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TickerTalks›$GPC
GPGPC

Genuine Parts Company

$GPC·$19B·Specialty Retail·Consumer Cyclical
$131.89-0.5%YTD+7.7%1Y-3.8%
Mentions · last 7 days
2026-08-12: 3 posts2026-08-13: 11 posts2026-08-14: 8 posts2026-08-15: 2 posts2026-08-16: 3 posts2026-08-17: 2 posts2026-08-18: 9 posts41+8%
Price updated 4h ago·X counts updated 3h ago
GPGPC
$GPCGenuine Parts Company
$131.89-0.48%41 posts+8%
AI analysisFundamentalsVoices on X
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AI verdict & sentimentAI analysisGenerated by AI from underlying data

Top X posts

Today's AI verdict on what's driving $GPC, plus how loud the X conversation is and which way it's leaning.

AI analysis

TickerTalks’ read on the fundamentals and what’s driving the move.

Proven numbersWinding up for a moveAI verdict · as of 2026-08-18

Trading in a tight range and building pressure — a move looks likely soon, but the direction isn't clear yet.

Genuine Parts up 8% YTD — Q2 beat 3%, dividend declared, golden cross setup — X sentiment is unrelated crypto.

Genuine Parts Company is a dominant global auto-and-industrial parts distributor — NAPA in the US plus Motion Industries in industrial replacement parts. The equity is a classic Dividend Aristocrat compounder with consistent capital return and mid-single-digit organic growth.

How the setup reads today:

  • Q2 2026 EPS of $2.15 beat consensus $2.08 by 3% — the four-quarter cadence has been +3%, +1%, -15%, -2%, meaning the recent trend has stabilized after prior misses.
  • Revenue growth is accelerating: Q1 2026 +7%, Q4 +4%, Q3 +5%, Q2 +3% — mid-single-digit compounder cadence, and the Q1 acceleration reflects Motion Industries plus NAPA share gains.
  • Op margin runs 1-7% (huge Q4 seasonal swing from writedowns) and gross margin 32-38% — distribution-quality economics, with FCF cadence variable but positive.
  • Quarterly dividend of $1.0625 declared for October 2 ($4.25 annualized) — Dividend Aristocrat story continues.
  • Insider minor: Masse F-InKind vesting of $52K — mechanical.
  • Estimates model FY26 EPS at $7.74, FY27 $8.31, FY28 $9.02 — 17% two-year ramp; 301x TTM P/E reflects Q4 writedown distortion.
  • The tape is at 69% of range, +10% above 50-day, +11% above 200-day — quiet accumulation, 'bright after key golden cross' per news.
  • The X window is dominated by unrelated GLN Property Chain crypto and Giving Project token — no equity-focused sentiment.

The forward call is the October 20 Q3 print. Continued 5%+ revenue growth + margin holding + dividend continuation + no material auto-cycle deceleration = the 69%-of-range zone extends toward $145+; a Q3 miss or a Motion Industries slowdown and the 40%-of-range zone becomes support. Dividend Aristocrat auto-parts distributor at 17% EPS ramp and 300x TTM P/E (distorted) — the real forward multiple is 17x FY26 EPS, which is reasonable for a compounder.

What to watch: October 20 Q3 earnings: revenue growth cadence, Motion Industries segment performance, gross-margin trajectory, dividend continuation. Continued 5%+ growth + margin holding = 69%-of-range extends toward $145+; miss or Motion Industries slowdown and 40%-of-range tests.

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

symbol-collision

X sentiment

What the X crowd is saying right now — descriptive, summarised from the day’s posts.

Neutral sentiment6 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 the AI verdict + X sentiment for $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)
  • X crowd read with bullish/bearish call + post volume
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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 Specialty Retail sits in its cycle right now — and what that implies for $GPC.

Specialty Retail · Consumer Cyclical

No material change from last week — Amazon's $200B AI infrastructure commitment and AI shopping agent deployment shifts purchase decisions from browsing to autonomous fulfillment, bypassing..

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; limited read-through from specialty retail macro dynamics to this specific revenue mix.

Top industry ETF

$XRTSPDR S&P Retail ETF
+7.7%YTD
+3.3%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$25.3B – $25.7B$7.74$7.60 – $7.877
FY27$26.4B$26.2B – $26.7B$8.31$8.00 – $8.917
FY28$27.6B$27.3B – $27.7B$9.02$8.95 – $9.105
FY29$29.0B$28.8B – $29.2B$10.75$10.65 – $10.842

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.0.6×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.69%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.+10.0%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.+11.2%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 today0.8% 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.β0.655-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
+ 36 other (17 awards · 14 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-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
8-KOfficer or director changeMar 208-K — Item 5.02: Officer or director change
+ 11 other (2 10-Qs · 2 earnings 8-Ks · 2 13Gs · 2 proxys) in window

Recent news

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

Genuine Parts (GPC)'s Technical Outlook is Bright After Key Golden Crosszacks.com·6d agoGenuine Parts Company Declares Regular Quarterly Dividendprnewswire.com·7d agoSpectrum Brands Holdings Reports Fiscal 2026 Third Quarter Resultsgurufocus.com·12d ago3 Auto Replacement Stocks to Watch Amid Rising Repair Costszacks.com·16d agoCozad Asset Management Inc. Boosts Stock Position in Genuine Parts Company $GPCdefenseworld.net·16d ago

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Voices on X · top 2 · 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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