Genuine Parts Company (GPC) reported fourth-quarter 2025 adjusted earnings of $1.55 per share on January 30, 2026, falling short of the Zacks Consensus Estimate of $1.79. Net sales reached $6.01 billion, missing expectations of $6.04 billion but growing 4.2% year-over-year, primarily driven by a 1.7% contribution from comparable sales and a 1.5% boost from acquisitions.
The company plans to split into two publicly traded entities, with a target completion in the first quarter of 2027. The North American Automotive segment reported net sales of $2.33 billion, below the estimated $2.44 billion, while the International Automotive segment achieved $1.49 billion, exceeding estimates of $1.42 billion. The Industrial Parts segment experienced sales of $2.2 billion, surpassing forecasts of $2.18 billion.
As of December 31, 2025, Genuine Parts had cash and cash equivalents of $477 million and long-term debt of $3.5 billion. The company increased its quarterly dividend by 3.2% to $1.0625 per share, marking its 70th consecutive annual dividend increase. For 2026, GPC projects sales growth of 3-5.5% and adjusted earnings per share in the range of $7.50 to $8.00.
