GPC Q1 Earnings Call: Revenue Beat Offset by Soft Markets and Tariff Uncertainty
Auto and industrial parts retailer Genuine Parts (NYSE:GPC) beat Wall Street’s revenue expectations in Q1 CY2025, with sales up 1.4% year on year to $5.87 billion. Its non-GAAP profit of $1.75 per share was 3.9% above analysts’ consensus estimates.
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Genuine Parts (GPC) Q1 CY2025 Highlights:
StockStory’s Take
Genuine Parts delivered first quarter results that exceeded Wall Street’s revenue and non-GAAP profit expectations, driven primarily by acquisition-fueled growth and incremental improvements in its industrial segment. Management emphasized the company’s resilience amid a challenging demand environment, referencing flat same-store sales and soft discretionary spending in the U.S. and Europe.
CEO Will Stengel highlighted ongoing investments in productivity, supply chain upgrades, and the rollout of the modernized NAPA ProLink e-commerce platform to support future growth and customer service initiatives. Management reiterated its full-year adjusted EPS guidance and described the outlook as contingent on several variables, especially uncertainty from evolving trade and tariff policies and persistent inflation.
Key Insights from Management’s Remarks
Genuine Parts’ management attributed the quarter’s performance to disciplined cost controls, targeted acquisitions, and incremental improvements in industrial demand. Operational execution and selective investments were key to navigating a soft demand environment.