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TickerTalks›$GPC
GPGPC

Genuine Parts Company

Hot onWhy it's trendingX chatter spiked vs its recent normBacked by solid revenue growthPrice and volume picking up
$GPC·$17B·Specialty Retail·Consumer Cyclical
$127.70+2.8%YTD+3.7%1Y-4.0%
Mentions · last 7 days
2026-07-21: 57 posts2026-07-22: 24 posts2026-07-23: 39 posts2026-07-24: 34 posts2026-07-25: 93 posts2026-07-26: 99 posts2026-07-27: 37 posts384+53%
Price updated 5h ago·X counts updated 6h ago
GPGPC
$GPCGenuine Parts Company
$127.70+2.81%384 posts+53%
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 numbersCooling offAI verdict · as of 2026-07-27

Catching its breath after a run — could pick back up or fade from here.

The auto/industrial-parts distributor just posted a solid Q2 with separation-cost drag — the Dividend King story is still intact.

Genuine Parts Company is the parent of NAPA Auto Parts (US automotive) plus Motion Industries (industrial replacement parts), a nearly-century-old distribution business with a 70-year dividend-raise streak — one of the small handful of true Dividend Kings.

  • Q2 was solid: revenue grew 6% YoY to $6.54B, EPS $2.15 beat $2.08 (3% surprise) — the print topline is masked by mounting separation costs (from the industrial-and-automotive strategic split), so operating cash generation matters more than headline EPS.
  • Core mechanics are workmanlike: 36% gross margin, 4% operating margin, 3% FCF yield — a low-margin distribution business at scale, offset by very consistent capital return.
  • Valuation has a Q4-related quirk: 301x TTM P/E is essentially meaningless (due to the -$4.39 Q4'25 EPS charge); forward FY26 EPS of $7.74 rising to $9.02 FY28 gives a more useful 17x forward multiple.
  • Setup is upper-half of range: shares at 55% of the 52-week range, 14% above the 50-day, 4% above the 200-day, beta 0.64 — a defensive compounder in a mild uptrend, with $10M+ dividend-focused institutional buying flagged.

October 20 is the next referee — sustained comparable-sales growth plus updated separation-cost commentary restarts the compounder move toward historical premiums; any comp-sales decel or unexpected separation-cost overshoot would let the tape drift back to flat-YTD. Note: '$GPC' X chatter is dominated by a Solana memecoin ('Going Parabolic'), not GPC the equity.

What to watch: October 20 Q3 earnings: watch comparable sales (NAPA and Motion), separation-cost timing and progression, and any updated FY26 EPS guide; a comp beat plus lower separation costs restarts the compounder move.

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

sentiment offtopic ticker collisiondividend kingseparation cost drag

X sentiment

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

Mixed sentiment⚠39 posts analyzed · as of 2026-07-27 · top-engagement diverged

Chatter splits between Genuine Parts Company posting Q2 EPS $2.15 beating $2.07 on $6.5B revenue with reaffirmed $7.50-$8.00 EPS outlook, and Going Parabolic (GPC) a Solana memecoin trio (TBB, GPC, AHS) tied to charitable giving with dev @GoingParabolic. Both threads have supporters but views are directionally mixed across meanings.

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
+1.5%YTD
+9.7%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 $2.07

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$7.63 – $7.907
FY27$26.4B$26.1B – $27.0B$8.28$7.94 – $8.857
FY28$27.6B$27.3B – $27.7B$9.02$8.95 – $9.105
FY29$29.0B$28.8B – $29.2B$10.75$10.65 – $10.852

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.0.7×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.61%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.+16.1%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.+7.1%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 today1.1% 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
+ 35 other (17 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
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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.

Why Genuine Parts (GPC) International Revenue Trends Deserve Your Attentionzacks.com·17h ago5 Dividend Kings Have Raised Their Dividends for 70 Years: You May Not Know Any of Them247wallst.com·4d ago3 Dividend Stocks Baby Boomers Should Own for the Rest of Their Lives247wallst.com·4d agoCalifornia Public Employees Retirement System Trims Stock Position in Genuine Parts Company $GPCdefenseworld.net·6d agoGenuine Parts Company $GPC Shares Sold by Bank of New York Mellon Corpdefenseworld.net·6d ago

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Voices on X · top 15 · 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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