GPC

A month has gone by since the last earnings report for O'Reilly Automotive (ORLY). Shares have added about 0.5% in that time frame, underperforming the S&P 500. Will the recent positive trend continue leading up to its next earnings release, or is O'Reilly Automotive due for a pullback? Before we dive into how investors and analysts have reacted as of late, let's take a quick look at its most recent earnings report in order to get a better handle on the important drivers. O’Reilly reported second-quarter 2026 earnings of 86 cents per share, up 10.3% year over year. The figure beat the Zacks Consensus Estimate of 85 cents by 1.2%. Revenues increased 8.1% to $4.89 billion and surpassed the consensus mark of $4.86 billion by 0.8%.Comparable store sales rose 6%, supported by solid growth across the professional service provider and do-it-yourself channels. The company also benefited from an expanding store network and a lower share count. Second-quarter comparable store sales growth accelerated from 4.1% in the year-ago period. The metric includes sales from U.S. stores open for at least one year, along with eligible ship-to-home and pickup-in-store online orders.For the first six months of 2026, comparable store sales increased 7% compared with 3.9% a year earlier. Total first-half revenues advanced 9.1% to $9.45 billion, reflecting sustained demand across O’Reilly’s core customer groups. Sales to professional service provider customers increased 12.5% year over year to $2.47 billion. The channel accounted for slightly more than half of quarterly revenues and outpaced growth in the do-it-yourself business.DIY sales rose 4.9% to $2.34 billion. Other sales and sales adjustments totaled $85.6 million, down from $100.7 million in the prior-year quarter. The results highlight the continued momentum of O’Reilly’s dual-market strategy. Gross profit increased 8.2% to $2.52 billion. Gross margin remained unchanged at 51.4%, indicating that the company preserved product profitability while supporting higher sales volumes.Selling, general and administrative expenses rose 8.4% to $1.53 billion. These costs represented 31.3% of sales compared with 31.2% a year ago. Operating income advanced 7.8% to $985.7 million, while operating margin held steady at 20.2%. Net income increased 7% to $715.1 million, although net margin declined to 14.6% from 14.8%. Interest expense rose to $69.9 million from $57.3 million, partially offsetting the benefit of higher operating profit.Second-quarter operating cash flow increased 33% to $1.01 billion. Capital expenditures totaled $307.6 million, while free cash flow climbed 54.4% to $692.7 million. For the first six months, operating cash flow reached $2.04 billion and free cash flow totaled $1.48 billion. O’Reilly opened 51 stores during the quarter, including 46 domestic locations and five stores in Mexico. The company ended June with 6,695 stores across the United States, Puerto Rico, Mexico and Canada. Year-to-date net new openings totaled 110.ORLY repurchased 16.7 million shares during the quarter for $1.51 billion at an average price of $90.40. First-half repurchases totaled $2.43 billion. The lower diluted share count of 829 million, down from 858 million, helped earnings per share grow faster than net income. As of June 30, 2026, ORLY’s cash and cash equivalents totaled $262.2 million, up from $198.6 million as of June 30, 2025. Inventory increased 10.6% to $5.97 billion as the company supported a larger store base and maintained parts availability.Long-term debt rose to $7.01 billion from $5.82 billion. Accounts payable increased to $7.38 billion from $6.86 billion, while the accounts-payable-to-inventory ratio declined to 123.7% from 127%. Adjusted debt to EBITDAR increased to 2.17 from 2.06. O’Reilly raised its 2026 comparable store sales guidance to 4-6% from the previous estimate of 3-5%. Total revenues are now projected between $18.9 billion and $19.2 billion, up from the prior outlook of $18.7-$19 billion. Diluted earnings are expected in the range of $3.20-$3.30 per share, up from the previous outlook of $3.15 to $3.25.The company continues to target 225-235 net new store openings. Gross margin is projected at 51.5-52%, with operating margin expected between 19.3% and 19.8%. Operating cash flow is forecast at $3.1-$3.5 billion, and free cash flow is anticipated between $1.8 billion and $2.1 billion. It turns out, estimates review have trended upward during the past month. At this time, O'Reilly Automotive has a nice Growth Score of B, though it is lagging a lot on the Momentum Score front with an F. Charting a somewhat similar path, the stock was allocated a grade of D on the value side, putting it in the bottom 40% for value investors. Overall, the stock has an aggregate VGM Score of D. If you aren't focused on one strategy, this score is the one you should be interested in. Estimates have been broadly trending upward for the stock, and the magnitude of these revisions looks promising. Interestingly, O'Reilly Automotive has a Zacks Rank #3 (Hold). We expect an in-line return from the stock in the next few months. O'Reilly Automotive is part of the Zacks Automotive - Retail and Wholesale - Parts industry. Over the past month, Genuine Parts (GPC), a stock from the same industry, has gained 9.5%. The company reported its results for the quarter ended June 2026 more than a month ago. Genuine Parts reported revenues of $6.54 billion in the last reported quarter, representing a year-over-year change of +6%. EPS of $2.15 for the same period compares with $2.10 a year ago. Genuine Parts is expected to post earnings of $2.10 per share for the current quarter, representing a year-over-year change of +6.1%. Over the last 30 days, the Zacks Consensus Estimate has changed +0.9%. The overall direction and magnitude of estimate revisions translate into a Zacks Rank #3 (Hold) for Genuine Parts. Also, the stock has a VGM Score of B. Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report O'Reilly Automotive, Inc. (ORLY) : Free Stock Analysis Report Genuine Parts Company (GPC) : Free Stock Analysis Report This article originally published on Zacks Investment Research (zacks.com). Zacks Investment Research

AAP's earnings beat included a one-time $26M tariff refund worth $0.31 per share, while revenue of $2B missed estimates and comp sales fell 0.5%. AutoZone fell 3% and O'Reilly slipped 2% as softening DIY demand spooked the broader auto parts sector despite no issues with their own results. AAP entered the print up 45% year to date, amplifying the 21% drop as tighter household budgets hit DIY shoppers harder than management anticipated. Act now: the analyst who called NVIDIA in 2010 just named his top 10 AI stocks — and O'Reilly Automotive didn't make the cut. Grab the names FREE today. Shares of Advance Auto Parts (NYSE:AAP) stock are down 21% to $44.33 Thursday morning after the company posted Q2 2026 results that paired a headline earnings beat with a revenue miss and negative comparable sales. The move is the sharpest single-day slide in the aftermarket group and comes despite a raised full-year adjusted EPS outlook. The read-through is hitting peers as well. AutoZone (NYSE:AZO) stock is down 4% to $2,961, O'Reilly Automotive (NASDAQ:ORLY) stock is down 2% to $89.57, and Genuine Parts (NYSE:GPC) stock is down 3% to $131.05. The peer moves reflect a group-level reaction to softening do-it-yourself demand rather than a proportional hit tied to their own results. Advance Auto Parts reported adjusted diluted EPS of $1.03, topping the $0.81 consensus by 27.9%, while revenue of $2 billion missed the $2.04 billion estimate and slipped 0.5% year over year. Comparable store sales at the retailer declined 0.5%, with the DIY channel weakening sharply in the final four weeks of the quarter and the Pro channel delivering low-single-digit growth. Act now: the analyst who called NVIDIA in 2010 just named his top 10 AI stocks — and O'Reilly Automotive didn't make the cut. Grab the names FREE today. The composition of the beat matters. Advance Auto Parts' management booked $26 million in tariff refunds that contributed $0.31 to adjusted EPS, meaning a significant share of the outperformance is non-recurring. On an underlying basis, adjusted operating margin still expanded more than 250 basis points year over year to 5.6%, and year-to-date free cash flow swung to a positive $120 million from an outflow a year earlier. Guidance also disappointed on the sales side. The company reaffirmed fiscal 2026 net sales of $8.485 billion to $8.575 billion, a midpoint of $8.53 billion that sits below the $8.58 billion consensus, and trimmed store openings to 30 to 35 from 40 to 45. Furthermore, Advance Auto Parts' full-year adjusted EPS guidance was raised to $2.60 to $3.30 from $2.40 to $3.10, but that lift leans on the same one-time refund. Advance Auto Parts CEO Shane O'Kelly accentuated the positive points: Our second quarter comparable sales results reflected low-single-digit growth in the Pro channel, which performed in line with expectations. However, total enterprise sales performance was impacted by the DIY channel as tighter household budgets constrained spending more than we anticipated, especially during the last four weeks of the quarter. Positioning explains why the pain is concentrated on Advance Auto Parts. Through Wednesday's close, Advance Auto Parts stock was up 45% year to date while AutoZone stock was down 9%, so the two entered the print with very different setups and a mixed quarter lands harder on the name that had already run. O'Reilly Automotive stock and Genuine Parts stock entered the day roughly flat and up double digits respectively, cushioning the sympathy moves. Operational proof points at Advance Auto Parts remain constructive under the hood. Adjusted gross margin expanded roughly 240 basis points to 46.2%. Distribution-center consolidation finished with 15 DCs down from nearly 40. Net-debt leverage improved to 2.1 times from 2.4 times last quarter. The market is discounting those wins today in favor of the softer demand signal. The macro backdrop reinforces management's caution about lower- and mid-tier consumers. University of Michigan consumer sentiment sat at 49.5 in June, well below the 60 level flagged as recessionary in the source guide, and U.S. regular gasoline averaged $4.05 per gallon on August 17, up 5% from a month earlier. Both squeeze the exact customer group Advance Auto Parts calls out as most stressed. The Advance Auto Parts conference call at 8:00 a.m. ET has already opened, so commentary on Q3 DIY trends and the durability of Pro-channel growth will shape intraday price discovery. Management said Q3 trends during the first four weeks were tracking slightly ahead of the final weeks of Q2, a claim the sell side will test in follow-up notes. Traders may want to keep an eye on whether AAP stock stabilizes near the $44 area or takes another leg lower. On position sizing, the composition of the beat should shape any fresh exposure to Advance Auto Parts stock. About $0.31 of the $1.03 adjusted EPS came from a tariff refund that won't repeat, so underlying earnings power is meaningfully below the headline. A cautious, smaller position is the more defensible stance while the DIY demand picture clarifies over the second half. Act now: the analyst who called NVIDIA in 2010 just named his top 10 AI stocks — and O'Reilly Automotive didn't make the cut. Grab the names FREE today. Contact [email protected] for any questions or corrections.

It has been about a month since the last earnings report for Genuine Parts (GPC). Shares have added about 11.8% in that time frame, outperforming the S&P 500. But investors have to be wondering, will the recent positive trend continue leading up to its next earnings release, or is Genuine Parts due for a pullback? Well, first let's take a quick look at the latest earnings report in order to get a better handle on the recent drivers for Genuine Parts Company before we dive into how investors and analysts have reacted as of late. Genuine Parts reported second-quarter 2026 adjusted earnings of $2.15 per share, beating the Zacks Consensus Estimate of $2.10 by 2.38%. The bottom line increased 2.4% from $2.10 in the year-ago quarter. Revenues rose 6% year over year to $6.54 billion and surpassed the consensus estimate of $6.39 billion by 2.36%. Comparable sales increased 3.4%, led by strong demand in the Industrial business, while acquisitions and favorable currency movements also supported growth. The revenue increase included a 1.2% contribution from acquisitions and a 1.4% favorable foreign currency impact. Growth was recorded across North America Automotive, International Automotive and Industrial, reflecting a broad-based improvement in demand. Adjusted gross margin expanded 20 basis points to 37.9%. However, adjusted selling, administrative and other expenses represented 29.1% of sales, up from 28.7% a year earlier, partly offsetting the gross-margin benefit. Industrial sales advanced 7.1% year over year to $2.41 billion. Comparable sales climbed 6.1%, while favorable currency movements added 0.8% and acquisitions contributed 0.2%. The segment generated EBITDA of $316 million, up 9.8% from the prior-year period. EBITDA margin expanded 30 basis points to 13.1%. Growth was recorded in 11 of 14 end markets, while 10 markets improved sequentially. Maintenance, repair and operations sales grew approximately 7%, supported by large corporate accounts and small and medium-sized local customers. North America Automotive sales increased 3.8% to $2.54 billion, driven by a 2.6% comparable-sales gain and a 1.3% acquisition contribution. Segment EBITDA rose 6% to $208 million, while EBITDA margin improved 20 basis points to 8.2%. Company-owned stores in the United States delivered comparable-sales growth of approximately 4%, including roughly 5.5% growth in the commercial business. The Benson acquisition also remained ahead of the company’s financial and operational targets. International Automotive revenues rose 8.2% to $1.59 billion. Foreign currency contributed 4.9%, acquisitions added 2.7% and comparable sales increased 0.6%. Segment EBITDA improved 6% to $150 million, but margin contracted 20 basis points to 9.4%. Europe improved sequentially, particularly in the United Kingdom and Germany. GAAP net income declined to $228 million, or $1.65 per share, from $255 million, or $1.83 per share, a year earlier. The difference between GAAP and adjusted results reflected $69 million of after-tax adjustments tied to restructuring and separation activities. Adjusted net income rose to $296 million from $292 million in the year-ago period. Adjusted EBITDA increased 3.6% year over year to $567 million, though adjusted EBITDA margin declined 20 basis points to 8.7%. Restructuring and other costs totaled $76 million before taxes, while separation costs were $16 million. GPC remains on track to separate its Global Automotive and Global Industrial businesses into two publicly traded companies in the first quarter of 2027. GPC reaffirmed its 2026 adjusted earnings guidance of $7.50-$8 per share and total sales growth outlook of 3-5.5%. The company reduced its GAAP earnings forecast to $5.90-$6.40 per share from the previous estimate of $6.10-$6.60. North America Automotive sales growth is now expected at 2.5-4.5%, down from the previous estimate of 3-5%, while International Automotive growth was raised to 5-8% from the previous estimate of 3-6%. Industrial sales growth remains projected at 3-6%. Cash from operations totaled $464 million in the first half of 2026, up from $169 million a year earlier. Free cash flow was $259 million against negative $80 million in the prior-year period. Genuine Parts ended June with $2.3 billion of liquidity, including $559 million in cash. Year-to-date capital expenditures were $205 million, acquisition spending totaled $38 million and cash dividends reached $288 million. The company continues to expect full-year operating cash flow of $1-$1.2 billion and free cash flow of $550-$700 million. In the past month, investors have witnessed a upward trend in fresh estimates. At this time, Genuine Parts has a nice Growth Score of B, though it is lagging a bit on the Momentum Score front with a C. Charting a somewhat similar path, the stock was allocated a grade of B on the value side, putting it in the second quintile for this investment strategy. Overall, the stock has an aggregate VGM Score of B. If you aren't focused on one strategy, this score is the one you should be interested in. Estimates have been trending upward for the stock, and the magnitude of these revisions looks promising. Notably, Genuine Parts has a Zacks Rank #3 (Hold). We expect an in-line return from the stock in the next few months. Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report Genuine Parts Company (GPC) : Free Stock Analysis Report This article originally published on Zacks Investment Research (zacks.com). Zacks Investment Research

Dana Incorporated DAN shares rose 10% since it reported second-quarter 2026 results. It posted adjusted earnings of 19 cents per share in the quarter, which increased 280% from 5 cents a year ago but missed the Zacks Consensus Estimate of 64 cents by 70.3%. Revenues of $2.01 billion rose 3.9% year over year and beat the consensus mark of $1.89 billion by 6.2%.Pricing and recovery actions, operating improvements and cost savings supported profitability, with the adjusted EBITDA margin expanding 270 basis points to 10.3%. Equity earnings from affiliates declined to $6 million from $23 million, weighing on earnings growth. Dana Incorporated price-consensus-eps-surprise-chart | Dana Incorporated Quote Adjusted EBITDA increased to $207 million from $147 million in the year-ago quarter. Performance contributed $29 million to the improvement, while volume and mix added $10 million and cost savings contributed $19 million. Tariffs and foreign currency added $4 million and $2 million, respectively, while commodities were a $3 million headwind.Year-to-date cost savings reached $54 million, keeping DAN on track for its $65 million 2026 target and the $325 million program goal. Net interest expense declined 59% year over year to $17 million following debt repayment after the Off-Highway divestiture. Light Vehicle sales increased 3.3% year over year to $1.38 billion from $1.34 billion. Segment adjusted EBITDA advanced 27.7% to $143 million from $112 million, showing stronger profit conversion than the sales increase.Dana is also preparing for additional Ford Super Duty volume at Oakville. The company expects low-volume ramp-up production to begin during August, with volumes becoming more meaningful toward year-end, while largely using the existing footprint and capacity supporting U.S. Super Duty production. Commercial Vehicle sales rose 5.2% to $631 million from $600 million a year ago. Adjusted EBITDA climbed 44.7% to $68 million from $47 million as stronger demand supported the segment.Dana expects North American Class 8 industry volume of roughly 275,000 units in 2026, followed by a marginal increase in 2027 and an uptick in 2028. Lower Class 5-7 and bus production is offsetting some of that strength. Operating cash flow improved to $109 million from $32 million, while adjusted free cash flow rose to $68 million from negative $7 million. Working capital and other items provided a $79 million year-over-year benefit, driven mainly by favorable accounts payable timing and lower inventories.The company repurchased 1.2 million shares for $44 million in the quarter. Dana plans about $200 million of additional repurchases before year-end and expects to complete its $2 billion authorization by the end of 2029. DAN now expects 2026 sales of $7.65-$7.85 billion compared to the previous estimate of $7.3-$7.7 billion and adjusted EBITDA of $800-$850 million compared to the prior outlook of $750-$850 million. The sales midpoint increased $225 million from the prior outlook, while the adjusted EBITDA midpoint rose $25 million, primarily reflecting stronger commercial vehicle demand.Adjusted free cash flow is now projected at $275-$375 million, up from the previous outlook of $250-$350 million. However, adjusted earnings are now expected in the range of $1.75-$2.25 per share compared with the previous estimate of $2-$3, with the midpoint revised lower to about $2. Higher depreciation, interest expense, lower equity earnings from China joint ventures and taxes are expected to pressure adjusted net income. Dana and Eaton plan to use a split-off structure for the Mobility transaction, which remains on track to close in the first quarter of 2027. Dana expects at least $250 million of run-rate cost synergies within 24 months after closing, including about $75 million in year one and $200 million by year two.The combined company is targeting $14-$15 billion of sales by 2030. Combined 2026 aftermarket sales are expected to total about $1.7 billion, representing roughly 16% of sales and increasing Dana's exposure to a business management views as higher margin and less cyclical. Dana's aftermarket initiatives with AutoZone, Advance and O'Reilly are delivering $40 million of additional sales. A new partnership with VIPAR is expected to add $10-$15 million of aftermarket sales beginning later in 2026 while expanding distribution reach across its heavy-duty network.Applied Technologies is also benefiting from defense demand. Existing programs and higher demand are generating $30 million of new sales, while Dana is working to secure a production order on a major rapid-prototype project by year-end.DAN currently has a Zacks Rank #5 (Strong Sell). You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here. General Motors Company GM reported second-quarter 2026 adjusted earnings of $3.57 per share, up 41.3% year over year. The figure beat the Zacks Consensus Estimate of $3.13 by 14.06%. Revenues increased 1.9% to $48.03 billion and surpassed the consensus estimate of $46.56 billion by 3.15%. Strong pricing, lower costs and disciplined incentives supported results. General Motors raised its full-year adjusted EBIT guidance to $14-$16 billion from $13.5-$15.5 billion. Adjusted earnings are now projected at $12-$14 per share, up from the prior range of $11.50-$13.50.Tesla, Inc. TSLA reported second-quarter 2026 adjusted earnings of 33 cents per share, which declined 17.5% year over year. The figure missed the Zacks Consensus Estimate of 50 cents by 34%. Revenues advanced 25.5% to $28.24 billion and surpassed the consensus estimate of $25.81 billion by 9.41%. Tesla expects 2026 capital expenditures to exceed $25 billion and rise further over the next two to three years. Genuine Parts Company GPC reported second-quarter 2026 adjusted earnings of $2.15 per share, beating the Zacks Consensus Estimate of $2.10 by 2.38%. The bottom line increased 2.4% from $2.10 in the year-ago quarter. Revenues rose 6% year over year to $6.54 billion and surpassed the consensus estimate of $6.39 billion by 2.36%. Genuine Parts reaffirmed its 2026 adjusted earnings guidance of $7.50-$8 per share and total sales growth outlook of 3-5.5%. Genuine Parts ended June with $2.3 billion of liquidity, including $559 million in cash. Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report Dana Incorporated (DAN) : Free Stock Analysis Report Genuine Parts Company (GPC) : Free Stock Analysis Report General Motors Company (GM) : Free Stock Analysis Report Tesla, Inc. (TSLA) : Free Stock Analysis Report This article originally published on Zacks Investment Research (zacks.com). Zacks Investment Research

Find your next quality investment with Simply Wall St's easy and powerful screener, trusted by over 7 million individual investors worldwide. Genuine Parts (GPC) has attracted fresh attention after its Board of Directors declared a regular quarterly cash dividend of $1.0625 per share, payable on October 2, 2026, to shareholders of record on September 4, 2026. See our latest analysis for Genuine Parts. At a share price of $134.01, Genuine Parts has recently shown strong momentum, with a 30 day share price return of 8.49% and a 90 day share price return of 37.88%. However, the 3 year total shareholder return of a 5.91% decline highlights a more mixed longer term picture. If this kind of move has you thinking about what else is on the radar, it could be a good time to broaden your search with 19 top founder-led companies After a sharp 90 day move in Genuine Parts, the real debate is whether recent buyers have already captured most of the opportunity or if the current valuation still leaves meaningful upside on the table. The most followed narrative currently places Genuine Parts' fair value at $137.88, a touch above the last close of $134.01, which keeps attention firmly on what is driving that gap. Read the complete narrative. Want to see what sits behind that cost savings story? The narrative leans heavily on future earnings power, margin repair and a re-rated profit multiple. The exact mix of revenue growth, margin rebuild and discount rate might surprise you. Result: Fair Value of $137.88 (UNDERVALUED) Have a read of the narrative in full and understand what's behind the forecasts. However, there are still clear risks that could upset the Genuine Parts story, including persistent SG&A pressure squeezing margins and uncertainty around any NAPA transaction or Motion spin. Find out about the key risks to this Genuine Parts narrative. If the Genuine Parts story so far feels finely balanced between promise and pressure, now is the moment to check the data and decide where you stand. To weigh both sides in one place, take a closer look at the 3 key rewards and 4 important warning signs. If Genuine Parts has sharpened your focus, do not stop here. Use the Simply Wall Street Screener to uncover other opportunities that could suit your portfolio. Target steadier potential returns by checking companies in the 85 resilient stocks with low risk scores that may better match your comfort with volatility. Hunt for possible bargains by scanning the 49 high quality undervalued stocks and see which stocks currently trade below their assessed worth. Build a watchlist of future candidates by reviewing the screener containing 20 high quality undiscovered gems that the broader market may be overlooking. This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned. Companies discussed in this article include GPC. Have feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email [email protected]

Adient plc ADNT reported adjusted earnings of 48 cents per share in the third quarter of fiscal 2026, which increased 6.7% year over year but missed the Zacks Consensus Estimate of 53 cents by 9.4%. Net sales rose 5% to $3.93 billion and topped the consensus mark of $3.70 billion by 6.1%.Sales benefited from favorable foreign exchange, stronger volumes in the Americas and Asia, and recent launches. Consolidated sales in China increased about 33% year over year, supported by production ramps at NIO, Leapmotor and Nissan. ADNT generated adjusted EBITDA of $225 million, down slightly from $226 million a year earlier. Adjusted EBITDA margin contracted 30 basis points to 5.7%, as the company absorbed about $32 million of temporary headwinds tied to the Middle East conflict and customer- and supplier-driven disruptions.Higher commodity and freight expenses contributed to the pressure, along with operating inefficiencies. Roughly $20 million of the quarterly headwind was Middle East-related, including freight, fuel and resin costs. About 90% of the foam business has pass-throughs or escalators, though recoveries typically occur with about a two-quarter lag. Adient price-consensus-eps-surprise-chart | Adient Quote Americas sales increased 9.5% year over year to $1.93 billion. Adjusted EBITDA rose to $125 million from $112 million, while margin edged up to 6.5% from 6.4%, supported by higher volumes with key customers despite added input costs and temporary operating inefficiencies.EMEA sales declined 4.5% to $1.21 billion, and adjusted EBITDA fell to $14 million from $21 million as lower customer volumes weighed on results. Asia sales climbed 12.3% to $810 million, but adjusted EBITDA decreased to $107 million from $113 million amid lower equity income, China mix pressure, softer ICE demand and launch investments. ADNT generated $205 million of operating cash flow in the quarter, up from $172 million a year ago. Capital expenditures were $67 million, resulting in free cash flow of $138 million versus $115 million in the prior-year period. The quarter benefited from about $45 million of customer payment timing that is expected to reverse in the fourth quarter.Cash and cash equivalents stood at $924 million as of June 30, 2026, down from $958 million as of Sept. 30, 2025. Total liquidity was about $1.8 billion, including roughly $834 million of available revolver capacity, while the leverage ratio was 1.7 times. The company repurchased $30 million of shares during the quarter, bringing fiscal year-to-date repurchases to $55 million. As of June 30, 2026, $80 million of shares remain under the current share repurchase authorization. Adient raised its fiscal 2026 consolidated sales outlook to about $15 billion from roughly $14.8 billion, reflecting improved customer production schedules and, to a lesser extent, favorable foreign exchange. The company kept its adjusted EBITDA forecast at approximately $885 million.Free cash flow guidance remains about $130 million, while capital expenditures are expected to be approximately $300 million. The company expects Middle East-related pressures, including elevated chemical and freight costs and lower export volumes in certain markets, to continue weighing on near-term profitability. It sees full-year Middle East costs at roughly $35-$40 million based on current conditions. ADNT continued to build its future revenue base through new awards and premium-content launches. Recent wins include the Ram Dakota, Honda Pilot and Tata Nexon, while the company also secured new business on the FAW-Volkswagen VW416/5 program in China.Adient is also moving seating innovations into production. ProForce Massage Flow won business on the Changan Avatr E518 and Dongfeng-Voyah H77B, while the Leapmotor D99 includes zero-gravity seating and power swivel content. In EMEA, Adient is supporting vertically integrated launches for the Volvo EX60 and Mercedes-Benz AMG.EA-GT.ADNT currently has a Zacks Rank #3 (Hold). You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here. General Motors Company GM reported second-quarter 2026 adjusted earnings of $3.57 per share, up 41.3% year over year. The figure beat the Zacks Consensus Estimate of $3.13 by 14.06%. Revenues increased 1.9% to $48.03 billion and surpassed the consensus estimate of $46.56 billion by 3.15%. Strong pricing, lower costs and disciplined incentives supported results. General Motors raised its full-year adjusted EBIT guidance to $14-$16 billion from $13.5-$15.5 billion. Adjusted earnings are now projected at $12-$14 per share, up from the prior range of $11.50-$13.50.Tesla, Inc. TSLA reported second-quarter 2026 adjusted earnings of 33 cents per share, which declined 17.5% year over year. The figure missed the Zacks Consensus Estimate of 50 cents by 34%. Revenues advanced 25.5% to $28.24 billion and surpassed the consensus estimate of $25.81 billion by 9.41%. Tesla expects 2026 capital expenditures to exceed $25 billion and rise further over the next two to three years. Genuine Parts Company GPC reported second-quarter 2026 adjusted earnings of $2.15 per share, beating the Zacks Consensus Estimate of $2.10 by 2.38%. The bottom line increased 2.4% from $2.10 in the year-ago quarter. Revenues rose 6% year over year to $6.54 billion and surpassed the consensus estimate of $6.39 billion by 2.36%. Genuine Parts reaffirmed its 2026 adjusted earnings guidance of $7.50-$8 per share and total sales growth outlook of 3-5.5%. Genuine Parts ended June with $2.3 billion of liquidity, including $559 million in cash. Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report Adient (ADNT) : Free Stock Analysis Report Genuine Parts Company (GPC) : Free Stock Analysis Report General Motors Company (GM) : Free Stock Analysis Report Tesla, Inc. (TSLA) : Free Stock Analysis Report This article originally published on Zacks Investment Research (zacks.com). Zacks Investment Research

Ouster, Inc. OUST reported second-quarter 2026 loss of 26 cents per share, narrower than the Zacks Consensus Estimate of a loss of 31 cents. Revenues of $55 million rose 56% year over year and surpassed the consensus estimate of $51 million by 7.6%. Growth was supported by industrial and smart infrastructure demand. Ouster shipped more than 17,000 lidar and camera sensors during the quarter, a company record. Ouster, Inc. price-consensus-eps-surprise-chart | Ouster, Inc. Quote Product revenues totaled $52.76 million, which increased 50.7% from $35.02 million in the year-ago quarter. Industrial was the largest revenue contributor, followed by smart infrastructure, with demand spanning warehouse automation, yard logistics, port automation, mining and intelligent transportation.Royalty revenues were $1.86 million compared with $34,000 a year earlier. Lidar accounted for roughly 53% of total sensor shipments, with more than 9,000 lidar units and over 8,000 camera sensors shipped during the quarter. The Rev8 launch contributed to commercial momentum across Ouster's markets. The company received multiple orders exceeding $1 million, including business from a major heavy-machinery manufacturer, an autonomous agriculture equipment developer and an autonomous vehicle provider.Stereolabs also strengthened Ouster's position in robotics. The ZED X Nano recorded the strongest product launch in Stereolabs' history due to strong camera demand from robotics customers and emerging cross-selling opportunities between Ouster's lidar customers and Stereolabs' camera customer base. GAAP gross margin expanded to 49% from 45% in the prior-year quarter. Non-GAAP gross margin increased to 53% from 52%. However, a one-time refund included in cost of goods sold boosted the current-quarter GAAP gross margin by about 1,000 basis points. Research and development spending rose to $19.3 million, while sales and marketing increased to $9.2 million.Operating expenses increased 9.5% year over year to $46.73 million. Higher spending reflected the full-quarter inclusion and integration of Stereolabs, Rev8 and ZED X Nano product introductions and investments in Physical AI solutions. Adjusted EBITDA loss narrowed to $4.45 million from $5.50 million a year earlier. Ouster continued expanding BlueCity deployments during the quarter. New Jersey deployed the platform across 42 highway locations around MetLife Stadium, while Georgia added installations at 30 intersections around the Atlanta area, including locations near Mercedes-Benz Stadium.The company also secured an order for Utah's largest lidar deployment to date, covering several hundred intersections. Rev8-enabled BlueCity advanced detection provides multimodal detection and classification at distances of up to 500 feet, broadening the types of higher-speed roadways the platform can address. As of June 30, 2026, Ouster has approximately $263 million in cash, cash equivalents, restricted cash and short-term investments, with no debt. The balance included roughly $98 million raised through the company's at-the-market equity program during the second quarter.For the first six months of 2026, cash used in operating activities was $20.04 million compared with $6.19 million a year earlier. After quarter-end, Ouster completed another common-stock offering that generated approximately $191 million in net proceeds. The company does not expect to require additional capital to fund its current operating plan on the path to profitability. For the third quarter of 2026, Ouster expects revenues between $54.5 million and $57.5 million. The company expects Rev8 to ramp toward production volumes throughout the quarter, with the increase weighted toward the latter part of the period.Ouster continues to expect roughly $5 million of royalty revenues for 2026, while third-quarter operating expenses are projected to increase 5-8% year over year as the company invests in production capacity and its sensing and perception portfolio. OUST currently has a Zacks Rank #2 (Buy). You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here. General Motors Company GM reported second-quarter 2026 adjusted earnings of $3.57 per share, up 41.3% year over year. The figure beat the Zacks Consensus Estimate of $3.13 by 14.06%. Revenues increased 1.9% to $48.03 billion and surpassed the consensus estimate of $46.56 billion by 3.15%. Strong pricing, lower costs and disciplined incentives supported results. General Motors raised its full-year adjusted EBIT guidance to $14-$16 billion from $13.5-$15.5 billion. Adjusted earnings are now projected at $12-$14 per share, up from the prior range of $11.50-$13.50.Tesla, Inc. TSLA reported second-quarter 2026 adjusted earnings of 33 cents per share, which declined 17.5% year over year. The figure missed the Zacks Consensus Estimate of 50 cents by 34%. Revenues advanced 25.5% to $28.24 billion and surpassed the consensus estimate of $25.81 billion by 9.41%. Tesla expects 2026 capital expenditures to exceed $25 billion and rise further over the next two to three years. Genuine Parts Company GPC reported second-quarter 2026 adjusted earnings of $2.15 per share, beating the Zacks Consensus Estimate of $2.10 by 2.38%. The bottom line increased 2.4% from $2.10 in the year-ago quarter. Revenues rose 6% year over year to $6.54 billion and surpassed the consensus estimate of $6.39 billion by 2.36%. Genuine Parts reaffirmed its 2026 adjusted earnings guidance of $7.50-$8 per share and total sales growth outlook of 3-5.5%. Genuine Parts ended June with $2.3 billion of liquidity, including $559 million in cash. Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report Ouster, Inc. (OUST) : Free Stock Analysis Report Genuine Parts Company (GPC) : Free Stock Analysis Report General Motors Company (GM) : Free Stock Analysis Report Tesla, Inc. (TSLA) : Free Stock Analysis Report This article originally published on Zacks Investment Research (zacks.com). Zacks Investment Research

Honda HMC reported quarterly earnings of $2.18 per share for the first quarter of fiscal 2027, beating the Zacks Consensus Estimate by 90.2%. The bottom line also rose from the year-ago quarter’s earnings of 97 cents per share. Quarterly revenues totaled $38.04 billion, which rose from the year-ago period’s figure of $37 billion. Honda Motor Co., Ltd. price-consensus-eps-surprise-chart | Honda Motor Co., Ltd. Quote For the three-month period, which ended on June 30, 2026, revenues from the Automobile segment increased 9.5% year over year to ¥3.88 trillion ($24.3 billion). The segment registered an operating profit of ¥192 billion ($1.2 billion) against an operating loss of ¥29.6 billion in the corresponding quarter of fiscal 2026. Revenues from the Motorcycle segment came in at around ¥1.14 trillion ($7.15 billion), which increased 19.9% year over year. The unit’s operating profit came in at ¥233.9 billion ($2.1 billion), up 23.8% year over year.Revenues from the Financial Services segment totaled ¥1.03 trillion ($6.44 billion), up 23.3% year over year. The unit’s operating profit totaled ¥105.8 billion ($658.8 million), up 24.5% year over year.Revenues from Power Product and Other Businesses came in at ¥94.5 billion ($592.7 million), up 1.8% year over year. The segment reported an operating loss of ¥1.12 billion (7.03 million) compared with the operating loss of ¥219 million incurred in the same period last year. Consolidated cash and cash equivalents were ¥5.3 trillion ($32.94 billion) as of June 30, 2026. Long-term debt was around ¥8.7 trillion ($54.1 billion) as of June 30, 2026.Honda projects fiscal 2027 consolidated sales volumes from the Motorcycle, Automobile and Power Products segments to be 15.19 million units, 2.82 million units and 3.65 million units, respectively. The forecast implies growth of 3.5% year over year in the Motorcycles unit, while it implies a year-over-year rise of 4% and 1.7% for the Automobile and Power Product unit sales, respectively.For fiscal 2027, Honda forecasts revenues of ¥24.15 trillion, implying a rise of 10.8% year over year. Operating profit is envisioned at ¥650 billion, indicating an improvement from the operating loss of ¥414.3 billion incurred in fiscal 2026. Pretax profit is forecasted to be ¥660 billion, suggesting an improvement from a pretax loss of ¥403 billion incurred in fiscal 2026. The company will pay an interim and year-end dividend of ¥35 per share each in fiscal 2027.HMC currently has a Zacks Rank #3 (Hold). You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here. General Motors Company GM reported second-quarter 2026 adjusted earnings of $3.57 per share, up 41.3% year over year. The figure beat the Zacks Consensus Estimate of $3.13 by 14.06%. Revenues increased 1.9% to $48.03 billion and surpassed the consensus estimate of $46.56 billion by 3.15%. Strong pricing, lower costs and disciplined incentives supported results. General Motors raised its full-year adjusted EBIT guidance to $14-$16 billion from $13.5-$15.5 billion. Adjusted earnings are now projected at $12-$14 per share, up from the prior range of $11.50-$13.50.Tesla, Inc. TSLA reported second-quarter 2026 adjusted earnings of 33 cents per share, which declined 17.5% year over year. The figure missed the Zacks Consensus Estimate of 50 cents by 34%. Revenues advanced 25.5% to $28.24 billion and surpassed the consensus estimate of $25.81 billion by 9.41%. Tesla expects 2026 capital expenditures to exceed $25 billion and rise further over the next two to three years. Genuine Parts Company GPC reported second-quarter 2026 adjusted earnings of $2.15 per share, beating the Zacks Consensus Estimate of $2.10 by 2.38%. The bottom line increased 2.4% from $2.10 in the year-ago quarter. Revenues rose 6% year over year to $6.54 billion and surpassed the consensus estimate of $6.39 billion by 2.36%. Genuine Parts reaffirmed its 2026 adjusted earnings guidance of $7.50-$8 per share and total sales growth outlook of 3-5.5%. Genuine Parts ended June with $2.3 billion of liquidity, including $559 million in cash. Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report Honda Motor Co., Ltd. (HMC) : Free Stock Analysis Report Genuine Parts Company (GPC) : Free Stock Analysis Report General Motors Company (GM) : Free Stock Analysis Report Tesla, Inc. (TSLA) : Free Stock Analysis Report This article originally published on Zacks Investment Research (zacks.com). Zacks Investment Research

Toyota Motor Corporation TM reported first-quarter fiscal 2027 earnings of $7.57 per share, which missed the Zacks Consensus Estimate by 4.28% and increased from $4.47 reported in the year-ago quarter. Revenues remained nearly flat year over year at $84.9 billion.Profitability was pressured by model mix, labor costs, depreciation and R&D expenses.Toyota had consolidated cash and cash equivalents of ¥10.34 trillion ($64.34 billion) as of June 30, 2026. Long-term debt was ¥26.08 trillion ($162.3 billion), up from ¥25.62 trillion as of March 31, 2026. Toyota Motor Corporation price-consensus-eps-surprise-chart | Toyota Motor Corporation Quote The Automotive segment’s net revenues for the fiscal first quarter increased 8.8% year over year to ¥12.01 trillion ($75.36 billion). Operating profit came in at ¥719.9 billion ($4.51 billion), which declined 21% from the year-ago period.The Financial Services segment’s net revenues rose 23.2% from the prior-year quarter to ¥1.4 trillion ($8.78 billion). The segment registered an operating income of ¥275.7 billion ($1.72 billion), which rose 24% from the first quarter of fiscal 2026.All Other businesses’ net revenues totaled ¥469.9 billion ($2.94 billion) in the reported quarter, which increased 37% year over year. The unit generated an operating profit of ¥16.3 billion ($512.5 million), which rose 118% year over year. For fiscal 2027, Toyota projects total retail vehicle sales of 11.18 million units, indicating a decline from 11.28 million units sold in fiscal 2026. Fiscal 2027 sales are expected to total ¥54 trillion compared with ¥50.68 trillion recorded in fiscal 2026. Operating income is projected to be ¥3.4 trillion, indicating a contraction of 9.7% year over year.Pretax profit is estimated to be ¥4.57 trillion, implying a decline from ¥5.12 trillion generated in fiscal 2026. R&D expenses are envisioned to be ¥1.6 trillion compared with ¥1.52 trillion spent in fiscal 2026. Capex is forecast at ¥2.3 trillion compared with ¥2.39 trillion spent in fiscal 2026.   TM currently has a Zacks Rank #3 (Hold). You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here. General Motors Company GM reported second-quarter 2026 adjusted earnings of $3.57 per share, up 41.3% year over year. The figure beat the Zacks Consensus Estimate of $3.13 by 14.06%. Revenues increased 1.9% to $48.03 billion and surpassed the consensus estimate of $46.56 billion by 3.15%. Strong pricing, lower costs and disciplined incentives supported results. General Motors raised its full-year adjusted EBIT guidance to $14-$16 billion from $13.5-$15.5 billion. Adjusted earnings are now projected at $12-$14 per share, up from the prior range of $11.50-$13.50.Tesla, Inc. TSLA reported second-quarter 2026 adjusted earnings of 33 cents per share, which declined 17.5% year over year. The figure missed the Zacks Consensus Estimate of 50 cents by 34%. Revenues advanced 25.5% to $28.24 billion and surpassed the consensus estimate of $25.81 billion by 9.41%. Tesla expects 2026 capital expenditures to exceed $25 billion and rise further over the next two to three years. Genuine Parts Company GPC reported second-quarter 2026 adjusted earnings of $2.15 per share, beating the Zacks Consensus Estimate of $2.10 by 2.38%. The bottom line increased 2.4% from $2.10 in the year-ago quarter. Revenues rose 6% year over year to $6.54 billion and surpassed the consensus estimate of $6.39 billion by 2.36%. Genuine Parts reaffirmed its 2026 adjusted earnings guidance of $7.50-$8 per share and total sales growth outlook of 3-5.5%. Genuine Parts ended June with $2.3 billion of liquidity, including $559 million in cash. Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report Toyota Motor Corporation (TM) : Free Stock Analysis Report Genuine Parts Company (GPC) : Free Stock Analysis Report General Motors Company (GM) : Free Stock Analysis Report Tesla, Inc. (TSLA) : Free Stock Analysis Report This article originally published on Zacks Investment Research (zacks.com). Zacks Investment Research

PHINIA Inc. PHIN reported second-quarter 2026 adjusted earnings of $1.53 per share, which increased 20.5% year over year but missed the Zacks Consensus Estimate of $1.58 by 3.2%. Higher employee-related costs and an unfavorable product mix pressured profitability.Net sales increased 5.6% to $940 million and surpassed the consensus mark of $926 million by 1.5%. Adjusted EBITDA rose to $130 million from $126 million, while the related margin contracted 40 basis points to 13.8%. PHINIA Inc. price-consensus-eps-surprise-chart | PHINIA Inc. Quote Fuel Systems sales increased 5% year over year to $584 million. The improvement reflected foreign-currency benefits, the contribution from Swedish Electromagnet Invest AB and positive demand across selected markets.Aftermarket revenues advanced 6.6% to $356 million, supported by higher sales in the Americas. Excluding foreign exchange, SEM and tariff pass-through effects, companywide sales increased 2% from the prior-year quarter. Gross profit climbed to $216 million from $197 million, with gross margin expanding to 23% from 22.1%. However, operating income declined to $80 million from $89 million as selling, general and administrative expenses rose to $128 million from $112 million.Restructuring expenses increased to $8 million from $2 million. Adjusted EBITDA benefited by $11 million from net tariff refunds and by $3 million from SEM, but higher incentive and stock-based compensation costs and unfavorable product mix limited margin growth. Fuel Systems generated an adjusted operating income margin of 11%. The business secured a heated-tip multipoint fuel-injection program for a passenger vehicle application and a 24-volt starter program supporting a Class 8 commercial vehicle platform.The segment also won a complete common rail system program for agricultural applications. The award covers the rail, pump, injectors and electronic control unit, strengthening PHINIA’s position in the off-highway market. Aftermarket delivered an adjusted operating income margin of 17.1%, maintaining a notable profitability advantage over Fuel Systems due to consistent replacement demand supported by an aging vehicle fleet and an expanding vehicle population.The company opened vehicle-electronics distribution with a leading pan-European distributor and expanded its presence across North Africa, Eastern Europe, the Americas, China, Southeast Asia and Oceania. PHINIA introduced more than 2,650 new product stock-keeping units during the first half of 2026 and added more than 150,000 catalog cross-references. PHINIA entered into a definitive agreement to acquire stoba Group, a high-precision manufacturing specialist. The transaction is expected to close in the fourth quarter of 2026, subject to regulatory approvals and customary conditions.Stoba is expected to contribute about $80 million in annual third-party sales and $25 million in adjusted EBITDA. It expects the acquisition to add roughly 40 basis points to adjusted EBITDA margin while strengthening supply continuity and expanding exposure to off-highway, industrial, semiconductor, aerospace and defense markets. Net cash provided by operating activities rose to $91 million from $57 million. Adjusted free cash flow increased to $74 million from $20 million, reflecting inventory optimization, working-capital discipline and lower capital expenditures.As of June 30, 2026, PHINIA had $370 million in cash and cash equivalents, $450 million of revolving-credit capacity and total debt of $1.02 billion. The company returned $53 million to shareholders through $42 million of share repurchases and $11 million in dividends. PHINIA now expects 2026 net sales between $3.57 billion and $3.67 billion, down from the previous estimated range of $3.52-$3.72 billion, while retaining its midpoint. The projection implies year-over-year growth of 2-5%.Adjusted EBITDA is anticipated between $485 million and $515 million compared to the previous estimated range of $485 million to $525 million. It expects an adjusted EBITDA margin of 13.5-14.1% compared to the previous estimate of 13.7% to 14.3%. Adjusted free cash flow is projected at $210-$250 million compared to the prior outlook of $200-$240 million. The adjusted tax rate is expected between 30% and 33% compared to the previous estimated range of 30-34%. The outlook excludes potential effects from the planned stoba acquisition.PHIN currently carries a Zacks Rank #5 (Strong Sell). You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here. General Motors Company GM reported second-quarter 2026 adjusted earnings of $3.57 per share, up 41.3% year over year. The figure beat the Zacks Consensus Estimate of $3.13 by 14.06%. Revenues increased 1.9% to $48.03 billion and surpassed the consensus estimate of $46.56 billion by 3.15%. Strong pricing, lower costs and disciplined incentives supported results. General Motors raised its full-year adjusted EBIT guidance to $14-$16 billion from $13.5-$15.5 billion. Adjusted earnings are now projected at $12-$14 per share, up from the prior range of $11.50-$13.50.Tesla, Inc. TSLA reported second-quarter 2026 adjusted earnings of 33 cents per share, which declined 17.5% year over year. The figure missed the Zacks Consensus Estimate of 50 cents by 34%. Revenues advanced 25.5% to $28.24 billion and surpassed the consensus estimate of $25.81 billion by 9.41%. Tesla expects 2026 capital expenditures to exceed $25 billion and rise further over the next two to three years. Genuine Parts Company GPC reported second-quarter 2026 adjusted earnings of $2.15 per share, beating the Zacks Consensus Estimate of $2.10 by 2.38%. The bottom line increased 2.4% from $2.10 in the year-ago quarter. Revenues rose 6% year over year to $6.54 billion and surpassed the consensus estimate of $6.39 billion by 2.36%. Genuine Parts reaffirmed its 2026 adjusted earnings guidance of $7.50-$8 per share and total sales growth outlook of 3-5.5%. Genuine Parts ended June with $2.3 billion of liquidity, including $559 million in cash. Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report PHINIA Inc. (PHIN) : Free Stock Analysis Report Genuine Parts Company (GPC) : Free Stock Analysis Report General Motors Company (GM) : Free Stock Analysis Report Tesla, Inc. (TSLA) : Free Stock Analysis Report This article originally published on Zacks Investment Research (zacks.com). Zacks Investment Research

BorgWarner Inc. BWA is slated to release second-quarter 2026 results on Aug. 5, before market open. The Zacks Consensus Estimate for the to-be-reported quarter’s earnings per share (EPS) and revenues is pegged at $1.26 and $3.58 billion, respectively.For the second quarter, the consensus estimate for BorgWarner’s earnings has moved a penny over the past 30 days. Its bottom-line estimates imply growth of 4.1% from the year-ago reported numbers. The Zacks Consensus Estimate for BWA's quarterly revenues implies a year-over-year decline of 1.5%. The company's earnings beat estimates in each of the trailing four quarters, delivering an average surprise of 11.08%. This is depicted in the graph below: BorgWarner Inc. price-eps-surprise | BorgWarner Inc. Quote BorgWarner’s adjusted earnings of $1.24 per share in the first quarter of 2026 beat the Zacks Consensus Estimate of $1.16 by 6.83%. Revenues of $3.53 billion topped the Zacks Consensus Estimate of $3.47 billion by 1.74% and increased 0.5% year over year. BorgWarner’s partnerships with FinDreams Battery and onsemi, along with the Eldor hybrid systems acquisition, continue to strengthen its electrified propulsion portfolio across batteries, power electronics, and ignition systems. Its battery energy storage systems are cell-chemistry and form-factor independent, allowing the company to expand beyond mobility into stationary and data center applications. Even though global vehicle production remains soft, BorgWarner still expanded its adjusted operating margin by 50 basis points to 10.5% in the first quarter of 2026 while adjusted EPS rose 12%, thanks to aggressive cost controls, operational discipline, and the exit from weaker charging businesses. The company expects full-year adjusted operating margin guidance in the range of 10.7-10.9% despite inflation and lower battery sales compared to 10.7% in 2025. Partnership with FinDreams Battery and onsemi, along with a resilient margin forecast for full-year 2026, are likely to have bolstered the company’s performance in the to-be-reported quarter. However, BorgWarner’s battery segment remains a major weak spot. The company expects battery sales to decline again in 2026 because of lower North American EV incentives and weaker European EV demand. The battery business alone represents a roughly 150-basis-point headwind to annual sales growth. Also, despite diversification efforts, over 80% of BorgWarner’s sales still come from the light vehicle market. The company expects weighted vehicle production to remain flat to down 3% in 2026.Weakness in the battery segment and a decline in vehicle production are likely to have impacted BorgWarner’s performance in the second quarter.Let’s have a look at our estimates for BWA’s segmental performance.We expect Turbos & Thermal Technologies revenues to be $1.41 billion, suggesting a 5% year-over-year decline. For the Drivetrain & Morse Systems segment, we project sales of $1.46 billion, indicating a 2.4% year-over-year increase. We expect PowerDrive Systems sales to be $611 million, suggesting a rise of 5.2% year over year. For the Battery & Charging Systems segment, we project sales of $92.7 million, indicating a 41.7% year-over-year decline. Our proven model does not conclusively predict an earnings beat for BorgWarner for the quarter to be reported, as it does not have the right combination of the two key ingredients. A positive Earnings ESP, combined with a Zacks Rank #1 (Strong Buy), 2 (Buy) or 3 (Hold), increases the odds of an earnings beat. This is not the case here.Earnings ESP: BWA has an Earnings ESP of +0.62%. This is because the Most Accurate Estimate is pegged higher than the Zacks Consensus Estimate. You can uncover the best stocks to buy or sell before they’re reported with our Earnings ESP Filter.Zacks Rank: It currently carries a Zacks Rank #4 (Sell). You can see the complete list of today’s Zacks #1 Rank stocks here. General Motors Company GM reported second-quarter 2026 adjusted earnings of $3.57 per share, up 41.3% year over year. The figure beat the Zacks Consensus Estimate of $3.13 by 14.06%. Revenues increased 1.9% to $48.03 billion and surpassed the consensus estimate of $46.56 billion by 3.15%. Strong pricing, lower costs and disciplined incentives supported results. General Motors raised its full-year adjusted EBIT guidance to $14-$16 billion from $13.5-$15.5 billion. Adjusted earnings are now projected at $12-$14 per share, up from the prior range of $11.50-$13.50.Tesla, Inc. TSLA reported second-quarter 2026 adjusted earnings of 33 cents per share, which declined 17.5% year over year. The figure missed the Zacks Consensus Estimate of 50 cents by 34%. Revenues advanced 25.5% to $28.24 billion and surpassed the consensus estimate of $25.81 billion by 9.41%. Tesla expects 2026 capital expenditures to exceed $25 billion and rise further over the next two to three years. Genuine Parts Company GPC reported second-quarter 2026 adjusted earnings of $2.15 per share, beating the Zacks Consensus Estimate of $2.10 by 2.38%. The bottom line increased 2.4% from $2.10 in the year-ago quarter. Revenues rose 6% year over year to $6.54 billion and surpassed the consensus estimate of $6.39 billion by 2.36%. Genuine Parts reaffirmed its 2026 adjusted earnings guidance of $7.50-$8 per share and total sales growth outlook of 3-5.5%. Genuine Parts ended June with $2.3 billion of liquidity, including $559 million in cash. Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report BorgWarner Inc. (BWA) : Free Stock Analysis Report Genuine Parts Company (GPC) : Free Stock Analysis Report General Motors Company (GM) : Free Stock Analysis Report Tesla, Inc. (TSLA) : Free Stock Analysis Report This article originally published on Zacks Investment Research (zacks.com). Zacks Investment Research