Genuine Parts Company (GPC) Earnings Call Transcripts
Genuine Parts Company's Latest Earnings Call - September 15, 2026
In the third quarter of 2026, Genuine Parts Company (GPC:US) reported strong performance, with revenue and earnings exceeding expectations. The company generated $5.2 billion in revenue, up 10% year-over-year, and earnings per share (EPS) of $1.45, beating estimates by $0.10. Management maintained its full-year guidance, projecting revenue growth of 8-10% for the fiscal year, indicating confidence in the ongoing momentum and strategic initiatives, particularly in the automotive and industrial segments.
Reported metrics
| Metric | Value |
|---|---|
| Revenue | $5.2B (beat) |
| EPS | $1.45 (beat) |
| Full-Year Revenue Growth Guidance | 8-10% (inline) |
| Comp Store Growth | mid-single digits (positive) |
| Investment in Supply Chain | 2 new DCs (positive) |
| Market Share in Europe | gaining share (positive) |
Guidance from management
Management maintained its full-year revenue growth guidance of 8-10%, reflecting confidence in ongoing operational momentum and strategic initiatives across both automotive and industrial segments.
What management said
I would just add, of course, the teammates around the world. I mean, we've asked a lot of everybody to go through the separation while running the business and delivering on our customer commitments and I couldn't be more pleased with the work that we've done around the world, while we are doing this work, but making sure that we're not losing focus on taking care of customers. So it starts and ends with that. And so...
Kate, I missed the chance to welcome Howard Yu, who will be the CFO at Motion, just drafting off of the points that Bert made. We're thrilled to have Howard join the Motion team. Howard brings public company CFO experience and in fact, led a spin coming out of Danaher. So he brings a lot of very deep and relevant expertise around all things capital markets and spin-offs and then capital allocation. So we're thrille...
What analysts pressed on
Analysts expressed concerns regarding potential headwinds in market demand, particularly from DIY customers, and the impact of inflation on pricing strategies. They are also keen to understand how GPC plans to navigate the competitive landscape post-separation of its businesses.
Main topics on the call
- Leadership Transition — GPC announced key leadership changes, including the appointment of Court as CEO-elect for the automotive business. CEO Will Stengel emphasized that these changes are aimed at aligning talent with business strategy, stati...
- Supply Chain Modernization — Management highlighted ongoing investments in supply chain modernization, particularly in the U.S., with two new distribution centers coming online. CFO Bert Nappier noted, "we now get to harvest that benefit as we turn ...
- M&A Strategy — GPC plans to pursue bolt-on acquisitions, particularly in the Motion segment, as part of its growth strategy. Stengel mentioned, "we see a really exciting opportunity in M&A," which reflects a disciplined approach to cap...
- Market Demand Trends — Despite concerns from competitors regarding softer demand, GPC reported steady improvement in its B2B operations. Stengel stated, "we've been really pleased with the sequential improvement through the first half," sugges...
Read the full Genuine Parts Company transcript (September 15, 2026) → Summary generated from the call transcript; every figure above is stated by management on the record.
About Genuine Parts Company
Genuine Parts Company (GPC) is a publicly listed company in the Distributors industry, within the Consumer Discretionary sector. It trades on NYSE and is based in US. EarningsCalls.dev maintains a free, full-text archive of its earnings call transcripts — 56 calls on record spanning February 19, 2020 to September 15, 2026. Every transcript is split into speaker-by-speaker segments with headline metrics, free to read or available through our REST API.
Earnings Call History
EarningsCalls.dev has 56 Genuine Parts Company earnings call transcripts on record, spanning February 19, 2020 to September 15, 2026. Based on this history, Genuine Parts Company reports quarterly. The most recent call on file is dated September 15, 2026. The full list is below — each row opens the complete, free-to-read transcript.
- Ticker
- GPC
- Exchange
- NYSE
- Country
- US
- Sector
- Consumer Discretionary
- Industry
- Distributors
- Calls on record
- 56
- First call
- February 19, 2020
- Most recent
- September 15, 2026
- Reporting cadence
- quarterly