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GPGPC

Genuine Parts Company

$GPC·$18B·Auto - Parts·Consumer Cyclical
$127.24+1.7%YTD+3.3%1Y-9.4%
Price updated 9h ago·X counts updated 5d ago
GPGPC
$GPCGenuine Parts Company
$127.24+1.69%72 posts1.1×
AI analysisFundamentalsVoices on X
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On X

The complete picture of $GPC on X — how loud the conversation is right now, how it has trended over the last two weeks, and which way the crowd is leaning.

72X posts · last 7 days
Sep 20Sep 27
Chatter Meter
1.1×
QuietNormal · 1×Loud

How loud $GPC's conversation on X is versus its own normal — 1× is typical, higher means busier. Right now it's about its usual level, louder than 91% of tracked names.

Neutral sentimentAI analysisGenerated by AI from underlying data6 posts analyzed · as of 2026-08-13

X users posting under $GPC are largely discussing the GLN Property Chain crypto and the unrelated Giving Project token rather than Genuine Parts the equity. Posts cover a CoinGecko listing, a swap-rate promotion at 1 GPC = 0.554, and marketing around real-estate tokenization. There is no meaningful equity-focused sentiment discussion in the window.

Read what X is saying about $GPC

  • Bullish vs bearish call — with the AI summary of the day's posts
  • Divergence flag when the top-engagement posts argue the other side
  • How loud the conversation is versus this ticker's own normal
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AI verdictAI analysisGenerated by AI from underlying data

TickerTalks' own read on what's driving $GPC — fundamentals, momentum, or an event — and whether it agrees with the X crowd.

Proven numbersEvent coming upAI verdict · as of 2026-10-03

A known event soon (earnings, a ruling, etc.) will likely decide the next move.

Genuine Parts into Oct 20 earnings — the aging-vehicle fleet is the structural wind at the back.

Genuine Parts Company is the global automotive-and-industrial-parts distributor — NAPA Auto Parts in the US, plus the Motion Industries industrial segment. The 2026 story is a modest growth cycle meeting a specific structural tailwind: aging vehicles need more parts.

  • The P&L is quietly solid: Q2 revenue grew 6.8% YoY to $6.26B at a 4.6% operating margin and $1.37 EPS, with trailing EPS beats of 3.4% and 1.1% — these are modest consistent surprises typical of a distribution-business compounder.
  • The sector thesis is specific: 3-year-old used cars now at $32,400+ means the installed base of vehicles needing repair is aging and the DIY/professional repair market is structurally supported — which plays directly into GPC's NAPA footprint.

At 60% of its 52-week range going into Oct 20 earnings, the setup is a quiet mid-range coil. A clean NAPA comp-sales plus Motion Industries margin expansion is the trigger for a continuation; a soft Motion Industries print or any inventory build-up is the invalidation.

What to watch: Oct 20 Q3 earnings — NAPA comp-sales growth, Motion Industries operating margin, free cash flow, and FY27 guide. Clean NAPA plus Motion margin expansion is the trigger; soft Motion is the invalidation.

On the calendar: 2026-10-20 — Q3 earnings

event ahead 30daging fleet tailwind

Read the AI verdict on $GPC

  • One-line verdict on what's driving the move — fundamentals, momentum, both, or an event
  • Next dated catalyst when there is one (earnings, deal closing, activist clock)
  • Whether TickerTalks' read agrees with or diverges from the X crowd
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What it does

Plain-English summary of the business — what they sell and how they make money.

Global distributor of automotive and industrial replacement parts, operating the NAPA Auto Parts network and serving repair shops and manufacturers.

Industry overviewAI analysisGenerated by AI from underlying data

Where Auto - Parts sits in its cycle right now — and what that implies for $GPC.

Auto - Parts · Consumer Cyclical

No material change from last week — aging US vehicle fleet (avg 12.

What this means for $GPC

Neutral — Global distributor of automotive and industrial replacement parts, operating the NAPA Auto Parts network and serving repair shops and manufacturers.

Industry benchmark

10-name peer basket
-7.6%YTD
-10.2%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
301.3How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
8.7%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
4.4%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
3.0%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
0.7Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
1.3%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
36.2%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
1.5Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q2 2026Jul 21, 2026$2.15$2.08+3.4%
Q1 2026Apr 21, 2026$1.77$1.75+1.1%
Q4 2025Feb 17, 2026$1.55$1.82-14.8%
Q3 2025Oct 21, 2025$1.98$2.02-2.0%
Next earningsTue, Oct 20·consensus EPS $2.04

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q1 FY26$6.3B+6.8%37.3%4.6%$1.37$-33.6M
Q4 FY25$6.0B+4.1%32.1%0.8%$-4.39$260.7M
Q3 FY25$6.3B+4.9%37.4%5.3%$1.63$240.0M
Q2 FY25$6.2B+3.4%37.7%6.9%$1.83$81.0M

Forward consensus

4-year forecast · up to 7 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$25.5B$25.5B – $25.6B$7.74$7.61 – $7.827
FY27$26.4B$26.2B – $26.7B$8.31$8.13 – $8.536
FY28$27.6B$27.2B – $27.8B$9.02$8.93 – $9.125
FY29$29.0B$28.8B – $29.2B$10.75$10.65 – $10.832

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.0.8×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.60%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.-3.6%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.+6.1%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatMid float · 137.5M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today0.6% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.β0.665-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.

Insider activity

Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.

Recent transactions

SellJun 26Christopher T GallaSVP, GC, and Corp. Secretary2.3K sh$268KSellMay 5James F. HowePresident415 sh$43KSellMay 4James F. HowePresident1.4K sh$145K
+ 38 other (18 awards · 15 inkinds · 5 exempts) in window

See when $GPC insiders are putting their own money in

  • Real-time open-market buys and sells from Form 4 filings
  • Cluster-buy detection when multiple insiders pile in at once
  • 30 / 60 / 180-day windows so you can spot building conviction
Free, forever. No credit card.

SEC filings

Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.

Recent material filings

8-KOfficer or director changeSep 98-K — Item 5.02: Officer or director change · Item 7.01: Press release / Reg FD
AI summary

Genuine Parts Company (GPC) appointed board member Court Carruthers (age 54) as CEO-Elect effective September 8, 2026; he will assume the full CEO role upon closing of the planned spin-off of auto and industrial businesses, while current Chairman/CEO Will Stengel remains in his dual role until closing. The appointment signals structured leadership succession ahead of a major corporate restructuring.

8-KMaterial agreementApr 288-K — Item 1.01: Material agreement · Item 2.03: Material debt obligation · Item 5.07: Shareholder vote · Item 8.01: Other event
+ 6 other (2 10-Qs · 2 earnings 8-Ks · 1 routine 8-K · 1 13G) in window

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

DRVN vs. GPC: Which Stock Should Value Investors Buy Now?zacks.com·3d agoUsed Cars Are the New Luxury Vehicles: 3-Year Old Beaters Now Cost Over $32,400247wallst.com·3d agoGenuine Parts Company to Report Third Quarter 2026 Results on October 20, 2026prnewswire.com·4d agoAmerica's Cars Keep Getting Older. These 4 Auto Parts Stocks Get Paid247wallst.com·7d agoBest Dividend Kings: September 2026seekingalpha.com·7d ago

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Voices on X · last 7 days

No standout posts about $GPC on X in the last 7 days.

TickerTalks is a research tool, not financial advice. We surface social-attention data; we do not make stock recommendations. Past attention is not predictive of future price movements.

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