Genuine Parts CompanyGPC
NYSE•Consumer Cyclical•Auto Parts
Genuine Parts Company distributes automotive and industrial replacement parts. The company operates in three segments: North America Automotive Parts Group, International Automotive Parts Group, and Industrial Parts Group. It distributes automotive replacement parts, accessories, tools, equipment, and related solutions for hybrid and electric vehicles, trucks, buses, motorcycles, farm equipment, and heavy-duty equipment. The company also offers replacement parts, including brakes, batteries, filters, engine components, and fluids; specialized services, such as paint mixing, hydraulic hose assembly, battery testing, and key cutting; and accessories and specialty equipment for automotive and heavy-duty vehicles, as well as tools and diagnostic devices for repair and maintenance. In addition, it provides independent repair shops and auto care centers under the NAPA brand, and offers technical expertise and training programs to customers. Further, the company provides bearings, seals, and gaskets; hose, fittings, hydraulics, and pneumatics components; abrasives, adhesives, sealants, and tape; pumps and power transmission; tools and testing equipment; electrical supplies and safety products; and chemicals and janitorial supplies. Additionally, it offers inventory management; vendor-managed inventory; asset repair and tracking, including radio frequency identification; and specialized repair services for gearboxes, fluid power systems, pumps, drive shafts, electrical panels, and hoses and gaskets. The company was incorporated in 1928 and is headquartered in Atlanta, Georgia.
Genuine Parts Company (GPC) reported trailing twelve months revenue of $24.70B as of March 2026, a 4.8% increase year-over-year. Quarterly revenue reached $6.26B, reflecting continued top-line momentum.
Genuine Parts Company generated $60.09M in TTM net income, with quarterly EBITDA of $417.30M. The operating margin contracted from 4.9% to 4.6%, suggesting rising cost pressures or pricing headwinds.
The spread between operating margin (4.6%) and net margin (3.0%) indicates tight cost control with minimal non-operating drag. Net margin has narrowed from 3.3% a year ago, reflecting increased costs or interest expense.
GPC trades at a P/E of 239.0x (a premium multiple) and a P/S of 0.6x. The price-to-book ratio of 3.2x reflects a moderate premium to book value.
The company reported negative free cash flow of $-33.64M, indicating cash consumption over the period. The balance sheet shows $20.98B in total assets with $3.48B in long-term debt against $4.48B in stockholders equity for a debt-to-equity ratio of 0.8. Data based on the most recent quarterly reports.
Competitive analysis based on 21 quarters of fundamental data
Operating margins are under pressure, averaging 4.5%. The business may lack pricing power or face rising costs.'
ROE averages 15.8% but has fluctuated — the competitive advantage may be cyclical or emerging.
5 of the last 8 quarters generated positive FCF. The company generally funds itself but has occasional cash consumption quarters.
TTM revenue has grown consistently (7 of 7 quarters up), with ~6.7% growth over the period. Strong demand durability.
Data-driven red flags and warnings across 21 quarters
Operating margins dropped 24.1% over recent quarters — a sharp decline suggesting serious cost or pricing challenges.
FCF consistently trails net income (avg 0.2x) — earnings may be inflated by non-cash items or aggressive accounting.
D/E ratio is 0.8 — conservative capital structure with low financial risk.
Revenue is stable or growing over recent quarters — demand appears durable.
FCF turned negative in 3 of the last 8 quarters — occasional cash consumption.
Share count is stable — no significant dilution or buyback activity.
Quarterly standardized metrics.
Stock price and market valuation
Revenue and earnings growth across quarters
Assets, cash, debt, and leverage
Price multiples and return ratios
Operating efficiency and return metrics
Free cash flow, earnings quality, and capital allocation