Genuine Parts Company

NYSE:GPC Stok Raporu

Piyasa değeri: US$18.6b

Genuine Parts Yönetim

Yönetim kriter kontrolleri 3/4

Genuine Parts CEO'su Will Stengel, Jun2024 tarihinde atandı, in görev süresi 2.17 yıldır. in toplam yıllık tazminatı $ 12.86M olup, şirket hissesi ve opsiyonları dahil olmak üzere 7.9% maaş ve 92.1% ikramiyelerden oluşmaktadır. şirketin hisselerinin 0.032% ine doğrudan sahiptir ve bu hisseler $ 5.94M değerindedir. Yönetim ekibinin ve yönetim kurulunun ortalama görev süresi sırasıyla 2.3 yıl ve 3.2 yıldır.

Anahtar bilgiler

Will Stengel

İcra Kurulu Başkanı

US$12.9m

Toplam tazminat

CEO maaş yüzdesi7.92%
CEO görev süresi2.2yrs
CEO sahipliği0.03%
Yönetim ortalama görev süresi2.3yrs
Yönetim Kurulu ortalama görev süresi3.2yrs

Son yönetim güncellemeleri

Recent updates

Anlatı Güncellemesi 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.
Yeni Anlatı 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?
Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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.
Seeking Alpha Jul 01

Genuine Parts: Deconsolidation Further Increases The Risk

Summary Genuine Parts Company remains a market leader with strong brands but faces rising costs, margin compression, and cyclicality. I maintain a 'Hold' rating, lowering my price target to $111/share due to persistent earnings headwinds and skepticism over operational upside from the business split. Free cash flow and operating cash flow have declined since 2022, no longer covering the dividend, despite revenue growth driven by price rather than volume. GPC's forward return profile (9-12% annualized at 15-16x P/E) is insufficient given margin pressures and limited upside from the announced separation. Read the full article on Seeking Alpha
Analiz Makalesi 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...
Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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.
Yeni Anlatı 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?
Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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.
Analiz Makalesi 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...
Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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.
Analiz Makalesi 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...
Anlatı Güncellemesi 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.
Analiz Makalesi Aug 20

We Think Genuine Parts (NYSE:GPC) Is Taking Some Risk With Its Debt

NYSE:GPC 1 Year Share Price vs Fair Value Explore Genuine Parts's Fair Values from the Community and select yours The...
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 Alpha
Seeking 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 Alpha
Seeking 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

CEO Tazminat Analizi

Will Stengel'un ücretlendirmesi Genuine Parts'un kazancına kıyasla nasıl değişti?
TarihToplam TazminatMaaşŞirket Kazançları
Jun 30 2026n/an/a

US$33m

Mar 31 2026n/an/a

US$60m

Dec 31 2025US$13mUS$1m

US$66m

Sep 30 2025n/an/a

US$808m

Jun 30 2025n/an/a

US$809m

Mar 31 2025n/an/a

US$850m

Dec 31 2024US$8mUS$912k

US$904m

Sep 30 2024n/an/a

US$1b

Jun 30 2024n/an/a

US$1b

Mar 31 2024n/an/a

US$1b

Dec 31 2023US$5mUS$788k

US$1b

Sep 30 2023n/an/a

US$1b

Jun 30 2023n/an/a

US$1b

Mar 31 2023n/an/a

US$1b

Dec 31 2022US$4mUS$782k

US$1b

Sep 30 2022n/an/a

US$1b

Jun 30 2022n/an/a

US$1b

Mar 31 2022n/an/a

US$927m

Dec 31 2021US$4mUS$756k

US$899m

Tazminat ve Piyasa: Will 'ın toplam tazminatı ($USD 12.86M ) US pazarındaki benzer büyüklükteki şirketler için ortalamadır ($USD 14.46M ).

Tazminat ve Kazançlar: Will şirketinin tazminatı %20'den fazla artarken, şirketin kazancı geçen yıl %20'den fazla düştü.


CEO

Will Stengel (48 yo)

2.2yrs
Görev süresi
US$12,863,479
Tazminat

Mr. William P. Stengel II, also known as Will, served as Chief Operating Officer at Genuine Parts Company since January 01, 2023. He served as the President at Genuine Parts Company since January 15, 2021...


Liderlik Ekibi

İsimPozisyonGörev süresiTazminatSahiplik
William Stengel
CEO & Chairman2.2yrsUS$12.86m0.032%
$ 5.9m
Herbert Nappier
Executive VP & CFO4.3yrsUS$5.11m0.022%
$ 4.1m
Alain Masse
President of North America Automotiveno dataUS$5.61m0.0033%
$ 606.9k
James Howe
President of Motion2.3yrsUS$4.23m0.0094%
$ 1.7m
Timothy Walsh
Vice President of Investor Relationsno dataVeri yokVeri yok
Christopher Galla
Senior VP6.5yrsUS$1.82m0.0032%
$ 595.7k
Jennifer Hulett
Executive VP & Chief People Officer2yrsVeri yok0.0012%
$ 229.0k
Rob Cameron
MD & Group CEO of Australasiano dataVeri yokVeri yok
David Nagel
VP & Chief Information Security Officerno dataVeri yokVeri yok
Franck Baduel
Chief Executive Officer of European Automotiveno dataVeri yokVeri yok
Donald Tollison
President of Balkamp Incno dataVeri yokVeri yok
Juan Lujambio
CEO & President of Grupo Auto Todono dataVeri yokVeri yok
2.3yrs
Ortalama Görev Süresi
51yo
Ortalama Yaş

Deneyimli Yönetim: GPC 'un yönetim ekibi deneyimli olarak değerlendirilmektedir (ortalama görev süresi 2.3 yıldır).


Yönetim Kurulu Üyeleri

İsimPozisyonGörev süresiTazminatSahiplik
William Stengel
CEO & Chairman2.2yrsUS$12.86m0.032%
$ 5.9m
Juliette Pryor
Independent Director5.5yrsUS$302.50k0.00088%
$ 163.8k
Courtney Carruthers
Independent Directorless than a yearUS$151.67k0%
$ 0
Matthew Carey
Independent Directorless than a yearUS$151.67k0%
$ 0
Jean-Jacques Lafont
Director6.3yrsUS$660.68k0.0087%
$ 1.6m
Donna Hyland
Independent Director10.8yrsUS$315.00k0.0071%
$ 1.3m
Darren Rebelez
Independent Director3.2yrsUS$290.00k0%
$ 0
Charles Stevens
Independent Director2.3yrsUS$302.50k0%
$ 0
Richard Cox
Independent Director6.5yrsUS$290.00k0.0024%
$ 444.9k
Paul Hardin
Lead Independent Director9yrsUS$320.00k0.0047%
$ 871.2k
Laurie Schupmann
Independent Director1.3yrsUS$240.00k0%
$ 0
3.2yrs
Ortalama Görev Süresi
61yo
Ortalama Yaş

Deneyimli Yönetim Kurulu: GPC 'nin yönetim kurulu üyeleri deneyimli olarak kabul edilir (ortalama görev süresi 3.2 yıldır).


Şirket Analizi ve Finansal Veri Durumu

VeriSon Güncelleme (UTC saati)
Şirket Analizi2026/08/17 11:36
Gün Sonu Hisse Fiyatı2026/08/14 00:00
Kazançlar2026/06/30
Yıllık Kazançlar2025/12/31

Veri Kaynakları

Şirket analizimizde kullanılan veriler S&P Global Market Intelligence LLC'den alınmıştır. Bu raporu oluşturmak için analiz modelimizde aşağıdaki veriler kullanılmıştır. Veriler normalize edilmiştir, bu da kaynağın mevcut olmasından kaynaklanan bir gecikmeye neden olabilir.

PaketVeriZaman ÇerçevesiÖrnek ABD Kaynağı *
Şirket Finansalları10 yıl
  • Gelir tablosu
  • Nakit akış tablosu
  • Bilanço
Analist Konsensüs Tahminleri+3 yıl
  • Finansal tahminler
  • Analist fiyat hedefleri
Piyasa Fiyatları30 yıl
  • Hisse senedi fiyatları
  • Temettüler, Bölünmeler ve Eylemler
Sahiplik10 yıl
  • En büyük hissedarlar
  • İçeriden öğrenenlerin ticareti
Yönetim10 yıl
  • Liderlik ekibi
  • Yönetim Kurulu
Önemli Gelişmeler10 yıl
  • Şirket duyuruları

* ABD menkul kıymetleri için örnek, ABD dışı için eşdeğer düzenleyici formlar ve kaynaklar kullanılmıştır.

Belirtilmediği sürece tüm finansal veriler yıllık bir döneme dayanmaktadır ancak üç ayda bir güncellenmektedir. Bu, İzleyen On İki Ay (TTM) veya Son On İki Ay (LTM) Verileri olarak bilinir. Daha fazla bilgi edinin.

Analiz Modeli ve Kar Tanesi

Bu raporu oluşturmak için kullanılan analiz modelinin ayrıntılarına Github sayfamızdan ulaşabilirsiniz; ayrıca raporlarımızı nasıl kullanacağınıza dair kılavuzlarımız ve YouTube’da eğitim videolarımız da bulunmaktadır.

Simply Wall St analiz modelini tasarlayan ve oluşturan dünya standartlarındaki ekip hakkında bilgi edinin.

Endüstri ve Sektör Metrikleri

Sektör ve bölüm metriklerimiz Simply Wall St tarafından her 6 saatte bir hesaplanmaktadır, sürecimizin ayrıntıları Github'da mevcuttur.

Analist Kaynakları

Genuine Parts Company 20 Bu analistlerden 9, raporumuzun girdisi olarak kullanılan gelir veya kazanç tahminlerini sunmuştur. Analistlerin gönderimleri gün boyunca güncellenmektedir.

AnalistKurum
Deborah CiervoArgus Research Company
Elizabeth SuzukiBofA Global Research
Christopher DankertD.A. Davidson & Co.