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Jun 30, 2025
Genuine Parts Q2 2025 Earnings Report
Genuine Parts reported Q2 2025 results with modest revenue growth but lower profitability due to restructuring costs.
Key Takeaways
Genuine Parts posted $6.2 billion in revenue, slightly higher year-over-year, but net income fell due to restructuring expenses. Adjusted EPS outperformed GAAP EPS, reflecting core operations strength.
Revenue rose 3.4% to $6.2 billion, driven by acquisitions.
Net income declined to $255 million, impacted by restructuring costs.
Adjusted EPS was $2.10, excluding $37 million in after-tax restructuring expenses.
Automotive segment outperformed with 5% sales growth, while Industrial sales rose just 0.7%.
Revenue by Segment
Forward Guidance
Genuine Parts revised full-year 2025 guidance, lowering revenue and EPS expectations due to tariffs and moderated market conditions.
Positive Outlook
- Adjusted EPS guidance remains solid at $7.50 to $8.00.
- Automotive sales growth outlook remains positive at 1.5% to 3.5%.
- Industrial sales growth expected at 1% to 3%.
- Strong liquidity position with $2 billion undrawn credit capacity.
- Operational cost management continues through restructuring initiatives.
Challenges Ahead
- Total sales growth outlook reduced to 1% to 3% from 2% to 4%.
- GAAP EPS guidance lowered to $6.55 to $7.05.
- Free cash flow guidance reduced to $700 million to $900 million.
- Operating cash flow outlook trimmed to $1.1 billion to $1.3 billion.
Revenue & Expenses
Visualization of income flow from segment revenue to net income
Historical Earnings Impact
Analyze how earnings announcements historically affect stock price performance
Avg. Return Before/After Earnings
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