The narrowed guidance range signals caution on Q4 despite a modest Q3 beat. Monitor Q4 2026 results for confirmation of the implied weaker outlook and any updates on the separation timeline.
Price Chart
Executive Summary
Genuine Parts Company reported Q3 2026 adjusted EPS of $2.07, a 1.6% beat vs. the $2.04 consensus, on revenue of $6.52B (+4.2% YoY), slightly above the $6.49B estimate. However, the company narrowed its full-year adjusted EPS guidance range to $7.50-$7.75 from $7.50-$8.00, implying a weaker Q4 outlook, which tempers the headline beat.
Key Financial Metrics
Key Facts
- Q3 2026 adjusted EPS $2.07 vs consensus $2.04 (1.6% beat)
- Q3 2026 revenue $6.52B vs consensus $6.49B (0.5% beat), up 4.2% YoY
- Full-year 2026 adjusted EPS guidance narrowed to $7.50-$7.75 from $7.50-$8.00
- GAAP diluted EPS $1.62, flat YoY; GAAP net income $224M vs $226M in prior year
- Industrial segment EBITDA +11.2% YoY with margin expansion of 60bps to 13.2%
- North America Automotive segment EBITDA -2.9% YoY with margin contraction of 40bps to 7.6%
- Free cash flow $502M for first nine months vs $160M in prior year period
- Separation of Automotive and Industrial businesses on track for Q1 2027 completion
Financial Impact
Q3 adjusted EPS beat by $0.03; full-year guidance midpoint lowered by $0.125
Risk Factors
- Narrowed full-year adjusted EPS guidance implies a weaker Q4 than previously expected
- North America Automotive margin contraction (40bps) may indicate competitive or cost pressures
- Restructuring and separation costs ($86.6M in Q3) continue to weigh on GAAP earnings
- Execution risk on the planned separation of Automotive and Industrial businesses
Documents Analyzed
This report is based on 1 press release from GlobeNewswire.
| Document | Accession Number |
|---|---|
| PRESS-RELEASE Data (Synthetic) | press-prn-302913314 |
Track record builds as more directional reports settle.
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Oct 20, 2026 7d ago | 8-K | $123.52 $121.80 | ▼ −1.39% | ▼ −1.47% | $121.80 (−1.39%) |
Oct 20, 2026 7d ago | Press Release | $123.52 $121.80 | ▼ −1.39% | ▼ −1.47% | $121.80 (−1.39%) |
Oct 19, 2026 8d ago | Institutional Cluster | $130.18 $123.22 | ▲ +5.35% | ▲ +5.20% | $121.80 (+6.44%) |
Oct 16, 2026 11d ago | S-3ASR | $133.96 $127.97 | ▼ −4.47% | ▼ −4.56% | $121.80 (−9.08%) |
Sep 9, 2026 6w ago | 8-K | $135.24 $130.52 | ▼ −3.49% | ▼ −2.83% | $121.80 (−9.94%) |
Aug 11, 2026 11w ago | Press Release | $134.01 $134.54 | ▲ +0.40% | ▲ +0.84% | $121.80 (−9.11%) |
Jul 21, 2026 14w ago | 8-K | $119.12 $127.70 | ▲ +7.20% | ▲ +8.43% | $121.80 (+2.25%) |
Jul 21, 2026 14w ago | Press Release | $119.12 $127.70 | ▲ +7.20% | ▲ +8.43% | $121.80 (+2.25%) |
Apr 28, 2026 26w ago | 8-K | $102.17 $104.35 | ▲ +2.14% | ▼ −0.97% | $121.80 (+19.22%) |
Feb 27, 2026 34w ago | DEFA14A | $118.18 $115.52 | ▼ −2.25% | ▼ −0.27% | $121.80 (+3.07%) |
US Market Status
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