GPC's revenue growth reaccelerated from 0.8% in 2024Q2 to 6.8% in 2026Q1 before moderating to 4.2% in 2026Q3, while gross margin expanded 220bps to 38.1%, suggesting vendor renegotiation and private-label penetration are gaining traction.
Price trend, volume and key moving averages
Start with the evidence for owning the stock and the risks that can break the thesis.
Revenue growth of 4.2% and gross margin of 38.1% in 2026Q3 appear constructive, but SG&A rising to $1.9B—up about 19% versus roughly 8% revenue growth since 2024Q2—suggests overhead absorption is eroding operating leverage ahead of the 2025Q4 loss of $609.5M.
Genuine Parts Company plans to split into two independent publicly traded companies by early 2027, focusing on Global Automotive and Global Industrial operations, aiming to unlock value and provide clearer identities for each business.
The company raised its annual dividend to US$4.25 per share, signaling confidence in its financial stability and commitment to returning value to shareholders.
Genuine Parts outlined continued M&A spending of US$300 million to US$350 million, indicating a proactive approach to growth and expansion.
Trailing total returns as of 11/8/2026, which may include dividends or other distributions. Benchmark is S&P 500 (^GSPC).
Check whether operating performance supports the current valuation.
Recent results and news deserve attention only when they alter the forward view.
| Quarter | EPS (Act vs Est) | Revenue (Act vs Est) |
|---|---|---|
Q4 2026Latest Oct 20, 2026 | $2.07+1.5% vs $2.04 | $6.5B+0.4% vs $6.5B |
Q3 2026 Jul 21, 2026 | $2.15+3.4% vs $2.08 | $6.5B+1.7% vs $6.4B |
Q2 2026 Apr 21, 2026 | $1.77+1.1% vs $1.75 | $6.3B+1.6% vs $6.2B |
Q1 2026 Feb 17, 2026 | $1.55-14.8% vs $1.82 | $6.0B-1.0% vs $6.1B |
Hilton Head Capital Partners LLC lowered its stake in shares of Genuine Parts Company (NYSE: GPC) by 92.1% during the undefined quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 409 shares of the specialty retailer's stock after selling 4,775 shares during the quarter. Hilton
Examine the evolution of Genuine Parts' (GPC) overseas revenue trends and their effects on Wall Street's forecasts and the stock's prospects.
Dividend Kings have outperformed SPY YTD, rising 13.5% versus SPY's 12.32%, with a strong October rebound. Twenty-six Dividend Kings appear both potentially undervalued and offer long-term annualized expected returns of at least 10%. Dividend growth for the Kings in 2026 averages 4.65%, with recent increases from GRC, NWN, and RPM.
Genuine Parts Company is downgraded from buy to hold despite a resilient Q3 double-beat due to macro headwinds and near-term volatility. Management revised full-year EPS guidance lower, citing restructuring and separation costs, while reaffirming the sales outlook and the planned 2027 business separation. GPC's free cash flow coverage of dividends is tight, with a high payout ratio, but double-digit free cash flow growth is expected over the next two years.
Benchmark GPC against direct peers instead of judging its metrics in isolation.
Key metrics vs top competitors for Genuine Parts Company (GPC)
| Company | Price | Market Cap | P/E Ratio | Rev Growth (1Y) | Net Margin | ROE | Div Yield |
|---|---|---|---|---|---|---|---|
| $122.80 | $16.93B | 547.24 | 3.46% | 0.12% | 0.68% | 3.3% | |
| $3216.35 | $52.65B | 21.08 | 7.39% | 12.65% | — | — | |
| $89.89 | $74.49B | 26.94 | 6.42% | 14.27% | — | — | |
| $45.50 | $2.74B | 27.71 | -5.42% | 1.16% | 4.48% | 2.18% | |
| $20.05 | $5.11B | 19.89 | -3.06% | 1.89% | 3.95% | 6.04% | |
| $10.95 | $342.15M | 429.41 | -3.19% | 0.07% | 0.14% | 10.64% |
Genuine Parts Company (GPC) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.
Verify the primary filings, follow material updates, and answer the remaining questions.
Genuine Parts Company (GPC) SEC filings — annual & quarterly reports (10-K, 10-Q)
Oct 20, 2026·SEC
Aug 11, 2026·SEC
Jul 21, 2026·SEC
Get notified when GPC posts new earnings or crosses analyst targets
Free. No account needed. Unsubscribe any time.
Genuine Parts Company (GPC) stock FAQ — growth, dividends, profitability & financials explained
Genuine Parts Company (GPC) reported $25.33B in revenue over the trailing twelve months. Revenue was $24.30B in fiscal year 2025. That is 325% more than the $5.72B of fiscal year 1996.
Genuine Parts Company (GPC) grew revenue by 5.3% over the trailing twelve months, compared with the twelve months before.
Yes. Genuine Parts Company (GPC) earned $31.0M in net income over the trailing twelve months (a 0.1% net margin).
Yes. Genuine Parts Company (GPC) pays a dividend that yields 3.30% at the current price, a moderate yield.
Genuine Parts Company (GPC) had a return on equity (ROE) of 0.7% over the trailing twelve months. That is below the market's typical 10-15%.
Genuine Parts Company (GPC) generated $762.8M in free cash flow over the trailing twelve months.
