Genuine Parts Co.

Genuine Parts Co.

GPC

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Market Cap$13.73B
Close$

Compare to Similar Companies

P/E RatioDividendsReturn on EquityPrice-to-SalesDebt-to-Equity
Genuine Parts Co.Genuine Parts Co.226.14.21%1%0.51.5

Earnings Call Q4 2025

February 17, 2026 - AI Summary

Separation Announcement: Genuine Parts Company (GPC) announced its intent to separate into two independent publicly traded companies: Global Automotive and Global Industrial. This restructuring aims to provide better strategic focus for each business, allowing them to capitalize on specific market opportunities. The separation is expected to be tax-free for shareholders and is targeted for completion by 2027.
2025 Sales Growth and Performance: GPC reported total sales of $24.3 billion for 2025, marking a 3.5% increase year-over-year. However, performance was below expectations due to weakening market conditions in Europe and lower sales to independent owners in the U.S. Overall, while sales in North American Automotive were up approximately 3%, comparable sales in the U.S. were flat, with noted declines in independent owner sales.
Challenges Ahead: The company faced significant headwinds in 2025, including cost inflation in wages, healthcare, and rental spaces, leading to decreased profit margins. The restructuring initiatives contributed approximately $175 million in savings, but EBITDA for the North America Automotive segment fell, reflecting ongoing cost pressures. Overall, the adjusted net income in Q4 was down year-over-year.

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$151.29

Target Price by Analysts

53.9% upsideGenuine Parts Target Price DetailsTarget Price
$108.04

Current Fair Value

9.9% upside

Undervalued by 9.9% based on the discounted cash flow analysis.

Share Statistics

Market cap$13.73 Billion
Enterprise Value$19.95 Billion
Dividend Yield$4.15 (4.21%)
Earnings per Share$0.47
Beta0.71
Outstanding Shares137,622,000

Return

Return on Equity1.34%ROE
Return on Assets0.29%
Return on Invested Capital9.49%

Valuation & Multiples

P/E Ratio226.06P/E Ratio
PEG-7502.75PEG
Price to Sales0.55Price to Sales
Price to Book Ratio3.07Price to Book Ratio
Enterprise Value to Revenue0.81
Enterprise Value to EBIT19.08
Enterprise Value to Net Income331
Total Debt to Enterprise0.34
Debt to Equity1.5Debt to Equity

Revenue Sources

No data

Insider Trades

Last Earnings Call

Report Date
April 28, 2026
EPS Estimate
$1.75
Average shareholder expectation
Revenue Estimate
$6.17 B
Average shareholder expectation

Next Earnings Call

Expected Date
July 28, 2026
EPS Estimate
$2.06
Average shareholder expectation
Revenue Estimate
$6.43 B
Average shareholder expectation

Institutional Put/Call Ratio

Market sentiment based on institutional option activity.

Put/Call Ratio0.7288 55.32%
Total Calls840,000 75.40%
Total Puts612,200 627.94%

Institutional Ownership

Holdings and activity of institutional investors.

Ownership %86.59% 1.38%
Total Invested$12.73B 15.45%
Investors Holding1,093 41.00%

ESG Score

No data

About Genuine Parts Co.

CEO: Paul Donahue

Relevant Senate Committees

Joint Committee on Taxation

This committee provides the official analysis and 'scoring' for all tax legislation. Its reports and expertise directly influence corporate tax structures, capital investment credits, and the overall tax burden, directly impacting GPC's financial planning and profitability.

Finance

This powerful committee controls taxation and trade policy. Corporate tax rates directly impact GPC's profitability, and trade policy (e.g., tariffs, import regulations) significantly affects the cost of goods and supply chain for a company that likely imports many automotive components.

Banking, Housing, and Urban Affairs

This committee regulates the entire financial system, including the Fed. Its decisions directly impact interest rates, credit availability, and capital requirements, which are crucial for GPC's financing, inventory management, and its customers' ability to make purchases or repairs. Overall economic stability, influenced by this committee, directly affects GPC.

Commerce, Science, and Transportation

This committee's broad jurisdiction over interstate commerce directly impacts GPC's logistics and distribution. Its oversight of the FTC can affect fair trade practices and consumer protection for automotive products, and it influences safety regulations for vehicles and components (via NHTSA, DOT) which are critical for an auto parts supplier.