Q3 25 EPS
$1.98
MISS 0.56%
Est. $1.99
Q3 25 Revenue
$6.26B
BEAT +2.21%
Est. $6.12B
vs S&P Since Q3 25
-28.2%
TRAILING MARKET
GPC -20.9% vs S&P +7.4%
Market Reaction
Did GPC Beat Earnings? Q3 2025 Results
Genuine Parts delivered a mixed third quarter for fiscal 2025, narrowly missing on the bottom line while topping revenue expectations against a backdrop of persistently soft market conditions. Adjusted diluted EPS of $1.98 came in 0.56% below the $1.… Read more Genuine Parts delivered a mixed third quarter for fiscal 2025, narrowly missing on the bottom line while topping revenue expectations against a backdrop of persistently soft market conditions. Adjusted diluted EPS of $1.98 came in 0.56% below the $1.99 consensus estimate, while revenue of $6.26 billion exceeded forecasts by 2.21%, rising 4.9% year-over-year on the back of comparable sales growth, acquisition contributions, and a modest currency tailwind. The gap between adjusted and GAAP results was shaped in part by $66.83 million in pre-tax restructuring charges tied to the company's ongoing effort to rationalize and optimize its distribution center and store network. Both segments contributed, with Automotive sales up 5.0% to $3.99 billion and Industrial up 4.6% to $2.27 billion, the latter posting 30 basis points of EBITDA margin expansion. Looking ahead, management raised its full-year revenue growth outlook to 3%-4% but trimmed the top end of adjusted EPS guidance to a $7.50-$7.75 range, a signal that the soft demand environment is expected to linger into the fourth quarter. Adding to the cautious tone, S&P recently downgraded the company's credit rating, citing elevated leverage expected to remain at or above 4x through 2026.
Key Takeaways
- • 2.3% increase in comparable sales drove overall revenue growth
- • 1.8% benefit from acquisitions contributed to top-line growth
- • 0.8% favorable impact of foreign currency and other
- • Industrial segment comparable sales grew 3.7%, outperforming Automotive's 1.6%
- • Industrial segment EBITDA margin expanded 30 basis points to 12.6%
- • Automotive segment EBITDA margin expanded 10 basis points to 8.4%
- • Proactive cost management in inflationary environment
GPC YoY Financials
Q3 2025 vs Q3 2024, source: SEC Filings
GPC Revenue by Segment
With YoY comparisons, source: SEC Filings
“Our third quarter results were in line with our expectations and demonstrate the ongoing execution of our strategic initiatives.”
— Will Stengel, Q3 2025 Earnings Press Release
GPC Earnings Trends
GPC vs Market 30 Day Price Reactions
30-day stock return vs benchmark after each earnings
GPC EPS Trend
Earnings per share: estimate vs actual
GPC Revenue Trend
Quarterly revenue: estimate vs actual
GPC Quarterly Results
5 quarters of earnings data
| Quarter | EPS Est. | EPS Act. | Surprise | Revenue | Rev. Surprise |
|---|---|---|---|---|---|
| Q1 26 | — | $1.77 | — | $6.26B | — |
| Q4 25 MISS FY | $1.81 | $1.55 | -14.36% | $6.01B | -0.65% |
| FY Full Year | $7.64 | $7.37 | -3.49% | $24.30B | -0.16% |
| Q3 25 MISS | $1.99 | $1.98 | -0.56% | $6.26B | +2.21% |
| Q2 25 BEAT | $2.06 | $2.10 | +2.16% | $6.16B | +1.00% |
| Q1 25 BEAT | $1.68 | $1.75 | +4.17% | $5.87B | +0.65% |