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Earnings analysis · 10-Q

GPC earnings analysis

Filed October 20, 2026 · Our reading of the company's report

The latest report

Genuine Parts delivered a Q3 revenue and adjusted EPS beat, with $6.521 billion of revenue and $2.07 of adjusted diluted EPS. Industrial was the strongest segment and nine-month free cash flow improved to $502 million…

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Genuine Parts delivered a Q3 revenue and adjusted EPS beat, with $6.521 billion of revenue and $2.07 of adjusted diluted EPS. Industrial was the strongest segment and nine-month free cash flow improved to $502 million from $160 million, but restructuring and separation costs totaled $85.749 million. The outlook was mixed: cash flow and sales-growth targets were maintained, while GAAP EPS guidance was lowered and adjusted EPS guidance was narrowed.

Read the original on SEC.gov

Gross and operating margin

How much of each revenue dollar the business keeps.

38% Gross margin Operating margin Apr 2026 Oct 2026

One point per quarterly or annual filing. Both margins are shares of that report's revenue.

From revenue to operating profit

Where each $100 of revenue went in this report.

Of every $100 of revenue Cost of sales $63 Operating expenses $32 Left as operating profit $5

Cost of sales, operating expenses, and what remained. Figures are rounded to whole dollars.

How we read each report

Our analysis across the last few reports.

Read as bullish Read as bearish Apr 2026 Oct 2026

Our model's reading of each filing, not the share price or the market's reaction. Annual and quarterly reports each occupy one position.

Reported figures

Earnings per share
$2.07

What stood out

  • Revenue and adjusted EPS beat consensus

    Q3 revenue was $6.521 billion, above the $6.495 billion consensus estimate, and adjusted diluted EPS was $2.07 versus the $2.05 estimate.

  • Industrial led segment performance

    Industrial was identified as the strongest-performing segment in Q3, although the supplied filing extract does not provide segment revenue or profit amounts.

  • Nine-month free cash flow improved

    Nine-month free cash flow increased to $502 million from $160 million, a $342 million improvement year over year.

  • Cash flow outlook maintained

    Management maintained its operating cash flow outlook at $1.0-$1.2 billion and free cash flow outlook at $550-$700 million.

  • No material control weaknesses reported

    The company reported effective disclosure controls as of September 30, 2026, and stated there were no material changes to internal controls during the quarter.

  • Repurchase capacity remains available

    The company had approximately 7.5 million shares remaining under its repurchase authorization as of September 30, 2026, but made no open-market purchases under the program during the quarter.

What to watch

  • Elevated restructuring costs

    Q3 included $64.545 million of restructuring costs, which reduced reported profitability and indicates that transformation expenses remain material.

  • Separation execution costs

    The company recorded $21.204 million of separation costs in Q3, creating additional execution and earnings pressure during the organizational transition.

  • Full-year EPS outlook deteriorated

    GAAP diluted EPS guidance was lowered from $5.90-$6.40 to $5.60-$5.85, while adjusted diluted EPS guidance was narrowed from $7.50-$8.00 to $7.50-$7.75.

  • No new market-risk update

    The 10-Q states that market-risk exposure had not changed materially since December 31, 2025, limiting evidence of a new market-risk factor but leaving the risks described in the 2025 Form 10-K applicable.

  • No specific new risk disclosed

    The filing directs investors to the risk factors in the 2025 Annual Report on Form 10-K and does not identify a new specific risk factor in this quarter’s report.

Management's outlook

Adjusted diluted EPS guidance was narrowed from $7.50-$8.00 to $7.50-$7.75, while GAAP diluted EPS guidance was lowered from $5.90-$6.40 to $5.60-$5.85. Sales growth, operating cash flow and free cash flow outlooks were maintained at 3%-5.5%, $1.0-$1.2 billion and $550-$700 million, respectively.

Earlier filings 2

10-Q · July 21, 2026

Genuine Parts delivered Q2 revenue of $6.537 billion, up 6.0% year over year and 4.3% sequentially, with all three operating segments growing and Industrial posting the strongest comparable-sales gain at 6.1%. Gross…

10-Q · April 21, 2026

Genuine Parts Company reported Q1 net sales of $6,264,940,000, up $398,871,000 (6.8%) year-over-year, with gross profit rising to $2,338,964,000 (+7.6%). Despite top-line growth, net income fell to $188,535,000 and…

This is our reading of a public filing, not the filing itself. Analysis can contain errors; check the source document for full context.