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Sentiment · FY2026 Q1
What companies say about each other on earnings calls — extracted verbatim from public transcripts. Mentions from the newest quarter are a Pro feature.
“I think that NAPA guys were saying maybe 2.5 million, is that because they're sourcing out of different regions and markets and have less tariff exposure?”
An analyst contrasts O'Reilly's ~4% same-SKU inflation with NAPA's (Genuine Parts) lower figure, implying differing tariff/sourcing exposure across auto-parts peers.
“Add up all of the public competitors of us [indiscernible] Napa, you just barely get over 20% of the available market share. That means there's 75% to 80% that's available for all of us to go take share of wallet and share of customers.”
AutoZone frames NAPA (Genuine Parts Company) as one of the few public competitors in a highly fragmented aftermarket auto parts market, noting that even combined, named public competitors hold barely 20% share, implying ample room for share gains industry-wide rather than a specific competitive threat.
“we recorded a charge of approximately $150 million for expected losses on amounts due to us from First Brands Group.”
GPC took a ~$150M charge on receivables owed by supplier First Brands Group after its bankruptcy and shifted business to alternative suppliers, a sharply negative read-through on First Brands.
“we closed on the acquisition of Benson Auto Parts, one of the largest independent aftermarket players in Canada.”
Genuine Parts acquired Benson Auto Parts, a large Canadian independent aftermarket distributor, expanding its NAPA footprint in Canada.
A pre-earnings brief is ready for GPC: the setup, what peers and partners said this season, and which analysts to watch. Reading it is a Tellvest Pro feature.
| Analyst | Firm | Questions (Challenge)Percentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|
| Bret Jordan | Jefferies | 13 (0%) |
| Chris Horvers | JPMorgan | 12 (17%) |
| Greg Melich | Evercore ISI |
“we've signed a definitive agreement to acquire Benson Auto Parts, one of the largest independent aftermarket players in Canada, operating approximately 85 stores in Ontario and Quebec.”
GPC agreed to acquire Benson Auto Parts, a large Canadian independent aftermarket operator with ~85 stores, expanding its Canada footprint.
“First Brands has been suspended in our programs, which you would expect.”
GPC suspended First Brands from its supply-chain financing programs amid the supplier's distress, while other programs function normally.
“Genuine Parts Company has a commercial relationship with First Brands, predominantly across our Global Automotive business. Our relationship represents approximately 3% of Global Automotive sales.”
GPC quantified its supplier exposure to distressed auto-parts maker First Brands at roughly 3% of Global Automotive sales as First Brands navigates its situation.
“Our progress with Walker is also on track operationally and financially.”
GPC's acquisition of Walker is progressing on track; it will fully roll into comparable sales beginning in August, at its one-year anniversary.
“In May, we hit the one-year anniversary of the Emtek acquisition, and our integration and synergy capture are on track.”
GPC's acquisition of Emtek is fully integrated one year on, with all stores onboarded to GPC systems and folded into comparable sales beginning in May.
“The integration of our recent acquisitions, including MPEC and Walker acquired in mid-2024, are progressing well and remain on plan. Both acquisitions are positively contributing to NAPA's EBITDA margin.”
GPC's mid-2024 acquisition of independent-store operator Walker is integrating on plan and contributing positively to NAPA's EBITDA margin.
“The integration of our recent acquisitions, including MPEC and Walker acquired in mid-2024, are progressing well and remain on plan. Both acquisitions are positively contributing to NAPA's EBITDA margin.”
GPC's mid-2024 acquisition of independent-store operator MPEC is integrating on plan and contributing positively to NAPA's EBITDA margin.
“Developed in partnership with Google, this platform features proprietary search capabilities that are faster and more reliable.”
GPC built its modernized NAPA ProLink e-commerce platform for commercial customers in partnership with Google, driving faster search and improved product-catalog coverage.
“the recent completion of our global HR rollout with Workday to create a standardized company-wide platform that simplified 40 disparate HR platforms to one”
GPC completed a global HR systems standardization on Workday, consolidating 40 disparate HR platforms into one.
“This year, we're focused on improving catalog and search capabilities using Google Cloud.”
GPC is investing in Google Cloud to modernize its automotive parts catalog and search, later citing 4x faster and 2x more accurate search results at half the cost.
| Mike Lasser | UBS | 12 (58%) |
| Scot Ciccarelli | Truist Securities | 8 (38%) |
| Chris Dankert | Loop Capital | 6 (0%) |
| Kate McShane | Goldman Sachs | 3 (0%) |
| Seth Basham | Wedbush Securities | 2 (50%) |
| Mark Jordan | Goldman Sachs | 2 (0%) |
| Carolina Jolly | Gabelli Funds | 2 (0%) |
| Firm | Analysts | Questions (Challenge)Percentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|
| Jefferies | 1 | 13 (0%) |
| Evercore ISI | 1 | 12 (8%) |
| JPMorgan | 1 | 12 (17%) |
| UBS | 1 | 12 (58%) |
| Truist Securities | 1 | 8 (38%) |
| Loop Capital | 1 | 6 (0%) |
| Goldman Sachs | 2 | 5 (0%) |
| Wedbush Securities | 1 | 2 (50%) |
Genuine Parts closed FY2025 with Q4 revenue growth of 4.1% and adjusted EPS of $1.55, distorted by massive non-recurring charges related to the announced separation of Automotive and Industrial into two public companies. Restructuring exceeded targets with $175 million in savings, and industrial continued its sequential improvement with 3.4% comparable sales growth. New FY2026 adjusted EPS guidance of $7.50-$8.00 was introduced under a new three-segment reporting structure.
Competitive Dynamics | Trade Tariffs | Margin | Demand | Pricing | Capital Allocation | Guidance Reliability | Cost Pressure | |
|---|---|---|---|---|---|---|---|---|
| 2024Q4 | 5 | 2 | 2 | 5 | 3 | 1 | ||
| 2025Q1 | 4 | 6 | 1 | 1 | 2 | 1 | 2 | |
| 2025Q2 | 4 | 4 | 4 | 1 | 4 | 1 | 1 | 1 |
| 2025Q3 | 3 | 3 | 3 | 4 | 2 | 2 | 1 | 3 |
| 2025Q4 | 6 | 1 | 4 | 3 | 2 | 4 | 2 | 1 |
| 2026Q1 | 5 | 1 | 3 | 2 | 3 | 2 |
| '24Q4 | '25Q1 | '25Q2 | '25Q3 | '25Q4 | '26Q1 | |
|---|---|---|---|---|---|---|
| Competitive Dynamics | 5 | 4 | 4 | 3 | 6 | 5 |
| Trade Tariffs | 2 | 6 | 4 | 3 | 1 | 1 |
| Margin | 2 | 1 | 4 | 3 | 4 | 3 |
| Demand | 5 | 1 | 1 | 4 | 3 | |
| Pricing | 2 | 4 | 2 | 2 | 2 | |
| Capital Allocation | 1 | 1 | 2 | 4 | 3 | |
| Guidance Reliability | 3 | 1 | 1 | 2 | 2 | |
| Cost Pressure | 1 | 2 | 1 | 3 | 1 |
| Company | Score | Trend | Rev YoY |
|---|---|---|---|
GPC Genuine Parts Company | 6 | +6.8% | |
| AMZN Amazon.com, Inc. | 9 | +16.6% | |
| AZO AutoZone | 7 | +8.4% | |
| BBY Best Buy | 6 | +1.9% | |
| CASY Casey's General Stores, Inc. | 9 | +14.5% | |
| EBAY eBay | 8 | +19.5% | |
| MELI MercadoLibre | 7 | +49.0% | |
| ORLY O'Reilly Automotive | 8 | +10.2% | |
| PDD PDD Holdings | 6 | +10.4% | |
| TSCO Tractor Supply | 5 | +3.6% | |
| ULTA Ulta Beauty | 8 | +11.1% | |
| WSM Williams-Sonoma | 6 | +4.3% |