Genuine Parts(GPC)株式概要自動車および産業用交換部品を販売。 詳細GPC ファンダメンタル分析スノーフレーク・スコア評価6/6将来の成長4/6過去の実績0/6財務の健全性3/6配当金4/6報酬当社が推定した公正価値より55.7%で取引されている 収益は年間37.77%増加すると予測されています 同業他社や業界と比較して、良好な取引価格 アナリストらは、株価が34.5%上昇するだろうとほぼ一致している。 リスク分析負債は営業キャッシュフローで十分にカバーされていない 4.32%の配当は、利益やフリーキャッシュフローによって十分にカバーされていない 財務結果に影響を与える大きな一時的項目 利益率(0.2%)は昨年より低い(3.6%) すべてのリスクチェックを見るGPC Community Fair Values Create NarrativeSee what 63 others think this stock is worth. Follow their fair value or set your own to get alerts.Analyst Price TargetsAN25.7% undervaluedAnalystConsensusTarget•7d agoIndustrial Segment Gains And Possible Spinoff Will Redefine Business Direction709043AN48.2% undervaluedAnalystHighTarget•3mo agoSupply Chain Modernization And Cost Savings Will Support A Stronger Long Term Outlook4100Top Analyst NarrativesAN25.7% undervaluedAnalystConsensusTarget•7d agoIndustrial Segment Gains And Possible Spinoff Will Redefine Business Direction709043AN48.2% undervaluedAnalystHighTarget•3mo agoSupply Chain Modernization And Cost Savings Will Support A Stronger Long Term Outlook4100View all narrativesGenuine Parts Company 競合他社LKQSymbol: NasdaqGS:LKQMarket cap: US$6.5bPoolSymbol: NasdaqGS:POOLMarket cap: US$7.0bGold.comSymbol: NYSE:GOLDMarket cap: US$1.2bGigaCloud TechnologySymbol: NasdaqGM:GCTMarket cap: US$1.2b価格と性能株価の高値、安値、推移の概要Genuine Parts過去の株価現在の株価US$98.4352週高値US$151.5752週安値US$90.78ベータ0.681ヶ月の変化-2.95%3ヶ月変化-8.02%1年変化-20.17%3年間の変化-37.99%5年間の変化-21.79%IPOからの変化6,169.20%最新ニュースナラティブの更新 • Jun 03GPC: Reaffirmed 2026 Guidance Will Surface Asymmetric Upside PotentialNarrative Update on Genuine Parts The analyst price target for Genuine Parts has been trimmed by a few dollars from recent levels, with cuts of $3 and $10 cited by research firms as analysts factor in slightly lower forward P/E assumptions while keeping fair value estimates broadly aligned with prior expectations. Analyst Commentary Recent price target trims of $3 and $10 signal that analysts are fine tuning their views on Genuine Parts, with modest changes to valuation assumptions rather than wholesale shifts in the core outlook.Upcoming Dividend • May 29Upcoming dividend of US$1.06 per shareEligible shareholders must have bought the stock before 05 June 2026. Payment date: 02 July 2026. The company is paying out more than 100% of its earnings and cash flow. Trailing yield: 4.3%. Within top quartile of American dividend payers (4.2%). Higher than average of industry peers (3.9%).ナラティブの更新 • May 05GPC: Planned Separation And Dividend Record Will Surface Asymmetric Upside PotentialThe analyst price target for Genuine Parts is modestly lower, with the fair value estimate moving from about $135.29 to $132.43 as analysts factor in softer revenue growth, slightly thinner profit margins, and mixed views around the planned separation of the Auto and Industrial businesses. Analyst Commentary Recent research on Genuine Parts reflects a split view, with some analysts seeing upside potential following the planned separation of the Auto and Industrial segments, while others focus on execution risks and weaker recent results.Declared Dividend • May 01First quarter dividend of US$1.06 announcedShareholders will receive a dividend of US$1.06. Ex-date: 5th June 2026 Payment date: 2nd July 2026 Dividend yield will be 4.0%, which is higher than the industry average of 2.2%. Sustainability & Growth Dividend is not covered by earnings (dividend approximately 9x earnings) nor is it covered by cash flows (107% cash payout ratio). The dividend has increased by an average of 5.6% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. The company's earnings per share (EPS) would need to grow by 965% to bring the payout ratio under control. EPS is expected to grow by 170% over the next 3 years, which means the dividend may need to be reduced to reach a sustainable payout ratio.お知らせ • Apr 29Genuine Parts Company Declares Regular Quarterly Cash Dividend, Payable on July 2, 2026Genuine Parts Company announced its Board of Directors declared a regular quarterly cash dividend of $1.0625 per share on the company's common stock. The dividend is payable on July 2, 2026 to shareholders of record on June 5, 2026.Seeking Alpha • Apr 23Genuine Parts Q1: Good Results In Shaky EnvironmentSummary Genuine Parts Company (GPC) reported fairly good Q1 results in a volatile environment. The Industrial and N.A. Automotive segments showed confident earnings, while International Automotive expectedly struggled more in a shaky market environment. GPC reaffirmed its 2026 financial guidance, which is clearly positive. The conflict in Iran could cause volatility in forward earnings. I estimate GPC stock to have 19% upside to $132.5. Read the full article on Seeking Alpha最新情報をもっと見るRecent updatesナラティブの更新 • Jun 03GPC: Reaffirmed 2026 Guidance Will Surface Asymmetric Upside PotentialNarrative Update on Genuine Parts The analyst price target for Genuine Parts has been trimmed by a few dollars from recent levels, with cuts of $3 and $10 cited by research firms as analysts factor in slightly lower forward P/E assumptions while keeping fair value estimates broadly aligned with prior expectations. Analyst Commentary Recent price target trims of $3 and $10 signal that analysts are fine tuning their views on Genuine Parts, with modest changes to valuation assumptions rather than wholesale shifts in the core outlook.Upcoming Dividend • May 29Upcoming dividend of US$1.06 per shareEligible shareholders must have bought the stock before 05 June 2026. Payment date: 02 July 2026. The company is paying out more than 100% of its earnings and cash flow. Trailing yield: 4.3%. Within top quartile of American dividend payers (4.2%). Higher than average of industry peers (3.9%).ナラティブの更新 • May 05GPC: Planned Separation And Dividend Record Will Surface Asymmetric Upside PotentialThe analyst price target for Genuine Parts is modestly lower, with the fair value estimate moving from about $135.29 to $132.43 as analysts factor in softer revenue growth, slightly thinner profit margins, and mixed views around the planned separation of the Auto and Industrial businesses. Analyst Commentary Recent research on Genuine Parts reflects a split view, with some analysts seeing upside potential following the planned separation of the Auto and Industrial segments, while others focus on execution risks and weaker recent results.Declared Dividend • May 01First quarter dividend of US$1.06 announcedShareholders will receive a dividend of US$1.06. Ex-date: 5th June 2026 Payment date: 2nd July 2026 Dividend yield will be 4.0%, which is higher than the industry average of 2.2%. Sustainability & Growth Dividend is not covered by earnings (dividend approximately 9x earnings) nor is it covered by cash flows (107% cash payout ratio). The dividend has increased by an average of 5.6% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. The company's earnings per share (EPS) would need to grow by 965% to bring the payout ratio under control. EPS is expected to grow by 170% over the next 3 years, which means the dividend may need to be reduced to reach a sustainable payout ratio.お知らせ • Apr 29Genuine Parts Company Declares Regular Quarterly Cash Dividend, Payable on July 2, 2026Genuine Parts Company announced its Board of Directors declared a regular quarterly cash dividend of $1.0625 per share on the company's common stock. The dividend is payable on July 2, 2026 to shareholders of record on June 5, 2026.Seeking Alpha • Apr 23Genuine Parts Q1: Good Results In Shaky EnvironmentSummary Genuine Parts Company (GPC) reported fairly good Q1 results in a volatile environment. The Industrial and N.A. Automotive segments showed confident earnings, while International Automotive expectedly struggled more in a shaky market environment. GPC reaffirmed its 2026 financial guidance, which is clearly positive. The conflict in Iran could cause volatility in forward earnings. I estimate GPC stock to have 19% upside to $132.5. Read the full article on Seeking AlphaReported Earnings • Apr 22First quarter 2026 earnings: Revenues exceed analysts expectations while EPS lags behindFirst quarter 2026 results: EPS: US$1.37 (down from US$1.40 in 1Q 2025). Revenue: US$6.26b (up 6.8% from 1Q 2025). Net income: US$188.5m (down 3.0% from 1Q 2025). Profit margin: 3.0% (down from 3.3% in 1Q 2025). Revenue exceeded analyst estimates by 1.6%. Earnings per share (EPS) missed analyst estimates by 13%. Revenue is forecast to grow 4.1% p.a. on average during the next 3 years, compared to a 4.0% growth forecast for the Retail Distributors industry in the US. Over the last 3 years on average, earnings per share has fallen by 40% per year but the company’s share price has only fallen by 12% per year, which means it has not declined as severely as earnings.お知らせ • Apr 22Genuine Parts Company Reaffirms Earnings Guidance for the Year Ending December 31, 2026Genuine Parts Company reaffirmed earnings guidance for the year ending December 31, 2026. For the period, the company reaffirmed total sales growth of 3% to 5.5%, Diluted earnings per share $6.10 to $6.60.ナラティブの更新 • Apr 20GPC: Planned Business Separation Will Surface Constructively Asymmetric Upside PotentialThe analyst price target for Genuine Parts has been reduced by about $3 to $135, as analysts factor in weaker revenue growth assumptions, slightly higher discount rates, and a lower future P/E multiple, while still highlighting potential upside from the planned separation of the Auto and Industrial businesses. Analyst Commentary Recent research on Genuine Parts reflects a mixed stance, with some firms becoming more constructive on the separation of the Auto and Industrial businesses and others focusing on operational execution risks, especially in the auto segment and recent quarterly results.ナラティブの更新 • Apr 05GPC: Planned Business Separation Will Unlock Constructively Asymmetric SetupThe analyst price target for Genuine Parts has been trimmed by about $2 to reflect a slightly higher discount rate and modestly lower assumed future P/E, as analysts balance cautious views on the auto segment with more constructive expectations around the planned separation of the Auto and Industrial businesses. Analyst Commentary Recent research on Genuine Parts reflects a mixed setup, with some analysts emphasizing the planned separation of the Auto and Industrial businesses as a key support for valuation, while others focus more on execution risks in the auto segment and recent earnings volatility.お知らせ • Mar 31Genuine Parts Company to Report Q1, 2026 Results on Apr 21, 2026Genuine Parts Company announced that they will report Q1, 2026 results on Apr 21, 2026ナラティブの更新 • Mar 22GPC: Planned Business Separation And Industrial Strength Will Drive Constructively Asymmetric SetupThe analyst price target for Genuine Parts has been reduced by about $4 to $140. Analysts cite mixed views on the planned separation of the Auto and Industrial businesses, weaker recent auto trends, and differing assessments of the sum-of-the-parts valuation.お知らせ • Mar 20Genuine Parts Company Announces Resignation of Naveen Krishna as Executive Vice President, Chief Information & Digital OfficerOn March 18, 2026, Naveen Krishna, the Executive Vice President, Chief Information & Digital Officer of Genuine Parts Company (the “Company”), notified the Company of his intent to resign from the Company to pursue other opportunities. Mr. Krishna will step down as an executive officer of the Company, effective April 1, 2026, but will remain an employee of the Company until May 5, 2026 to assist with an orderly transition of his responsibilities. The Company does not intend to appoint a successor at this time, and all responsibilities associated with Mr. Krishna’s role will be reallocated to other individuals within the Company. Mr. Krishna will not receive any severance benefits in connection with his voluntary departure from the Company.ナラティブの更新 • Mar 08GPC: Planned Business Separation Will Support Constructively Asymmetric Risk RewardNarrative update The analyst price framework for Genuine Parts edges lower, with our fair value estimate moving from $147.11 to $144.78. This reflects updated Street targets that now span approximately $127 to $160, as analysts weigh weaker recent auto trends against the potential value from separating the Auto and Industrial businesses.お知らせ • Mar 02Genuine Parts Company, Annual General Meeting, Apr 27, 2026Genuine Parts Company, Annual General Meeting, Apr 27, 2026.Declared Dividend • Feb 19Fourth quarter dividend increased to US$1.06Dividend of US$1.06 is 3.2% higher than last year. Ex-date: 6th March 2026 Payment date: 2nd April 2026 Dividend yield will be 3.5%, which is higher than the industry average of 2.2%. Sustainability & Growth Dividend is not covered by earnings (dividend approximately 8x earnings) nor is it covered by cash flows (139% cash payout ratio). The dividend has increased by an average of 5.6% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. The company's earnings per share (EPS) would need to grow by 865% to bring the payout ratio under control. EPS is expected to grow by 105% over the next 3 years, which means the dividend may need to be reduced to reach a sustainable payout ratio.Reported Earnings • Feb 18Full year 2025 earnings: EPS misses analyst expectationsFull year 2025 results: EPS: US$0.47 (down from US$6.49 in FY 2024). Revenue: US$24.3b (up 3.5% from FY 2024). Net income: US$65.9m (down 93% from FY 2024). Profit margin: 0.3% (down from 3.8% in FY 2024). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 93%. Revenue is forecast to grow 3.6% p.a. on average during the next 3 years, compared to a 3.5% growth forecast for the Retail Distributors industry in the US. Over the last 3 years on average, earnings per share has fallen by 27% per year but the company’s share price has only fallen by 10% per year, which means it has not declined as severely as earnings.お知らせ • Feb 17+ 1 more updateGenuine Parts Company Increases Quarterly Cash Dividend for 2026, Payable on April 2, 2026Genuine Parts Company approved a 3.2% increase to its regular quarterly cash dividend for 2026. This increased the cash dividend payable to an annual rate of $4.25 per share from $4.12 per share in 2025. The quarterly cash dividend of $1.0625 per share is payable April 2, 2026 to shareholders of record March 6, 2026. The company has paid a cash dividend every year since going public in 1948, and 2026 marks the 70th consecutive year of increased dividends paid to shareholders.新しいナラティブ • Feb 13Supply Chain Modernization And Cost Savings Will Support A Stronger Long Term OutlookCatalysts About Genuine Parts Genuine Parts supplies automotive and industrial replacement parts globally through brands such as NAPA and Motion. What are the underlying business or industry changes driving this perspective?ナラティブの更新 • Feb 07GPC: Improving Segments And Neutral Rating Will Support Balanced Risk RewardAnalysts lifted their fair value estimate for Genuine Parts by about US$1 to roughly US$147, reflecting slightly updated assumptions on the discount rate, revenue growth, profit margin, and future P/E. They see a more balanced risk and reward profile supported by improving trends in both the automotive and industrial segments.お知らせ • Jan 27Genuine Parts Company to Report Q4, 2025 Results on Feb 17, 2026Genuine Parts Company announced that they will report Q4, 2025 results on Feb 17, 2026ナラティブの更新 • Jan 22GPC: Improving Segments And Neutral Stance Will Support Balanced Risk ProfileAnalysts have raised their price target on Genuine Parts by $12 to $142, citing what they view as a more balanced risk/reward profile as trends in both the automotive and industrial segments improve. Analyst Commentary Bullish Takeaways Bullish analysts see the move to a Neutral rating and the higher US$142 price target as a sign that the stock now lines up more closely with its underlying fundamentals, with less perceived downside at current levels.お知らせ • Jan 15Genuine Parts Company Announces Board ChangesGenuine Parts Company announced that Paul D. Donahue, Non-Executive Chairman, plans to retire from the Board of Directors at the company's 2026 annual meeting of shareholders. The company also announced that its Board of Directors has appointed Will Stengel, currently the company's President and Chief Executive Officer, to the additional role of Chairman of the Board of Directors. Upon Mr. Donahue's retirement, Mr. Stengel will assume the combined position of Chairman and Chief Executive Officer. Mr. Stengel has served as a member of the Board of Directors and as the company's President and Chief Executive Officer since June 2024. Mr. Stengel previously served as President of GPC from January 2021 to January 2023 and as Executive Vice President and Chief Transformation Officer from November 2019 to January 2021. The combined roles of Chairman and Chief Executive Officer promote unified leadership and direction for the company and leverage Mr. Stengel's extensive operational and strategic expertise.ナラティブの更新 • Jan 07GPC: Industrial Coiled Spring And Balanced Risk Profile Will Drive UpsideNarrative Update: Genuine Parts (Analyst Price Target Shift) Analysts have nudged their price targets on Genuine Parts higher, with recent moves such as US$130 to US$142 and US$143 to US$146. These changes reflect views that the risk or reward profile has become more balanced as trends in both the automotive and industrial segments show improvement and potential operating leverage.分析記事 • Dec 30Returns On Capital At Genuine Parts (NYSE:GPC) Have Hit The BrakesFinding a business that has the potential to grow substantially is not easy, but it is possible if we look at a few key...New Risk • Dec 21New minor risk - Insider sellingThere has been significant insider selling in the company's shares over the past 3 months. Total value of shares sold: US$944k This is considered a minor risk. There are several reasons why an insider may be selling, including to cover a tax obligation or pay for some other expense. However, we generally consider it a negative if insiders have been selling, especially if they do so below the current price. It implies that they considered a lower price to be reasonable. This is a weak signal, but if there is a pattern of unexplained selling, it can be a sign the insider believes the company's stock is overpriced. Note: We only include open market transactions and private dispositions of directly owned stock by individuals, not by corporations or trusts. Currently, the following risks have been identified for the company: Major Risk Debt is not well covered by operating cash flow (14% operating cash flow to total debt). Minor Risks Dividend is not well covered by cash flows (429% cash payout ratio). Significant insider selling over the past 3 months (US$944k sold).ナラティブの更新 • Dec 20GPC: Industrial Upswing Will Drive Earnings Leverage And Improve Risk Reward ProfileAnalysts have nudged their price target for Genuine Parts modestly higher, reflecting an intrinsic value near $146 that is roughly flat, but with improved risk and reward expectations as trends strengthen across the automotive and industrial segments. Analyst Commentary Recent Street research reflects a more balanced outlook on Genuine Parts, with incremental optimism around cyclical recovery and execution, tempered by valuation considerations and macro uncertainty.ナラティブの更新 • Dec 06GPC: Industrial Rebound Will Drive Upside Amid Potential Auto Unit SpinoffAnalysts have nudged their price target on Genuine Parts higher, reflecting a modest uplift of $3 to $146 per share as improving trends in both automotive and industrial segments support a more balanced risk and reward profile. Analyst Commentary Recent research updates highlight a more constructive stance on Genuine Parts as improving fundamentals in both automotive and industrial end markets ease prior valuation concerns.ナラティブの更新 • Nov 22GPC: Industrial Recovery Will Strengthen Upside Ahead Of Auto Business Spinoff DecisionAnalysts have raised their price target for Genuine Parts from $144.78 to $146.11. They cite improved trends and a more favorable risk/reward outlook across the company’s automotive and industrial businesses.Declared Dividend • Nov 20Third quarter dividend of US$1.03 announcedShareholders will receive a dividend of US$1.03. Ex-date: 5th December 2025 Payment date: 5th January 2026 Dividend yield will be 3.3%, which is higher than the industry average of 2.2%. Sustainability & Growth Dividend is covered by earnings (70% earnings payout ratio) but not covered by cash flows (429% cash payout ratio). The dividend has increased by an average of 5.3% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 51% over the next 3 years, which should provide support to the dividend and adequate earnings cover.お知らせ • Nov 18Genuine Parts Company Declares Regular Quarterly Cash Dividend, Payable on January 5, 2026Genuine Parts Company announced its Board of Directors declared a regular quarterly cash dividend of $1.03 per share on the company's common stock. The dividend is payable on January 5, 2026 to shareholders of record on December 5, 2025.ナラティブの更新 • Nov 07GPC: Industrial Leverage Set To Drive Bullish Momentum Ahead Of Breakup DecisionAnalysts have increased their price target for Genuine Parts from $143 to $146. They cite expected leverage in the company's Industrial business as the sector outlook improves.ナラティブの更新 • Oct 23Industrial Segment Gains And Possible Spinoff Will Redefine Business DirectionAnalysts have raised their price target for Genuine Parts from $143 to $146, citing improving growth in the company's industrial segment. They also note the potential for increased leverage as market conditions evolve.Reported Earnings • Oct 21Third quarter 2025 earnings: Revenues exceed analysts expectations while EPS lags behindThird quarter 2025 results: EPS: US$1.63 (down from US$1.63 in 3Q 2024). Revenue: US$6.26b (up 4.9% from 3Q 2024). Net income: US$226.2m (flat on 3Q 2024). Profit margin: 3.6% (down from 3.8% in 3Q 2024). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 2.2%. Earnings per share (EPS) missed analyst estimates by 13%. Revenue is forecast to grow 3.4% p.a. on average during the next 3 years, compared to a 3.3% growth forecast for the Retail Distributors industry in the US. Over the last 3 years on average, earnings per share has fallen by 13% per year whereas the company’s share price has fallen by 8% per year.お知らせ • Oct 21Genuine Parts Company Revises Financial Guidance for the Full Year Ending December 31, 2025Genuine Parts Company revised financial guidance for the full year ending December 31, 2025. For the year ending December 31, 2025, the company expects total sales growth of 3% to 4% compared to previous guidance of 1% to 3%, automotive sales growth of 4% to 5% compared to previous guidance of 1.5% to 3.5%, and industrial sales growth of 2% to 3% compared to previous guidance of 1% to 3%. The company expected diluted earnings per share of $6.55 to $6.80 compared to previous guidance of $6.55 to $7.05.Board Change • Oct 01High number of new directorsThere are 6 new directors who have joined the board in the last 3 years. Independent Director Matt Carey was the last director to join the board, commencing their role in 2025. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.分析記事 • Sep 30Genuine Parts Company's (NYSE:GPC) Popularity With Investors Is ClearWith a price-to-earnings (or "P/E") ratio of 23.9x Genuine Parts Company ( NYSE:GPC ) may be sending bearish signals at...お知らせ • Sep 30Genuine Parts Company to Report Q3, 2025 Results on Oct 21, 2025Genuine Parts Company announced that they will report Q3, 2025 results Pre-Market on Oct 21, 2025ナラティブの更新 • Sep 17Digital Investments And Global Expansion Will Reshape Auto Parts DistributionGenuine Parts’ consensus price target has been raised to $143.00, as analysts cite ongoing restructuring, anticipated tariff advantages, and improved margins supporting positive EPS prospects in the second half. Analyst Commentary Restructuring efforts are progressing, expected to drive operational improvements.お知らせ • Sep 04Genuine Parts Company Announces Board Changes, Effective September 4, 2025Genuine Parts Company announced the following changes to its Board of Directors as part of its ongoing refreshment program: Appointments, effective September 4, 2025, of Courtney Carruthers, who previously served as President and CEO of TricorBraun, a B2B global packaging distributor, following various executive leadership roles at Grainger; and Matt Carey, who previously served as EVP, Customer Experience and Chief Information Officer at The Home Depot following technology leadership roles at eBay and Walmart, as independent directors to the Board. Robert ("Robin") Charles Loudermilk, Jr. and John R. Holder, who served on the Board since 2010 and 2011, respectively, will retire from the Board on September 4, 2025. GPC's board refreshment efforts over the past year have reduced the size of the board and strategically added financial, industry and operational expertise to replace six retiring directors. Court Carruthers is a seasoned global executive and board leader with over 30 years of experience driving growth, transformation and operational excellence in industrial distribution and service businesses. He is the Vice Chair and former President and CEO of TricorBraun, a privately-held global packaging distributor. Mr. Carruthers previously served as Group President at Grainger, where he led a $9 billionAmericas business spanning 15,000 team members across nine countries and oversaw the company's global eCommerce platform. Mr. Carruthers currently serves on the boards of Ryerson, a global distributor and processor of industrial metals, and ExperiGreen Lawn Care. He previously served as a board member at US Foods and Foundation Building Materials. Mr. Carruthers holds a Bachelor of Commerce from University of Alberta in Edmonton, Canada; an MBA from Queen's University in Kingston, Canada, a DBA from Pepperdine University in California; and is a Chartered Professional Accountant (Canada).Matt Carey served as the Executive Vice President of Customer Experience of The Home Depot Inc., a leading home improvement retailer, from 2022 until 2025, and previously served as Executive Vice President and Chief Information Officer of The Home Depot since 2008. Prior to The Home Depot, Mr. Carey served as the Senior Vice President and Chief Technology Officer at eBay Inc. He also held various positions with Wal-Mart Stores Inc., with his final role as Senior Vice President and Chief Technology Officer. Mr. Carey has significant cybersecurity expertise through his current and prior positions as the chief technology officer of large retail companies. He also brings a strong understanding of artificial intelligence and emerging technologies and their impact on the customer's experience. He currently serves as a board member at Chipotle and previously served as a director of Geeknet Inc. and TransUnion Corp.Mr. Carey received an Associate of Applied Science from Oklahoma State University-Okmulgee.Upcoming Dividend • Aug 29Upcoming dividend of US$1.03 per shareEligible shareholders must have bought the stock before 05 September 2025. Payment date: 02 October 2025. Payout ratio is a comfortable 70% but the company is paying out more than the cash it is generating. Trailing yield: 3.0%. Lower than top quartile of American dividend payers (4.4%). Higher than average of industry peers (2.7%).分析記事 • Aug 20We Think Genuine Parts (NYSE:GPC) Is Taking Some Risk With Its DebtNYSE:GPC 1 Year Share Price vs Fair Value Explore Genuine Parts's Fair Values from the Community and select yours The...Declared Dividend • Aug 15Second quarter dividend of US$1.03 announcedShareholders will receive a dividend of US$1.03. Ex-date: 5th September 2025 Payment date: 2nd October 2025 Dividend yield will be 3.0%, which is higher than the industry average of 2.2%. Sustainability & Growth Dividend is covered by earnings (70% earnings payout ratio) but not covered by cash flows (228% cash payout ratio). The dividend has increased by an average of 6.0% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 46% over the next 3 years, which should provide support to the dividend and adequate earnings cover.お知らせ • Aug 13Genuine Parts Company Declares Regular Quarterly Cash Dividend, Payable on October 2, 2025Genuine Parts Company announced its Board of Directors declared a regular quarterly cash dividend of one dollar and three cents ($1.03) per share on the company's common stock. The dividend is payable on October 2, 2025 to shareholders of record on September 5, 2025.Reported Earnings • Jul 22Second quarter 2025 earnings: EPS misses analyst expectationsSecond quarter 2025 results: EPS: US$1.83 (down from US$2.12 in 2Q 2024). Revenue: US$6.16b (up 3.4% from 2Q 2024). Net income: US$254.9m (down 14% from 2Q 2024). Profit margin: 4.1% (down from 5.0% in 2Q 2024). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 3.4%. Revenue is forecast to grow 3.5% p.a. on average during the next 3 years, compared to a 3.3% growth forecast for the Retail Distributors industry in the US. Over the last 3 years on average, earnings per share has fallen by 9% per year but the company’s share price has only fallen by 2% per year, which means it has not declined as severely as earnings.お知らせ • Jul 22Genuine Parts Company Revises Earnings Guidance for the Year Ending December 31, 2025Genuine Parts Company provided earnings guidance for the year ending December 31, 2025. The company expects total sales growth of 1% to 3% against 2% to 4% previously guided and Diluted earnings per share $6.55 to $7.05 against $6.95 to $7.45 previously guided.分析記事 • Jul 17Is Genuine Parts Company (NYSE:GPC) Trading At A 46% Discount?Key Insights Using the 2 Stage Free Cash Flow to Equity, Genuine Parts fair value estimate is US$229 Genuine Parts...お知らせ • Jul 02Genuine Parts Company to Report Q2, 2025 Results on Jul 22, 2025Genuine Parts Company announced that they will report Q2, 2025 results on Jul 22, 2025分析記事 • Jun 15Here's What To Make Of Genuine Parts' (NYSE:GPC) Decelerating Rates Of ReturnThere are a few key trends to look for if we want to identify the next multi-bagger. Ideally, a business will show two...お知らせ • Jun 10Genuine Parts Company Announces Executive ChangesGenuine Parts Company announced Randy Breaux's decision to retire as Group President, GPC North America at the end of 2025. Alain Masse is promoted from President, UAP Inc., GPC's Canadian automotive business, to the newly created role of President, North America Automotive, effective August 2025. Mr. Breaux will serve in an advisory role until his retirement to assist in an orderly and seamless transition. Mr. Masse joined GPC in 2011 as Executive Vice President, Heavy Vehicle Parts Division at UAP Inc. and was promoted two years later to Executive Vice President, NAPA. In 2015, he was named President of UAP. With over 14 years of progressive experience at GPC, Mr. Masse is a highly motivated leader with a deep understanding of the automotive aftermarket industry and NAPA business model. In the new role, Mr. Masse will oversee the automotive businesses across North America. He will report to Will Stengel, President and Chief Executive Officer.Upcoming Dividend • May 30Upcoming dividend of US$1.03 per shareEligible shareholders must have bought the stock before 06 June 2025. Payment date: 02 July 2025. Payout ratio is a comfortable 66% but the company is paying out more than the cash it is generating. Trailing yield: 3.3%. Lower than top quartile of American dividend payers (4.8%). Higher than average of industry peers (2.8%).Declared Dividend • May 01First quarter dividend of US$1.03 announcedShareholders will receive a dividend of US$1.03. Ex-date: 6th June 2025 Payment date: 2nd July 2025 Dividend yield will be 3.5%, which is higher than the industry average of 2.2%. Sustainability & Growth Dividend is covered by earnings (66% earnings payout ratio) but not covered by cash flows (178% cash payout ratio). The dividend has increased by an average of 6.0% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 42% over the next 3 years, which should provide support to the dividend and adequate earnings cover.お知らせ • Apr 29+ 1 more updateGenuine Parts Company Announces Board ChangesGenuine Parts Company announced that its shareholders elected Ms. Laurie Schupmann as a new director of the company. Additionally, Messrs. Gary Fayard and Johnny Johns and Mses. Betsy Camp and Wendy Needham have each reached the mandatory retirement age for board members and have stepped down from their roles as directors. Prior to her retirement in 2023, Ms. Schupmann spent nearly 40 years with PwC, an audit and assurance, consulting and tax advisory firm, serving in various leadership roles of increasing responsibility, including as a Global Client Partner from October 1995 to June 2023.お知らせ • Apr 23Genuine Parts Company Reaffirms Earnings Guidance for the Full Year 2025Genuine Parts Company reaffirmed earnings guidance for the full year 2025. For the year, the company expects total sales growth of 2% to 4% and diluted earnings per share of $6.95 to $7.45.Reported Earnings • Apr 23First quarter 2025 earnings: EPS misses analyst expectationsFirst quarter 2025 results: EPS: US$1.40 (down from US$1.79 in 1Q 2024). Revenue: US$5.87b (up 1.4% from 1Q 2024). Net income: US$194.4m (down 22% from 1Q 2024). Profit margin: 3.3% (down from 4.3% in 1Q 2024). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 9.8%. Revenue is forecast to grow 3.5% p.a. on average during the next 3 years, compared to a 3.1% growth forecast for the Retail Distributors industry in the US. Over the last 3 years on average, earnings per share has fallen by 2% per year whereas the company’s share price has fallen by 5% per year.Seeking Alpha • Apr 18Genuine Parts: Potential Winners For Tariff Protection, Buy ConfirmedSummary Genuine Parts benefits from tariffs, which make new cars less attractive and boost demand for replacement parts. 63% of sales come from this segment. The company's industrial segment could also benefit from onshoring. The company is investing in cost-saving technologies and projects $200 million in annualized savings by 2026. Despite market pessimism, GPC's attractive valuation and strong dividend coverage make it a compelling buy on a 12-month view. Read the full article on Seeking Alphaお知らせ • Apr 01Genuine Parts Company to Report Q1, 2025 Results on Apr 22, 2025Genuine Parts Company announced that they will report Q1, 2025 results on Apr 22, 2025Declared Dividend • Feb 20Fourth quarter dividend increased to US$1.03Dividend of US$1.03 is 3.0% higher than last year. Ex-date: 7th March 2025 Payment date: 2nd April 2025 Dividend yield will be 3.3%, which is higher than the industry average of 2.2%. Sustainability & Growth Dividend is covered by both earnings (62% earnings payout ratio) and cash flows (84% cash payout ratio). The dividend has increased by an average of 6.0% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 40% over the next 3 years, which should provide support to the dividend and adequate earnings cover.New Risk • Feb 19New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 21% of the size of the rest of the company's trailing 12-month earnings before tax. This is considered a minor risk. One-off items are incomes or expenses that the company does not expect to repeat in future periods. Examples include profits from the sale of a business or expenses from a restructuring or legal settlements. If the company's reported statutory earnings include a large proportion of one-off items it means they may be an unreliable indicator of its true business performance as the earnings were skewed by these incomes or expenses. Currently, the following risks have been identified for the company: Minor Risks High level of debt (87% net debt to equity). Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (3.8% net profit margin).お知らせ • Feb 19Genuine Parts Company announces Quarterly dividend, payable on April 02, 2025Genuine Parts Company announced Quarterly dividend of USD 1.0300 per share payable on April 02, 2025, ex-date on March 07, 2025 and record date on March 07, 2025.New Risk • Feb 18New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 3.8% Last year net profit margin: 5.7% This is considered a minor risk. A large drop in profit margin could indicate the company does not have strong competitive advantages or it is yet to establish itself and its core business. Even if it is a well established business, this may make it a much riskier investment than one that has a combination of proven competitive advantages and a stable or growing profit margin. Currently, the following risks have been identified for the company: Minor Risks High level of debt (87% net debt to equity). Profit margins are more than 30% lower than last year (3.8% net profit margin).Reported Earnings • Feb 18Full year 2024 earnings: EPS misses analyst expectationsFull year 2024 results: EPS: US$6.49 (down from US$9.38 in FY 2023). Revenue: US$23.5b (up 1.7% from FY 2023). Net income: US$904.1m (down 31% from FY 2023). Profit margin: 3.8% (down from 5.7% in FY 2023). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 13%. Revenue is forecast to grow 3.3% p.a. on average during the next 3 years, compared to a 3.4% growth forecast for the Retail Distributors industry in the US. Over the last 3 years on average, earnings per share has increased by 4% per year whereas the company’s share price has fallen by 1% per year.Seeking Alpha • Feb 18Genuine Parts Company: Unappreciated Dividend AristocratSummary Genuine Parts Company is a global leader in automotive and industrial replacement parts, operating in 17 countries with over 10,000 locations. The company is a dividend aristocrat, raising dividends for 68 years, with a 3.2% yield and a recent increase to $4.12 per share annually. Restructuring efforts are expected to save $200 million by 2026, supporting long-term growth despite short-term earnings contraction. A strong balance sheet with $2 billion liquidity, manageable debt, and projected earnings growth in H2 2025 make GPC stock a solid long-term buy. Read the full article on Seeking Alphaお知らせ • Feb 17Genuine Parts Company, Annual General Meeting, Apr 28, 2025Genuine Parts Company, Annual General Meeting, Apr 28, 2025.お知らせ • Jan 28Genuine Parts Company to Report Fiscal Year 2024 Results on Feb 18, 2025Genuine Parts Company announced that they will report fiscal year 2024 results on Feb 18, 2025Seeking Alpha • Dec 15Genuine Parts: It's ComplicatedSummary Genuine Parts Company stock is cheaper now but still less attractive than the 10-Year Treasury Note due to higher risk and potentially lower income. Financial performance is "ok, not great," with revenue holding steady but net income down due to restructuring charges and increased long-term debt. Valuation is near record lows, with the dividend yield close to a decade high, but the stock still needs significant dividend growth to match Treasury returns. Given the risk-free alternative of Treasury Notes, I recommend passing on Genuine Parts despite its "dividend aristocrat" status and current low price. Read the full article on Seeking AlphaDeclared Dividend • Nov 22Third quarter dividend of US$1.00 announcedShareholders will receive a dividend of US$1.00. Ex-date: 6th December 2024 Payment date: 2nd January 2025 Dividend yield will be 3.2%, which is higher than the industry average of 2.2%. Sustainability & Growth Dividend is covered by both earnings (51% earnings payout ratio) and cash flows (62% cash payout ratio). The dividend has increased by an average of 5.7% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 29% over the next 3 years, which should provide support to the dividend and adequate earnings cover.お知らせ • Nov 20Genuine Parts Company Declares Regular Quarterly Dividend, Payable on January 2, 2025Genuine Parts Company announced its Board of Directors declared a regular quarterly cash dividend of $1.00 per share on the company's common stock. The dividend is payable on January 2, 2025 to shareholders of record on December 6, 2024.お知らせ • Nov 08Private Equity Reportedly Kicking the Tyres of QuestasPrivate equity firms are understood to be the players most interested in buying the $400 million industrial business Questas Group Pty Ltd, with the sale process likely to be wrapped up by Christmas. DataRoom reported last month that the business was on offer by owner Allegro Funds (Allegro Funds Pty Ltd) through investment bank UBS, with expectations it might sell for about $400 million. Some industry experts believed that one of the most likely trade buyers to take a look would be Genuine Parts Company (NYSE:GPC) (GPC), which operates in similar areas to Questas. Another is the company Applied Industrial Technologies, Inc. (NYSE:AIT). But the understanding is that mid-sized private equity firms will dominate the competition.Valuation Update With 7 Day Price Move • Oct 29Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to US$118, the stock trades at a forward P/E ratio of 14x. Average forward P/E is 11x in the Retail Distributors industry in the US. Total loss to shareholders of 2.9% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at US$225 per share.Major Estimate Revision • Oct 29Consensus EPS estimates fall by 14%The consensus outlook for fiscal year 2024 has been updated. 2024 EPS estimate fell from US$8.76 to US$7.57 per share. Revenue forecast steady at US$23.4b. Net income forecast to grow 7.4% next year vs 12% growth forecast for Retail Distributors industry in the US. Consensus price target down from US$155 to US$133. Share price fell 17% to US$118 over the past week.Price Target Changed • Oct 24Price target decreased by 11% to US$138Down from US$154, the current price target is an average from 11 analysts. New target price is 18% above last closing price of US$116. Stock is down 9.5% over the past year. The company is forecast to post earnings per share of US$7.50 for next year compared to US$9.38 last year.Seeking Alpha • Oct 23Genuine Parts Company: A Buy Opportunity Following The Recent DropSummary Genuine Parts Company experienced a significant 20% drop in stock value, now trading at a valuation below 12.2x P/E normalized with a yield above 3.53%. Despite the drop, Genuine Parts Company remains a stable, nearly 100-year-old business with a BBB rating and a market cap over $15B, not facing bankruptcy. The decline was triggered by 3Q24 results, but the company’s fundamentals in automotive and industrial replacement parts remain strong, suggesting potential upside. Genuine Parts Company's extensive global presence with over 10,800 sales locations and 60,000 employees indicates resilience and long-term investment potential despite recent setbacks. Read the full article on Seeking AlphaReported Earnings • Oct 22Third quarter 2024 earnings: EPS misses analyst expectationsThird quarter 2024 results: EPS: US$1.63 (down from US$2.50 in 3Q 2023). Revenue: US$5.97b (up 2.5% from 3Q 2023). Net income: US$226.6m (down 36% from 3Q 2023). Profit margin: 3.8% (down from 6.0% in 3Q 2023). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 33%. Revenue is forecast to grow 3.6% p.a. on average during the next 3 years, compared to a 3.5% growth forecast for the Retail Distributors industry in the US. Over the last 3 years on average, earnings per share has increased by 11% per year but the company’s share price has fallen by 6% per year, which means it is significantly lagging earnings.お知らせ • Oct 22Genuine Parts Company Revises Earnings Guidance for the Year Ending December 31, 2024Genuine Parts Company revised earnings guidance for the Year Ending December 31, 2024. For the period, the company now expects Total sales growth of 1% to 2% as compared to 1% to 3% expected previously and Diluted earnings per share of $6.60 to $6.80 as compared to $8.55 to $8.75 expected previously.お知らせ • Oct 01Genuine Parts Company to Report Q3, 2024 Results on Oct 22, 2024Genuine Parts Company announced that they will report Q3, 2024 results on Oct 22, 2024Seeking Alpha • Sep 11Genuine Parts Company: Don't Miss Out On This Quality Dividend GrowerSummary Genuine Parts has hiked its dividend each year since the Eisenhower administration. The company's growth prospects appear to be intact for the foreseeable future. Genuine Parts enjoys a BBB credit rating from S&P on a stable outlook. Shares look to be trading at a 13% discount to fair value. Genuine Parts could be set up to generate 31% cumulative total returns by the end of 2026. Read the full article on Seeking AlphaDeclared Dividend • Aug 23Second quarter dividend of US$1.00 announcedShareholders will receive a dividend of US$1.00. Ex-date: 6th September 2024 Payment date: 1st October 2024 Dividend yield will be 2.8%, which is higher than the industry average of 2.2%. Sustainability & Growth Dividend is covered by both earnings (45% earnings payout ratio) and cash flows (54% cash payout ratio). The dividend has increased by an average of 6.4% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 28% over the next 3 years, which should provide support to the dividend and adequate earnings cover.お知らせ • Aug 21Genuine Parts Company Declares Regular Quarterly Dividend, Payable on October 1, 2024Genuine Parts Company announced its Board of Directors declared a regular quarterly cash dividend of $1.00 per share on the company's common stock. The dividend is payable on October 1, 2024 to shareholders of record on September 6, 2024.お知らせ • Aug 19Genuine Parts Company Appoints Jenn Hulett as Executive Vice President and Chief People OfficerGenuine Parts Company announced that Jenn Hulett joined GPC as Executive Vice President and Chief People Officer, effective August 19, 2024. Jim Neill, who previously announced his retirement from GPC, will continue to serve in an advisory role through September 30, 2024 to support Ms. Hulett during the transition. In her new role, Ms. Hulett will be responsible for GPC's global human resources operations and will play a key role in advancing the company's talent and culture initiatives. She will report to Will Stengel, President and Chief Executive Officer. Ms. Hulett joins GPC with a wealth of experience, most recently serving as Executive Vice President and Chief People Officer for Dollar Tree. In this role, she oversaw all aspects of HR, as well as internal and external communications and community engagement. Her impressive career also includes executive leadership roles at Core-Mark, Ericsson and General Electric, highlighting her ability to execute talent initiatives within large, global organizations.Seeking Alpha • Aug 06Genuine Parts Company: Weaker Consumer Demand Causes Concern But Dividend Remains SecureSummary Genuine Parts Company faced headwinds due to weak consumer demand and high interest rates in the U.S. as well as softness in Europe. Despite solid performance over the past 10 months, GPC's stock lags behind S&P, up 12.11% in comparison to 29.85% for the S&P. Despite their elevated payout ratio above their 10-year average, I continue to rate GPC a buy due to anticipated lower interest rates and upside potential. If the economy falls into a recession, this would likely negatively impact GPC's business, causing further share price volatility. Read the full article on Seeking AlphaReported Earnings • Jul 24Second quarter 2024 earnings: EPS and revenues miss analyst expectationsSecond quarter 2024 results: EPS: US$2.12 (down from US$2.45 in 2Q 2023). Revenue: US$5.96b (flat on 2Q 2023). Net income: US$295.5m (down 14% from 2Q 2023). Profit margin: 5.0% (down from 5.8% in 2Q 2023). Revenue missed analyst estimates by 1.2%. Earnings per share (EPS) also missed analyst estimates by 17%. Revenue is forecast to grow 3.9% p.a. on average during the next 3 years, compared to a 3.8% growth forecast for the Retail Distributors industry in the US. Over the last 3 years on average, earnings per share has increased by 16% per year but the company’s share price has only increased by 2% per year, which means it is significantly lagging earnings growth.株主還元GPCUS Retail DistributorsUS 市場7D0.2%1.0%-3.3%1Y-20.2%-25.8%22.3%株主還元を見る業界別リターン: GPC過去 1 年間で-25.8 % の収益を上げたUS Retail Distributors業界を上回りました。リターン対市場: GPCは、過去 1 年間で22.3 % のリターンを上げたUS市場を下回りました。価格変動Is GPC's price volatile compared to industry and market?GPC volatilityGPC Average Weekly Movement4.1%Retail Distributors Industry Average Movement9.5%Market Average Movement7.2%10% most volatile stocks in US Market16.6%10% least volatile stocks in US Market3.1%安定した株価: GPC 、 US市場と比較して、過去 3 か月間で大きな価格変動はありませんでした。時間の経過による変動: GPCの 週次ボラティリティ ( 4% ) は過去 1 年間安定しています。会社概要設立従業員CEO(最高経営責任者ウェブサイト192865,000Will Stengelwww.genpt.com純正部品カンパニーは自動車および産業用交換部品を販売している。同社は3つのセグメントで運営されている:北米自動車部品グループ、国際自動車部品グループ、工業部品グループ。ハイブリッド車、電気自動車、トラック、バス、オートバイ、農機具、大型機械用の自動車用交換部品、アクセサリー、工具、機器、関連ソリューションを販売している。また、ブレーキ、バッテリー、フィルター、エンジン部品、フルードなどの交換部品、塗料調合、油圧ホース組立、バッテリーテスト、鍵作製などの専門サービス、自動車および大型車用のアクセサリーや専門機器、修理・メンテナンス用の工具や診断機器も提供している。加えて、NAPAブランドで独立修理工場とオートケアセンターを提供し、顧客に技術的専門知識とトレーニングプログラムを提供している。さらに、ベアリング、シール、ガスケット、ホース、継手、油圧、空気圧部品、研磨剤、接着剤、シーリング剤、テープ、ポンプ、動力伝達装置、工具、試験装置、電気用品、安全用品、化学薬品、清掃用品を提供している。さらに、在庫管理、ベンダー管理在庫、無線周波数識別を含む資産の修理と追跡、ギアボックス、流体動力システム、ポンプ、ドライブシャフト、電気パネル、ホースとガスケットの専門修理サービスも提供している。年に法人化され、ジョージア州アトランタに本社を置く。もっと見るGenuine Parts Company 基礎のまとめGenuine Parts の収益と売上を時価総額と比較するとどうか。GPC 基礎統計学時価総額US$13.68b収益(TTM)US$60.09m売上高(TTM)US$24.70b225.4xPER(株価収益率0.5xP/SレシオGPC は割高か?公正価値と評価分析を参照収益と収入最新の決算報告書(TTM)に基づく主な収益性統計GPC 損益計算書(TTM)収益US$24.70b売上原価US$15.43b売上総利益US$9.27bその他の費用US$9.21b収益US$60.09m直近の収益報告Mar 31, 2026次回決算日該当なし一株当たり利益(EPS)0.44グロス・マージン37.52%純利益率0.24%有利子負債/自己資本比率111.2%GPC の長期的なパフォーマンスは?過去の実績と比較を見る配当金4.3%現在の配当利回り958%配当性向GPC 配当は確実ですか?GPC 配当履歴とベンチマークを見るGPC 、いつまでに購入すれば配当金を受け取れますか?Genuine Parts 配当日配当落ち日Jun 05 2026配当支払日Jul 02 2026配当落ちまでの日数6 days配当支払日までの日数21 daysGPC 配当は確実ですか?GPC 配当履歴とベンチマークを見るView Valuation企業分析と財務データの現状データ最終更新日(UTC時間)企業分析2026/06/10 03:43終値2026/06/10 00:00収益2026/03/31年間収益2025/12/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM(Trailing Twelve Month)またはLTM(Last Twelve Month)データとして知られています。詳細はこちら。分析モデルとスノーフレーク本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋Genuine Parts Company 8 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。19 アナリスト機関Deborah CiervoArgus Research CompanyElizabeth SuzukiBofA Global ResearchGregory MelichEvercore ISI16 その他のアナリストを表示
ナラティブの更新 • Jun 03GPC: Reaffirmed 2026 Guidance Will Surface Asymmetric Upside PotentialNarrative Update on Genuine Parts The analyst price target for Genuine Parts has been trimmed by a few dollars from recent levels, with cuts of $3 and $10 cited by research firms as analysts factor in slightly lower forward P/E assumptions while keeping fair value estimates broadly aligned with prior expectations. Analyst Commentary Recent price target trims of $3 and $10 signal that analysts are fine tuning their views on Genuine Parts, with modest changes to valuation assumptions rather than wholesale shifts in the core outlook.
Upcoming Dividend • May 29Upcoming dividend of US$1.06 per shareEligible shareholders must have bought the stock before 05 June 2026. Payment date: 02 July 2026. The company is paying out more than 100% of its earnings and cash flow. Trailing yield: 4.3%. Within top quartile of American dividend payers (4.2%). Higher than average of industry peers (3.9%).
ナラティブの更新 • May 05GPC: Planned Separation And Dividend Record Will Surface Asymmetric Upside PotentialThe analyst price target for Genuine Parts is modestly lower, with the fair value estimate moving from about $135.29 to $132.43 as analysts factor in softer revenue growth, slightly thinner profit margins, and mixed views around the planned separation of the Auto and Industrial businesses. Analyst Commentary Recent research on Genuine Parts reflects a split view, with some analysts seeing upside potential following the planned separation of the Auto and Industrial segments, while others focus on execution risks and weaker recent results.
Declared Dividend • May 01First quarter dividend of US$1.06 announcedShareholders will receive a dividend of US$1.06. Ex-date: 5th June 2026 Payment date: 2nd July 2026 Dividend yield will be 4.0%, which is higher than the industry average of 2.2%. Sustainability & Growth Dividend is not covered by earnings (dividend approximately 9x earnings) nor is it covered by cash flows (107% cash payout ratio). The dividend has increased by an average of 5.6% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. The company's earnings per share (EPS) would need to grow by 965% to bring the payout ratio under control. EPS is expected to grow by 170% over the next 3 years, which means the dividend may need to be reduced to reach a sustainable payout ratio.
お知らせ • Apr 29Genuine Parts Company Declares Regular Quarterly Cash Dividend, Payable on July 2, 2026Genuine Parts Company announced its Board of Directors declared a regular quarterly cash dividend of $1.0625 per share on the company's common stock. The dividend is payable on July 2, 2026 to shareholders of record on June 5, 2026.
Seeking Alpha • Apr 23Genuine Parts Q1: Good Results In Shaky EnvironmentSummary Genuine Parts Company (GPC) reported fairly good Q1 results in a volatile environment. The Industrial and N.A. Automotive segments showed confident earnings, while International Automotive expectedly struggled more in a shaky market environment. GPC reaffirmed its 2026 financial guidance, which is clearly positive. The conflict in Iran could cause volatility in forward earnings. I estimate GPC stock to have 19% upside to $132.5. Read the full article on Seeking Alpha
ナラティブの更新 • Jun 03GPC: Reaffirmed 2026 Guidance Will Surface Asymmetric Upside PotentialNarrative Update on Genuine Parts The analyst price target for Genuine Parts has been trimmed by a few dollars from recent levels, with cuts of $3 and $10 cited by research firms as analysts factor in slightly lower forward P/E assumptions while keeping fair value estimates broadly aligned with prior expectations. Analyst Commentary Recent price target trims of $3 and $10 signal that analysts are fine tuning their views on Genuine Parts, with modest changes to valuation assumptions rather than wholesale shifts in the core outlook.
Upcoming Dividend • May 29Upcoming dividend of US$1.06 per shareEligible shareholders must have bought the stock before 05 June 2026. Payment date: 02 July 2026. The company is paying out more than 100% of its earnings and cash flow. Trailing yield: 4.3%. Within top quartile of American dividend payers (4.2%). Higher than average of industry peers (3.9%).
ナラティブの更新 • May 05GPC: Planned Separation And Dividend Record Will Surface Asymmetric Upside PotentialThe analyst price target for Genuine Parts is modestly lower, with the fair value estimate moving from about $135.29 to $132.43 as analysts factor in softer revenue growth, slightly thinner profit margins, and mixed views around the planned separation of the Auto and Industrial businesses. Analyst Commentary Recent research on Genuine Parts reflects a split view, with some analysts seeing upside potential following the planned separation of the Auto and Industrial segments, while others focus on execution risks and weaker recent results.
Declared Dividend • May 01First quarter dividend of US$1.06 announcedShareholders will receive a dividend of US$1.06. Ex-date: 5th June 2026 Payment date: 2nd July 2026 Dividend yield will be 4.0%, which is higher than the industry average of 2.2%. Sustainability & Growth Dividend is not covered by earnings (dividend approximately 9x earnings) nor is it covered by cash flows (107% cash payout ratio). The dividend has increased by an average of 5.6% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. The company's earnings per share (EPS) would need to grow by 965% to bring the payout ratio under control. EPS is expected to grow by 170% over the next 3 years, which means the dividend may need to be reduced to reach a sustainable payout ratio.
お知らせ • Apr 29Genuine Parts Company Declares Regular Quarterly Cash Dividend, Payable on July 2, 2026Genuine Parts Company announced its Board of Directors declared a regular quarterly cash dividend of $1.0625 per share on the company's common stock. The dividend is payable on July 2, 2026 to shareholders of record on June 5, 2026.
Seeking Alpha • Apr 23Genuine Parts Q1: Good Results In Shaky EnvironmentSummary Genuine Parts Company (GPC) reported fairly good Q1 results in a volatile environment. The Industrial and N.A. Automotive segments showed confident earnings, while International Automotive expectedly struggled more in a shaky market environment. GPC reaffirmed its 2026 financial guidance, which is clearly positive. The conflict in Iran could cause volatility in forward earnings. I estimate GPC stock to have 19% upside to $132.5. Read the full article on Seeking Alpha
Reported Earnings • Apr 22First quarter 2026 earnings: Revenues exceed analysts expectations while EPS lags behindFirst quarter 2026 results: EPS: US$1.37 (down from US$1.40 in 1Q 2025). Revenue: US$6.26b (up 6.8% from 1Q 2025). Net income: US$188.5m (down 3.0% from 1Q 2025). Profit margin: 3.0% (down from 3.3% in 1Q 2025). Revenue exceeded analyst estimates by 1.6%. Earnings per share (EPS) missed analyst estimates by 13%. Revenue is forecast to grow 4.1% p.a. on average during the next 3 years, compared to a 4.0% growth forecast for the Retail Distributors industry in the US. Over the last 3 years on average, earnings per share has fallen by 40% per year but the company’s share price has only fallen by 12% per year, which means it has not declined as severely as earnings.
お知らせ • Apr 22Genuine Parts Company Reaffirms Earnings Guidance for the Year Ending December 31, 2026Genuine Parts Company reaffirmed earnings guidance for the year ending December 31, 2026. For the period, the company reaffirmed total sales growth of 3% to 5.5%, Diluted earnings per share $6.10 to $6.60.
ナラティブの更新 • Apr 20GPC: Planned Business Separation Will Surface Constructively Asymmetric Upside PotentialThe analyst price target for Genuine Parts has been reduced by about $3 to $135, as analysts factor in weaker revenue growth assumptions, slightly higher discount rates, and a lower future P/E multiple, while still highlighting potential upside from the planned separation of the Auto and Industrial businesses. Analyst Commentary Recent research on Genuine Parts reflects a mixed stance, with some firms becoming more constructive on the separation of the Auto and Industrial businesses and others focusing on operational execution risks, especially in the auto segment and recent quarterly results.
ナラティブの更新 • Apr 05GPC: Planned Business Separation Will Unlock Constructively Asymmetric SetupThe analyst price target for Genuine Parts has been trimmed by about $2 to reflect a slightly higher discount rate and modestly lower assumed future P/E, as analysts balance cautious views on the auto segment with more constructive expectations around the planned separation of the Auto and Industrial businesses. Analyst Commentary Recent research on Genuine Parts reflects a mixed setup, with some analysts emphasizing the planned separation of the Auto and Industrial businesses as a key support for valuation, while others focus more on execution risks in the auto segment and recent earnings volatility.
お知らせ • Mar 31Genuine Parts Company to Report Q1, 2026 Results on Apr 21, 2026Genuine Parts Company announced that they will report Q1, 2026 results on Apr 21, 2026
ナラティブの更新 • Mar 22GPC: Planned Business Separation And Industrial Strength Will Drive Constructively Asymmetric SetupThe analyst price target for Genuine Parts has been reduced by about $4 to $140. Analysts cite mixed views on the planned separation of the Auto and Industrial businesses, weaker recent auto trends, and differing assessments of the sum-of-the-parts valuation.
お知らせ • Mar 20Genuine Parts Company Announces Resignation of Naveen Krishna as Executive Vice President, Chief Information & Digital OfficerOn March 18, 2026, Naveen Krishna, the Executive Vice President, Chief Information & Digital Officer of Genuine Parts Company (the “Company”), notified the Company of his intent to resign from the Company to pursue other opportunities. Mr. Krishna will step down as an executive officer of the Company, effective April 1, 2026, but will remain an employee of the Company until May 5, 2026 to assist with an orderly transition of his responsibilities. The Company does not intend to appoint a successor at this time, and all responsibilities associated with Mr. Krishna’s role will be reallocated to other individuals within the Company. Mr. Krishna will not receive any severance benefits in connection with his voluntary departure from the Company.
ナラティブの更新 • Mar 08GPC: Planned Business Separation Will Support Constructively Asymmetric Risk RewardNarrative update The analyst price framework for Genuine Parts edges lower, with our fair value estimate moving from $147.11 to $144.78. This reflects updated Street targets that now span approximately $127 to $160, as analysts weigh weaker recent auto trends against the potential value from separating the Auto and Industrial businesses.
お知らせ • Mar 02Genuine Parts Company, Annual General Meeting, Apr 27, 2026Genuine Parts Company, Annual General Meeting, Apr 27, 2026.
Declared Dividend • Feb 19Fourth quarter dividend increased to US$1.06Dividend of US$1.06 is 3.2% higher than last year. Ex-date: 6th March 2026 Payment date: 2nd April 2026 Dividend yield will be 3.5%, which is higher than the industry average of 2.2%. Sustainability & Growth Dividend is not covered by earnings (dividend approximately 8x earnings) nor is it covered by cash flows (139% cash payout ratio). The dividend has increased by an average of 5.6% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. The company's earnings per share (EPS) would need to grow by 865% to bring the payout ratio under control. EPS is expected to grow by 105% over the next 3 years, which means the dividend may need to be reduced to reach a sustainable payout ratio.
Reported Earnings • Feb 18Full year 2025 earnings: EPS misses analyst expectationsFull year 2025 results: EPS: US$0.47 (down from US$6.49 in FY 2024). Revenue: US$24.3b (up 3.5% from FY 2024). Net income: US$65.9m (down 93% from FY 2024). Profit margin: 0.3% (down from 3.8% in FY 2024). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 93%. Revenue is forecast to grow 3.6% p.a. on average during the next 3 years, compared to a 3.5% growth forecast for the Retail Distributors industry in the US. Over the last 3 years on average, earnings per share has fallen by 27% per year but the company’s share price has only fallen by 10% per year, which means it has not declined as severely as earnings.
お知らせ • Feb 17+ 1 more updateGenuine Parts Company Increases Quarterly Cash Dividend for 2026, Payable on April 2, 2026Genuine Parts Company approved a 3.2% increase to its regular quarterly cash dividend for 2026. This increased the cash dividend payable to an annual rate of $4.25 per share from $4.12 per share in 2025. The quarterly cash dividend of $1.0625 per share is payable April 2, 2026 to shareholders of record March 6, 2026. The company has paid a cash dividend every year since going public in 1948, and 2026 marks the 70th consecutive year of increased dividends paid to shareholders.
新しいナラティブ • Feb 13Supply Chain Modernization And Cost Savings Will Support A Stronger Long Term OutlookCatalysts About Genuine Parts Genuine Parts supplies automotive and industrial replacement parts globally through brands such as NAPA and Motion. What are the underlying business or industry changes driving this perspective?
ナラティブの更新 • Feb 07GPC: Improving Segments And Neutral Rating Will Support Balanced Risk RewardAnalysts lifted their fair value estimate for Genuine Parts by about US$1 to roughly US$147, reflecting slightly updated assumptions on the discount rate, revenue growth, profit margin, and future P/E. They see a more balanced risk and reward profile supported by improving trends in both the automotive and industrial segments.
お知らせ • Jan 27Genuine Parts Company to Report Q4, 2025 Results on Feb 17, 2026Genuine Parts Company announced that they will report Q4, 2025 results on Feb 17, 2026
ナラティブの更新 • Jan 22GPC: Improving Segments And Neutral Stance Will Support Balanced Risk ProfileAnalysts have raised their price target on Genuine Parts by $12 to $142, citing what they view as a more balanced risk/reward profile as trends in both the automotive and industrial segments improve. Analyst Commentary Bullish Takeaways Bullish analysts see the move to a Neutral rating and the higher US$142 price target as a sign that the stock now lines up more closely with its underlying fundamentals, with less perceived downside at current levels.
お知らせ • Jan 15Genuine Parts Company Announces Board ChangesGenuine Parts Company announced that Paul D. Donahue, Non-Executive Chairman, plans to retire from the Board of Directors at the company's 2026 annual meeting of shareholders. The company also announced that its Board of Directors has appointed Will Stengel, currently the company's President and Chief Executive Officer, to the additional role of Chairman of the Board of Directors. Upon Mr. Donahue's retirement, Mr. Stengel will assume the combined position of Chairman and Chief Executive Officer. Mr. Stengel has served as a member of the Board of Directors and as the company's President and Chief Executive Officer since June 2024. Mr. Stengel previously served as President of GPC from January 2021 to January 2023 and as Executive Vice President and Chief Transformation Officer from November 2019 to January 2021. The combined roles of Chairman and Chief Executive Officer promote unified leadership and direction for the company and leverage Mr. Stengel's extensive operational and strategic expertise.
ナラティブの更新 • Jan 07GPC: Industrial Coiled Spring And Balanced Risk Profile Will Drive UpsideNarrative Update: Genuine Parts (Analyst Price Target Shift) Analysts have nudged their price targets on Genuine Parts higher, with recent moves such as US$130 to US$142 and US$143 to US$146. These changes reflect views that the risk or reward profile has become more balanced as trends in both the automotive and industrial segments show improvement and potential operating leverage.
分析記事 • Dec 30Returns On Capital At Genuine Parts (NYSE:GPC) Have Hit The BrakesFinding a business that has the potential to grow substantially is not easy, but it is possible if we look at a few key...
New Risk • Dec 21New minor risk - Insider sellingThere has been significant insider selling in the company's shares over the past 3 months. Total value of shares sold: US$944k This is considered a minor risk. There are several reasons why an insider may be selling, including to cover a tax obligation or pay for some other expense. However, we generally consider it a negative if insiders have been selling, especially if they do so below the current price. It implies that they considered a lower price to be reasonable. This is a weak signal, but if there is a pattern of unexplained selling, it can be a sign the insider believes the company's stock is overpriced. Note: We only include open market transactions and private dispositions of directly owned stock by individuals, not by corporations or trusts. Currently, the following risks have been identified for the company: Major Risk Debt is not well covered by operating cash flow (14% operating cash flow to total debt). Minor Risks Dividend is not well covered by cash flows (429% cash payout ratio). Significant insider selling over the past 3 months (US$944k sold).
ナラティブの更新 • Dec 20GPC: Industrial Upswing Will Drive Earnings Leverage And Improve Risk Reward ProfileAnalysts have nudged their price target for Genuine Parts modestly higher, reflecting an intrinsic value near $146 that is roughly flat, but with improved risk and reward expectations as trends strengthen across the automotive and industrial segments. Analyst Commentary Recent Street research reflects a more balanced outlook on Genuine Parts, with incremental optimism around cyclical recovery and execution, tempered by valuation considerations and macro uncertainty.
ナラティブの更新 • Dec 06GPC: Industrial Rebound Will Drive Upside Amid Potential Auto Unit SpinoffAnalysts have nudged their price target on Genuine Parts higher, reflecting a modest uplift of $3 to $146 per share as improving trends in both automotive and industrial segments support a more balanced risk and reward profile. Analyst Commentary Recent research updates highlight a more constructive stance on Genuine Parts as improving fundamentals in both automotive and industrial end markets ease prior valuation concerns.
ナラティブの更新 • Nov 22GPC: Industrial Recovery Will Strengthen Upside Ahead Of Auto Business Spinoff DecisionAnalysts have raised their price target for Genuine Parts from $144.78 to $146.11. They cite improved trends and a more favorable risk/reward outlook across the company’s automotive and industrial businesses.
Declared Dividend • Nov 20Third quarter dividend of US$1.03 announcedShareholders will receive a dividend of US$1.03. Ex-date: 5th December 2025 Payment date: 5th January 2026 Dividend yield will be 3.3%, which is higher than the industry average of 2.2%. Sustainability & Growth Dividend is covered by earnings (70% earnings payout ratio) but not covered by cash flows (429% cash payout ratio). The dividend has increased by an average of 5.3% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 51% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
お知らせ • Nov 18Genuine Parts Company Declares Regular Quarterly Cash Dividend, Payable on January 5, 2026Genuine Parts Company announced its Board of Directors declared a regular quarterly cash dividend of $1.03 per share on the company's common stock. The dividend is payable on January 5, 2026 to shareholders of record on December 5, 2025.
ナラティブの更新 • Nov 07GPC: Industrial Leverage Set To Drive Bullish Momentum Ahead Of Breakup DecisionAnalysts have increased their price target for Genuine Parts from $143 to $146. They cite expected leverage in the company's Industrial business as the sector outlook improves.
ナラティブの更新 • Oct 23Industrial Segment Gains And Possible Spinoff Will Redefine Business DirectionAnalysts have raised their price target for Genuine Parts from $143 to $146, citing improving growth in the company's industrial segment. They also note the potential for increased leverage as market conditions evolve.
Reported Earnings • Oct 21Third quarter 2025 earnings: Revenues exceed analysts expectations while EPS lags behindThird quarter 2025 results: EPS: US$1.63 (down from US$1.63 in 3Q 2024). Revenue: US$6.26b (up 4.9% from 3Q 2024). Net income: US$226.2m (flat on 3Q 2024). Profit margin: 3.6% (down from 3.8% in 3Q 2024). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 2.2%. Earnings per share (EPS) missed analyst estimates by 13%. Revenue is forecast to grow 3.4% p.a. on average during the next 3 years, compared to a 3.3% growth forecast for the Retail Distributors industry in the US. Over the last 3 years on average, earnings per share has fallen by 13% per year whereas the company’s share price has fallen by 8% per year.
お知らせ • Oct 21Genuine Parts Company Revises Financial Guidance for the Full Year Ending December 31, 2025Genuine Parts Company revised financial guidance for the full year ending December 31, 2025. For the year ending December 31, 2025, the company expects total sales growth of 3% to 4% compared to previous guidance of 1% to 3%, automotive sales growth of 4% to 5% compared to previous guidance of 1.5% to 3.5%, and industrial sales growth of 2% to 3% compared to previous guidance of 1% to 3%. The company expected diluted earnings per share of $6.55 to $6.80 compared to previous guidance of $6.55 to $7.05.
Board Change • Oct 01High number of new directorsThere are 6 new directors who have joined the board in the last 3 years. Independent Director Matt Carey was the last director to join the board, commencing their role in 2025. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.
分析記事 • Sep 30Genuine Parts Company's (NYSE:GPC) Popularity With Investors Is ClearWith a price-to-earnings (or "P/E") ratio of 23.9x Genuine Parts Company ( NYSE:GPC ) may be sending bearish signals at...
お知らせ • Sep 30Genuine Parts Company to Report Q3, 2025 Results on Oct 21, 2025Genuine Parts Company announced that they will report Q3, 2025 results Pre-Market on Oct 21, 2025
ナラティブの更新 • Sep 17Digital Investments And Global Expansion Will Reshape Auto Parts DistributionGenuine Parts’ consensus price target has been raised to $143.00, as analysts cite ongoing restructuring, anticipated tariff advantages, and improved margins supporting positive EPS prospects in the second half. Analyst Commentary Restructuring efforts are progressing, expected to drive operational improvements.
お知らせ • Sep 04Genuine Parts Company Announces Board Changes, Effective September 4, 2025Genuine Parts Company announced the following changes to its Board of Directors as part of its ongoing refreshment program: Appointments, effective September 4, 2025, of Courtney Carruthers, who previously served as President and CEO of TricorBraun, a B2B global packaging distributor, following various executive leadership roles at Grainger; and Matt Carey, who previously served as EVP, Customer Experience and Chief Information Officer at The Home Depot following technology leadership roles at eBay and Walmart, as independent directors to the Board. Robert ("Robin") Charles Loudermilk, Jr. and John R. Holder, who served on the Board since 2010 and 2011, respectively, will retire from the Board on September 4, 2025. GPC's board refreshment efforts over the past year have reduced the size of the board and strategically added financial, industry and operational expertise to replace six retiring directors. Court Carruthers is a seasoned global executive and board leader with over 30 years of experience driving growth, transformation and operational excellence in industrial distribution and service businesses. He is the Vice Chair and former President and CEO of TricorBraun, a privately-held global packaging distributor. Mr. Carruthers previously served as Group President at Grainger, where he led a $9 billionAmericas business spanning 15,000 team members across nine countries and oversaw the company's global eCommerce platform. Mr. Carruthers currently serves on the boards of Ryerson, a global distributor and processor of industrial metals, and ExperiGreen Lawn Care. He previously served as a board member at US Foods and Foundation Building Materials. Mr. Carruthers holds a Bachelor of Commerce from University of Alberta in Edmonton, Canada; an MBA from Queen's University in Kingston, Canada, a DBA from Pepperdine University in California; and is a Chartered Professional Accountant (Canada).Matt Carey served as the Executive Vice President of Customer Experience of The Home Depot Inc., a leading home improvement retailer, from 2022 until 2025, and previously served as Executive Vice President and Chief Information Officer of The Home Depot since 2008. Prior to The Home Depot, Mr. Carey served as the Senior Vice President and Chief Technology Officer at eBay Inc. He also held various positions with Wal-Mart Stores Inc., with his final role as Senior Vice President and Chief Technology Officer. Mr. Carey has significant cybersecurity expertise through his current and prior positions as the chief technology officer of large retail companies. He also brings a strong understanding of artificial intelligence and emerging technologies and their impact on the customer's experience. He currently serves as a board member at Chipotle and previously served as a director of Geeknet Inc. and TransUnion Corp.Mr. Carey received an Associate of Applied Science from Oklahoma State University-Okmulgee.
Upcoming Dividend • Aug 29Upcoming dividend of US$1.03 per shareEligible shareholders must have bought the stock before 05 September 2025. Payment date: 02 October 2025. Payout ratio is a comfortable 70% but the company is paying out more than the cash it is generating. Trailing yield: 3.0%. Lower than top quartile of American dividend payers (4.4%). Higher than average of industry peers (2.7%).
分析記事 • Aug 20We Think Genuine Parts (NYSE:GPC) Is Taking Some Risk With Its DebtNYSE:GPC 1 Year Share Price vs Fair Value Explore Genuine Parts's Fair Values from the Community and select yours The...
Declared Dividend • Aug 15Second quarter dividend of US$1.03 announcedShareholders will receive a dividend of US$1.03. Ex-date: 5th September 2025 Payment date: 2nd October 2025 Dividend yield will be 3.0%, which is higher than the industry average of 2.2%. Sustainability & Growth Dividend is covered by earnings (70% earnings payout ratio) but not covered by cash flows (228% cash payout ratio). The dividend has increased by an average of 6.0% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 46% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
お知らせ • Aug 13Genuine Parts Company Declares Regular Quarterly Cash Dividend, Payable on October 2, 2025Genuine Parts Company announced its Board of Directors declared a regular quarterly cash dividend of one dollar and three cents ($1.03) per share on the company's common stock. The dividend is payable on October 2, 2025 to shareholders of record on September 5, 2025.
Reported Earnings • Jul 22Second quarter 2025 earnings: EPS misses analyst expectationsSecond quarter 2025 results: EPS: US$1.83 (down from US$2.12 in 2Q 2024). Revenue: US$6.16b (up 3.4% from 2Q 2024). Net income: US$254.9m (down 14% from 2Q 2024). Profit margin: 4.1% (down from 5.0% in 2Q 2024). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 3.4%. Revenue is forecast to grow 3.5% p.a. on average during the next 3 years, compared to a 3.3% growth forecast for the Retail Distributors industry in the US. Over the last 3 years on average, earnings per share has fallen by 9% per year but the company’s share price has only fallen by 2% per year, which means it has not declined as severely as earnings.
お知らせ • Jul 22Genuine Parts Company Revises Earnings Guidance for the Year Ending December 31, 2025Genuine Parts Company provided earnings guidance for the year ending December 31, 2025. The company expects total sales growth of 1% to 3% against 2% to 4% previously guided and Diluted earnings per share $6.55 to $7.05 against $6.95 to $7.45 previously guided.
分析記事 • Jul 17Is Genuine Parts Company (NYSE:GPC) Trading At A 46% Discount?Key Insights Using the 2 Stage Free Cash Flow to Equity, Genuine Parts fair value estimate is US$229 Genuine Parts...
お知らせ • Jul 02Genuine Parts Company to Report Q2, 2025 Results on Jul 22, 2025Genuine Parts Company announced that they will report Q2, 2025 results on Jul 22, 2025
分析記事 • Jun 15Here's What To Make Of Genuine Parts' (NYSE:GPC) Decelerating Rates Of ReturnThere are a few key trends to look for if we want to identify the next multi-bagger. Ideally, a business will show two...
お知らせ • Jun 10Genuine Parts Company Announces Executive ChangesGenuine Parts Company announced Randy Breaux's decision to retire as Group President, GPC North America at the end of 2025. Alain Masse is promoted from President, UAP Inc., GPC's Canadian automotive business, to the newly created role of President, North America Automotive, effective August 2025. Mr. Breaux will serve in an advisory role until his retirement to assist in an orderly and seamless transition. Mr. Masse joined GPC in 2011 as Executive Vice President, Heavy Vehicle Parts Division at UAP Inc. and was promoted two years later to Executive Vice President, NAPA. In 2015, he was named President of UAP. With over 14 years of progressive experience at GPC, Mr. Masse is a highly motivated leader with a deep understanding of the automotive aftermarket industry and NAPA business model. In the new role, Mr. Masse will oversee the automotive businesses across North America. He will report to Will Stengel, President and Chief Executive Officer.
Upcoming Dividend • May 30Upcoming dividend of US$1.03 per shareEligible shareholders must have bought the stock before 06 June 2025. Payment date: 02 July 2025. Payout ratio is a comfortable 66% but the company is paying out more than the cash it is generating. Trailing yield: 3.3%. Lower than top quartile of American dividend payers (4.8%). Higher than average of industry peers (2.8%).
Declared Dividend • May 01First quarter dividend of US$1.03 announcedShareholders will receive a dividend of US$1.03. Ex-date: 6th June 2025 Payment date: 2nd July 2025 Dividend yield will be 3.5%, which is higher than the industry average of 2.2%. Sustainability & Growth Dividend is covered by earnings (66% earnings payout ratio) but not covered by cash flows (178% cash payout ratio). The dividend has increased by an average of 6.0% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 42% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
お知らせ • Apr 29+ 1 more updateGenuine Parts Company Announces Board ChangesGenuine Parts Company announced that its shareholders elected Ms. Laurie Schupmann as a new director of the company. Additionally, Messrs. Gary Fayard and Johnny Johns and Mses. Betsy Camp and Wendy Needham have each reached the mandatory retirement age for board members and have stepped down from their roles as directors. Prior to her retirement in 2023, Ms. Schupmann spent nearly 40 years with PwC, an audit and assurance, consulting and tax advisory firm, serving in various leadership roles of increasing responsibility, including as a Global Client Partner from October 1995 to June 2023.
お知らせ • Apr 23Genuine Parts Company Reaffirms Earnings Guidance for the Full Year 2025Genuine Parts Company reaffirmed earnings guidance for the full year 2025. For the year, the company expects total sales growth of 2% to 4% and diluted earnings per share of $6.95 to $7.45.
Reported Earnings • Apr 23First quarter 2025 earnings: EPS misses analyst expectationsFirst quarter 2025 results: EPS: US$1.40 (down from US$1.79 in 1Q 2024). Revenue: US$5.87b (up 1.4% from 1Q 2024). Net income: US$194.4m (down 22% from 1Q 2024). Profit margin: 3.3% (down from 4.3% in 1Q 2024). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 9.8%. Revenue is forecast to grow 3.5% p.a. on average during the next 3 years, compared to a 3.1% growth forecast for the Retail Distributors industry in the US. Over the last 3 years on average, earnings per share has fallen by 2% per year whereas the company’s share price has fallen by 5% per year.
Seeking Alpha • Apr 18Genuine Parts: Potential Winners For Tariff Protection, Buy ConfirmedSummary Genuine Parts benefits from tariffs, which make new cars less attractive and boost demand for replacement parts. 63% of sales come from this segment. The company's industrial segment could also benefit from onshoring. The company is investing in cost-saving technologies and projects $200 million in annualized savings by 2026. Despite market pessimism, GPC's attractive valuation and strong dividend coverage make it a compelling buy on a 12-month view. Read the full article on Seeking Alpha
お知らせ • Apr 01Genuine Parts Company to Report Q1, 2025 Results on Apr 22, 2025Genuine Parts Company announced that they will report Q1, 2025 results on Apr 22, 2025
Declared Dividend • Feb 20Fourth quarter dividend increased to US$1.03Dividend of US$1.03 is 3.0% higher than last year. Ex-date: 7th March 2025 Payment date: 2nd April 2025 Dividend yield will be 3.3%, which is higher than the industry average of 2.2%. Sustainability & Growth Dividend is covered by both earnings (62% earnings payout ratio) and cash flows (84% cash payout ratio). The dividend has increased by an average of 6.0% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 40% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
New Risk • Feb 19New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 21% of the size of the rest of the company's trailing 12-month earnings before tax. This is considered a minor risk. One-off items are incomes or expenses that the company does not expect to repeat in future periods. Examples include profits from the sale of a business or expenses from a restructuring or legal settlements. If the company's reported statutory earnings include a large proportion of one-off items it means they may be an unreliable indicator of its true business performance as the earnings were skewed by these incomes or expenses. Currently, the following risks have been identified for the company: Minor Risks High level of debt (87% net debt to equity). Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (3.8% net profit margin).
お知らせ • Feb 19Genuine Parts Company announces Quarterly dividend, payable on April 02, 2025Genuine Parts Company announced Quarterly dividend of USD 1.0300 per share payable on April 02, 2025, ex-date on March 07, 2025 and record date on March 07, 2025.
New Risk • Feb 18New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 3.8% Last year net profit margin: 5.7% This is considered a minor risk. A large drop in profit margin could indicate the company does not have strong competitive advantages or it is yet to establish itself and its core business. Even if it is a well established business, this may make it a much riskier investment than one that has a combination of proven competitive advantages and a stable or growing profit margin. Currently, the following risks have been identified for the company: Minor Risks High level of debt (87% net debt to equity). Profit margins are more than 30% lower than last year (3.8% net profit margin).
Reported Earnings • Feb 18Full year 2024 earnings: EPS misses analyst expectationsFull year 2024 results: EPS: US$6.49 (down from US$9.38 in FY 2023). Revenue: US$23.5b (up 1.7% from FY 2023). Net income: US$904.1m (down 31% from FY 2023). Profit margin: 3.8% (down from 5.7% in FY 2023). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 13%. Revenue is forecast to grow 3.3% p.a. on average during the next 3 years, compared to a 3.4% growth forecast for the Retail Distributors industry in the US. Over the last 3 years on average, earnings per share has increased by 4% per year whereas the company’s share price has fallen by 1% per year.
Seeking Alpha • Feb 18Genuine Parts Company: Unappreciated Dividend AristocratSummary Genuine Parts Company is a global leader in automotive and industrial replacement parts, operating in 17 countries with over 10,000 locations. The company is a dividend aristocrat, raising dividends for 68 years, with a 3.2% yield and a recent increase to $4.12 per share annually. Restructuring efforts are expected to save $200 million by 2026, supporting long-term growth despite short-term earnings contraction. A strong balance sheet with $2 billion liquidity, manageable debt, and projected earnings growth in H2 2025 make GPC stock a solid long-term buy. Read the full article on Seeking Alpha
お知らせ • Feb 17Genuine Parts Company, Annual General Meeting, Apr 28, 2025Genuine Parts Company, Annual General Meeting, Apr 28, 2025.
お知らせ • Jan 28Genuine Parts Company to Report Fiscal Year 2024 Results on Feb 18, 2025Genuine Parts Company announced that they will report fiscal year 2024 results on Feb 18, 2025
Seeking Alpha • Dec 15Genuine Parts: It's ComplicatedSummary Genuine Parts Company stock is cheaper now but still less attractive than the 10-Year Treasury Note due to higher risk and potentially lower income. Financial performance is "ok, not great," with revenue holding steady but net income down due to restructuring charges and increased long-term debt. Valuation is near record lows, with the dividend yield close to a decade high, but the stock still needs significant dividend growth to match Treasury returns. Given the risk-free alternative of Treasury Notes, I recommend passing on Genuine Parts despite its "dividend aristocrat" status and current low price. Read the full article on Seeking Alpha
Declared Dividend • Nov 22Third quarter dividend of US$1.00 announcedShareholders will receive a dividend of US$1.00. Ex-date: 6th December 2024 Payment date: 2nd January 2025 Dividend yield will be 3.2%, which is higher than the industry average of 2.2%. Sustainability & Growth Dividend is covered by both earnings (51% earnings payout ratio) and cash flows (62% cash payout ratio). The dividend has increased by an average of 5.7% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 29% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
お知らせ • Nov 20Genuine Parts Company Declares Regular Quarterly Dividend, Payable on January 2, 2025Genuine Parts Company announced its Board of Directors declared a regular quarterly cash dividend of $1.00 per share on the company's common stock. The dividend is payable on January 2, 2025 to shareholders of record on December 6, 2024.
お知らせ • Nov 08Private Equity Reportedly Kicking the Tyres of QuestasPrivate equity firms are understood to be the players most interested in buying the $400 million industrial business Questas Group Pty Ltd, with the sale process likely to be wrapped up by Christmas. DataRoom reported last month that the business was on offer by owner Allegro Funds (Allegro Funds Pty Ltd) through investment bank UBS, with expectations it might sell for about $400 million. Some industry experts believed that one of the most likely trade buyers to take a look would be Genuine Parts Company (NYSE:GPC) (GPC), which operates in similar areas to Questas. Another is the company Applied Industrial Technologies, Inc. (NYSE:AIT). But the understanding is that mid-sized private equity firms will dominate the competition.
Valuation Update With 7 Day Price Move • Oct 29Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to US$118, the stock trades at a forward P/E ratio of 14x. Average forward P/E is 11x in the Retail Distributors industry in the US. Total loss to shareholders of 2.9% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at US$225 per share.
Major Estimate Revision • Oct 29Consensus EPS estimates fall by 14%The consensus outlook for fiscal year 2024 has been updated. 2024 EPS estimate fell from US$8.76 to US$7.57 per share. Revenue forecast steady at US$23.4b. Net income forecast to grow 7.4% next year vs 12% growth forecast for Retail Distributors industry in the US. Consensus price target down from US$155 to US$133. Share price fell 17% to US$118 over the past week.
Price Target Changed • Oct 24Price target decreased by 11% to US$138Down from US$154, the current price target is an average from 11 analysts. New target price is 18% above last closing price of US$116. Stock is down 9.5% over the past year. The company is forecast to post earnings per share of US$7.50 for next year compared to US$9.38 last year.
Seeking Alpha • Oct 23Genuine Parts Company: A Buy Opportunity Following The Recent DropSummary Genuine Parts Company experienced a significant 20% drop in stock value, now trading at a valuation below 12.2x P/E normalized with a yield above 3.53%. Despite the drop, Genuine Parts Company remains a stable, nearly 100-year-old business with a BBB rating and a market cap over $15B, not facing bankruptcy. The decline was triggered by 3Q24 results, but the company’s fundamentals in automotive and industrial replacement parts remain strong, suggesting potential upside. Genuine Parts Company's extensive global presence with over 10,800 sales locations and 60,000 employees indicates resilience and long-term investment potential despite recent setbacks. Read the full article on Seeking Alpha
Reported Earnings • Oct 22Third quarter 2024 earnings: EPS misses analyst expectationsThird quarter 2024 results: EPS: US$1.63 (down from US$2.50 in 3Q 2023). Revenue: US$5.97b (up 2.5% from 3Q 2023). Net income: US$226.6m (down 36% from 3Q 2023). Profit margin: 3.8% (down from 6.0% in 3Q 2023). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 33%. Revenue is forecast to grow 3.6% p.a. on average during the next 3 years, compared to a 3.5% growth forecast for the Retail Distributors industry in the US. Over the last 3 years on average, earnings per share has increased by 11% per year but the company’s share price has fallen by 6% per year, which means it is significantly lagging earnings.
お知らせ • Oct 22Genuine Parts Company Revises Earnings Guidance for the Year Ending December 31, 2024Genuine Parts Company revised earnings guidance for the Year Ending December 31, 2024. For the period, the company now expects Total sales growth of 1% to 2% as compared to 1% to 3% expected previously and Diluted earnings per share of $6.60 to $6.80 as compared to $8.55 to $8.75 expected previously.
お知らせ • Oct 01Genuine Parts Company to Report Q3, 2024 Results on Oct 22, 2024Genuine Parts Company announced that they will report Q3, 2024 results on Oct 22, 2024
Seeking Alpha • Sep 11Genuine Parts Company: Don't Miss Out On This Quality Dividend GrowerSummary Genuine Parts has hiked its dividend each year since the Eisenhower administration. The company's growth prospects appear to be intact for the foreseeable future. Genuine Parts enjoys a BBB credit rating from S&P on a stable outlook. Shares look to be trading at a 13% discount to fair value. Genuine Parts could be set up to generate 31% cumulative total returns by the end of 2026. Read the full article on Seeking Alpha
Declared Dividend • Aug 23Second quarter dividend of US$1.00 announcedShareholders will receive a dividend of US$1.00. Ex-date: 6th September 2024 Payment date: 1st October 2024 Dividend yield will be 2.8%, which is higher than the industry average of 2.2%. Sustainability & Growth Dividend is covered by both earnings (45% earnings payout ratio) and cash flows (54% cash payout ratio). The dividend has increased by an average of 6.4% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 28% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
お知らせ • Aug 21Genuine Parts Company Declares Regular Quarterly Dividend, Payable on October 1, 2024Genuine Parts Company announced its Board of Directors declared a regular quarterly cash dividend of $1.00 per share on the company's common stock. The dividend is payable on October 1, 2024 to shareholders of record on September 6, 2024.
お知らせ • Aug 19Genuine Parts Company Appoints Jenn Hulett as Executive Vice President and Chief People OfficerGenuine Parts Company announced that Jenn Hulett joined GPC as Executive Vice President and Chief People Officer, effective August 19, 2024. Jim Neill, who previously announced his retirement from GPC, will continue to serve in an advisory role through September 30, 2024 to support Ms. Hulett during the transition. In her new role, Ms. Hulett will be responsible for GPC's global human resources operations and will play a key role in advancing the company's talent and culture initiatives. She will report to Will Stengel, President and Chief Executive Officer. Ms. Hulett joins GPC with a wealth of experience, most recently serving as Executive Vice President and Chief People Officer for Dollar Tree. In this role, she oversaw all aspects of HR, as well as internal and external communications and community engagement. Her impressive career also includes executive leadership roles at Core-Mark, Ericsson and General Electric, highlighting her ability to execute talent initiatives within large, global organizations.
Seeking Alpha • Aug 06Genuine Parts Company: Weaker Consumer Demand Causes Concern But Dividend Remains SecureSummary Genuine Parts Company faced headwinds due to weak consumer demand and high interest rates in the U.S. as well as softness in Europe. Despite solid performance over the past 10 months, GPC's stock lags behind S&P, up 12.11% in comparison to 29.85% for the S&P. Despite their elevated payout ratio above their 10-year average, I continue to rate GPC a buy due to anticipated lower interest rates and upside potential. If the economy falls into a recession, this would likely negatively impact GPC's business, causing further share price volatility. Read the full article on Seeking Alpha
Reported Earnings • Jul 24Second quarter 2024 earnings: EPS and revenues miss analyst expectationsSecond quarter 2024 results: EPS: US$2.12 (down from US$2.45 in 2Q 2023). Revenue: US$5.96b (flat on 2Q 2023). Net income: US$295.5m (down 14% from 2Q 2023). Profit margin: 5.0% (down from 5.8% in 2Q 2023). Revenue missed analyst estimates by 1.2%. Earnings per share (EPS) also missed analyst estimates by 17%. Revenue is forecast to grow 3.9% p.a. on average during the next 3 years, compared to a 3.8% growth forecast for the Retail Distributors industry in the US. Over the last 3 years on average, earnings per share has increased by 16% per year but the company’s share price has only increased by 2% per year, which means it is significantly lagging earnings growth.