NYSE$GPC

Genuine Parts Co · Q2 2022 earnings

Q2 2022 earnings · · Investor relations

Briefing

Genuine Parts Company achieved record sales and earnings growth, driven by the resilience of its Automotive and Industrial businesses and the strategic mix of its operations.

Genuine Parts Company reported record sales of $5.6 billion, a 17.1% increase, and diluted EPS of $2.62, up 92.6%. Adjusted diluted EPS was $2.20, a 26.4% increase. The company also raised its 2022 outlook for revenue growth and diluted and adjusted diluted EPS.

  • Record sales of $5.6 billion, up 17.1%.
  • Diluted EPS of $2.62, up 92.6%.
  • Adjusted Diluted EPS of $2.20, up 26.4%.
  • Significant progress on integration of Kaman Distribution Group.

Headline financials

Total Revenue

$5.6B

Previous: $4.78B+17.1%
EPS (adj)

$2.20

Previous: $1.74+26.4%
Automotive Segment EBITDA

$9.30

No prior period
Industrial Segment EBITDA

$10.60

No prior period
Capital Expenditures

-$153M

Previous: -$90M-70.0%
Free Cash Flow

$220M

Previous: $107M+106.1%
Net Income

$373M

Previous: $196M+89.6%
Operating Income

$508M

Previous: $261M+94.8%
Gross Profit

$1.96B

Previous: $1.69B+16.1%
Cash & Equivalents

$519M

Previous: $987M-47.4%
Total Assets

$16.2B

Previous: $14.1B+15.3%
Stock-Based Comp

$10.7M

Previous: $8.29M+29.3%

Revenue & EPS history

Genuine Parts · Revenue · Quarterly

$5.6B

Q2 2022+17.1%vs Q2 2021
Beat estimate in 14 of 16 quarters(88%)
ActualEstimate

Revenue by segment

Genuine Parts · $5.6B total across 2 segments · Q2 2022

  • Total Automotive
    $3.47B+8.5%
  • Industrial
    $2.13B+34.5%

Forward guidance

The Company is updating full-year 2022 guidance previously provided in its earnings release on April 21, 2022. Total sales growth 12% to 14%, Automotive sales growth 6% to 8%, Industrial sales growth 26% to 28%, Diluted earnings per share $8.08 to $8.23, Adjusted diluted earnings per share $7.80 to $7.95, Net cash provided by operating activities $1.5 billion to $1.7 billion, Free cash flow $1.2 billion to $1.4 billion.

Tailwinds

  • Total sales growth updated to 12% to 14%.
  • Automotive sales growth updated to 6% to 8%.
  • Industrial sales growth updated to 26% to 28%.
  • Diluted earnings per share updated to $8.08 to $8.23.
  • Adjusted diluted earnings per share updated to $7.80 to $7.95.

Headwinds

  • Global economic outlook.
  • Geopolitical conflicts.
  • Potential impact on results.
  • Dynamic and uncertain external landscape.
  • Uncertainties related to business trends and financial results.

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 Q2 2022

Historical avgQ2 2022

-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%

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