Reflecting On Auto Parts Retailer Stocks’ Q4 Earnings: Genuine Parts (NYSE:GPC)

Reflecting On Auto Parts Retailer Stocks’ Q4 Earnings: Genuine Parts (NYSE:GPC)

Jabin Bastian

Fri, February 20, 2026 at 12:32 PM GMT+9 4 min read

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GPC

-1.27%

Let’s dig into the relative performance of Genuine Parts (NYSE:GPC) and its peers as we unravel the now-completed Q4 auto parts retailer earnings season.

Cars are complex machines that need maintenance and occasional repairs, and auto parts retailers cater to the professional mechanic as well as the do-it-yourself (DIY) fixer. Work on cars may entail replacing fluids, parts, or accessories, and these stores have the parts and accessories or these jobs. While e-commerce competition presents a risk, these stores have a leg up due to the combination of broad and deep selection as well as expertise provided by sales associates. Another change on the horizon could be the increasing penetration of electric vehicles.

The 5 auto parts retailer stocks we track reported a slower Q4. As a group, revenues were in line with analysts’ consensus estimates.

While some auto parts retailer stocks have fared somewhat better than others, they have collectively declined. On average, share prices are down 2.4% since the latest earnings results.

Weakest Q4: Genuine Parts (NYSE:GPC)

Largely targeting the professional customer, Genuine Parts (NYSE:GPC) sells auto and industrial parts such as batteries, belts, bearings, and machine fluids.

Genuine Parts reported revenues of $6.01 billion, up 4.1% year on year. This print fell short of analysts’ expectations by 0.8%. Overall, it was a softer quarter for the company with full-year EPS guidance missing analysts’ expectations significantly and a significant miss of analysts’ EBITDA estimates.

“We continued to advance our GPC strategies in 2025 while navigating a dynamic environment, thanks to the commitment of our teammates,” said Will Stengel, Chair-Elect and Chief Executive Officer.

Genuine Parts Total Revenue

Genuine Parts delivered the weakest performance against analyst estimates of the whole group. Unsurprisingly, the stock is down 18.6% since reporting and currently trades at $119.78.

Read our full report on Genuine Parts here, it’s free.

Best Q4: Advance Auto Parts (NYSE:AAP)

Founded in Virginia in 1932, Advance Auto Parts (NYSE:AAP) is an auto parts and accessories retailer that sells everything from carburetors to motor oil to car floor mats.

Advance Auto Parts reported revenues of $1.97 billion, down 1.2% year on year, outperforming analysts’ expectations by 1%. The business had a strong quarter with a beat of analysts’ EPS estimates and full-year EPS guidance exceeding analysts’ expectations.

Advance Auto Parts Total Revenue

Advance Auto Parts achieved the biggest analyst estimates beat and highest full-year guidance raise among its peers. Although it had a fine quarter compared its peers, the market seems unhappy with the results as the stock is down 3.8% since reporting. It currently trades at $55.99.

La historia continúa  

Is now the time to buy Advance Auto Parts? Access our full analysis of the earnings results here, it’s free.

AutoZone (NYSE:AZO)

Aiming to be a one-stop shop for the DIY customer, AutoZone (NYSE:AZO) is an auto parts and accessories retailer that sells everything from car batteries to windshield wiper fluid to brake pads.

AutoZone reported revenues of $4.63 billion, up 8.2% year on year, in line with analysts’ expectations. It was a slower quarter as it posted a miss of analysts’ EBITDA estimates and a significant miss of analysts’ EPS estimates.

The stock is flat since the results and currently trades at $3,745.

Read our full analysis of AutoZone’s results here.

Monro (NASDAQ:MNRO)

Started as a single location in Rochester, New York, Monro (NASDAQ:MNRO) provides common auto services such as brake repairs, tire replacements, and oil changes.

Monro reported revenues of $293.4 million, down 4% year on year. This print came in 0.6% below analysts’ expectations. Aside from that, it was a strong quarter as it logged a beat of analysts’ EPS estimates and a decent beat of analysts’ EBITDA estimates.

Monro had the slowest revenue growth among its peers. The stock is up 12.8% since reporting and currently trades at $22.59.

Read our full, actionable report on Monro here, it’s free.

O’Reilly (NASDAQ:ORLY)

Serving both the DIY customer and professional mechanic, O’Reilly Automotive (NASDAQ:ORLY) is an auto parts and accessories retailer that sells everything from fuel pumps to car air fresheners to mufflers.

O’Reilly reported revenues of $4.41 billion, up 7.8% year on year. This result met analysts’ expectations. More broadly, it was a slower quarter as it recorded full-year EPS guidance missing analysts’ expectations and full-year revenue guidance slightly missing analysts’ expectations.

O’Reilly had the weakest full-year guidance update among its peers. The stock is down 1.8% since reporting and currently trades at $95.

Read our full, actionable report on O’Reilly here, it’s free.

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