Genuine Parts
Distributes NAPA automotive parts and Motion industrial products across North America, Europe, and Australasia.
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Profile
Distributes automotive replacement parts through NAPA, UAP, Alliance Automotive Group, and GPC Asia Pacific, while Motion supplies industrial maintenance parts and services. A global branch-and-distribution network links suppliers with repair shops, fleets, manufacturers, and retail buyers as the automotive and industrial groups prepare to become separate public companies.
Distributes automotive replacement parts, accessories, tools, and equipment through North America Automotive and International Automotive. NAPA and UAP serve the United States and Canada; Alliance Automotive Group and GPC Asia Pacific cover Europe and Australasia.
Supplies industrial maintenance and production customers through Motion and Motion Asia Pacific. Bearings, power-transmission and fluid-power components, material-handling products, and repair or automation services move through branches and distribution facilities. Broad inventories and local fulfillment help limit customer downtime.
Automotive demand tracks vehicle use and maintenance; industrial demand follows manufacturing activity and capacity utilization. Product availability depends on suppliers, logistics, and inventory systems. The planned separation of Global Automotive and Global Industrial remains subject to board, regulatory, and SEC conditions.
Company facts
Key statistics
Year to date +10.8% · Average volume (30d) 1.3M
Analysts
Ratings
Target range
Latest analyst notes
| Date | Firm | Action | Rating | Prior target | Target |
|---|---|---|---|---|---|
| Aug 3, 2026 | DA Davidson | Reiterate | Buy | $150 | $170 |
| Jul 22, 2026 | Truist Financial | Target | $127 | $126 | |
| Jul 22, 2026 | Raymond James | Reiterate | Strong Buy | $145 | $165 |
| Jul 22, 2026 | UBS | Reiterate | Neutral | $135 | $122 |
| Jul 6, 2026 | DA Davidson | Reiterate | Buy | $145 | $150 |
Earnings
EPS
Revenue
History
| Report date | EPS est | EPS | Surprise | Revenue est | Revenue | Surprise | Next session |
|---|---|---|---|---|---|---|---|
| Jul 21, 2026Q2 FY26 | $2.08 | $2.15 | +3.4% | $6.43B | $6.54B | +1.7% | +1.05% |
| Apr 21, 2026Q1 FY26 | $1.81 | $1.77 | −2.2% | $6.16B | $6.26B | +1.6% | −2.83% |
| Feb 17, 2026Q4 FY25 | $1.82 | $1.55 | −14.8% | $6.06B | $6.00B | −1.0% | −3.84% |
| Oct 21, 2025Q3 FY25 | $2.02 | $1.98 | −2.0% | $6.06B | $6.26B | +3.3% | −1.23% |
Financial highlights
| 12 quarters | Q1 FY25 | Q2 FY25 | Q3 FY25 | Q4 FY25 | Q1 FY26 | Q2 FY26 | |
|---|---|---|---|---|---|---|---|
| Revenue | $5.87B | $6.16B | $6.26B | $6.01B | $6.26B | $6.54B | |
| Gross profit | $2.17B | $2.32B | $2.34B | $1.93B | $2.34B | $2.47B | |
| Operating income | $342.7M | $422.6M | $334.3M | $48.2M | $286.3M | $336.3M | |
| Net income | $194.4M | $254.9M | $226.2M | −$609.5M | $188.5M | $227.6M | |
| Diluted EPS | $1.40 | $1.83 | $1.62 | −$4.39 | $1.37 | $1.64 | |
| Gross margin | 37.1% | 37.7% | 37.4% | 32.1% | 37.3% | 37.8% | |
| Operating margin | 5.8% | 6.9% | 5.3% | 0.8% | 4.6% | 5.1% |
Fiscal years (4-quarter sums)FY21 $18.87B · FY22 $22.10B · FY23 $23.09B · FY24 $23.49B · FY25 $24.30B
Revenue by product · Q2 FY26
Revenue by geography · Q2 FY26
Balance sheet, Jun 30, 2026Cash & short-term investments $559.1M · Total debt $6.65B · Total assets $21.06B · Shareholders' equity $4.53B
Dividends
Raised for 41 straight years — most recently to $1.0625 from $1.03 in Mar 2026. To collect a payout, hold shares through the close before the ex-date.
History
| Ex-date | Record | Paid | Amount | Note |
|---|---|---|---|---|
| Jun 5, 2026 | Jun 5 | Jul 2 | $1.0625 | |
| Mar 6, 2026 | Mar 6 | Apr 2 | $1.0625 | raised from $1.03 |
| Dec 5, 2025 | Dec 5 | Jan 5 | $1.03 | |
| Sep 5, 2025 | Sep 5 | Oct 2 | $1.03 | |
| Jun 6, 2025 | Jun 6 | Jul 2 | $1.03 | |
| Mar 7, 2025 | Mar 7 | Apr 2 | $1.03 | raised from $1.00 |
| Dec 6, 2024 | Dec 6 | Jan 2 | $1.00 | |
| Sep 6, 2024 | Sep 6 | Oct 1 | $1.00 |
Ownership
A 13F quarter can total more than the shares outstanding — sub-advisers file the same block twice, and a filer's own share count can be a quarter stale. No split is drawn from it.
Shares outstanding 137.86M · Float 137.47M · 99.7% free float
Top shareholders13F · 13D/G · Form 4
| Holder | Shares | % outstanding | Form | Filed |
|---|---|---|---|---|
| BlackRock, Inc. | 13.35M | 9.68% | 13F | Aug 7, 2026 |
| Vanguard Capital Management LLC | 8.99M | 6.52% | 13F | Aug 13, 2026 |
| State Street Corp | 7.63M | 5.53% | 13F | Aug 7, 2026 |
| Vanguard Portfolio Management LLC | 6.19M | 4.49% | 13F | Aug 13, 2026 |
| Geode Capital Management, LLC | 3.90M | 2.83% | 13F | Aug 12, 2026 |
Insider tradesForm 4
| Date | Insider | Role | Shares | Avg price |
|---|---|---|---|---|
| Jun 26, 2026 | Christopher T. Galla | officer: SVP, GC, and Corp. Secretary | −2,333 | $115.00 |
| May 5, 2026 | James F. Howe | officer: President, Motion | −415 | $104.33 |
| May 4, 2026 | James F. Howe | officer: President, Motion | −1,392 | $104.09 |
| Dec 17, 2025 | James F. Howe | officer: President, Motion | −1,648 | $128.60 |
| Sep 26, 2025 | Naveen Krishna | officer: EVP, CIDO | −5,303 | $138.12 |
Peers
- O'Reilly Automotive
Dual-market auto-parts chain pressure on NAPA
- AutoZone
Large auto-parts retailer pressing NAPA stores and commercial sales
- Applied Industrial Technologies
Closest industrial-motion distributor overlap with Motion
- LKQ
Alternative-parts distributor overlap in North America and Europe
- W.W. Grainger
Broad-line MRO distributor overlap with Motion supply programs
- Advance Auto Parts
Auto-parts and Carquest network overlap with NAPA
- Fastenal
Industrial supply network overlap in MRO and inventory services
- Credicorp
Australasia aftermarket distributor opposite GPC Asia Pacific
CompareAfter-hours close
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| Genuine Parts | $139.42 | +1.46% | $18.96B | 573.0 | 17.1 | 0.8 | +6.0% |
| O'Reilly Automotive | $89.30 | +0.88% | $73.34B | 28.2 | 25.6 | 3.9 | +8.1% |
| AutoZone | $2,961.96 | −0.05% | $48.36B | 20.4 | 17.7 | 2.4 | +8.4% |
| Applied Industrial Technologies | $329.11 | +2.18% | $11.91B | 29.4 | 26.9 | 2.4 | +10.5% |
| LKQ | $25.53 | 0.00% | $6.46B | 14.2 | 8.8 | 0.5 | −6.4% |
| W.W. Grainger | $1,306.30 | +0.02% | $61.67B | 33.3 | 26.9 | 3.3 | +10.3% |
| Advance Auto Parts | $43.00 | +0.19% | $2.59B | 31.3 | 11.6 | 0.3 | −0.5% |
| Fastenal | $50.06 | +0.56% | $57.12B | 42.2 | 37.3 | 6.5 | +14.7% |
| Credicorp | $368.40 | +0.08% | $29.27B | 13.4 | 14.1 | 3.3 | −11.6% |
| Median | 28.8 | 21.6 | 2.8 | +8.3% |