| GPC |
Report |
Adjusted Diluted EPS (Q2 2026) |
BEAT |
pred ~$2.13 vs. cons $2.10 |
MEDIUM |
| GPC |
Report |
Total Revenue (Q2 2026) |
BEAT |
pred ~$6.45B vs. cons $6.39B |
MEDIUM |
| GPC |
Report |
North America Automotive comparable sales growth (Q2 2026) |
IN-LINE |
pred ~+2.2% vs. cons ~+2.0% |
LOW |
| GPC |
Guide |
FY2026 Adjusted Diluted EPS guidance |
UNCHANGED |
guide ~$7.50-$8.00 (mid ~$7.75) vs. cons ~$7.72 (FY2026) |
MEDIUM |
| GPC |
Guide |
FY2026 total sales growth guidance |
UNCHANGED |
guide ~3%-5.5% (mid ~4.25%) vs. cons ~4.0% (FY2026) |
MEDIUM |
| GPC |
Guide |
Separation dis-synergy/stand-alone cost estimate & O'Reilly/NAPA strategic commentary |
UNKNOWN |
guide ~$100-150M unchanged vs. cons ~$125M (through Q1 2027 completion) |
LOW |
| GPC |
Return |
Day-1 residual (stock − beta × S&P 500) |
+0.8% |
— |
MEDIUM |
| GPC |
Return |
5-day cumulative residual |
-1.3% (FADE) |
A likely modest EPS/revenue beat and reaffirmed FY26 guidance should produce a small positive day-1 pop, but absent concrete confirmation/denial of the O'Reilly/NAPA sale process (the true stock driver), algorithmic 'buy the rumor, sell the news' flows plus lingering Iran-related freight/fuel cost drag into Q3 and margin-challenged International Automotive results are likely to prompt analysts to trim out-period (H2/FY) estimates even after an in-line-to-slight-beat headline, causing the initial reaction to fade over the following days as the market refocuses on unresolved M&A/regulatory overhang rather than the operating print. |
MEDIUM |