Genuine Parts Company (GPC) Earnings: Q3 2026 Results

The quarter ended September 30, 2026 and Genuine Parts Company published the results on October 20, 2026. Revenue and diluted EPS are shown against Q3 2025, the same quarter a year earlier, which takes seasonal swings out of the comparison. Genuine Parts Company reports EPS two ways: GAAP, under the accounting rules every US filer follows, and adjusted, which leaves out items the company considers outside its operating results. The release reconciles the two, and when they diverge, the reconciliation says why.

• On February 17, 2026 Genuine Parts announced a plan to split into two public companies, Global Automotive (the two Automotive segments) and Global Industrial (Motion), targeted for the first quarter of 2027. Q3 2026 results carry $21 million of separation costs.
• Genuine Parts split its Automotive segment into North America Automotive and International Automotive in Q4 2025.
• The Q4 2025 loss of $4.39 per diluted share was mostly a one-time, non-cash pension settlement charge from terminating Genuine Parts' U.S. qualified defined benefit plan.

Source: Genuine Parts Q3 2026 results, October 20, 2026. Also in the Form 10-Q for the quarter ended September 30, 2026. Figures as reported; checked against the release on November 10, 2026.

How Genuine Parts Company splits revenue in its own release, under its own labels, for Q3 2026 against Q3 2025. Indented lines are parts of the line above them.

• Genuine Parts Company's North America Automotive revenue was $2.5 billion in Q3 2026, up 2% from $2.5 billion in Q3 2025, 39% of total revenue.
• Genuine Parts Company's International Automotive revenue was $1.6 billion in Q3 2026, up 4% from $1.5 billion in Q3 2025, 24% of total revenue.
• Genuine Parts Company's Industrial revenue was $2.4 billion in Q3 2026, up 6% from $2.3 billion in Q3 2025, 37% of total revenue.

Segment lines are the figures writers cite most often, because they show where the growth in a quarter came from. Companies redraw their segments from time to time and restate the prior year to match, so a year-ago figure here can differ from the one printed a year ago. When that has happened, the note above says so.

From the earnings release

Genuine Parts gives a full-year outlook table in its release. For 2026 it kept total sales growth at 3% to 5.5% and free cash flow at $550 million to $700 million, and cut diluted EPS to $5.60 to $5.85 from $5.90 to $6.40.

In its Q3 2026 release, Genuine Parts Company said:

“Narrows 2026 Outlook for Adjusted EPS to $7.50 to $7.75 from $7.50 to $8.00”

“The updated GAAP earnings-per-share outlook includes expected costs associated with the company's restructuring initiatives, and includes costs related to the planned separation that have been incurred year-to-date.”

Source: Genuine Parts Q3 2026 release, Oct 20, 2026.

This is the company's own guidance as of Oct 20, 2026, quoted as given. Walnut does not make forecasts of its own. Analyst estimates for the coming quarters are on the GPC forecast page.

Revenue and diluted EPS for the last 5 quarters. Each date links to that quarter's release.

Net sales and GAAP diluted EPS, each as first reported in that quarter's release.

We do not hold a confirmed date for Genuine Parts Company's next report. Companies post the date on their investor relations site a few weeks ahead, usually with the time of the conference call.

Each quarter keeps its own page with the figures as reported, so a link to one stays pointed at the same numbers after the next report.

• Q3 2026 (this page), reported Oct 20, 2026

Genuine Parts sells replacement parts through three segments. In Q3 2026 North America Automotive, mostly NAPA, brought in $2,540 million of the $6,521 million total, Industrial (Motion) $2,408 million and International Automotive, in Europe and Australasia, $1,572 million. (Genuine Parts Q3 2026 release, Oct 20, 2026; Genuine Parts Form 10-K, 2025, Feb 20, 2026)

Sales rose 4.2%: comparable sales added 2.9%, acquisitions 0.9% and currency and other 0.4%. Genuine Parts estimates that comparable sales benefited from about 2.5% of price inflation, including tariff-related impacts. (Genuine Parts Q3 2026 release, Oct 20, 2026; Genuine Parts Form 10-Q, Q3 2026, Oct 20, 2026)

Industrial was the fastest-growing segment, up 6.1% with 5.5% comparable sales growth. Genuine Parts linked that demand to the U.S. manufacturing PMI, which showed expansion in eight of the first nine months of 2026. North America Automotive rose 2.2% on 1.7% comparable growth and 1.1% from acquired stores, and International Automotive rose 4.5%, with only 1.1% from comparable sales. (Genuine Parts Q3 2026 release, Oct 20, 2026; Genuine Parts Form 10-Q, Q3 2026, Oct 20, 2026)

In the Automotive segments, commercial do-it-for-me customers such as repair shops, dealers and fleets make up about 80% of sales and do-it-yourself retail customers about 20%, according to the 2025 10-K. North America Automotive serves customers through 6,864 locations in the U.S. and Canada, about 65% of them independently owned. (Genuine Parts Form 10-K, 2025, Feb 20, 2026)

Genuine Parts' GAAP diluted EPS was $1.62, unchanged from a year earlier, while adjusted EPS rose to $2.07 from $1.98. The adjusted figure excludes $0.47 a share of restructuring costs, $0.15 of costs for the planned separation and $0.01 of acquisition integration costs, less a $0.18 tax effect. (Genuine Parts Q3 2026 release, Oct 20, 2026)

Gross margin widened about 70 basis points to 38.1% on pricing and sourcing initiatives, partly offset by tariffs and inflation in product costs tied to the Middle East conflict. SG&A rose 7.7% on higher salaries and wages, freight, healthcare, rent and IT costs, and costs of acquired businesses. (Genuine Parts Form 10-Q, Q3 2026, Oct 20, 2026; Genuine Parts Q3 2026 release, Oct 20, 2026)

The effective tax rate fell to 19.5% from 22.5%, which Genuine Parts attributes to renewable energy investment tax credits, foreign tax credits and the mix of foreign and domestic income. Diluted shares were 138,331 thousand, against 139,406 thousand a year earlier. (Genuine Parts Form 10-Q, Q3 2026, Oct 20, 2026; Genuine Parts Q3 2026 release, Oct 20, 2026)

Diluted EPS divides net income by the weighted average number of shares outstanding in the quarter, plus the shares that options and other equity awards could add. Buybacks shrink that count and lift EPS for the same profit; share issuance and stock awards enlarge it.

Genuine Parts gives a full-year outlook table in its release. With Q3 2026 it narrowed 2026 adjusted EPS to $7.50 to $7.75 from $7.50 to $8.00, and lowered GAAP diluted EPS to $5.60 to $5.85 from $5.90 to $6.40, as the GAAP figure now includes separation costs incurred so far. (Genuine Parts Q3 2026 release, Oct 20, 2026)

Its sales outlook was unchanged: total sales growth of 3% to 5.5%, with North America Automotive at 2.5% to 4.5%, International Automotive at 5% to 8% and Industrial at 3% to 6%, plus operating cash flow of $1.0 billion to $1.2 billion. (Genuine Parts Q3 2026 release, Oct 20, 2026)

A consensus figure is the average of the models published by the analysts who cover Genuine Parts Company, collected by a data provider and revised up to the day of the report. A quarter that lands above it says how expectations were set as much as how the business did, and the share price on the day also reflects the guidance and the lines no consensus covers.

The consensus figures on this page are Yahoo Finance's, as pulled on the date shown. Each comes with the number of analysts behind it; the smaller that number, the more one revised estimate can move the average.

The figures below are the ones Genuine Parts Company's own release and filings put weight on for Q3 2026, with the latest reported value for each.

What the quarter means for a holding is a separate question from what it reported. The case for and against owning GPC is on is GPC a buy or a sell?, what analysts expect next is on the GPC forecast, and what the company does is on the Genuine Parts Company (GPC) stock page.

Every number on this page can be traced to a document Genuine Parts Company published. Checking one takes a couple of minutes, and it is worth doing before you quote a figure anywhere.

• The results release is the document linked in the source line above. Companies publish it on their investor relations site at the moment results go out, and it carries the headline tables: revenue, operating income, net income and EPS for the quarter and the year-ago quarter.
• The same release is filed with the SEC as Exhibit 99.1 to a Form 8-K under Item 2.02, usually on the day of the report. The SEC copy does not change after the fact, which makes it the safer thing to link when you cite a number.
• The quarterly report (Form 10-Q) follows within a few weeks and carries the full financial statements, the segment note and management's discussion of what changed. The fourth quarter is covered by the annual report (Form 10-K) instead.
• Restated comparisons are flagged in the notes on this page. When a company redraws its segments or changes how it adjusts EPS, it restates the year-ago column, so the year-ago figure in a new release can differ from the one printed a year ago. This page always uses the comparison in the newer release, because that is the like-for-like one.

A walk-through of every line in a release, with what each one tells you, is in how to read an earnings report.