Latest revenue
$6.26B
as of 2026-03-31
Latest net income
$188.5M
as of 2026-03-31
Net margin
3.0%
as of 2026-03-31
Price · 5Y
Live market
delayed ≤15 min- Market cap
- $13.47B
- Enterprise value
- $17.57B
- P/E (trailing)
- 204.3×
- Forward P/E
- —
- P/B
- 3.01×
- Dividend yield
- 4.2%
- 52-wk high
- $151.57
- 52-wk low
- $90.78
- Beta
- —
- Shares out
- 137.6M
5-year trend
What this company does
Genuine Parts Company distributes replacement automotive parts through its NAPA network and industrial parts and supplies to maintenance and repair customers across North America, Europe, and Australasia. It generates revenue primarily by selling these parts at wholesale to repair shops, dealers, and industrial end-users, posting $6.26 billion in Q1 2026 sales with margins under pressure from rising operating costs. The defining event is its February 2026 plan to split into two public companies—Global Automotive and Global Industrial—targeted for completion in Q1 2027.
Generated from GPC's filing dated 2026-02-20
Key risks
- Margin compression: Q1 net income fell to $188.5M from $194.4M despite 6.8% revenue growth; opex rose 8.9% and interest expense climbed 18% to $44M.
- Spin-off execution risk: planned Q1 2027 separation into Global Automotive and Global Industrial may not close on terms, timing, or tax-free status as intended.
- Rising leverage: short-term borrowings grew to $1.16B from $944M, with total debt ~$5.0B against $4.5B equity and only $500M cash.
Generated from GPC's filing dated 2026-02-20
Profitability
Gross margin
36.8%
1.4%Net margin
0.3%
93.0%Return on equity
1.5%
92.8%Return on assets
0.3%
93.2%Leverage
Debt / equity
3.70×
7.4%Long-term debt / equity
0.79×
8.3%Debt / assets
78.7%
1.6%Earnings tracker
| Quarter | Revenue | YoY | Net income | YoY | Net margin |
|---|---|---|---|---|---|
Q1 2026 2026-03-31 | $6.26B | +6.8% | $188.5M | -3.0% | 3.0% |
Q4 2025 2025-12-31 | $6.01B | +4.1% | $-609.5M | -558.1% | -10.1% |
Q3 2025 2025-09-30 | $6.26B | +4.9% | $226.2M | -0.2% | 3.6% |
Q2 2025 2025-06-30 | $6.16B | +3.4% | $254.9M | -13.8% | 4.1% |
Q1 2025 2025-03-31 | $5.87B | +1.4% | $194.4M | -21.9% | 3.3% |
Q4 2024 2024-12-31 | $5.77B | — | $133.1M | — | 2.3% |
Q3 2024 2024-09-30 | $5.97B | +2.5% | $226.6M | -35.5% | 3.8% |
Q2 2024 2024-06-30 | $5.96B | +0.8% | $295.5M | -14.2% | 5.0% |
Year-over-year change vs the same fiscal quarter one year prior. Revenue + net income sourced from SEC 10-Q / 10-K filings — no analyst-consensus dependency.
Industry trend
Wholesale-Motor Vehicle Supplies & New Parts · SIC 5013
Your notes
Keep private notes on GPC — thesis, target price, catalysts to watch.
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Insider activity
Insider buying
$0
Insider selling
$1.1M
Net activity
−$1.1M
Distinct insiders
2
Open-market trades over the last 365 days.
Recent transactions
| Date | Insider | Type | Shares | Price | Value | |
|---|---|---|---|---|---|---|
| 2026-05-05 | James F. Howe President, Motion | Sale | 415 | $104.33 | $43.3K | |
| 2026-05-04 | James F. Howe President, Motion | Sale | 1,392 | $104.09 | $144.9K |
Source: SEC Form 4 filings. Officers, directors, and 10%+ owners must disclose share transactions within two business days. RSU grants and tax-withholding rows are excluded by default — compensation activity is not a trading signal.
Who owns GPC
Institutional value
$5.24B
Total shares held
51.3M
Distinct holders
740
As of
2026-03-31
Filers with $100M+ AUM disclose holdings 45 days after quarter end.
Top institutional holders
| # | Manager | Shares | Value | QoQ change | Action |
|---|---|---|---|---|---|
| 1 | VANGUARD CAPITAL MANAGEMENT LLC | 9.0M | $950.9M | — | New |
| 2 | VANGUARD PORTFOLIO MANAGEMENT LLC | 6.3M | $661.3M | — | New |
| 3 | Invesco Ltd. | 2.6M | $278.7M | — | New |
| 4 | DIMENSIONAL FUND ADVISORS LP | 2.1M | $217.4M | — | New |
| 5 | UBS Group AG | 1.6M | $174.3M | — | New |
| 6 | ProShare Advisors LLC | 1.2M | $130.5M | — | New |
| 7 | TRUIST FINANCIAL CORP | 1.0M | $105.8M | — | New |
| 8 | Legal & General Group Plc | 863.6K | $91.3M | — | New |
| 9 | EQUITY INVESTMENT CORP | 859.9K | $90.9M | — | New |
| 10 | Bank of New York Mellon Corp | 830.0K | $87.8M | — | New |
| 11 | VANGUARD FIDUCIARY TRUST CO | 781.4K | $82.6M | — | New |
| 12 | TOCQUEVILLE ASSET MANAGEMENT L.P. | 775.0K | $82.0M | — | New |
| 13 | DEUTSCHE BANK AG\ | 721.2K | $76.3M | — | New |
| 14 | WELLS FARGO & COMPANY/MN | 658.1K | $69.6M | — | New |
| 15 | BlackRock, Inc. | 651.3K | $68.9M | — | New |
| 16 | HSBC HOLDINGS PLC | 646.4K | $67.8M | — | New |
| 17 | STIFEL FINANCIAL CORP | 618.4K | $65.4M | — | New |
| 18 | PZENA INVESTMENT MANAGEMENT LLC | 574.1K | $60.7M | — | New |
| 19 | ENVESTNET ASSET MANAGEMENT INC | 526.5K | $55.7M | — | New |
| 20 | DAVENPORT & Co LLC | 467.4K | $49.2M | — | New |
Source: SEC Form 13F-HR. Positions aggregated across sub-managers within each firm. Options (puts/calls) excluded — common stock only.
Top questions investors are asking
- 1
With revenue up 6.8% but net income down 3% and SG&A growing 8.6%, when does operating deleverage reverse?
- 2
What dis-synergies and one-time costs should we model for the 2027 Automotive/Industrial separation, and how is debt being allocated?
- 3
Short-term borrowings jumped to $1.16B and AR rose $163M while sales grew 7%—is working capital signaling channel stuffing?
Refreshed when GPC files a new report · last from 2026-02-20