DailyIQ
Last updated 1 minute ago

GPC·Genuine Parts Company

$.
-. (-.%)
After Hours
High
$98.75
Open
$96.52
Market Cap
13.47B
52W High
$151.57
Low
$95.57
P. Close
$97.09
P/E
224.16
52W Low
$90.78
Fwd P/E
47.19
Mean Target
$132.43
Technical Score (1D)
9
SELL
News Sentiment
55
BULLISH
Genuine Parts Company (GPC) has lagged the broader market over the past year, yet Wall Street sentiment remains optimistic. This suggests underlying confidence in GPC's long-term prospects or potential for a turnaround, despite recent underperformance. Investors will be watching for signs that this optimism is translating into improved operational performance or a shift in market perception.
Earnings Summary
Genuine Parts Company (GPC) is a leading global distributor of automotive and industrial replacement parts, operating through its Automotive Parts Group and Industrial Parts Group. The company provides a comprehensive range of components and solutions, serving independent repair shops, auto care centers under the NAPA brand, and various industrial clients. GPC's business model is designed to be resilient, benefiting from demand for replacement parts as consumers delay new vehicle purchases. In its most recent reported quarters, GPC demonstrated a pattern of exceeding analyst expectations for earnings per share. For Q1 2026, the company reported an actual EPS of $1.77 against an estimate of $1.74799, and for Q4 2025, actual EPS was $1.55 versus an estimate of $2.00466. Revenue trends have shown consistent year-over-year growth, with Q1 2026 revenue at $6.26 billion, up from $5.87 billion in Q1 2025. The company has shown a beat in EPS in 3 of the last 4 reported quarters, with revenue estimates often being unavailable. Historically, GPC has maintained a strong year-over-year revenue growth trajectory, supported by its broad product offering and market presence. While the company has a history of beating EPS estimates, the Q4 2025 results represented a notable miss against analyst expectations. Despite this, the underlying business strength has been highlighted, with a consistent increase in dividend payouts, marking its 70th consecutive annual increase. Recent news indicates GPC's strategic plan to separate its automotive and industrial businesses into two distinct publicly traded entities by Q1 2027. This follows strong 2025 financial results and management's focus on operational control amidst a dynamic operating environment. The company has also implemented a next-generation warehouse management system at its Brisbane distribution center to enhance efficiency. Positive sentiment has been driven by strong performance in its Industrial and North America Automotive segments, attributed to strategic pricing and supply chain improvements. Looking ahead, investors will be watching for updates on the timeline and execution of the business separation. Key will be the continued balanced growth across both the automotive and industrial segments and the performance of its international revenue trends, which significantly influence market forecasts. Monitoring the effectiveness of supply chain enhancements and strategic pricing initiatives will also be crucial for future performance.

EPS

EstBeatMiss
$1.47$1.65$1.83$2.00$2.18Q1'25Q2'25Q3'25Q4'25Q1'26Q2'26
QtrEstActual+/−
Q2'26$2.06 - -
Q1'26$1.75$1.77+1.3%
Q4'25$2.00$1.55-22.7%
Q3'25$1.99$1.98-0.5%
Q2'25$2.07$2.10+1.6%
Q1'25$1.68$1.75+4.2%

Revenue

EstBeatMiss
$5.8B$6.0B$6.2B$6.4B$6.6BQ1'25Q2'25Q3'25Q4'25Q1'26Q2'26
QtrEstActual+/−
Q2'26$6.5B - -
Q1'26$6.2B$6.3B+1.6%
Q4'25$6.2B$6.0B-2.7%
Q3'25 - $6.3B -
Q2'25 - $6.2B -
Q1'25 - $5.9B -

Market Data

GPC Stock Snapshot

GPC is currently trading at $97.05, giving Genuine Parts Company a market cap of 13.47B and a P/E ratio of 224.2. Today's range spans $95.57–$98.75, with shares opening at $96.52 and moving down $0.04 (0.0%) from the prior close. DailyIQ's technical score sits at 9/100 (SELL) with a news sentiment reading of 55/100.

Over the past year GPC has traded between $90.78 and $151.57 - the current price is +6.9% off the 52-week low and -36.0% from the high. 20 analysts cover the stock with a Hold consensus and a mean 12-month target of $132.43 (range $124.00–$145.00), implying upside of +36.5%.

GPC: large-cap, Consumer Cyclical, 13.47B market cap. (P/E: 224.2) Technical score 9/100 (SELL). Sentiment: neutral (55/100). Price: $97.05 (near 52-week lows). Range: $90.78–$151.57. The SELL designation at this capitalization tier doesn't mean the stock is uninvestable - it means the risk/reward of buying dips hasn't been restored yet, and patience or an outright hedge is often the better posture until technical conditions improve.

Analyst coverage for GPC becomes a double-edged factor in a SELL phase: at 13.47B in Consumer Cyclical market cap, active coverage is high enough that downgrade risk is real and impactful. The 9/100 technical reading and neutral sentiment (55/100) at $97.05 (near 52-week lows) place the stock in the zone where one or two high-profile estimate cuts can convert a grinding decline into a sharper re-rating — the $90.78–$151.57 range establishes where that repricing lands.