| GPC |
Report |
Adjusted diluted EPS |
IN-LINE |
pred ~$2.09 vs. cons $2.10 |
MEDIUM |
| GPC |
Report |
Total revenue |
IN-LINE |
pred ~$6.45B vs. cons $6.42B |
MEDIUM |
| GPC |
Report |
Industrial (Motion) segment comp sales |
BEAT |
pred ~+4.2% vs. cons ~+3.4% |
LOW |
| GPC |
Guide |
FY2026 Adjusted EPS guide |
UNCHANGED |
guide reaffirmed ~$7.50-$8.00 (mid $7.75) vs. cons $7.69 (FY2026) |
MEDIUM |
| GPC |
Guide |
FY2026 total sales growth guide |
UNCHANGED |
guide reaffirmed +3% to +5.5% (mid ~+4.25%) vs. cons ~+4.3% (FY2026) |
MEDIUM |
| GPC |
Guide |
O'Reilly NAPA bid / separation framing (spin vs. sale) |
UNKNOWN |
pred no confirmation of ~$10B ORLY bid; reaffirm Q1-2027 separation vs. market pricing ~$132 deal-hope peak vs. $122 current (Q1 2027 event) |
MEDIUM |
| GPC |
Return |
Day-1 residual (stock − beta × S&P 500) |
-2.5% |
— |
MEDIUM |
| GPC |
Return |
5-day cumulative residual |
-3.0% (STABILIZE) |
An in-line print with guidance merely reaffirmed and a 'no comment / committed to Q1-2027 separation' stance likely disappoints a stock that already priced ~14% of deal premium (rallied from ~$93 to $132 on the July 2 ORLY report, now $122), so day-1 gives back some premium. Out-period math is neutral-to-soft (no raise, wide GAAP-vs-adjusted gap from separation/restructuring costs, thin auto margins) which pressures estimates modestly, but the live O'Reilly optionality and strong Industrial momentum put a floor under the shares, so the residual stabilizes rather than fully fading the pop. |
LOW |