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Sentiment · FY2026 Q2
| 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 | 15 (0%) |
| Chris Horvers | JPMorgan | 14 (14%) |
| Greg Melich | Evercore ISI | 14 (7%) |
| Michael Lasser | UBS | 14 (50%) |
| Scot Ciccarelli | Truist Securities | 10 (30%) |
| Chris Dankert | D.A. Davidson | 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 | 15 (0%) |
| JPMorgan | 1 | 14 (14%) |
| Evercore ISI | 1 | 14 (7%) |
| UBS | 1 |
| Truist Securities | 1 | 10 (30%) |
| D.A. Davidson | 1 | 6 (0%) |
| Goldman Sachs | 2 | 5 (0%) |
| Gabelli Funds | 1 | 2 (0%) |
Revenue grew 6.8% with adjusted EPS of $1.77, slightly above the prior year, as all segments delivered sequential improvement. The industrial segment achieved strong margin expansion, and U.S. company-owned stores outperformed with 5.5% comparable sales growth. The separation remained on track for Q1 2027 completion, and FY2026 guidance was reaffirmed despite Middle East conflict adding uncertainty.
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 |
| Quarter | Revenue | Rev YoY | EPS | EPS YoY | Gross margin | Op margin | Net margin | FCF |
|---|---|---|---|---|---|---|---|---|
| FY2024 Q4 | $5.77B | +3.3% | $0.96 | -57.5% | 35.9% | 4.3% | 2.3% | $-27M |
| FY2025 Q1 | $5.87B | +1.4% | $1.40 | -21.3% | 37.1% | 5.8% | 3.3% | $-161M |
| FY2025 Q2 | $6.16B | +3.4% | $1.83 |
| -13.3% |
| 37.7% |
| 6.9% |
| 4.1% |
| $81M |
| FY2025 Q3 | $6.26B | +4.9% | $1.62 | 0.0% | 37.4% | 5.3% | 3.6% | $240M |
| FY2025 Q4 | $6.01B | +4.1% | $-4.39 | -557.3% | 32.1% | 0.8% | -10.1% | $261M |
| FY2026 Q1 | $6.26B | +6.8% | $1.37 | -2.1% | 37.3% | 4.6% | 3.0% | $-34M |
| FY2026 Q2 | $6.54B | +6.0% | $1.65 | -9.8% | 37.8% | 5.1% | 3.5% | $292M |
Management’s own words, often on a non-GAAP, constant-currency, or adjusted basis — so these can differ from the GAAP figures above (e.g. constant-currency revenue growth excludes currency swings).
What GPC and other companies said about each other on FY2026 Q1 earnings calls — extracted verbatim from public transcripts. Mentions from the newest quarter are a Pro feature.
“the Benson acquisition provided a nice tailwind this quarter”
GPC's Canadian automotive acquisition of Benson is running ahead of plan and boosted Canada segment results.
“that 3% lags what Zone and O'Reilly have talked about, albeit in line with Advance”
An analyst notes GPC's price inflation is roughly in line with Advance Auto Parts, a direct aftermarket competitor.
“that 3% lags what Zone and O'Reilly have talked about, albeit in line with Advance”
An analyst benchmarks GPC's roughly 3% price inflation against competitors, implying O'Reilly has realized higher pricing.
“that 3% lags what Zone and O'Reilly have talked about, albeit in line with Advance”
An analyst benchmarks GPC's roughly 3% price inflation against competitors, implying AutoZone has realized higher pricing.
| Company | Score | Trend | Rev YoY |
|---|---|---|---|
GPC Genuine Parts Company | 6 | +6.8% | |
| AMZN Amazon.com, Inc. | 9 | +16.6% | |
| AZO AutoZone | 6 | +8.2% | |
| BBY Best Buy | 5 | -1.0% | |
| CASY Casey's General Stores, Inc. | 8 | +0.3% | |
| 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 | 7 | +11.8% | |
| WSM Williams-Sonoma | 5 | -4.3% |