Strong Sales Growth Amidst Market …
This article first appeared on GuruFocus.
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Total Sales: $6.3 billion, an increase of approximately 5% year-over-year.
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Gross Margin: Expanded by 60 basis points compared to the previous year.
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Adjusted EBITDA: Increased by 10% year-over-year.
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Adjusted Diluted EPS: $1.98, up 5% from the same period last year.
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Global Industrial Sales: $2.3 billion, up approximately 5% year-over-year.
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Global Automotive Sales: Increased approximately 5% with comparable sales growth of 2%.
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US Automotive Sales: Up approximately 4% with comparable sales up 2%.
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Canada Sales: Increased approximately 3% in local currency with comparable sales up 2%.
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Asia Pacific Sales: Increased approximately 10% with comparable sales growth of 5%.
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EBITDA Margin: Total adjusted EBITDA margin was 8.4%, up 40 basis points year-over-year.
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Cash from Operations: Approximately $510 million for the first nine months of 2025.
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Free Cash Flow: $160 million for the first nine months of 2025.
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Capital Expenditures: Approximately $350 million year-to-date.
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Shareholder Returns: $421 million returned through dividends in the first nine months of 2025.
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2025 Revenue Guidance: Total sales growth expected in the range of 3% to 4%.
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2025 Adjusted EPS Guidance: Expected to be in the range of $7.50 to $7.75.
Release Date: October 21, 2025
For the complete transcript of the earnings call, please refer to the full earnings call transcript.
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Genuine Parts Co (NYSE:GPC) reported a 5% increase in total sales for the third quarter, reaching $6.3 billion.
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The company achieved a gross margin expansion of 60 basis points compared to the same period last year.
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Adjusted EBITDA increased by 10% year over year, with improvements in both automotive and industrial segments.
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GPC’s Global Industrial segment saw a 5% increase in total sales, with comparable sales up approximately 4%.
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The company has been proactive in managing inflationary pressures and has leveraged strategic supplier partnerships to mitigate tariff impacts.
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Market conditions in Europe remain soft, with total sales flat in local currency and comparable sales down approximately 2%.
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The automotive segment in Europe underperformed expectations due to a soft market and inflationary cost pressures.
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GPC’s retail sales in the US automotive segment decreased by low single digits, indicating pressure in discretionary spending.
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The company faces ongoing challenges from elevated interest rates and cautious consumer behavior.
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GPC’s cash flow from operations was impacted by lower year-over-year earnings, accelerated tax payments, and higher interest payments.
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