. Keep up by reading our FREE midday Barchart Brief newsletter for exclusive charts, analysis, and headlines. The next big checkpoint arrives before the opening bell on Tuesday, July 21, when Genuine Parts is scheduled to report its fiscal 2026 second-quarter results. Wall Street expects diluted EPS of $2.10, matching the $2.10 the company reported in the same quarter last year. Even so, Genuine Parts still has something to prove, as it has beaten earnings estimates only once in the last four quarters. Looking beyond one quarter, analysts continue to see the company moving in the right direction. They expect Genuine Parts to deliver full-year fiscal 2026 diluted EPS of $7.69, which represents a 4.3% increase from the previous year. Furthermore, analysts project fiscal 2027 diluted EPS of $8.47, reflecting another 10.4% year-over-year increase. The stock, however, has taken a slower road. GPC stock climbed 4% over the past 52 weeks. The performance looks modest beside the broader S&P 500 Index ($SPX), which rallied 20.2% during the same period. The gap narrows when the lens is shifted to 2026. GPC stock has advanced 7.8% year-to-date (YTD). The benchmark S&P 500 Index has still performed slightly better, with a 9.3% gain, although the difference looks far less dramatic than in the longer-term comparison. The story changes once the company lines up against its own peers. The State Street Consumer Discretionary Select Sector SPDR ETF (XLY) returned 6.5% over the past 52 weeks. In 2026, the sector slipped 1.9%, while Genuine Parts moved in the opposite direction. The resilience showed up clearly in...

ATLANTA, June 30, 2026 /PRNewswire/ -- Genuine Parts Company (NYSE: GPC), a leading global service provider of automotive and industrial replacement parts and value-added solutions, plans to release second quarter financial results on July 21, 2026. Following the release, management will host a conference call at 8:30 a.m. ET. The public may access the webcast and supplemental earnings materials on the company's investor relations website. The call is also available by dialing 1-800-836-8184. A replay of the call will be available on the company's website or toll-free at 1-888-660-6345, ID 72948#, two hours after completion of the conference call. About Genuine Parts CompanyEstablished in 1928, Genuine Parts Company is a leading global service provider of automotive and industrial replacement parts and value-added solutions. Our Automotive Parts Group operates across North America, Europe and Australasia, while our Industrial Parts Group serves customers across North America and Australasia. We keep the world moving with a vast network of over 10,800 locations spanning 17 countries supported by more than 65,000 teammates. Learn more at genpt.com. View original content to download multimedia:https://www.prnewswire.com/news-releases/genuine-parts-company-to-report-second-quarter-2026-results-on-july-21-2026-302813682.html

Get insights on thousands of stocks from the global community of over 7 million individual investors at Simply Wall St. Genuine Parts (GPC) recently reported first quarter results with revenue up 6.8% year on year and ahead of expectations. However, the stock has fallen since, raising questions about what the market is pricing in. See our latest analysis for Genuine Parts. Despite the latest revenue beat, the stock price has been weak, with the 30 day share price return down 5.43% and the year to date share price return down 20.46%, while the 1 year total shareholder return has declined 18.35%. This points to fading momentum as investors reassess future growth and risk. If this kind of pullback has you comparing alternatives, it could be a time to broaden your search and uncover 21 top founder-led companies With revenue growing, earnings up and the stock trading at a discount to some analyst targets and intrinsic value estimates, you have to decide: Is Genuine Parts undervalued here, or is the market already pricing in its future growth? At a last close of $98.63 versus a narrative fair value of $132.43, Genuine Parts is framed as meaningfully discounted, with the story hinging on future earnings power rather than recent share price weakness. Read the complete narrative. Want to see what kind of earnings profile those cost savings support, and how analysts tie it to future margins and valuation multiples? The core narrative leans on measured revenue growth assumptions, a step change in profitability and a future earnings multiple that has to line up with that story. Result: Fair Value of $132.43 (UNDERVALUED) Have a read of the narrative in full and understand what's behind the forecasts. However, this story can still be knocked off course if margin pressure from wages, freight, and tariffs persists, or if sluggish Europe continues to drag on earnings. Find out about the key risks to this Genuine Parts narrative. Given the mix of optimism and concern running through this story, it may be useful to act promptly and review the full picture yourself by weighing the 4 key rewards and 4 important warning signs If Genuine Parts has you rethinking your watchlist, do not stop here. Expand your search now so you are not late to the next opportunity. Spot potential value opportunities early by checking companies screened as 47 high quality undervalued stocks backed by...

As the Q1 earnings season wraps, let’s dig into this quarter’s best and worst performers in the auto parts retailer industry, including Genuine Parts (NYSE:GPC) and its peers. Cars are complex machines that need maintenance and occasional repairs, and auto parts retailers cater to the professional mechanic as well as the do-it-yourself (DIY) fixer. Work on cars may entail replacing fluids, parts, or accessories, and these stores have the parts and accessories or these jobs. While e-commerce competition presents a risk, these stores have a leg up due to the combination of broad and deep selection as well as expertise provided by sales associates. Another change on the horizon could be the increasing penetration of electric vehicles. The 5 auto parts retailer stocks we track reported a mixed Q1. As a group, revenues were in line with analysts’ consensus estimates. While some auto parts retailer stocks have fared somewhat better than others, they have collectively declined. On average, share prices are down 4.5% since the latest earnings results. Largely targeting the professional customer, Genuine Parts (NYSE:GPC) sells auto and industrial parts such as batteries, belts, bearings, and machine fluids. Genuine Parts reported revenues of $6.26 billion, up 6.8% year on year. This print exceeded analysts’ expectations by 1.4%. Overall, it was a satisfactory quarter for the company with a narrow beat of analysts’ revenue estimates. "The GPC team delivered first quarter results ahead of expectations, driven by solid sales growth and operating discipline across our business segments," said Will Stengel, Chair-Elect and Chief Executive Officer. The stock is down 12.7% since reporting and currently trades at $98.33. Is now the time to buy Genuine Parts? Access our full analysis of the earnings results here, it’s free. Founded in Virginia in 1932, Advance Auto Parts (NYSE:AAP) is an auto parts and accessories retailer that sells everything from carburetors to motor oil to car floor mats. Advance Auto Parts reported revenues of $2.61 billion, up 1.2% year on year, outperforming analysts’ expectations by 1.1%. The business had a strong quarter with a beat of analysts’ EPS and EBITDA estimates. Advance Auto Parts scored the highest full-year guidance raise among its peers. The market seems happy with the results as the stock is up 10.7% since reporting. It currently trades...

AutoZone, Inc. AZO posted third-quarter fiscal 2026 (ended May 9, 2026) earnings per share of $38.07, topping the Zacks Consensus Estimate of $36.18 by 5.2%. Earnings per share rose 7.7% from $35.36 a year ago. The company’s net sales increased 8.4% year over year to $4.84 billion, but fell short of the consensus mark of $4.86 billion by about 0.5%. Domestic same-store sales increased 4.1% in the quarter, led by strong commercial momentum. AutoZone, Inc. price-consensus-eps-surprise-chart | AutoZone, Inc. Quote In the reported quarter, domestic commercial sales totaled $1.4 billion, up from $1.27 billion in the year-ago period. Total sales represented the company’s largest year-over-year growth in more than three years, reflecting faster top-line momentum versus the first half of fiscal 2026. Total company same-store sales rose 3.9% on a constant-currency basis, supported by a 4.1% domestic comp and a 1.6% international comp on the same basis.The mix of growth also leaned favorably. Domestic do-it-yourself sales rose 2.2% in the quarter, while domestic commercial sales increased 10.4%. The commercial outperformance was driven by better inventory availability at satellite stores, broader Hub and Mega-Hub coverage, and continued gains tied to service speed and delivery improvements. Gross profit rose to $2.52 billion from $2.35 billion in the prior-year quarter. Gross profit margin was 52.2%, down 57 basis points from the year-ago period. A $20 million non-cash LIFO charge in the quarter, which contrasted with a $16 million LIFO credit in the prior-year quarter, weighed on the year-over-year margin comparison.Operating profit increased 6.6% to $923.8 million. Operating expenses were 33.1% of sales versus 33.3% last year, indicating modest leverage despite the faster store growth cadence. Net income rose to $641.5 million from $608.4 million a year ago. AutoZone continued to add stores at a faster pace. During the quarter, it opened 82 new stores globally, including 57 in the United States, 20 in Mexico and five in Brazil. Total store count ended at 7,856, consisting of 6,766 in the United States, 933 in Mexico and 157 in Brazil. The company continues to expand its commercial footprint. Mega-Hubs acted as a key driver of improved parts availability, as these locations typically carry a significantly broader SKU count and can lift both commercial and retail dema...

Advance Auto Parts, Inc. AAP delivered adjusted earnings of 77 cents per share in the first quarter of 2026, beating the Zacks Consensus Estimate of 39 cents by 95.2%. The company had incurred an adjusted loss of 22 cents in the year-ago quarter.Net sales were $2.61 billion, which increased 1.2% year over year and came ahead of the Zacks Consensus Estimate of $2.56 billion by 2.1%. Comparable store sales increased 3.5% in the quarter, marking the strongest quarterly comp in five years. Advance Auto Parts, Inc. price-consensus-eps-surprise-chart | Advance Auto Parts, Inc. Quote AAP’s top line reflected improving trends as the quarter progressed, supported by better parts availability and customer service. The Pro channel was the primary sales driver, with mid-single-digit comparable growth tied to its focus on “Main Street Pro,” while DIY posted low-single-digit growth. The company’s category strength was in brakes, undercar and engine management. Profitability improved sharply in the quarter. Gross profit was $1.18 billion, translating to a gross margin of 45.1% compared with 42.9% in the prior-year period. AAP attributed the margin expansion primarily to product margin gains supported by merchandising initiatives, alongside the benefit of cycling margin headwinds tied to its store optimization program that concluded in the first quarter of 2025.The company reported LIFO-related cost pressure during the quarter. Even with that headwind, the gross margin improvement was meaningful, setting up a stronger earnings flow-through versus last year. Operating performance swung notably year over year. Operating income was $69 million versus an operating loss of $131 million a year ago. Restructuring and related expenses fell to $32 million from $118 million in the year-ago quarter, reflecting the reduced burden from prior optimization actions.On an adjusted basis, operating income was $99 million, producing an adjusted operating margin of 3.8% versus an adjusted loss margin of 0.3% a year earlier. Adjusted SG&A expenses were 41.3% of sales, down from 43.2% in the prior-year quarter, aided by lapping expenses from closed stores and stronger sales performance. As of April 25, 2026, AAP had $2.96 billion in cash and cash equivalents, down from $3.12 billion as of Jan. 3, 2026. Inventories rose to $3.82 billion from $3.65 billion as of Jan, 3, 2026, reflecting higher inv...

Oshkosh Corporation OSK posted first-quarter 2026 adjusted earnings of 85 cents per share, down 55.7% year over year. The figure missed the Zacks Consensus Estimate of $1.04 by 18.53%. Revenues edged up 0.2% year over year to $2,318 million but missed the Zacks Consensus Estimate of $2,324 million by 0.27%. Results were impacted by weaker profitability in the Access and Vocational segments, caused by an unfavorable sales mix, higher manufacturing overhead costs, and price-cost pressures. The company ended the quarter with a total backlog of $14.54 billion, highlighting strong demand visibility across its business. Oshkosh Corporation price-consensus-eps-surprise-chart | Oshkosh Corporation Quote While sales were essentially flat, OSK’s profitability weakened significantly from last year. Consolidated operating income dropped 53.2% year over year to $82 million, while operating margin narrowed to 3.5% from 7.6% a year ago. Adjusted operating income in the first quarter of 2026 fell 49.8% to $96.3 million, with adjusted operating margin declining to 4.2% from 8.3% in the prior-year quarter. The decline was mainly due to an unfavorable sales mix, higher manufacturing overhead costs, and lower sales volume. Better pricing and favorable currency impact helped offset some of the pressure on revenues. The quarter also included contract-related adjustments that affected sales figures. Oshkosh’s Access segment reported first-quarter 2026 sales of $943.4 million, down 1.4% year over year, as lower sales volume outweighed the benefit from favorable currency movement. Profitability also declined sharply, with adjusted operating income falling to $38.8 million (down 64% year over year) and adjusted operating margin dropping to 4.1% from 11.3% a year ago. The segment was hurt by an unfavorable sales mix and pricing pressures that weighed on profitability. Despite the near-term weakness, Access backlog rose 1.9% year over year to $1.84 billion at the end of the quarter, providing solid revenue visibility going forward. OSK’s Vocational segment reported first-quarter 2026 sales of $825 million, down 4.8% from the year-ago period, as weaker sales volume outweighed the gains from improved pricing. Adjusted operating income fell 26.9% year over year to $94.1 million, while adjusted operating margin declined to 11.4% from 14.9% a year earlier. Fire truck production improved yea...

Interested in W.W. Grainger, Inc.? Here are five stocks we like better. W.W. Grainger posted a strong first quarter, with sales up 10.1% and adjusted for currency and timing up 12.2%, while diluted EPS rose 18.2% to $11.65. Management said improved MRO demand, pricing, and execution drove the outperformance. Both business segments grew: High-Touch Solutions saw sales rise 10.5% and margin improve, while Endless Assortment posted a 19.6% sales increase and a notable operating margin gain. Management pointed to broad-based demand across manufacturing, government and contractor customers. Grainger raised full-year 2026 guidance, now expecting daily organic constant-currency sales growth of 9.5% to 12% and EPS of $44.25 to $46.25. The company also lifted its dividend by 10% and flagged tariffs, fuel costs and private label inventory expenses as ongoing margin pressures. The Hidden Value in Genuine Parts Company’s Spin-Off Plan W.W. Grainger (NYSE:GWW) reported a stronger-than-expected start to fiscal 2026, with management citing improved MRO market demand, price realization and execution across both of its business segments. Chairman and CEO D.G. Macpherson said the company delivered “a strong quarter of profitable growth” despite tariff uncertainty and geopolitical risks. He said the broader maintenance, repair and operations market gained momentum through the quarter and that the strength appeared to continue into April. → Wells Fargo’s Comeback Is Real—But Not Risk-Free Fastenal : Growth Trends, Challenges & Key Investment Insights Total company sales rose 10.1% in the first quarter, or 12.2% on a daily organic constant currency basis. Operating margin was 16.7%, and diluted earnings per share rose 18.2% year over year to $11.65. Operating cash flow totaled $739 million, while Grainger returned $345 million to shareholders through dividends and share repurchases. Macpherson also noted that Grainger recently announced a 10% increase to its quarterly dividend, marking its 55th consecutive year of dividend increases. → Rocket Lab Posts Record Q1 Revenue, Raises Q2 Guidance Ex dividend date vs record date: What’s the difference? Senior Vice President and CFO Dee Merriwether said the High-Touch Solutions segment generated reported sales growth of 10.5%, or 10% on a daily constant currency basis. She said the sales growth reflected “roughly equal contributions from...

The Goodyear Tire & Rubber Company GT incurred an adjusted loss of 39 cents per share in the first quarter of 2026, narrower than the Zacks Consensus Estimate of a loss of 49 cents. The company delivered a 19.72% earnings surprise, though the figure deteriorated from the year-ago quarter’s adjusted loss of 4 cents per share. Net sales were $3.88 billion, down 8.8% year over year but slightly above the Zacks Consensus Estimate of $3.86 billion, representing a 0.49% revenue surprise. Tire unit volumes fell 11.6% to 34 million, reflecting weaker demand and lower shipments to customers. The Goodyear Tire & Rubber Company price-consensus-eps-surprise-chart | The Goodyear Tire & Rubber Company Quote Total segment operating income fell to $95 million from $195 million a year ago due to weaker demand and higher costs. The company faced pressure from lower sales volumes and inflation-related expenses, though some of the impact was offset by price increases and better operational execution. The quarter was supported by a $46 million IEEPA tariff-related benefit and $107 million in savings from the Goodyear Forward program. Better pricing and product mix relative to raw material costs also helped, but these gains were not enough to fully offset the impact of weaker sales volumes and higher overall costs. GT’s Americas segment reported net sales of $2.06 billion, down 17.5% year over year, while tire unit volumes declined 17% to 15.3 million. Results were hurt by weaker consumer replacement demand, channel destocking, tougher competition and the planned reduction of lower-tier products. Segment operating income in the region fell to $37 million from $155 million a year ago, while margin narrowed to 1.8% from 6.2%. Profitability was hurt by weaker market conditions and higher costs, with savings from the Goodyear Forward program and pricing actions only partially offsetting the pressure. Goodyear’s EMEA business performed relatively better, with sales rising 6.7% year over year to $1.36 billion even though tire volumes fell 8.5% to 11.2 million units. Higher prices, a better product mix and favorable currency impact helped offset weak market demand and lower sales of lower-tier products. Segment operating income improved to $1 million from a loss of $5 million a year ago, lifting margin to 0.1% from negative 0.4%. The region also continued to gain market share in origina...

Solid 2025 results: Total sales rose to $24.3 billion (+3.5%), adjusted gross margin improved by 90 basis points, adjusted EBITDA was $2.0 billion (8.3% of sales), adjusted EPS $7.37, and cash from operations totaled $891 million with about $175 million in restructuring savings. Capital allocation and dividend: The company has “effectively doubled” historical capex (more than $450 million in 2025 for supply‑chain and tech), returned over $560 million in dividends, and announced a 2026 annualized dividend of $4.25 per share—a 3.2% increase and the 70th consecutive year of dividend hikes. Confirmed separation plan: GPC reaffirmed plans to split into two public companies (automotive/NAPA and industrial/Motion) to unlock value, targeting a tax‑free separation with $100–150 million incremental costs and completion in Q1 2027, with investor days planned in H2 2026. Interested in Genuine Parts Company? Here are five stocks we like better. Don’t Try to Catch These 3 Falling Knives Genuine Parts (NYSE:GPC) used its 2026 annual shareholder meeting to highlight 2025 financial performance, discuss capital allocation priorities and board changes, and reiterate plans to separate its automotive and industrial businesses into two publicly traded companies. Chairman and CEO Will Stengel opened the meeting by describing the company as a global service provider of automotive and industrial replacement parts and value-added solutions. Stengel said the company, founded in 1928, serves about 100,000 customers through more than 10,800 locations across 17 countries, with approximately 74% of business in North America, 16% in Europe, and 10% in Australasia. → Roblox Stock Slides to New Low as Safety Changes Weigh on Outlook The Hidden Value in Genuine Parts Company’s Spin-Off Plan Stengel said the 2025 operating environment was “dynamic,” citing evolving trade policy, tariffs, interest rates, and “a cautious consumer.” He said the company’s focus on “controlling what we can control” and continued strategic investment helped it grow revenue by winning new business and expand gross margin for the third consecutive year. Stengel outlined several key financial metrics for 2025, including sales growth, margin performance, and cash generation. He said total sales were $24.3 billion, a 3.5% increase from 2024, while adjusted gross margin increased by 90 basis points, which he attributed to...

O’Reilly Automotive, Inc. ORLY reported first-quarter 2026 adjusted earnings per share (EPS) of 72 cents, which beat the Zacks Consensus Estimate of 69 cents by 4.18%. The bottom line increased from 62 cents in the prior-year quarter. The automotive parts retailer registered quarterly revenues of $4.56 billion, which surpassed the Zacks Consensus Estimate of $4.47 billion by 2.1%. The top line also rose 10.2% year over year. The quarter was driven by strong demand, with comparable store sales rising 8.1%. Growth in both the professional and DIY segments, along with careful cost control, supported the overall performance. The company opened 59 stores in the United States, Mexico and Canada in the first quarter. The total store count was 6,644 as of March 31, 2026. O'Reilly Automotive, Inc. price-consensus-eps-surprise-chart | O'Reilly Automotive, Inc. Quote A key feature of the quarter was the continued weight of the professional service provider channel. Sales to professional customers were $2.29 billion, up from $2 billion a year ago, reflecting meaningful growth in the company’s higher-frequency commercial business. Do-it-yourself demand also contributed, with DIY sales of $2.19 billion versus $2.05 billion in the prior-year quarter. Other sales and adjustments were $79.6 million compared with $86.5 million last year, leaving the mix largely driven by the two core customer groups. O’Reilly translated the higher sales base into improved profit dollars. Gross profit increased to $2.35 billion, and gross margin held firm at 51.5% of sales versus 51.3% a year ago, indicating pricing and sourcing discipline despite a rising cost environment. Expense growth remained controlled relative to sales. Selling, general and administrative costs rose to $1.51 billion, but declined to 33% of sales from 33.4% last year. Operating income climbed to $841.6 million, with operating margin improving to 18.5% from 17.9%, underscoring a focus on productivity and prudent expense management. Cash generation was a standout. Net cash provided by operating activities was $1.03 billion in the quarter, up from $755.1 million in the year-ago period, supported by higher earnings and favorable working-capital movements. This strong cash generation supported an aggressive capital return program. Capital expenditures were $244.4 million, and free cash flow totaled $785.1 million. ORLY repurc...