Overview

• Automotive and industrial parts provider's Q4 sales slightly missed analyst expectations

• Adjusted EPS for Q4 missed analyst expectations

• Company plans to separate automotive and industrial businesses into two public companies

Outlook

• Company expects 2026 total sales growth of 3% to 5.5%

• Genuine Parts projects 2026 EPS between $6.10 and $6.60

• Company plans to separate automotive and industrial businesses into two public companies

Result Drivers

• COMPARABLE SALES - Q4 sales growth driven by a 1.7% increase in comparable sales and acquisitions

• NON-RECURRING CHARGES - Gross profit impacted by $160 mln in non-recurring charges related to vendor bankruptcy

• INDUSTRIAL SEGMENT - Industrial sales up 4.6% due to 3.4% increase in comparable sales and acquisitions

Key Details

*Applies to a deviation of less than 1%; not applicable for per-share numbers.

Analyst Coverage

• The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 6 "strong buy" or "buy", 8 "hold" and no "sell" or "strong sell"

• The average consensus recommendation for the auto, truck & motorcycle parts peer group is "buy"

• Wall Street's median 12-month price target for Genuine Parts Co is $145.00, about 1.5% below its February 13 closing price of $147.16

• The stock recently traded at 17 times the next 12-month earnings vs. a P/E of 15 three months ago

Press Release: ID:nPn73vgPwa

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(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)