GPC · NYSE · Auto - Parts

Genuine Parts (GPC)

Distributes NAPA automotive parts and Motion industrial products across North America, Europe, and Australasia.

$129.85
vs last close+3.40 (+2.69%)

Genuine Parts buys replacement parts from thousands of manufacturers and resells them — car parts through NAPA stores across North America, Europe and Australia, and factory parts through Motion. It makes nothing itself; it earns the gap between what it pays and what it charges. Next year it plans to break in two, sending the car business and the industrial one their separate ways.

Item facts: FY2025 · year ended Dec 31, 2025, from filings, earnings calls and company pages.

Judgment weights, not filed revenue

North American car parts~39%Factory & plant parts~37%European car parts~16%Australian & NZ car parts~8%

The band summarizes business focus and direction. ~ marks estimates.

7 in detail · 9 more below

  • NAPA — North America Automotive

    · Segment

    The US and Canada car-parts business: 76 distribution centres feeding roughly 6,800 NAPA stores. Biggest slice of sales, thinnest profit — earnings fell again in 2025, to about 7 cents on the sales dollar, before recovering by mid-2026.

    Competes with AutoZone stores (AutoZone) · O'Reilly Auto Parts stores (O'Reilly Automotive) · Carquest / Advance stores (Advance Auto Parts)

    In plain English

    Think of the shop that fixes your car. It doesn't keep every part in the back, so when a car is up on the lift someone phones for one and it's driven over. NAPA is the network that makes that call worth answering: warehouses, stores close to the shops, vans out all day.

    The money is the gap between what Genuine Parts pays the manufacturers and what the store charges. More than four in five US sales go to repair shops rather than to people fixing their own cars, and most of that work can't be put off. It leans on a few suppliers, though: about ten provide over half of what the US business buys, and when one went bankrupt late in 2025 the volume had to move mid-quarter.

  • NAPA Auto Care & commercial programs

    · Customer program

    The banner-and-warranty deal that keeps independent garages ordering from NAPA — over 20,000 signed-up repair centres in North America. Shop sales rose about 4% in mid-2026 while walk-in retail sales fell about 3%.

    Competes with Professional installer programme (O'Reilly Automotive) · Carquest professional programme (Advance Auto Parts)

    In plain English

    A garage down the street is nobody's brand. Sign it up here and it gets the NAPA name over its door, a warranty drivers recognise and marketing support — and in return it buys its parts from NAPA.

    Genuine Parts owns none of these workshops and pays none of their staff, yet more than twenty thousand of them across North America send their orders its way. Fleet operators and government garages are handled through the same set of commercial programs. It is loyalty bought cheaply, and it is why the repair-shop side kept growing in mid-2026 even as walk-in customers spent less.

  • Independent NAPA owners & store buy-ins

    · Ecosystem

    Most NAPA-branded stores belong to local owners buying at wholesale, so Genuine Parts earns less per part than in its own 2,471 stores. Buying the biggest owners out is now a standing use of cash — over 100 locations came in during 2025.

    Competes with Independent jobber network (Advance Auto Parts) · Regional distributors serving unaffiliated garages (Privately held regional groups)

    In plain English

    Most stores carrying the NAPA name belong to other people. A local owner orders from Genuine Parts' distribution centres at wholesale prices and keeps the markup when selling on to the garage down the road — easy on Genuine Parts, which ties up no money in those stores, but a thinner slice of every sale.

    So it has started buying the biggest owners out: 181 stores in one 2024 deal, about 70 more that August, then roughly 85 in Canada last October. Nothing changes on the shelf; the whole markup simply stays in-house. The limit is cash — the dividend already costs more than the business generates, and buying slowed through 2025 as debt climbed.

  • Motion

    · Segment

    Industrial parts — bearings, belts, seals, pumps — sold to factories, mines and food plants from 646 branches. Smaller than the car side and far more profitable: $1.15B of earnings in 2025, and the only segment whose earnings grew that year.

    Competes with High-Touch Solutions N.A. (W.W. Grainger) · Service Center-Based Distribution (Applied Industrial Technologies) · Onsite and vending programs (Fastenal)

    In plain English

    Every factory runs on parts that wear out: bearings that spin, belts that slip, seals that leak, pumps that quit. When one fails the line stops, which costs far more than the part ever did. Motion keeps those parts on shelves near the plants and gets them through the door fast.

    Its customers are manufacturers, miners, food processors and warehouse operators — more than 180,000 of them, none large enough to dominate the mix. What they are really buying is the certainty that the part is on the shelf today, which is why this half of the company earns close to twice the margin of the car half.

  • Motion Ai, fluid power & repair services

    · Service

    Engineering, fabrication and repair sold on top of the parts: automation, fluid power and conveyor systems built for one machine. Never sized on its own, but part of why Motion earned roughly 13 cents on the sales dollar in mid-2026 against 8 for North American car parts.

    Competes with Fluid power and engineered solutions (Applied Industrial Technologies) · Technical and inventory services (W.W. Grainger)

    In plain English

    Selling a pump is one job. Working out which pump, wiring it into a production line and getting it running again when it quits is a different one. Motion staffs 77 centres for that second job — designing hydraulic, conveyor and automation systems around one particular machine, building them, then servicing them.

    It also watches machines for early signs of trouble, so a worn part gets swapped on a planned shutdown instead of mid-shift. Customers here pay for engineering hours and labour, not just the box on the pallet, and a plant built around that advice does not hand the work to somebody else lightly.

  • Alliance Automotive Group

    · Brand

    The European car-parts arm: over 2,500 outlets across the UK and Ireland, France, Germany and four more countries, supplying independent garages. A drag through 2025; the international car business is now guided to 5%–8% growth, fastest of the three segments.

    Competes with Euro Car Parts branches (LKQ Corporation) · Mobivia/ATU supply agreement (LKQ Europe + Mobivia)

    In plain English

    Thousands of small independent garages keep Europe's cars on the road, and each one buys from a local wholesaler — the trade calls those wholesalers motor factors. Alliance is one of them, across the UK and Ireland, France, Germany, the Netherlands, Poland, Spain and Portugal, and it also runs the buying groups that let independent workshops order together under a shared name.

    Parts move from 73 distribution centres out to more than 2,500 outlets and on to a garage with a car waiting. Sales here were weak through 2025 and picked up smartly by mid-2026, though management says plainly that it does not know how long the better conditions hold.

  • Repco & GPC Asia Pacific

    · Brand

    Australia and New Zealand: more than 430 Repco stores selling to trade workshops on one side and to drivers on the other, backed by six warehouses. Sales grew 2% in local money in mid-2026 — steady rather than spectacular.

    Competes with Burson Auto Parts trade stores (Bapcor) · Autobarn retail stores (Bapcor) · Supercheap Auto (Super Retail Group)

    In plain English

    A Repco store is built with two counters. Round the back a mechanic collects a clutch for a job booked that afternoon; out front someone buys wiper blades and oil for the weekend. More than 430 stores, six warehouses and over 6,000 staff across Australia and New Zealand serve both, alongside accessory names like Rare Spares and Stedi.

    The economics are the group's everywhere else — buy from the makers, hold the stock close to the customer, sell it on at a markup. The difference is that half the shop sells to ordinary drivers, and that everything it earns is in Australian and New Zealand dollars before it comes home.

  • NAPA — North America Automotive· SegmentThe US and Canada car-parts business: 76 distribution centres feeding roughly 6,800 NAPA stores. Biggest slice of sales, thinnest profit — earnings fell again in 2025, to about 7 cents on the sales dollar, before recovering by mid-2026.

    The US and Canada car-parts business: 76 distribution centres feeding roughly 6,800 NAPA stores. Biggest slice of sales, thinnest profit — earnings fell again in 2025, to about 7 cents on the sales dollar, before recovering by mid-2026.

    In plain English

    Think of the shop that fixes your car. It doesn't keep every part in the back, so when a car is up on the lift someone phones for one and it's driven over. NAPA is the network that makes that call worth answering: warehouses, stores close to the shops, vans out all day.

    The money is the gap between what Genuine Parts pays the manufacturers and what the store charges. More than four in five US sales go to repair shops rather than to people fixing their own cars, and most of that work can't be put off. It leans on a few suppliers, though: about ten provide over half of what the US business buys, and when one went bankrupt late in 2025 the volume had to move mid-quarter.

    Competes with AutoZone stores (AutoZone) · O'Reilly Auto Parts stores (O'Reilly Automotive) · Carquest / Advance stores (Advance Auto Parts)

  • NAPA Auto Care & commercial programs· Customer programThe banner-and-warranty deal that keeps independent garages ordering from NAPA — over 20,000 signed-up repair centres in North America. Shop sales rose about 4% in mid-2026 while walk-in retail sales fell about 3%.

    The banner-and-warranty deal that keeps independent garages ordering from NAPA — over 20,000 signed-up repair centres in North America. Shop sales rose about 4% in mid-2026 while walk-in retail sales fell about 3%.

    In plain English

    A garage down the street is nobody's brand. Sign it up here and it gets the NAPA name over its door, a warranty drivers recognise and marketing support — and in return it buys its parts from NAPA.

    Genuine Parts owns none of these workshops and pays none of their staff, yet more than twenty thousand of them across North America send their orders its way. Fleet operators and government garages are handled through the same set of commercial programs. It is loyalty bought cheaply, and it is why the repair-shop side kept growing in mid-2026 even as walk-in customers spent less.

    Competes with Professional installer programme (O'Reilly Automotive) · Carquest professional programme (Advance Auto Parts)

  • Independent NAPA owners & store buy-ins· EcosystemMost NAPA-branded stores belong to local owners buying at wholesale, so Genuine Parts earns less per part than in its own 2,471 stores. Buying the biggest owners out is now a standing use of cash — over 100 locations came in during 2025.

    Most NAPA-branded stores belong to local owners buying at wholesale, so Genuine Parts earns less per part than in its own 2,471 stores. Buying the biggest owners out is now a standing use of cash — over 100 locations came in during 2025.

    In plain English

    Most stores carrying the NAPA name belong to other people. A local owner orders from Genuine Parts' distribution centres at wholesale prices and keeps the markup when selling on to the garage down the road — easy on Genuine Parts, which ties up no money in those stores, but a thinner slice of every sale.

    So it has started buying the biggest owners out: 181 stores in one 2024 deal, about 70 more that August, then roughly 85 in Canada last October. Nothing changes on the shelf; the whole markup simply stays in-house. The limit is cash — the dividend already costs more than the business generates, and buying slowed through 2025 as debt climbed.

    Competes with Independent jobber network (Advance Auto Parts) · Regional distributors serving unaffiliated garages (Privately held regional groups)

  • Motion· SegmentIndustrial parts — bearings, belts, seals, pumps — sold to factories, mines and food plants from 646 branches. Smaller than the car side and far more profitable: $1.15B of earnings in 2025, and the only segment whose earnings grew that year.

    Industrial parts — bearings, belts, seals, pumps — sold to factories, mines and food plants from 646 branches. Smaller than the car side and far more profitable: $1.15B of earnings in 2025, and the only segment whose earnings grew that year.

    In plain English

    Every factory runs on parts that wear out: bearings that spin, belts that slip, seals that leak, pumps that quit. When one fails the line stops, which costs far more than the part ever did. Motion keeps those parts on shelves near the plants and gets them through the door fast.

    Its customers are manufacturers, miners, food processors and warehouse operators — more than 180,000 of them, none large enough to dominate the mix. What they are really buying is the certainty that the part is on the shelf today, which is why this half of the company earns close to twice the margin of the car half.

    Competes with High-Touch Solutions N.A. (W.W. Grainger) · Service Center-Based Distribution (Applied Industrial Technologies) · Onsite and vending programs (Fastenal)

  • Motion Ai, fluid power & repair services· ServiceEngineering, fabrication and repair sold on top of the parts: automation, fluid power and conveyor systems built for one machine. Never sized on its own, but part of why Motion earned roughly 13 cents on the sales dollar in mid-2026 against 8 for North American car parts.

    Engineering, fabrication and repair sold on top of the parts: automation, fluid power and conveyor systems built for one machine. Never sized on its own, but part of why Motion earned roughly 13 cents on the sales dollar in mid-2026 against 8 for North American car parts.

    In plain English

    Selling a pump is one job. Working out which pump, wiring it into a production line and getting it running again when it quits is a different one. Motion staffs 77 centres for that second job — designing hydraulic, conveyor and automation systems around one particular machine, building them, then servicing them.

    It also watches machines for early signs of trouble, so a worn part gets swapped on a planned shutdown instead of mid-shift. Customers here pay for engineering hours and labour, not just the box on the pallet, and a plant built around that advice does not hand the work to somebody else lightly.

    Competes with Fluid power and engineered solutions (Applied Industrial Technologies) · Technical and inventory services (W.W. Grainger)

  • Alliance Automotive Group· BrandThe European car-parts arm: over 2,500 outlets across the UK and Ireland, France, Germany and four more countries, supplying independent garages. A drag through 2025; the international car business is now guided to 5%–8% growth, fastest of the three segments.

    The European car-parts arm: over 2,500 outlets across the UK and Ireland, France, Germany and four more countries, supplying independent garages. A drag through 2025; the international car business is now guided to 5%–8% growth, fastest of the three segments.

    In plain English

    Thousands of small independent garages keep Europe's cars on the road, and each one buys from a local wholesaler — the trade calls those wholesalers motor factors. Alliance is one of them, across the UK and Ireland, France, Germany, the Netherlands, Poland, Spain and Portugal, and it also runs the buying groups that let independent workshops order together under a shared name.

    Parts move from 73 distribution centres out to more than 2,500 outlets and on to a garage with a car waiting. Sales here were weak through 2025 and picked up smartly by mid-2026, though management says plainly that it does not know how long the better conditions hold.

    Competes with Euro Car Parts branches (LKQ Corporation) · Mobivia/ATU supply agreement (LKQ Europe + Mobivia)

  • Repco & GPC Asia Pacific· BrandAustralia and New Zealand: more than 430 Repco stores selling to trade workshops on one side and to drivers on the other, backed by six warehouses. Sales grew 2% in local money in mid-2026 — steady rather than spectacular.

    Australia and New Zealand: more than 430 Repco stores selling to trade workshops on one side and to drivers on the other, backed by six warehouses. Sales grew 2% in local money in mid-2026 — steady rather than spectacular.

    In plain English

    A Repco store is built with two counters. Round the back a mechanic collects a clutch for a job booked that afternoon; out front someone buys wiper blades and oil for the weekend. More than 430 stores, six warehouses and over 6,000 staff across Australia and New Zealand serve both, alongside accessory names like Rare Spares and Stedi.

    The economics are the group's everywhere else — buy from the makers, hold the stock close to the customer, sell it on at a markup. The difference is that half the shop sells to ordinary drivers, and that everything it earns is in Australian and New Zealand dollars before it comes home.

    Competes with Burson Auto Parts trade stores (Bapcor) · Autobarn retail stores (Bapcor) · Supercheap Auto (Super Retail Group)

Named in filings, launches and programs

  • Traction / TruckProBrandHeavy-duty banners in North America — parts for trucks and fleet equipment, sold under their own names inside the NAPA business.
  • Altrom / Cadel / TW / NAPA CMAX / Auto-CampingBrandCanadian store banners named in the annual filing, each keeping its own name over the same North American parts network.
  • GROUPAUTO / PartsPoint / Coler / UAN / CAAR / LausanBrandInternational banners and buying groups that let independent workshops and wholesalers order together under a shared name.
  • SparesboxBrandAustralian online parts shop selling straight to drivers; reported as folding into Repco under a Performance Hub brand from September 2026.
  • AMX / Stedi / McLeod Accessories / JTR / Rare SparesBrandAccessory and specialist names carried by the Australian business alongside Repco's own shelves.
  • Motion Asia PacificBrandMotion's industrial distribution inside the Australia and New Zealand business — roughly half a billion dollars of sales, estimated rather than disclosed.
  • Motion Onsite SolutionsServiceStocks and runs the parts shelf inside a customer's own plant, so the inventory sits on their floor instead of in a Motion branch.
  • Motion online orderingPlatformA growing share of plant orders arrives through Motion's website rather than over a branch counter.
  • NAPA MexicoBrandSmall but quick: about $100M of sales in 2025, a rounding error in the group, growing at roughly 16%.
  • Traction / TruckProBrand

    Heavy-duty banners in North America — parts for trucks and fleet equipment, sold under their own names inside the NAPA business.

  • Altrom / Cadel / TW / NAPA CMAX / Auto-CampingBrand

    Canadian store banners named in the annual filing, each keeping its own name over the same North American parts network.

  • GROUPAUTO / PartsPoint / Coler / UAN / CAAR / LausanBrand

    International banners and buying groups that let independent workshops and wholesalers order together under a shared name.

  • SparesboxBrand

    Australian online parts shop selling straight to drivers; reported as folding into Repco under a Performance Hub brand from September 2026.

  • AMX / Stedi / McLeod Accessories / JTR / Rare SparesBrand

    Accessory and specialist names carried by the Australian business alongside Repco's own shelves.

  • Motion Asia PacificBrand

    Motion's industrial distribution inside the Australia and New Zealand business — roughly half a billion dollars of sales, estimated rather than disclosed.

  • Motion Onsite SolutionsService

    Stocks and runs the parts shelf inside a customer's own plant, so the inventory sits on their floor instead of in a Motion branch.

  • Motion online orderingPlatform

    A growing share of plant orders arrives through Motion's website rather than over a branch counter.

  • NAPA MexicoBrand

    Small but quick: about $100M of sales in 2025, a rounding error in the group, growing at roughly 16%.