It has been about a month since the last earnings report for Genuine Parts (GPC Quick QuoteGPC - Free Report) . Shares have lost about 5.6% in that time frame, underperforming the S&P 500.

Will the recent negative trend continue leading up to its next earnings release, or is Genuine Parts due for a breakout? Well, first let's take a quick look at its most recent earnings report in order to get a better handle on the recent drivers for Genuine Parts Company before we dive into how investors and analysts have reacted as of late.

Genuine Parts Misses Q3 Earnings Estimates

Genuine Parts reported third-quarter 2025 adjusted earnings of $1.98 per share, which missed the Zacks Consensus Estimate of $2.02. The bottom line, however, increased from the year-ago quarter’s earnings of $1.88 per share. 

The company reported net sales of $6.26 billion, which surpassed the Zacks Consensus Estimate of $6.13 billion and grew 5% year over year. The increase was driven by a 2.3% contribution from comparable sales, a 1.8% boost from acquisitions and a 0.8% favorable impact from forex transactions.

Segmental Performance

The Automotive segment’s net sales totaled $4 billion in the reported quarter, up 5% year over year, thanks to comps growth, acquisition benefits and favorable forex transactions. The sales also surpassed our estimate of $3.87 billion. The segment’s comparable sales grew 1.6% year over year. EBITDA from the unit increased 5.9% to $335 million. EBITDA margin came in at 8.4%, up 110 basis points from the year-ago period.

The Industrial Parts segment’s net sales rose 4.6% year over year to $2.3 billion, courtesy of acquisition benefits and comps growth. The sales also beat our estimate of $2.24 billion. The segment’s comparable sales rose 3.7% in the reported quarter. EBITDA grew 6.6% to $285 million, with a margin of 12.6%, up 30 basis points year over year.

Financial Performance

Genuine Parts had cash and cash equivalents worth $431 million as of Sept. 30, 2025, down from $480 million as of Dec. 31, 2024. Long-term debt was $3.75 billion at the end of the third quarter.

2025 Guidance

For 2025, Genuine Parts expects overall sales growth of 3-4% versus the prior guided range of 1-3%. Automotive sales are now anticipated to increase 4-5%, compared with the previous forecast of 1.5-3.5% growth. Expectations for industrial sales growth were raised to 2-3% from 1-3% projected earlier.

The company now envisions adjusted earnings per share between $7.50 and $7.75 compared with the prior guided range of $7.5-$8. Operating cash flow is expected in the band of $1.1-$1.3 billion, unchanged from the previous guidance. The FCF projection was maintained in the range of $700-$900 million.

How Have Estimates Been Moving Since Then?

Since the earnings release, investors have witnessed a flat trend in estimates revision.

VGM Scores

At this time, Genuine Parts has a average Growth Score of C, though it is lagging a lot on the Momentum Score front with an F. However, the stock was allocated a grade of B on the value side, putting it in the second quintile for this investment strategy.

Overall, the stock has an aggregate VGM Score of C. If you aren't focused on one strategy, this score is the one you should be interested in.

Outlook

Genuine Parts has a Zacks Rank #3 (Hold). We expect an in-line return from the stock in the next few months.