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 Community Fair Values
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Analyst Price Targets
Genuine Parts Company 競合他社
価格と性能
| 過去の株価 | |
|---|---|
| 現在の株価 | US$128.08 |
| 52週高値 | US$151.57 |
| 52週安値 | US$90.78 |
| ベータ | 0.66 |
| 1ヶ月の変化 | -4.39% |
| 3ヶ月変化 | 21.85% |
| 1年変化 | -6.74% |
| 3年間の変化 | -12.48% |
| 5年間の変化 | 4.11% |
| IPOからの変化 | 8,057.67% |
最新ニュース
Seeking Alpha • Sep 16
Genuine Parts: The Bull Case Ahead Of Corporate Split
Summary I initiate coverage on Genuine Parts Company with a 'Buy' rating, citing the upcoming split as a key catalyst. GPC's planned separation into automotive and industrial pure plays by Q1 2027 could drive a re-rating toward peer EV/EBITDA multiples. Management guides for FY26 revenue and EBITDA growth of 4.25% and 5.5%, supported by operational improvements and international expansion. My target EV/EBITDA is 14x, implying a 22% upside from current levels, with risk factors including split delays and macroeconomic headwinds. Read the full article on Seeking Alpha
ナラティブ更新 • Aug 13
GPC: Motion Spin And Cost Cuts Will Unlock Future Portfolio Value
Analysts have lifted the fair value estimate for Genuine Parts to $170 from $150, pointing to refreshed sum of the parts work after Q2 results, a modestly higher assumed P/E, slightly improved margin expectations, and upcoming cost reduction plans discussed for Analyst Day as key factors behind the higher targets across several recent research updates. Analyst Commentary Recent research updates on Genuine Parts show a generally constructive tone, with several bullish analysts revisiting valuation frameworks after the latest Q2 results and corporate cost allocation details.Recent updates
Seeking Alpha • Sep 16
Genuine Parts: The Bull Case Ahead Of Corporate Split
Summary I initiate coverage on Genuine Parts Company with a 'Buy' rating, citing the upcoming split as a key catalyst. GPC's planned separation into automotive and industrial pure plays by Q1 2027 could drive a re-rating toward peer EV/EBITDA multiples. Management guides for FY26 revenue and EBITDA growth of 4.25% and 5.5%, supported by operational improvements and international expansion. My target EV/EBITDA is 14x, implying a 22% upside from current levels, with risk factors including split delays and macroeconomic headwinds. Read the full article on Seeking Alphaナラティブ更新 • Aug 13
GPC: Motion Spin And Cost Cuts Will Unlock Future Portfolio Value
Analysts have lifted the fair value estimate for Genuine Parts to $170 from $150, pointing to refreshed sum of the parts work after Q2 results, a modestly higher assumed P/E, slightly improved margin expectations, and upcoming cost reduction plans discussed for Analyst Day as key factors behind the higher targets across several recent research updates. Analyst Commentary Recent research updates on Genuine Parts show a generally constructive tone, with several bullish analysts revisiting valuation frameworks after the latest Q2 results and corporate cost allocation details.
新しいナラティブ • Aug 04
Industrial End Markets And Separation Costs Will Shape A Cautious Long-Term Outlook
Catalysts About Genuine Parts Genuine Parts supplies automotive and industrial replacement parts and related services across global markets. What are the underlying business or industry changes driving this perspective?
ナラティブ更新 • Jul 30
GPC: Business Split And NAPA Uncertainty Will Shape Balanced 2026 Outlook
The fair value estimate for Genuine Parts has been raised to $137.88 from $134, reflecting analyst price target revisions that cite largely in-line Q2 results, an attractive sum-of-the-parts view with improving industrial demand, and ongoing debate around the potential NAPA transaction and Motion spin. Analyst Commentary Recent research on Genuine Parts shows a wide range of opinions.ナラティブ更新 • Jul 16
GPC: Motion Spin And Potential Napa Sale Will Unlock Future Value
Analysts have lifted their price target on Genuine Parts to $150 from $145, reflecting updated views on fair value in light of the pending Motion business spin and potential shifts in sentiment around the NAPA automotive segment. Analyst Commentary Recent research on Genuine Parts highlights a split view around the NAPA automotive segment and the pending Motion business spin, but the most optimistic commentary points to a company that some analysts see as mispriced relative to its assets and execution potential.ナラティブ更新 • Jul 02
GPC: Spin-Off And Cost Cuts Are Expected To Unlock Value
Analysts have reset their price target for Genuine Parts to $145 from $190, citing updated assumptions on fair value, profit margins, and future P/E, along with expectations around the pending motion business spin and cost reductions at NAPA. Analyst Commentary Recent commentary around Genuine Parts has centered on how the pending motion business spin, cost actions at NAPA, and current valuation interact to shape the risk and reward for shareholders.分析記事 • Jun 20
Genuine Parts (GPC) Stock Could Be 19% Undervalued After Breakup Plan
Why Genuine Parts Is Restructuring Now Genuine Parts (GPC) has set out plans to separate its Automotive and Industrial businesses into two publicly traded companies after a recent earnings miss, dividend concerns, and broader financial pressures. For investors, the planned spin-off is a clear inflection point. It changes how you might think about Genuine Parts’ mix of businesses, balance sheet priorities, and the way future cash flows could be allocated between growth, resilience, and...ナラティブ更新 • Jun 18
GPC: Planned Business Split And 2026 Guidance Will Unlock Upside Potential
Analysts have increased their fair value estimate for Genuine Parts stock from $132.43 to $134.00, citing views that the shares are materially undervalued, potential value from the pending motion business spin, cost reduction efforts at NAPA, and exposure to an improving industrial cycle. Analyst Commentary Recent commentary on Genuine Parts highlights a mix of optimism around the company’s restructuring plans and cautious views tied to execution and valuation.ナラティブ更新 • Jun 03
GPC: Reaffirmed 2026 Guidance Will Surface Asymmetric Upside Potential
Narrative 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.ナラティブ更新 • May 05
GPC: Planned Separation And Dividend Record Will Surface Asymmetric Upside Potential
The 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.ナラティブ更新 • Apr 20
GPC: Planned Business Separation Will Surface Constructively Asymmetric Upside Potential
The 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.ナラティブ更新 • Apr 05
GPC: Planned Business Separation Will Unlock Constructively Asymmetric Setup
The 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.ナラティブ更新 • Mar 22
GPC: Planned Business Separation And Industrial Strength Will Drive Constructively Asymmetric Setup
The 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.ナラティブ更新 • Mar 08
GPC: Planned Business Separation Will Support Constructively Asymmetric Risk Reward
Narrative 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.新しいナラティブ • Feb 13
Supply Chain Modernization And Cost Savings Will Support A Stronger Long Term Outlook
Catalysts 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?ナラティブ更新 • Feb 07
GPC: Improving Segments And Neutral Rating Will Support Balanced Risk Reward
Analysts 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.ナラティブ更新 • Jan 22
GPC: Improving Segments And Neutral Stance Will Support Balanced Risk Profile
Analysts 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.ナラティブ更新 • Jan 07
GPC: Industrial Coiled Spring And Balanced Risk Profile Will Drive Upside
Narrative 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 30
Returns On Capital At Genuine Parts (NYSE:GPC) Have Hit The Brakes
Finding a business that has the potential to grow substantially is not easy, but it is possible if we look at a few key...ナラティブ更新 • Dec 20
GPC: Industrial Upswing Will Drive Earnings Leverage And Improve Risk Reward Profile
Analysts 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.ナラティブ更新 • Dec 06
GPC: Industrial Rebound Will Drive Upside Amid Potential Auto Unit Spinoff
Analysts 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.ナラティブ更新 • Nov 22
GPC: Industrial Recovery Will Strengthen Upside Ahead Of Auto Business Spinoff Decision
Analysts 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.ナラティブ更新 • Nov 07
GPC: Industrial Leverage Set To Drive Bullish Momentum Ahead Of Breakup Decision
Analysts 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.ナラティブ更新 • Oct 23
Industrial Segment Gains And Possible Spinoff Will Redefine Business Direction
Analysts 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.分析記事 • Sep 30
Genuine Parts Company's (NYSE:GPC) Popularity With Investors Is Clear
With a price-to-earnings (or "P/E") ratio of 23.9x Genuine Parts Company ( NYSE:GPC ) may be sending bearish signals at...ナラティブ更新 • Sep 17
Digital Investments And Global Expansion Will Reshape Auto Parts Distribution
Genuine 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.Seeking Alpha • Apr 18
Genuine Parts: Potential Winners For Tariff Protection, Buy Confirmed
Summary 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 AlphaSeeking Alpha • Feb 18
Genuine Parts Company: Unappreciated Dividend Aristocrat
Summary 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 AlphaSeeking Alpha • Dec 15
Genuine Parts: It's Complicated
Summary 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株主還元
| GPC | US Retail Distributors | US 市場 | |
|---|---|---|---|
| 7D | -4.2% | -3.5% | -0.2% |
| 1Y | -6.7% | -17.8% | 12.1% |
業界別リターン: GPC過去 1 年間で-17.8 % 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12.1 % のリターンを上げたUS市場を下回りました。
価格変動
| GPC volatility | |
|---|---|
| GPC Average Weekly Movement | 5.4% |
| Retail Distributors Industry Average Movement | 7.9% |
| Market Average Movement | 6.8% |
| 10% most volatile stocks in US Market | 15.1% |
| 10% least volatile stocks in US Market | 2.9% |
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 ( 5% ) 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 |
|---|---|---|---|
| 1928 | 65,000 | Will Stengel | www.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。
Genuine Parts Company 基礎のまとめ
| GPC 基礎統計学 | |
|---|---|
| 時価総額 | US$17.66b |
| 収益（TTM） | US$32.77m |
| 売上高(TTM) | US$25.07b |
538.9x
PER（株価収益率0.7x
P/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
| GPC 損益計算書（TTM） | |
|---|---|
| 収益 | US$25.07b |
| 売上原価 | US$15.65b |
| 売上総利益 | US$9.42b |
| その他の費用 | US$9.39b |
| 収益 | US$32.77m |
直近の収益報告
Jun 30, 2026
次回決算日
該当なし
| 一株当たり利益（EPS） | 0.24 |
| グロス・マージン | 37.56% |
| 純利益率 | 0.13% |
| 有利子負債／自己資本比率 | 109.6% |
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| Genuine Parts 配当日 | |
|---|---|
| 配当落ち日 | Sep 04 2026 |
| 配当支払日 | Oct 02 2026 |
| 配当落ちまでの日数 | 17 days |
| 配当支払日までの日数 | 11 days |
GPC 配当は確実ですか？
GPC 配当履歴とベンチマークを見る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 | 2026/09/20 22:42 |
| 終値 | 2026/09/18 00:00 |
| 収益 | 2026/06/30 |
| 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 |
| |
| アナリストのコンセンサス予想 | +プラス3年 |
|
|
| 市場価格 | 30年 |
| |
| 所有権 | 10年 |
| |
| マネジメント | 10年 |
| |
| 主な進展 | 10年 |
|
* 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
この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、レポートの活用方法に関するガイドやYouTubeのチュートリアルも用意しています。
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 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 9 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。20
| アナリスト | 機関 |
|---|---|
| Deborah Ciervo | Argus Research Company |
| Elizabeth Suzuki | BofA Global Research |
| Christopher Dankert | D.A. Davidson & Co. |