Guidance
← 실적 발표
01
02
03
04 05
톤
자본지출
GPC
FY2026 Q2
예상 부합
Genuine Parts Company 실적 발표
Buzzberg 분석
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 분석 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%). 전체 분석 보기분석 접기
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.
매출$6.537B+4% 전분기 대비
주당순이익(EPS)$2.15+21% 전분기 대비
매출총이익률37.8%보고값
영업이익률5.15%보고값
근거 있는 핵심 내용 5개
지금 중요한 점
이번 발표에서 가장 의미 있는 변화를 정리했습니다.
Other
Separation on track for Q1 2027
Risk
Iran conflict cost $16M EBITDA in Q2
핵심 내용 2개 더 보기
Margins
Industrial segment EBITDA up 10%
Other
Not in discussions with any competitor
보고 기간
보고 실적
| 지표 | 보고값 | 변화 |
|---|---|---|
| 매출 | $6.537B | +4% 전분기 대비 |
| 주당순이익(EPS) | $2.15 | +21% 전분기 대비 |
| 매출총이익률 | 37.8% | 보고값 |
| 영업이익률 | 5.15% | 보고값 |
| 잉여현금흐름 | $0.2924B | 보고값 |
| 자본지출 | $0.1078B | 보고값 |
향후 전망
향후 가이던스
| 지표 | 기간 | 범위 | 중간값 | 상태 |
|---|---|---|---|---|
| 주당순이익(EPS) | FY2026 | $7.50–$8.00 | $7.75 | 유지 |
| 매출 | FY2026 | 3%–5.5% | 4.25% | 유지 |
AI, 자본지출 및 수요 분석
경영진 분석
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.
투자 및 생산능력
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.
방법론 및 범위
경영진 발언만 분석합니다. 검증된 기업 언급 0개를 모두 표시하며, 보고 실적과 향후 가이던스를 분리합니다. 공개 근거는 화자가 표시된 짧은 인용문 8개로 제한됩니다. AI 분석은 불완전하거나 틀릴 수 있으므로 중요한 주장은 원문에서 확인하세요.