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FY2026 Q2
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Genuine Parts Company earnings call
Buzzberg read
Reaffirmed adjusted EPS guidance $7.50-$8.00
Genuine Parts Company reported solid Q2 results with 6% sales growth and adjusted EPS of $2.15, slightly above prior year. Management reaffirmed full-year adjusted EPS guidance of $7.50-$8.00 but lowered the revenue outlook for global automotive by ~0.5 points due to the Iran conflict. The industrial segment (Motion) continued strong with 7% sales growth, while auto segments faced consumer headwinds. The planned separation of automotive and industrial businesses remains on track for Q1 2027. Total Q2 sales $6.5B (+6%), adjusted EPS $2.15 (+2.5%).
Buzzberg read Reaffirmed adjusted EPS guidance $7.50-$8.00 Genuine Parts Company reported solid Q2 results with 6% sales growth and adjusted EPS of $2.15, slightly above prior year. Management reaffirmed full-year adjusted EPS guidance of $7.50-$8.00 but lowered the revenue outlook for global automotive by ~0.5 points due to the Iran conflict. The industrial segment (Motion) continued strong with 7% sales growth, while auto segments faced consumer headwinds. The planned separation of automotive and industrial businesses remains on track for Q1 2027. Total Q2 sales $6.5B (+6%), adjusted EPS $2.15 (+2.5%). Read full analysisCollapse analysis
Genuine Parts Company reported solid Q2 results with 6% sales growth and adjusted EPS of $2.15, slightly above prior year. Management reaffirmed full-year adjusted EPS guidance of $7.50-$8.00 but lowered the revenue outlook for global automotive by ~0.5 points due to the Iran conflict. The industrial segment (Motion) continued strong with 7% sales growth, while auto segments faced consumer headwinds. The planned separation of automotive and industrial businesses remains on track for Q1 2027. Total Q2 sales $6.5B (+6%), adjusted EPS $2.15 (+2.5%).
- Industrial (Motion) sales +7%, EBITDA +10%, with broad-based strength across end markets.
- North America Auto comps +2.6%, but June slowed; July started in line with low-single-digit expectations.
- Iran conflict estimated $16M EBITDA hit in Q2; expects $20-$30M incremental costs in H2.
Revenue$6.537B+4% QoQ
EPS$2.15+21% QoQ
Gross margin37.8%Reported
Operating margin5.15%Reported
5 grounded callouts
What matters now
The highest-signal changes from the call.
Other
Separation on track for Q1 2027
Risk
Iran conflict cost $16M EBITDA in Q2
Show 2 more callouts
Margins
Industrial segment EBITDA up 10%
Other
Not in discussions with any competitor
Reported period
Actuals
| Metric | Reported | Change |
|---|---|---|
| Revenue | $6.537B | +4% QoQ |
| EPS | $2.15 | +21% QoQ |
| Gross margin | 37.8% | Reported |
| Operating margin | 5.15% | Reported |
| Free cash flow | $0.2924B | Reported |
| Capex | $0.1078B | Reported |
Forward-looking
Forward guidance
| Metric | Period | Range | Midpoint | Status |
|---|---|---|---|---|
| EPS | FY2026 | $7.50–$8.00 | $7.75 | Maintained |
| Revenue | FY2026 | 3%–5.5% | 4.25% | Maintained |
AI, capex & demand read
Management read
cautious
Management maintained a cautious tone due to the ongoing Iran conflict, inflationary pressures, and consumer uncertainty, despite solid first-half results and reaffirmed adjusted EPS guidance.
Investment and capacity
Management reported capital expenditures of $205 million in the first half of 2026, with investments in supply chain infrastructure and IT systems, including two state-of-the-art distribution centers for NAPA expected to go live at year-end.
Methodology & coverage
Management-only analysis. All 0 validated company mentions are shown. Reported actuals and forward guidance are kept separate. Public evidence is limited to eight short attributed quotes. AI-generated analysis can be incomplete or wrong; verify important claims against the original source.