Genuine Parts

GPC Q1 2025 Earnings

Reported Apr 22, 2025 at 7:32 AM ET · SEC Source

Q1 25 EPS

$1.75

BEAT +4.17%

Est. $1.68

Q1 25 Revenue

$5.87B

BEAT +0.65%

Est. $5.83B

vs S&P Since Q1 25

-41.9%

TRAILING MARKET

GPC -5.2% vs S&P +36.7%

Market Reaction

Did GPC Beat Earnings? Q1 2025 Results

Genuine Parts Company posted a stronger-than-expected first quarter, with adjusted earnings of $1.75 per diluted share beating the $1.68 consensus by 4.17%, even as profit compression versus the year-ago period remained a central theme. Revenue of $5… Read more Genuine Parts Company posted a stronger-than-expected first quarter, with adjusted earnings of $1.75 per diluted share beating the $1.68 consensus by 4.17%, even as profit compression versus the year-ago period remained a central theme. Revenue of $5.87 billion edged past the $5.83 billion estimate and grew 1.4% year over year, though the headline growth masked underlying softness; acquisitions contributed 3.0% to the top line while comparable sales declined 0.8%, and one fewer selling day in the U.S. Shaved roughly 1.1 percentage points from both metrics. The Automotive Parts Group, which generated $3.66 billion in sales, saw segment EBITDA fall 10.7% as margin contracted 110 basis points to 7.8%, underscoring the cost pressures that have accompanied the company's restructuring program. Despite a challenging external environment, management reaffirmed its full-year 2025 adjusted EPS guidance of $7.75 to $8.25 and total sales growth of 2% to 4%, though the outlook deliberately excludes any impact from new U.S. Tariffs given continued uncertainty around trade negotiations.

Key Takeaways

  • 3.0% sales growth contribution from acquisitions
  • One fewer selling day in the U.S. negatively impacted sales growth by approximately 1.1%
  • Comparable sales declined 0.8% across total company
  • Foreign currency headwind of 1.5% on total net sales
  • Industrial segment EBITDA margin improved 10 basis points to 12.7%
  • Automotive segment EBITDA margin contracted 110 basis points to 7.8%
24/7 Wall St

GPC YoY Financials

Q1 2025 vs Q1 2024, source: SEC Filings

24/7 Wall St

GPC Revenue by Segment

With YoY comparisons, source: SEC Filings

Q1 25 Q1 26

“We had a solid start to 2025, despite the tariffs and trade dynamics that are impacting the operating landscape. We remain focused on what we can control—excellent customer service and our strategic initiatives to improve the business. I am proud of our teammates across the globe and want to thank them for their dedication to serving our customers.”

— Will Stengel, Q1 2025 Earnings Press Release