Feed / GPC

Genuine Parts Company

GPC

Consumer Cyclical · 133.99 -0.0% today

Isolated · not yet confirmedMarket checked 10 Sept, 15:35 GMT-4

Market read

Genuine Parts Company's current read is isolated; its market group is not confirming.

No new filing conclusion is available. 0 of 9 group members are active now; 0 filing-linked outsiders are moving with the group, and 0 of 4 directly disclosed connections are confirming.

Company-0.0% todayVolume comparison unavailable
Market group0 of 9 activeEconomic Cyclicals · unavailable
Disclosed network0 of 4 confirmingNo filing-linked name is confirming now
What would change this read
  • GPC's market-adjusted activity becomes unusual and at least one connected name confirms.

Invalidation: The isolated read changes if GPC's group or a disclosed connection begins moving with it.

Watch this read

Research brief

The story so far

Consumer Cyclical · Auto Parts

No new filing conclusion is available. 0 of 9 group members are active now; 0 filing-linked outsiders are moving with the group, and 0 of 4 directly disclosed connections are confirming.

Evidence that supports

No thresholded supportive filing evidence is available yet.

Evidence that challenges

No thresholded adverse filing evidence is available yet.

What would clarify the read
  • GPC's market-adjusted activity becomes unusual and at least one connected name confirms.

Company research

Understand the business, not just the ticker

As of Sep 10, 2026
Business model and earnings drivers

Use the company’s filings to identify the few operating, demand, cost, capital and regulatory variables that determine its earnings power.

Key research questions
  • Which operating variable is changing?
  • Is that change durable, cyclical or one-off?
  • What evidence would disprove the current interpretation?
Annual periods9
Price observations600
Usable filing statements103
Verified relationships4
Evidence supporting the case
  • Operating cash flow covered net income at 13.51x in the latest annual period.
  • Restructuring and cost reductions has repeated favorable evidence across 5 filings.
Evidence challenging the case
  • Net margin changed -3.6 percentage points in the latest annual period.
  • Input and raw-material costs has repeated adverse evidence across 5 filings.
  • Credit and interest rates has repeated adverse evidence across 3 filings.
Questions before a position

No credible peer-relative valuation comparison is available yet.

Longer-term price context

Price as of Sep 9, 2026

135.20
6m+24.1%12m-3.3%24m-4.2%
Annual trajectory

Reported annual revenue and per-share history. This is accounting history, not a forecast.

PeriodRevenueYoYDiluted EPSShare change
2021-12-31$18.9B+14.1%$6.23-0.6%
2022-12-31$22.1B+17.1%$8.31-1.3%
2023-12-31$23.1B+4.5%$9.33-0.9%
2024-12-31$23.5B+1.7%$6.47-1.0%
2025-12-31$24.3B+3.5%$0.47-0.3%

What management says matters

Persistent and emerging business drivers

Input and raw-material costsmixed · 5 filings
Gross margin was flat for the three months period and declined 20 basis points for the six months period, primarily due to the impact of businesses acquired after the second quarter of 2025 that operate at a slightly lower gross margin for the six month perio…
10-Q · Jul 21, 2026
Macroeconomic conditionsmixed · 5 filings
The increased losses were primarily driven by inflationary pressures impacting personnel costs and health insurance.
10-Q · Jul 21, 2026
Restructuring and cost reductionsmixed · 5 filings
Our margin expansion in both periods was driven by the benefits our strategic pricing and sourcing initiatives which drove gross margin expansion of 70 and 50 basis points for the three and six month periods, respectively, and the continued benefits of our gl…
10-Q · Jul 21, 2026
Credit and interest ratesmixed · 3 filings
The year over year decline in net income is primarily due to persistent cost inflation, higher depreciation and amortization from ongoing investments, and higher interest expense.
10-Q · Apr 21, 2026

Valuation discipline

Peer-relative valuation withheld

Jodie found no industry-matched filing peers suitable for a valuation comparison. It will not substitute broader financial-sector names.

Scenario scaffold

Mechanical 2.0-year scenarios are available as editable assumptions, not consensus.

Price action

How the market is pricing the story

133.99-0.0% today

Jodie does not have enough daily observations to draw a useful short-term chart for this asset. The latest quoted price was checked 10 Sept, 15:35 GMT-4; this is a coverage limitation, not a flat-price conclusion.

Developments

No sourced recent-development timeline yet

Jodie has not returned a relevant primary source or news item for GPC. This is an evidence-coverage gap, not a conclusion that nothing material happened.

Business and financial condition

Reported financial figures are not available yet

Jodie has not returned structured SEC XBRL fundamentals for this asset. This is a coverage limitation, not an assessment of the business or its financial health.

Filing analysis

No comparable filing assessment is available yet

Jodie has not yet found a suitable current-versus-prior filing comparison for GPC. This does not mean the latest filing was neutral or immaterial.

Business ecosystem

The relationships behind GPC

Customers, suppliers, partners and competitors named in company filings—not inferred from headlines.

Depends on

AAPAdvance Auto Parts, Inc.competitorFeb 20, 2026

Key competitors in North America include AutoZone, Inc., O'Reilly Auto Parts, Inc., Advance Auto Parts, Inc., and LKQ Corporation, among others.

AITApplied Industrial Technologies, Inc.competitorFeb 20, 2026

In industrial distribution, our main competitor is Applied Industrial Technologies, Inc., but we also compete against Fastenal Company, and W.W.

AZOAutoZone, Inc.competitorFeb 20, 2026

Key competitors in North America include AutoZone, Inc., O'Reilly Auto Parts, Inc., Advance Auto Parts, Inc., and LKQ Corporation, among others.

Filing peers

No filing peers are available for this name yet.

Open the three relationships above to see Jodie’s filing proof. Pro unlocks 1 more links, every receipt, and alerts when connected names begin moving. Unlock the full network →

What is moving around it

Live connections

GPC is currently a Participant in the organic co-movement group Economic Cyclicals. This group is discovered from market behaviour rather than assigned from an industry taxonomy. 3 filing-linked names are in the relationship map; none is currently confirmed as moving with the group.

This group is retained as the last observed read for GPC; it is not active in the latest market snapshot.

Context history

Theme membership history

No durable theme membership has been observed for this name yet.