Genuine Parts Company

GPC Consumer Cyclical Auto Parts

Genuine Parts Company’s revenue for fiscal 2025 (year ended December 2025) was $24.3 billion, up 3.46% from fiscal 2024.

Revenue
+4.17%
EPS
0.00%
Free cash flow
+4.99%
Total debt
+7.39%

Quarter to September 2026, against a year earlier

124.27 2.13 −1.69%
Market cap
$17.2B
P/E
478×
Fwd P/E
20.3×
Dividend yield
3.39%
F-score
6/9
Altman Z
2.30
Beneish M
−2.62
Dividend safety
26/100

Revenue by segment Fiscal 2025

  • North America Automotive
  • Industrial
  • International Automotive

Every year since 2016 →

Insider Decisions last twelve months

Sold, $m 0.67
Trades a month
Jan 26 Apr 26 Jul 26 Oct 26
Buy — — — — — — — — — — — —
Sell 1 — — — — 2 1 — — — — —
Insider Ownership 1.23%

Capital & Financial Ratios $m

Size
Market Cap 17,160.00
Revenue ttm 25,332.61
Net income ttm 31.04
Free cash flow ttm 822.13
Net debt Q 4,347.09
Valuation
P/E 477.96 (above 35: high)
Forward P/E 20.30
Price / sales 0.68
Forward P/S Powerpack
Price / FCF 20.84
Price / book 3.68
Financial health
Current ratio Q 1.22
Debt / equity Q 1.10
Interest coverage Q 7.15
Growth
Revenue growth Q +4.17% (above 0%: growing)
Operating income growth Q −1.74% (below 0%: shrinking)
EPS, this year +2.97%
EPS, next year A +7.24%
Revenue, next year A +5.09%
EPS, past 5 yrs —
EPS, next 5 yrs A +6.24%

Green and red mark values outside typical ranges; (Q) is the latest quarter, (A) analysts’ estimates. How we judge →

Valuation vs history

P/E against its own 10 years 97.20%
10-year low 10-year high
P/S against its own 10 years 5.94%
10-year low 10-year high
P/B against its own 10 years 11.33%
10-year low 10-year high
EV/Sales against its own 10 years 7.88%
10-year low 10-year high
EV/FCF against its own 10 years 74.44%
10-year low 10-year high

Dividends raised every year since 2017

Yield
3.39%
Annual rate
4.22
Payout ratio
1,687.0%
Growth, 2017–25
+5.42%/yr
  1. 2.70 ’17
  2. 2.88 ’18 +7
  3. 3.05 ’19 +6
  4. 3.16 ’20 +4
  5. 3.26 ’21 +3
  6. 3.58 ’22 +10
  7. 3.80 ’23 +6
  8. 4.00 ’24 +5
  9. 4.12 ’25 +3
  10. 4.24 ’26e +3
paid forecast change on the year, % Powerpack

Assets vs Liabilities $m

2023 2024 2025 Q'26
Cash 1,102 480 477 763
Receivables 2,223 2,183 2,371 2,619
Inventory 4,677 5,514 6,072 6,436
Other — — — —
9,606 9,853 10,565 11,451
2023 2024 2025 Q'26
Payables 5,500 5,924 6,052 6,395
ST’ Debt 355 542 1,297 638
Other 1,840 1,926 2,295 2,181
7,827 8,525 9,788 9,362

Compound Annual Growth %

10y 5y 3y
Sales 4.75% 8.00% 3.22%
Cash Flow (2.60%) (15.06%) (15.32%)
Earnings (21.10%) 0.00% (61.80%)
Book Value 3.46% 6.65% 5.29%

Earnings Trends EPS, adjusted, against the consensus

EPS $

Mar Jun Sep Dec Year
’26 1.37 1.65 1.62 — —
’25 1.40 1.83 1.62 (4.39) 0.47
’24 1.78 2.11 1.62 0.96 6.47
’23 2.14 2.44 2.49 2.26 9.33
’22 1.72 2.62 2.20 1.77 8.31
’21 1.50 1.36 1.59 1.79 6.23
’20 0.94 (3.91) 1.57 1.18 (0.20)
Fiscal quarters ending in the months shown.

Revenue $m

Mar Jun Sep Dec Year
’26 6,265 6,537 6,521 — —
’25 5,866 6,164 6,260 6,009 24,300
’24 5,784 5,963 5,970 5,770 23,487
’23 5,765 5,915 5,825 5,586 23,091
’22 5,295 5,602 5,675 5,524 22,096
’21 4,465 4,784 4,819 4,803 18,871
’20 4,093 3,823 4,370 4,252 16,537
Fiscal quarters ending in the months shown.

Operating Cash Flow $m

Mar Jun Sep Dec Year
’26 64 400 353 — —
’25 (41) 210 342 380 891
’24 318 294 484 155 1,251
’23 198 259 625 353 1,436
’22 399 392 454 222 1,467
’21 301 403 304 250 1,258
’20 28 893 506 587 2,015
Fiscal quarters ending in the months shown.

Free Cash Flow $m

Mar Jun Sep Dec Year
’26 (19) 296 254 — —
’25 (145) 85 242 292 473
’24 271 155 359 21 806
’23 111 145 483 208 948
’22 327 452 363 131 1,272
’21 269 367 258 125 1,019
’20 (8) 861 480 546 1,879
Fiscal quarters ending in the months shown.

Valuation

The price implies free cash flow after share-based pay growing 10.2% a year for ten years. It grew −4.7% a year over the last ten.

Implied
10.2%
10 years, reported
−4.7%
Open the model

Target Price Range

Analyst price targets

Recommendation Rating

2.2
1Buy 2 3Hold 4 5Sell

Ten years at a glance Fiscal years to December

Ten-year view Analyst estimates Powerpack
Group Line 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 TTM Sep ’26 Trend 10 yrs 2026e 2027e 2028e Next 3/yr
Income, $m
Income, $m Revenue 15,340 16,309 16,832 17,522 16,537 18,871 22,096 23,091 23,487 24,300 25,333 +5.2% 25,536 26,456 27,425 +4.1%
Gross margin, % 29.98 30.08 32.79 33.44 34.19 35.16 35.03 35.90 36.29 36.79 37.09 +6.8 pt
EBT 1,074 1,009 995 859 379 1,200 1,573 1,742 1,176 52 (12) (28.5%)
EBT margin, % 7.00 6.19 5.91 4.90 2.29 6.36 7.12 7.55 5.01 0.21 (0.05) (6.8) pt
Net income 687 617 810 621 (29) 899 1,183 1,317 904 66 31 (22.9%)
Per share, $
Per share, $ Revenue 102.92 110.84 114.77 120.23 114.47 131.56 156.19 164.50 168.72 174.89 183.75 +6.1%
Earnings 4.61 4.19 5.53 4.26 (0.20) 6.27 8.36 9.38 6.49 0.47 0.26 (22.4%)
Cash flow 6.35 5.54 7.21 5.71 13.94 8.77 10.37 10.23 8.99 6.41 8.68 +0.1%
Capex (0.88) (0.92) (1.45) (1.74) (0.94) (1.67) (1.38) (3.47) (3.20) (3.01) (2.72) +14.6%
Free cash flow 5.46 4.62 5.76 3.97 13.01 7.10 8.99 6.75 5.79 3.41 5.96 (5.1%)
Book value 21.52 23.54 23.67 25.36 22.27 24.42 26.89 31.47 31.26 31.96 33.79 +4.5%
Shares, m 149 147 147 146 144 143 141 140 139 139 138 (0.8%)
Valuation, ×
Valuation, × P/E 20.74 23.05 17.36 24.94 0.00 22.36 20.31 14.72 17.96 261.62 477.96 42.3
P/S 0.93 0.87 0.84 0.88 0.88 1.07 1.09 0.84 0.69 0.70 0.68 0.9
P/B 4.44 4.10 4.06 4.19 4.51 5.74 6.31 4.39 3.73 3.85 3.68 4.5
EV/Sales 0.97 1.05 1.00 1.06 0.98 1.17 1.21 0.96 0.85 0.88 0.85 1.0
EV/FCF 18.28 25.22 20.00 32.18 8.62 21.68 20.98 23.40 24.88 45.23 26.13 24.0
Cash, $m
Cash, $m Operating cash flow 946 815 1,057 833 2,015 1,258 1,467 1,436 1,251 891 1,197 (0.7%)
Capex (132) (135) (212) (253) (135) (240) (195) (488) (445) (418) (375) +13.7%
Free cash flow 814 680 845 579 1,879 1,019 1,272 948 806 473 822 (5.9%)
Balance, $m
Balance, $m Working capital 1,704 1,839 1,675 1,544 1,220 1,175 1,131 1,779 1,327 777 2,089 (8.4%)
Net debt 632 2,930 2,810 3,149 1,687 1,976 2,675 2,804 3,804 4,319 4,347 +23.8%
Shareholders’ equity 3,207 3,464 3,472 3,696 3,218 3,503 3,804 4,417 4,352 4,440 4,659 +3.7%
Returns, %
Returns, % ROA 8.08 5.80 6.46 4.55 (0.21) 6.47 7.67 7.64 4.85 0.33 0.15 (7.7) pt
ROIC 17.07 9.76 10.30 8.32 5.29 13.27 15.57 15.12 9.42 6.85 6.33 (10.2) pt
ROE 21.59 18.49 23.37 17.33 (0.84) 26.74 32.37 32.03 20.62 1.50 0.66 (20.1) pt
People
People Employees 40,000 48,000 50,000 55,000 50,000 52,000 58,000 60,000 63,000 65,000 — +5.5%
Revenue/emp, $m 0.38 0.34 0.34 0.32 0.33 0.36 0.38 0.38 0.37 0.37 — (0.3%)
Negative figures in brackets.
estimates

All 10 years →

Fiscal years to Dec 2025 · latest quarter Sep 2026 · fundamentals updated 2 Nov 2026

Business profile

Updated

Genuine Parts Company distributes automotive and industrial replacement parts and related services. It operates more than 10,800 locations, primarily in North America, Europe and Australasia.

Its automotive businesses supply replacement parts, accessories, tools, equipment and related solutions for passenger vehicles, trucks, motorcycles, buses, farm machinery and heavy-duty equipment. NAPA is its principal automotive brand in North America, while its international operations also use brands including Repco and regional banners. Automotive customers include repair shops, dealerships, fleet operators and retail consumers. Most orders are fulfilled from local inventory to reduce vehicle downtime.

Where the money comes from and where it goes Fiscal 2025

Fiscal 2025: revenue by segment, and margins
North America Automotive 9,520 39.18%
Industrial 8,922 36.71%
International Automotive 5,859 24.11%
Gross margin 36.79%
Operating margin 3.95%
Pre-tax margin 0.21%

Revenue by segment since 2016

Genuine Parts Company vs peers in Auto Parts (Q) = latest quarter vs a year earlier

Company Market cap P/E Fwd P/E Revenue growth (Q) EPS growth (Q) FCF growth (Q) Gross margin (Q) EBIT margin (Q) Compare
AZO AutoZone, Inc. $53.3B 21.2× 18.7× +5.64% (above 0%: growing) +14.29% (above 0%: growing) +35.67% (above 0%: growing) 53.34% 19.97% Compare
GPC Genuine Parts Company $17.2B 478× 20.3× +4.17% (above 0%: growing) 0.00% +4.99% (above 0%: growing) 38.09% 5.04%
ALSN Allison Transmission Holdings, Inc. $9.6B 16.6× 13.1× +121.36% (above 0%: growing) +41.10% (above 0%: growing) +86.41% (above 0%: growing) 32.92% 19.82% Compare
BWA BorgWarner Inc. $9.5B 19.5× 10.7× −2.90% (below 0%: shrinking) +58.48% (above 0%: growing) −28.20% (below 0%: shrinking) 18.98% 8.66% Compare
ALV Autoliv, Inc. $8.9B 14.8× 12.7× −0.48% (below 0%: shrinking) −6.99% (below 0%: shrinking) −18.30% (below 0%: shrinking) 18.42% 9.43% Compare
APTV Aptiv PLC $8.3B 11.3× 10.6× +2.30% (above 0%: growing) n/m −56.43% (below 0%: shrinking) 21.57% 8.78% Compare
AUR Aurora Innovation, Inc. $8.1B — (loss-making) — (loss-making) +200.00% (above 0%: growing) n/m −31.21% (below 0%: shrinking) (166.67%) (8,566.67%) Compare
LEA Lear Corporation $5.5B 10.0× 9.1× +1.64% (above 0%: growing) +35.64% (above 0%: growing) −48.40% (below 0%: shrinking) 6.62% 3.41% Compare
LKQ LKQ Corporation $5.2B 20.7× 10.6× −5.14% (below 0%: shrinking) n/m −3.88% (below 0%: shrinking) 37.24% 1.60% Compare
Median of peers $8.6B 16.6× 10.7× +1.97% +35.64% −23.25% 20.27% 8.72%

All 55 Auto Parts stocks →

From the latest earnings call

Updated

  • CEO Will Stengel said industrial customers were beginning to address deferred maintenance and investments, while automotive retail demand faced pressure from higher fuel prices and inflation.
  • CFO Bert Napier expects 2026 adjusted earnings near the lower end of the narrowed range, citing costs associated with the Iran conflict.

Largest institutional holders 13F, quarter to 30 June 2026

Held by institutions 94.16%
Held by the ten largest 43.33%
Holder Shares Stake Change
Vanguard 16.64m 12.07% −38.25k
BlackRock 13.35m 9.68% +100.90k
State Street 7.63m 5.53% +271.38k
Geode Capital Management 3.90m 2.83% +25.95k
HARRIS ASSOCIATES L P 3.59m 2.60% −173.47k
Charles Schwab 3.12m 2.26% +117.68k
Invesco 2.96m 2.15% +322.22k
Capital Group 2.88m 2.09% +2.88m
ProShare Advisors LLC 2.85m 2.06% +1.61m
UBS 2.83m 2.05% −404.57k
13F filings for the quarter to 30 June 2026: long positions in US-listed shares reported by managers with $100m or more, ~45 days after the quarter.

Pay and ownership Proxy statement filed 27 February 2026

Chief executive’s pay

Year Total pay Actually paid $100 invested
2025 12.86m 13.16m 140.38
2024 7.72m 5.65m 126.35
2023 11.40m 3.81m 141.98
2022 10.38m 15.95m 177.86
2021 11.81m 15.49m 140.24

Ownership

Directors and executive officers, together less than 1%
Total pay is as the Summary Compensation Table states it; actually paid revalues the year’s share awards at its end, as the SEC’s pay-versus-performance rule asks. $100 invested is what $100 in the company’s shares at the start of the earliest year shown was worth at each year’s end. Ownership is the proxy’s own table: the directors and officers as a group, and every holder of 5% or more. Read the proxy statement

Genuine Parts Company (GPC) Latest News

20 Oct

Impact 4 · · The Motley Fool
Impact 4 · · The Motley Fool transcript
Impact 4 · · Moby earnings
Impact 4 · · MarketBeat
Impact 3 · · Associated Press earnings

19 Oct

Impact 3 · · StockStory

7 Oct

25 Sep

Impact 3 · · Trefis

GPC metrics, ten years each

stockrow.com/GPC · Data as of Nov 2, 2026 · For information only; not investment advice. · © 2026 stockrow.com