The strong performance across all segments, particularly the North American aftermarket and Nissens acquisition, suggests continued momentum. The raised dividend and positive guidance indicate confidence in future performance. Traders should monitor the integration of Nissens and the impact of tariff pass-throughs on margins.
Price Chart
Executive Summary
Standard Motor Products (SMP) reported strong Q4 and full-year 2025 results, with revenue up 12.2% YoY in Q4 and 22.4% for the full year. Adjusted EPS grew 19.1% in Q4 and 26.8% for the year. The company raised its dividend and provided 2026 guidance for low to mid-single digit sales growth and an adjusted EBITDA margin of 11%-12%.
Key Financial Metrics
Key Facts
- Q4 2025 revenue: $385.1 million, up 12.2% YoY
- Full-year 2025 revenue: $1.79 billion, up 22.4% YoY
- Q4 adjusted EPS: $0.56, up 19.1% YoY
- Full-year adjusted EPS: $4.02, up 26.8% YoY
- Adjusted EBITDA margin improved 130 bps in Q4 and 160 bps for full year
- 2026 guidance: low to mid-single digit sales growth, 11%-12% adjusted EBITDA margin
- Dividend increased from $0.31 to $0.33 per share
Financial Impact
Revenue increased by $41.7 million in Q4 and $327.3 million for the full year. Adjusted EPS increased by $0.09 in Q4 and $0.85 for the full year.
Segment Breakdown
| Segment | Revenue | Growth |
|---|---|---|
| Vehicle Control | $785.4M | +3.0% |
| Temperature Control | $426.4M | +12.2% |
| Nissens Automotive | $305.4M | — |
| Engineered Solutions | $274.5M | -3.8% |
Risk Factors
- Tariff-related margin compression from passing through tariffs at cost
- Cyclical softness in global end markets affecting Engineered Solutions segment
- Debt leverage of 2.7x and target to reduce to 2.0x by end of 2026
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 5 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| 8-K Filing (Primary) | 0000093389-26-000015 |
| Document: smp-20260226.htm | 0000093389-26-000015 |
| Document: 0000093389-26-000015-index-headers.html | 0000093389-26-000015 |
| Document: 0000093389-26-000015-index.html | 0000093389-26-000015 |
| Document: 0000093389-26-000015.txt | 0000093389-26-000015 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Oct 9, 2026 17d ago | 8-K | $36.42 | awaiting T+60 | — | $37.28 (+2.36%) |
May 12, 2026 23w ago | 8-K | $38.35 $39.33 | ▲ +2.56% | ▼ −1.83% | $37.28 (−2.79%) |
Apr 30, 2026 25w ago | 8-K | $37.37 $38.94 | ▲ +4.20% | ▲ +1.09% | $37.28 (−0.24%) |
Feb 26, 2026 34w ago | 8-K | $39.44 $37.64 | ▼ −4.56% | ▼ −12.31% | $37.28 (−5.48%) |
US Market Status
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