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Dec 31, 2025
SMP Q4 2025 Earnings Report
SMP reported double-digit sales growth and margin expansion in Q4 2025, with improved profitability driven by North American and Nissens performance.
Key Takeaways
In Q4 2025, SMP generated net sales of 385090000 and net earnings attributable to SMP of 7862000, with operating income of 21573000. Adjusted EBITDA increased to 37373000, representing 9.7% of net sales.
Net sales increased 12.2% year over year to 385090000.
Operating income rose to 21573000 from 3880000 in the prior year period.
Adjusted EBITDA improved to 37373000, or 9.7% of net sales.
Nissens Automotive contributed 64121000 in quarterly sales.
Revenue by Segment
Forward Guidance
For 2026, SMP expects low to mid-single digit sales growth and adjusted EBITDA margin in the range of 11.0% to 12.0%, supported by aftermarket demand and profitability initiatives.
Positive Outlook
- Sales growth expected in the low to mid-single digit range.
- Adjusted EBITDA margin guided to 11.0% to 12.0%.
- Ongoing strength in North American aftermarket demand.
- Continued momentum in European Nissens business.
- Profitability initiatives underway to drive margin expansion.
Challenges Ahead
- Some continued gross margin compression from tariff pass-through at cost.
- Volatility in Engineered Solutions segment performance.
- Exposure to tariff landscape changes and regulatory developments.
- Customer program wind-down costs impacted Q4 results.
Revenue & Expenses
Visualization of income flow from segment revenue to net income
Historical Earnings Impact
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Avg. Return Before/After Earnings
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