$GPC

AutoZone (NYSE:AZO) and O'Reilly Automotive (NASDAQ:ORLY) report strong commercial sales growth as consumers keep older cars. LKQ (NASDAQ:LKQ) faces revenue loss due to ERP rollout. Genuine Parts (NYSE:GPC) raises dividend, plans business split. AutoZone and O'Reilly focus on professional repair services, while LKQ adjusts to operational challenges.

Genuine Parts Company (GPC) shares fell after Q3 earnings missed estimates and the company cut its full-year profit and revenue outlook, citing weak European markets and softness in its industrial segment. Concerns include margin deterioration, high debt, and rising costs, though long-term demand for replacement parts may support revenue.

Genuine Parts (GPC) is preparing to spin off its Motion division, focusing on M&A and supply chain modernization. Motion plans bolt-on acquisitions and sees medium-term opportunities in data-center infrastructure. Automotive unit prioritizes U.S. supply chain upgrades, with new distribution centers and a robotics lab. Both businesses aim for investment-grade ratings and margin expansion. Investor days are scheduled for December.

Genuine Parts Company (GPC), a global distributor of automotive and industrial replacement parts, has underperformed the Nasdaq Composite with a 6.5% dip over the past 52 weeks. Despite a 21.7% gain over the past three months, GPC's year-to-date performance lags behind the Nasdaq. The company faces challenges including flat same-store sales and weak operating margins. Analysts maintain a 'Moderate Buy' rating with an average price target of $141.27.

Americans are keeping cars longer, benefiting auto parts stocks. Genuine Parts (GPC) yields 3.13%, with a strong dividend record and plans to split into two companies. LKQ (LKQ) offers a 5.05% yield and is under strategic review. Gentex (GNTX) has a 2.13% yield, a clean balance sheet, and aggressive buybacks. All three companies are positioned to benefit from increased repair demand.

Procter & Gamble (PG) and Johnson & Johnson (JNJ) have raised dividends for 70 and 64 years, respectively. PG's yield is 2.99%, with $15.84B in free cash flow. JNJ's yield is 1.97%, with $19.70B in free cash flow. Lowe's (LOW) yields 2.47%, Emerson (EMR) 1.48%, and Genuine Parts (GPC) 3.09%. GPC plans a 2027 split. All companies have strong cash flow supporting dividends.

Genuine Parts (GPC) director Court D. Carruthers received 41,773 restricted stock units (RSUs) on September 8, 2026. The RSUs vest between 2027 and 2029, with no Rule 10b5-1 trading plan reported. The grants consist of 11,935 RSUs vesting annually and 29,838 RSUs vesting after three years.

Genuine Parts Co, valued at $20B, announced leadership teams for its upcoming split into two publicly traded companies, set for Q1 2027. New executives include Franck Baduel, Alain Masse, and Rob Cameron. CEO-elect Court Carruthers will earn a $1.2M base salary post-split. The move follows activist investor Elliott Investment Management's pressure for operational improvements. Global Automotive generated $15B in revenue, while Global Industrial (Motion) generated $9B. The company reported a Q4 2

Genuine Parts Co. (GPC) is preparing to spin off its industrial distribution business, Motion, into a standalone publicly traded company in Q1 2027. Motion's leadership team has been announced, including Will Stengel as CEO and James Howe as president and COO. Motion generated $4.73 billion in sales in the first half of 2026, up 6.2% year-over-year. The separation is subject to regulatory approval and final board approval.

Genuine Parts Company (GPC) announced leadership changes ahead of its planned separation into two public entities. Court Carruthers, a board member, was named CEO-Elect with a $1M base salary and equity grants. Bert Nappier and James Howe were appointed COOs with salary increases. Investor days are scheduled for December 2026.