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Genuine Parts Company
GPC - NYSE - $104.72 (as of ) ▼ -0.50%
-
Earnings Tue 28 Jul
Note: this preview was published before the 2026-07-28 earnings report. Results have since been released — verify against the latest filings.

Genuine Parts Company (GPC) Q2 FY26 earnings preview — archived, published May 9, 2026

The median of 7 price targets is $140[FMP target], stock is $105, +33.7% vs the analyst consensus median. Q1 FY26 EPS $1.77 vs $1.81 estimate: miss (-2.2%)[FMP earnings]. Stock move on D+1: -2.8%.

↓ summary below
Quick Take - in 40 seconds ·
C+
Council 3/6 - Historical V1 score 27

C+ — FMP rating [FMP ratings]. Form 4: unavailable[FMP Form 4].

Quick Answer

Genuine Parts Company (GPC) Q2 consensus: revenue $6.4B[FMP est], EPS $2.06[FMP est]. 0 consecutive quarters of beat[FMP earnings].

$2.06 EPS Estimate Last year $2.10 - -2% YoY
0 Beat Streak Expectations beaten consecutively for the last 0 quarters

Q1 FY26 EPS $1.77 vs $1.81 estimate: miss (-2.2%)[FMP]. Stock move on D+1: -2.8%[FMP D+1].

Watchlist

4 metrics stand out this quarter.

6.10 Expectation / Guide

Fy26 Outlook Reaffirmation

fy26_outlook_reaffirmation

GPC is reaffirming its outlook for 2026, continuing to expect diluted earnings per share to be in the range of $6.10 to $6.60 and adjusted diluted earnings per share to be in the range of $7.50 to $8.

"For the full year, we continue to expect diluted earnings per share, which includes the expenses related to our restructuring efforts to be in the range of $6.10 to $6.60 and adjusted diluted earnings per share to be in the range of $7.50 to $8, up 5% at the midpoint of the range versus 2025."

- Herbert Nappier, Executive Vice President and Chief Financial Officer - Q1 FY26 Earnings Call - April 21, 2026
4% Investor Focus

North America Auto Sales

north_america_auto_sales

Within North America, total sales in the U.S. were up approximately 4% for the quarter, with comparable sales up approximately 3% and price contribution of approximately 3%.

"Within North America, total sales in the U.S. were up approximately 4% for the quarter, with comparable sales up approximately 3% and price contribution of approximately 3%."

- William Stengel, Chair-Elect and Chief Executive Officer - Q1 FY26 Earnings Call - April 21, 2026
100 million Investor Focus

Separation Cost Estimates

separation_cost_estimates

GPC estimates the range of cost is $100 million to $150 million for incremental run rate dis-synergy costs and stand-alone costs for the new public company.

"As we have outlined on Slide 11 of our earnings presentation, our estimated range of cost is $100 million to $150 million."

- Herbert Nappier, Executive Vice President and Chief Financial Officer - Q1 FY26 Earnings Call - April 21, 2026
13% Investor Focus

International Automotive Sales

international_automotive_sales

Total sales during the quarter increased approximately 13%, with comparable sales slightly positive.

"Total sales during the quarter increased approximately 13%, with comparable sales slightly positive."

- William Stengel, Chair-Elect and Chief Executive Officer - Q1 FY26 Earnings Call - April 21, 2026

Stock Expert AI - Methodology

Do our scoring pillars, 6 perspectives, and Munger lens point in the same direction?

Council Score 3 / 6 Bullish

6 investor frameworks. 3 bullish (Ray Dalio, Klarman, Munger), 1 bearish (Ken Griffin), 2 neutral (Jim Simons, Buffett).

How is it calculated? ->
Ray Dalio macro - target upside +33.7%
Ken Griffin flow - 50d MA below
Jim Simons quant - RSI 43
Klarman value - target upside +33.7%
Buffett quality - ROE score 2/5
Munger valuation - target upside +33.7%
Munger's Mindset character & balance sheet lens
Undervalued

Quality business, discounted price.

How is it calculated? ->
Financial HealthWeak
Margin of SafetyStrong
Interest CoverageAdequate
ROIC vs WACCTight
Technical Levels - Pre-earnings positioning

What levels is the stock being tested at?

RSI(14)
43.5 RSI 43.5 weak momentum, 50d below
MACD
-2.70 price below 50d - resistance dominant
50d MA
$108 stock 2.7% below - short-term resistance
200d MA
$127 stock 17.2% below - long-term pressure
Volume (10d)
-30% decrease - low participation
Resistance
$140
Analyst median target - upgrade trigger if broken
Current
$105
Pre-earnings position
Support
$108
Invalidation - close below this is a technical breakdown
Pattern
Range
$108-$140 band - earnings breakout/breakdown trigger

Past Performance

4 quarters shown.

BEAT
Q2 FY25
$2.10 vs $2.06 est · Next-day price move: +1.0%
MISS
Q3 FY25
$1.98 vs $2.02 est · Next-day price move: -1.2%
MISS
Q4 FY25
$1.55 vs $1.82 est · Next-day price move: -3.8%
MISS
Q1 FY26
$1.77 vs $1.81 est · Next-day price move: -2.8%

Q1 FY26 (April 21, 2026) EPS $1.77 vs $1.81 estimate: miss (-2.2%)[FMP]. Stock move on D+1: -2.8%[FMP D+1].

Three scenarios: what could happen?

EPS < $2.00 (no guidance)

Q1 FY26 EPS $1.77 vs $1.81 estimate: miss (-2.2%)[FMP]. Stock move on D+1: -2.8%[FMP].

Backlog concentration

No RPO/backlog concentration disclosed in Q1 earnings call.

CapEx shock

Q1 CapEx $97.6M[FMP cashflow]. Q1 op margin 4.6%[FMP op margin] - this level in Q4 is sensitive to CapEx revision risk.

Framework - Position discipline

After the data arrives: 3 scenarios, 3 windows

Not advice - a structural framework for earnings night. Decision discipline is yours.

Scenario A - Beat
Q2 EPS > $2.06 + CapEx discipline
Threshold: EPS > $2.06[FMP est].
Target: Break above median target $140[FMP target]; high target $160[FMP] upper bound.
Scenario B - In-Line
EPS approx $2.06 + CapEx < $97.6M
Threshold: EPS approx $2.06[FMP est], Q4 CapEx < $97.6M[FMP].
Target: Consolidation in the band between current $105[FMP] and median $140[FMP].
Scenario C - Miss
EPS < $2.00 or CapEx >= $97.6M
Threshold: EPS < $2.00[FMP estx0.97].
Current price $105 — below SMA200 $127 [FMP].

Market Outlook

What do analysts say? 7 price targets · 9 ratings

Wall Street Consensus
$140
12-month median target price (+33.7% gap to the analyst consensus median)
4
BUY
5
HOLD
0
SELL
Risk Management
$108
Invalidation level - critical support threshold
$108 - 50-day MA (below, -2.7%)
$127 - 200-day MA (below, -17.2%)
IV Crush risk (sudden drop in inflated option premiums before earnings): Option premiums are inflated before earnings.
Verdict - GPC Q2 FY26
C+

You read it in 5 minutes. When the numbers come out on Tuesday evening - you know what you're looking at.

Data arrives at night. The framework is ready now.

Data arrives on Tuesday evening. The framework is ready on this page: Q2 EPS threshold $2.06[FMP], CapEx threshold "below $97.6M". Two anchors, three scenarios.

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Educational tool, not investment advice. Past performance does not guarantee future results.

Calendar

Catalyst Calendar - 90-day forward look

Jul 28, 2026EARNINGSQ2 FY26 results (after market close) + earnings call
Jul 29, 2026PRICEFirst trading day after earnings - 200dMA test + IV crush
Aug 9, 2026 – Aug 14, 2026FILING10-Q due within 40–45 days of quarter end (by Aug 9, 2026 – Aug 14, 2026); the exact deadline depends on filer status
~Oct 28, 2026EARNINGSQ3 FY26 (next quarter, date not yet scheduled in FMP)

DATA GAP: Events not in the FMP /stable/calendar feed - Investor day, analyst day, product launches, regulatory dates. These require company IR page scraping or manual calendar entry.

Frequently Asked Questions

What does the GPC Q2 FY26 earnings preview cover?

This Genuine Parts Company (GPC) Q2 FY26 earnings preview covers the analyst consensus, key catalysts, and what to watch on the earnings call.

What should investors watch for in GPC Q2 FY26 earnings?

Genuine Parts Company (GPC): Consensus EPS, revenue guidance, segment growth rates, and the tone of management commentary — the full breakdown with sources is on this page.

Where do the numbers on this page come from?

Genuine Parts Company (GPC): Figures are sourced from Financial Modeling Prep (FMP) fundamentals and consensus data plus official earnings-call transcripts; derived metrics are labeled with their source next to each figure.

Is this a buy or sell recommendation?

Genuine Parts Company (GPC): No. This page is educational research, not investment advice. It summarizes analyst consensus and company data; consult a licensed financial advisor before making any investment decision.

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