종목/GPC
G
제뉴인 파츠
GPCNYSE· Consumer CyclicalGenuine Parts Company
$104.72
종가· 5. 11.
$14.6B
시가총액
238.00
PER
$104.72
5. 11. 종가
시가총액
$14.6B
PER
238.00
INLINE4월 21일 (화)장전실제값2026 Q1 실적 발표 결과
EPS 실제
$1.77
예상 $1.78
Surprise
−0.5%
매출
$6.26B
예상 $6.23B
발표 직후 반응
+2.1%
5일 −5.4%
최근 4분기:
·이번 분기는 Inline, 직전과 다른 결과
Beat·Miss 트랙레코드
다음 분기 가이던스
2026 Q1AI 한국어 요약
Total sales growth 3% to 5.5%
North America Automotive sales growth 3% to 5%
International Automotive sales growth 3% to 6%
Industrial sales growth 3% to 6%
Diluted earnings per share $6.10 to $6.60
Adjusted diluted earnings per share $7.50 to $8.00
Effective tax rate Approx. 24%
Net cash provided by operating activities $1.0 billion to $1.2 billion
Free cash flow $550 million to $700 million
EPS 추이
최근 4분기컨센서스실적
매출 추이
막대 = 매출 · 점 = YoY %동종업계 비교
Consumer Cyclical · 시총 상위실적 콜 한국어 요약
AI 한국어 요약edgar:8-K-2.02+EX-99.1
아래 내용은 AI 가 8-K Item 2.02 본문과 보도자료(Exhibit 99.x)를 종합해 한국어로 정리한 요약입니다. 핵심 하이라이트·가이던스·운영 코멘트·시장 평가 네 섹션 모두 AI 생성이며, 실제 원문은 EDGAR 링크에서 확인하세요.
핵심 하이라이트
- 매출: Sales $6.3 billion, 전년동기 대비 +6.8% (Comparable sales +2.4%, 인수효과 +1.3%, 환율 등 +3.1%). 컨센서스: 제시 없음.
- 이익: GAAP diluted EPS $1.37 (Net income $189 million), 조정(Non-GAAP) diluted EPS $1.77 (Adjusted net income $245 million; 조정항목으로 세후 $56 million, $0.40/주 제외). 컨센서스: 제시 없음.
- 사업부문 하이라이트: Industrial 매출 $2.3 billion (+5.2%), Segment EBITDA $314 million (+12.7%) 및 EBITDA margin 13.6% (전년 대비 +90bps) — 분기별 가장 인상적인 실적 개선.
운영 코멘트
- 회사 코멘트: 분기 실적은 '기대 상회'로 설명되었으며 운영 규율과 세그먼트별 견조한 매출 성장이 성과를 견인했다고 강조. 예정된 Global Automotive/Global Industrial 분할은 2027년 1분기 완료 목표로 'on track'이라고 명시.
- 비용/구조조정: 분기 중 Restructuring and other costs $57.7 million, Separation costs $17.5 million, 총 조정항목 합계 $75.3 million(세후 영향 약 $19.3 million, 세후 순영향 약 $56 million 또는 $0.40/주).
기업 정보
섹터Consumer Cyclical
산업Auto Parts
대표이사Mr. Franck Baduel
상장일8월 20일 (수)
발행주식수137.6M주
직원수65,000명
웹사이트www.genpt.com
회사 소개 보기
Genuine Parts Company distributes automotive and industrial replacement parts. The company operates in three segments: North America Automotive Parts Group, International Automotive Parts Group, and Industrial Parts Group. It distributes automotive replacement parts, accessories, tools, equipment, and related solutions for hybrid and electric vehicles, trucks, buses, motorcycles, farm equipment, and heavy-duty equipment. The company also offers replacement parts, including brakes, batteries, filters, engine components, and fluids; specialized services, such as paint mixing, hydraulic hose assembly, battery testing, and key cutting; and accessories and specialty equipment for automotive and heavy-duty vehicles, as well as tools and diagnostic devices for repair and maintenance. In addition, it provides independent repair shops and auto care centers under the NAPA brand, and offers technical expertise and training programs to customers. Further, the company provides bearings, seals, and gaskets; hose, fittings, hydraulics, and pneumatics components; abrasives, adhesives, sealants, and tape; pumps and power transmission; tools and testing equipment; electrical supplies and safety products; and chemicals and janitorial supplies. Additionally, it offers inventory management; vendor-managed inventory; asset repair and tracking, including radio frequency identification; and specialized repair services for gearboxes, fluid power systems, pumps, drive shafts, electrical panels, and hoses and gaskets. The company was incorporated in 1928 and is headquartered in Atlanta, Georgia.
분기 실적 히스토리
최근 4분기| 발표일 | 분기 | EPS 예상 | EPS 실제 | Surprise | 매출 실제 | 발표 직후 반응 |
|---|---|---|---|---|---|---|
| 4월 21일 (화) | 2026 Q1 | $1.78 | $1.77 | −0.5% | $6.26B | ▲ 2.1% |
| 12월 1일 (월) | 2025 Q4 | $1.82 | $1.55 | −14.8% | $6.26B | — |