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GPC

Genuine Parts Company

GPC

Genuine Parts Company • NYSE
$130.40 ▲ 0.42% (+0.54)
Market Cap $18.14 B
52w High $143.48
52w Low $104.01
Dividend Yield 4.09%
P/E 22.41
Volume 309.06K
Outstanding Shares 139.10M

Income Statement

Period Revenue Operating Expense Net Income Net Profit Margin Earnings Per Share EBITDA
Q3-2025 $6.26B ▲ $2.007B ▲ $226.171M ▼ 3.613% ▼ $1.63 ▼ $459.51M ▼
Q2-2025 $6.164B ▲ $1.902B ▲ $254.88M ▲ 4.135% ▲ $1.83 ▲ $501.786M ▲
Q1-2025 $5.866B ▲ $1.831B ▲ $194.392M ▲ 3.314% ▲ $1.4 ▲ $404.288M ▲
Q4-2024 $5.77B ▼ $1.821B ▼ $133.056M ▼ 2.306% ▼ $0.96 ▼ $308.521M ▼
Q3-2024 $5.97B $1.836B $226.582M 3.795% $1.63 $431.447M

Balance Statement

Period Cash & Short-term Total Assets Total Liabilities Total Equity
Q3-2025 $431.359M ▼ $20.695B ▲ $15.89B ▲ $4.787B ▲
Q2-2025 $457.993M ▲ $20.431B ▲ $15.712B ▲ $4.703B ▲
Q1-2025 $420.447M ▼ $19.817B ▲ $15.353B ▲ $4.45B ▲
Q4-2024 $479.991M ▼ $19.283B ▼ $14.931B ▼ $4.337B ▼
Q3-2024 $1.078B $20.259B $15.549B $4.696B

Cash Flow Statement

Period Net Income Cash From Operations Cash From Investing Cash From Financing Net Change Free Cash Flow
Q3-2025 $226.171M ▼ $341.574M ▲ $-170.001M ▼ $-196.244M ▼ $-26.634M ▼ $239.953M ▲
Q2-2025 $254.88M ▲ $209.942M ▲ $-163.132M ▼ $-26.215M ▼ $37.546M ▲ $80.96M ▲
Q1-2025 $194.392M ▲ $-40.827M ▼ $-154.818M ▲ $128.742M ▲ $-59.544M ▲ $-160.667M ▼
Q4-2024 $133.056M ▼ $155.026M ▼ $-262.332M ▲ $-458.764M ▼ $-598.127M ▼ $-26.723M ▼
Q3-2024 $226.582M $484.31M $-483.166M $507.154M $522.841M $357.965M

Revenue by Products

Product Q4-2024Q1-2025Q2-2025Q3-2025
Automotive Parts
Automotive Parts
 $3.67Bn ▲$3.66Bn ▼$3.91Bn ▲$3.99Bn ▲
Industrial Parts
Industrial Parts
 $2.10Bn ▲$2.20Bn ▲$2.25Bn ▲$2.27Bn ▲

Five-Year Company Overview

Income Statement

Income Statement Genuine Parts has delivered steady sales growth over the last five years, with revenue rising each year and comfortably above pre‑2020 levels. Gross profit has grown alongside sales, showing that the core business continues to scale. However, profitability has been choppy: operating profit and net income improved strongly after 2020, peaked around 2023, and then stepped down in 2024 even as sales kept growing. That points to some recent margin pressure, likely from higher costs, mix shifts, or investments. Earnings per share tell the same story: a clear recovery and expansion after 2020, followed by a noticeable pullback in the most recent year. Overall, the income statement reflects a mature, resilient distributor with solid revenue momentum but some near‑term strain on margins that bears watching.

Balance Sheet

Balance Sheet The balance sheet shows a business that has grown steadily in size, with total assets climbing each year. Debt has increased meaningfully over the period, while shareholders’ equity has also risen but at a slower pace. This means leverage has crept higher, though it is still supported by a sizable equity base. Cash on hand moved up and down over the years and dipped in the most recent period, which suggests the company has been comfortable using cash for investment, debt management, or shareholder returns rather than building a large idle balance. In simple terms, GPC is running a more leveraged but still reasonably balanced capital structure, which is typical for a large, established distributor but does reduce its margin for error if conditions worsen.

Cash Flow

Cash Flow GPC consistently generates positive cash from its operations, which is a key strength. Operating cash flow has been solid each year, though it softened in 2024 compared with the prior few years and sits below an especially strong showing in 2020. Free cash flow has also remained positive throughout, even after rising capital spending. Capital investment has been gradually increasing, which fits with the company’s push into modernization and technology. The trade‑off is that, in the latest year, free cash flow is lower than earlier peaks, suggesting either softer cash conversion or heavier reinvestment. Overall, the cash flow profile is healthy and dependable, but recent trends suggest less headroom than in the best years and underline the importance of successfully earning a return on newer investments.

Competitive Edge

Competitive Edge GPC’s competitive footing is rooted in scale, reach, and brand strength rather than in any single product. Its extensive distribution network and large footprint of NAPA and Motion locations create real barriers for smaller rivals, especially in a business where customers value fast, reliable parts availability. The NAPA name carries strong recognition with professional mechanics and do‑it‑yourself customers, which helps keep business sticky. The industrial arm, Motion, deepens relationships by providing services like automation solutions, repairs, and energy efficiency work, positioning the company as a partner rather than simply a parts supplier. Diversification across automotive and industrial markets adds resilience, smoothing out swings in any one segment. Taken together, GPC enjoys a durable but not unassailable moat: its advantages come from execution, network density, and service quality, all of which need continual investment to maintain.

Innovation and R&D

Innovation and R&D Although GPC is not a classic high‑tech company, it is leaning more on technology and process innovation to protect and extend its moat. The partnership with Google Cloud to modernize digital, store, and supply‑chain systems aims to sharpen inventory management, improve logistics, and enhance data‑driven decision‑making. NAPA’s recognized B2B e‑commerce capabilities show the company can compete effectively online, an increasingly important channel. Internally, tools like the GPC Connect platform improve communication and coordination across a large workforce. On the industrial side, Motion’s automation and robotics offerings move the business toward higher‑value solutions. Strategically, GPC is also preparing for the shift toward electric vehicles and advanced driver‑assistance systems by investing in specialized parts, training, and technician development, including an AI‑enabled extended‑reality training platform. This is more about applied innovation and capability building than pure research, but it positions the company to stay relevant as vehicle and industrial technologies evolve.

Summary

Genuine Parts looks like a seasoned operator with a long track record of steady growth and a business model built around a powerful distribution network and well‑known brands. The top line has grown consistently, and the company has historically converted that into solid profits and dependable cash flow. The main financial watchpoints are recent margin compression, somewhat softer operating cash flow, and rising leverage, all of which narrow the cushion if business conditions weaken or if investments do not pay off as expected. On the strategic side, GPC’s scale, service capabilities, and diversification across automotive and industrial markets remain key strengths. Its ongoing investments in digital infrastructure, supply‑chain modernization, automation services, and EV/ADAS readiness show a clear effort to adapt a legacy business to a more technology‑driven future. The company appears well‑positioned within its niche, but its long‑term performance will hinge on maintaining margins, managing debt prudently, and successfully executing on its transformation and electrification strategies.

NEWS

November 17, 2025 · 4:30 PM UTC

Genuine Parts Company Declares Regular Quarterly Dividend

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October 21, 2025 · 6:55 AM UTC

Genuine Parts Company Reports Third Quarter 2025 Results and Updates Full-Year Outlook

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October 14, 2025 · 8:30 AM UTC

Genuine Parts Company to Present at the Gabelli Funds 49th Annual Automotive Symposium

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September 30, 2025 · 8:30 AM UTC

Genuine Parts Company to Report Third Quarter 2025 Results on October 21, 2025

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September 4, 2025 · 8:30 AM UTC

Genuine Parts Company Advances Board Refreshment Program With New Appointments to Support Ongoing Transformation

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