NYSE$GPC

Genuine Parts Co · Q1 2023 earnings

Q1 2023 earnings · · Investor relations

Briefing

Genuine Parts Company reported record sales and increased EPS, driven by strong performance in international automotive and industrial segments, and updated its full-year outlook.

Genuine Parts Company reported record sales of $5.8 billion, an 8.9% increase year-over-year, and diluted EPS of $2.14, up 24.4%. The company's performance was driven by its multi-year strategic transformation and the geographic diversity of its operations. GPC updated its full-year outlook, increasing diluted EPS to $8.95 to $9.10 and cash from operations to $1.3 billion to $1.4 billion.

  • Record sales of $5.8 billion, up 8.9% year-over-year.
  • Diluted EPS of $2.14, up 24.4% year-over-year.
  • Global Automotive sales increased by 7.0%, driven by strong international performance.
  • Industrial sales increased by 11.9%, marking the eighth consecutive quarter of double-digit sales comps.

Headline financials

Total Revenue

$5.77B

Previous: $5.29B+8.9%
EPS (adj)

$2.14

Previous: $1.86+15.1%
Automotive Segment EBITDA

$264M

Previous: $8.10+3264444344.4%
Industrial Segment EBITDA

$262M

Previous: $9.30+2817064416.1%
Capital Expenditures

-$88.1M

Previous: -$78M-12.9%
Free Cash Flow

$216M

Previous: $168M+28.6%
Net Income

$304M

Previous: $246M+23.6%
Operating Income

$409M

Previous: $330M+24.0%
Gross Profit

$2.01B

Previous: $1.83B+10.3%
Cash & Equivalents

$651M

Previous: $611M+6.6%
Total Assets

$16.9B

Previous: $16.3B+3.9%
Stock-Based Comp

$8.65M

Previous: $7.17M+20.6%

Revenue & EPS history

Genuine Parts · Revenue · Quarterly

$5.77B

Q1 2023+8.9%vs Q1 2022
Beat estimate in 9 of 15 quarters(60%)
ActualEstimate

Revenue by segment

Genuine Parts · $5.77B total across 2 segments · Q1 2023

  • Total Automotive
    $3.51B+7.0%
  • Industrial
    $2.26B+11.9%

Forward guidance

The company updated its full-year 2023 guidance, reflecting confidence in its strategic plans and ability to execute through continued economic uncertainty.

Tailwinds

  • Reaffirms total sales growth of 4% to 6%.
  • Reaffirms Automotive sales growth of 4% to 6%.
  • Reaffirms Industrial sales growth of 4% to 6%.
  • Increases diluted earnings per share to $8.95 to $9.10.
  • Increases cash from operations to $1.3 billion to $1.4 billion.

Headwinds

  • Global economic outlook uncertainty.
  • Geopolitical conflicts and potential impact on results.
  • Potential impact of public health emergencies.
  • Uncertain credit markets and other macroeconomic conditions.
  • Volatile exchange rates.

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 20 quarterly earnings reports · overlaid with Q1 2023

Historical avgQ1 2023

-1.0%

Avg return

Earnings day

-1.4%

Avg return

5 days after

-2.0%

Avg return

30 days after

48%

35 / 73 earnings

Positive

+12.7%

Q1 2024

Best reaction

-18.8%

Q3 2024

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026+1.3%-3.4%-14.7%
Q4 2025-14.5%-19.8%-32.7%
Q3 2025+2.1%-0.7%-5.1%
Q2 2025-0.2%+0.5%+2.3%
Q1 2025+2.8%+4.3%+13.5%
Q4 2024-2.6%-2.6%-3.3%
Q3 2024-18.8%-20.2%-14.3%
Q2 2024-1.9%+2.6%+2.2%
Q1 2024+12.7%+13.4%+6.1%
Q4 2023-0.8%+0.2%+6.7%
Q3 2023-13.5%-13.4%-7.6%
Q2 2023-7.0%-6.1%-7.9%
Q1 2023+0.0%-0.8%-1.0%
Q4 2022+2.8%+1.7%-9.8%
Q3 2022+2.1%+8.0%+13.7%
Q2 2022+4.8%+7.1%+9.6%
Q1 2022-2.9%-2.7%-6.6%
Q4 2021-2.4%-4.9%-0.7%
Q3 2021+2.6%+3.8%+4.3%
Q2 2021-0.1%-0.2%-4.1%
Q1 2021+0.9%+1.6%+8.4%
Q4 2020-0.8%+2.6%+15.1%
Q3 2020-3.2%-8.0%-5.0%
Q2 2020-1.6%-0.5%+3.5%
Q1 2020-1.7%+1.3%+23.0%
Q4 2019+2.9%-1.1%-42.8%
Q3 2019+3.7%+5.7%+7.3%
Q2 2019-6.9%-5.1%-12.2%
Q1 2019-7.9%-6.5%-12.9%
Q4 2018+1.4%+3.0%+1.4%
Q3 2018+6.5%+5.7%+7.6%
Q2 2018+3.6%+3.4%+4.5%
Q1 2018-4.0%-3.2%+1.1%
Q4 2017-6.5%-5.3%-11.9%
Q3 2017-9.6%-9.3%-12.1%
Q2 2017-0.3%+0.4%-1.6%
Q1 2017+3.1%+3.8%+2.2%
Q4 2016-4.6%-4.4%-7.2%
Q3 2016-7.1%-5.5%-1.9%
Q2 2016-1.9%-2.0%+1.4%
Q1 2016-3.3%
Q4 2015+2.5%
Q3 2015+2.9%
Q2 2015-3.1%
Q1 2015+0.5%
Q4 2014-1.5%
Q3 2014+4.7%
Q2 2014-1.5%
Q1 2014-1.5%
Q4 2013+0.6%
Q3 2013-3.3%
Q2 2013-2.1%
Q1 2013-3.2%
Q4 2012-3.4%
Q3 2012-0.8%
Q2 2012+1.6%
Q1 2012-1.2%
Q4 2011+0.6%
Q3 2011+0.5%
Q2 2011-2.8%
Q1 2011+1.1%
Q4 2010+1.8%
Q3 2010+1.3%
Q2 2010-0.2%
Q1 2009-4.9%
Q1 2010+0.2%
Q4 2007+1.3%
Q4 2009+1.3%
Q3 2008+1.6%
Q3 2009+1.6%
Q2 2009+1.9%
Q4 2008+1.9%
Q2 2008+1.9%

Discussion

Share your read of this quarter. Sign-in carries your eToro identity.

Join the conversation

Sign in with eToro to post your read of this quarter and vote on others'.

Sign in with eToro