TickerTalks
Browse all tickers →
TickerTalks›$GPC
GPGPC

Genuine Parts Company

$GPC·$18B·Specialty Retail·Consumer Cyclical
$132.57+12.9%YTD+7.7%1Y+4.0%
Mentions · last 7 days
2026-06-27: 1 posts2026-06-28: 4 posts2026-06-29: 12 posts2026-06-30: 69 posts2026-07-01: 33 posts2026-07-02: 49 posts2026-07-03: 18 posts186
Price updated 1d ago·X counts updated 1d ago
GPGPC
$GPCGenuine Parts Company
$132.57+12.92%186 posts
AI analysisFundamentalsVoices on X
Loading…

What it does

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

Genuine Parts Company, established in Atlanta, Georgia in 1928, functions as a prominent global distributor specializing in automotive and industrial replacement parts, alongside associated materials. The company’s operations are segmented into its Automotive Parts Group and Industrial Parts Group. The Automotive Parts Group supplies an extensive inventory of replacement components for a wide spectrum of vehicles, including hybrid and electric models, trucks, SUVs, buses, motorcycles, recreational and farm vehicles, small engines, marine equipment, and heavy-duty machinery, as well as various accessory and supply items. Its diverse clientele encompasses automotive repair facilities, service stations, fleet operators, vehicle dealerships (cars and trucks), leasing firms, bus and truck lines, large-scale retailers, farms, industrial enterprises, and individual consumers. Concurrently, the Industrial Parts Group distributes critical industrial replacement parts and supplies. These offerings include bearings, mechanical and electrical power transmission products, advanced industrial automation and robotics solutions, hoses, hydraulic and pneumatic components, general industrial and safety supplies, and material handling equipment. This segment serves original equipment manufacturers (OEMs) and maintenance, repair, and operations (MRO) customers across numerous industries, such as equipment and machinery manufacturing, food and beverage production, forestry, primary metals, pulp and paper, mining, automotive, oil and gas, petrochemical, pharmaceutical, power generation, alternative energy, government, transportation, and port operations. Furthermore, the company provides a range of value-added services and repairs. These include the assembly and repair of gearboxes, fluid power systems, and process pumps; hydraulic drive shaft repair; electrical panel assembly and repair; and the manufacture and assembly of hoses and gaskets. Genuine Parts Company maintains a substantial international footprint, with operations spanning the United States, Canada, France, the United Kingdom, Ireland, Germany, Poland, the Netherlands, Belgium, Australia, New Zealand, Mexico, Indonesia, and Singapore.

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

Agentic commerce (AI agents ordering autonomously for consumers) is the medium-term structural disruptor — Amazon's $200B AI infrastructure commitment and AI shopping agent deployment shifts purchase decisions from browsing to autonomous fulfillment, bypassing traditional retail discovery. Near-term, consumer trade-down sustains value-format players while discretionary names face traffic headwinds.

Top industry ETF

$XRTSPDR S&P Retail ETF
+2.7%YTD
+9.2%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
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%
Q2 2025Jul 22, 2025$2.10$2.06+1.9%
Next earningsTue, Jul 21·consensus EPS $2.10

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 – $25.8B$7.71$7.60 – $7.877
FY27$26.4B$26.1B – $26.9B$8.40$8.05 – $8.987
FY28$27.6B$27.6B – $27.6B$9.28$9.06 – $9.504
FY29$29.1B$28.8B – $29.5B$10.95$10.81 – $11.163

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.3.0×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.+27.5%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.+10.1%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatMid float · 137.2M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today3.7% 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.β0.645-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
+ 33 other (15 awards · 13 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.

Recent news

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

Genuine Parts (GPC) Moves 12.9% Higher: Will This Strength Last?zacks.com·2d agoThe Safest Dividend Plays of 2026: 5 High-Yield, Low-PE Dividend Aristocrats247wallst.com·4d agoGenuine Parts Company to Report Second Quarter 2026 Results on July 21, 2026prnewswire.com·5d ago5 High-Yielding Dividend Kings Retirees and Boomers Can Buy Today and Safely Hold Forever247wallst.com·10d agoEON Provides Orovada Updateaccessnewswire.com·19d ago

More in Specialty Retail

Peers in the same group — one click to compare setups, fundamentals, and chatter.

$AMZN$GME$BABA$SE$MELI$JD$EBAY$BBBY
Voices on X · top 4 · 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.

PrivacyTermsSupport