Genuine Parts Company (GPC) Q3 FY2026 earnings

Reported results

• Q3 2026 net sales were $6.5 billion, a 4.2% increase from $6.3 billion in Q3 2025, driven by 2.9% comparable sales growth, 0.9% acquisition benefit, and 0.4% favorable foreign currency impact.
• Q3 2026 GAAP net income was $224 million, or $1.62 per diluted share, versus $226 million or $1.62 per diluted share in Q3 2025.
• Q3 2026 adjusted net income was $286 million, or $2.07 per diluted EPS, compared to adjusted net income of $276 million, or $1.98 per diluted EPS in Q3 2025; adjustments of $61 million after-tax ($0.45 per share) related to restructuring and separation costs.
• Nine-month 2026 adjusted diluted EPS were $5.99 compared to $5.82 in the prior year period; adjusted net income was $827 million versus $810 million.
• Q3 2026 Industrial segment EBITDA increased 11.2% to $317 million with segment EBITDA margin of 13.2%, up 60 basis points; North America Automotive segment EBITDA decreased 2.9% to $194 million with margin of 7.6%, down 40 basis points.
• Nine-month 2026 free cash flow was $502 million; company generated $817 million in operating cash flow and spent $314 million on capital expenditures.

Guidance

• Full-year 2026 adjusted diluted EPS: $7.50 to $7.75 (narrowed from prior guidance of $7.50 to $8.00)
• Full-year 2026 GAAP diluted EPS: $5.60 to $5.85 (narrowed from prior guidance of $5.90 to $6.40)
• Full-year 2026 total sales growth: 3% to 5.5% (unchanged)
• Full-year 2026 net cash provided by operating activities: $1.0 billion to $1.2 billion (unchanged)
• Full-year 2026 free cash flow: $550 million to $700 million (unchanged)
• Full-year 2026 effective tax rate: approximately 24% (unchanged)

Notes

Company announced planned separation of Global Automotive and Global Industrial businesses into two independent, publicly traded companies, targeted for completion in Q1 2027. Q3 2026 adjustments include $64.5 million restructuring costs, $21.2 million separation costs, and $0.8 million acquisition-related costs. The company does not provide GAAP forward-looking EPS guidance because it cannot reasonably predict certain items such as separation costs, acquisition-related costs, litigation charges, impairment charges, and other unusual adjustments.

Price and volatility reaction

The stock moved -5.1% on the print. No front-expiry chain was on file, so there is no straddle expected move.

Source

The figures above come from the earnings release the company filed with the SEC on 2026-10-20 (8-K, Item 2.02). Read the original filing on sec.gov.