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Dec 31, 2023

Genuine Parts Q4 2023 Earnings Report

Genuine Parts Company reported a solid fourth quarter, delivering on its financial commitments and achieving mid-single-digit total sales growth and double-digit earnings growth.

Key Takeaways

Genuine Parts Company reported a 1.1% increase in sales to $5.6 billion and a 27.7% increase in diluted EPS to $2.26 for the fourth quarter of 2023. The company's diverse business segments contributed to the results, with the Industrial and International Automotive businesses outperforming expectations.

Sales of $5.6 billion, up 1.1%.

Diluted EPS of $2.26, up 27.7%.

Global Automotive sales were $3.5 billion, up 0.8%.

Industrial sales were $2.1 billion, up 1.7%.

Total Revenue
$5.59B
Previous year: $5.52B
+1.1%
EPS
$2.26
Previous year: $2.05
+10.2%
Gross Profit
$2.03B
Previous year: $1.97B
+3.0%
Cash and Equivalents
$1.1B
Previous year: $653M
+68.3%
Free Cash Flow
$923M
Previous year: $1.13B
-18.1%
Total Assets
$18B
Previous year: $16.5B
+8.9%

Genuine Parts

Genuine Parts

Genuine Parts Revenue by Segment

Forward Guidance

The company is establishing full-year 2024 guidance, expecting total sales growth of 3% to 5% and adjusted diluted earnings per share of $9.70 to $9.90.

Positive Outlook

  • Revenue Growth of 3% to 5%
  • Automotive sales growth 2% to 4%
  • Industrial sales growth 3% to 5%
  • Adjusted diluted earnings per share $9.70 to $9.90
  • Net cash provided by operating activities $1.3 billion to $1.5 billion

Challenges Ahead

  • Diluted earnings per share $8.95 to $9.15
  • Effective tax rate Approx. 24%
  • Free cash flow $800 million to $1 billion
  • Global economic outlook
  • Geopolitical conflicts

Revenue & Expenses

Visualization of income flow from segment revenue to net income