| GPC |
Report |
2Q26 adjusted diluted EPS |
BEAT |
pred ~$2.28 vs. cons $2.25 |
MEDIUM |
| GPC |
Report |
2Q26 revenue |
IN-LINE |
pred ~$6.47B vs. cons $6.44B |
MEDIUM |
| GPC |
Report |
2Q26 Global Industrial EBITDA margin |
BEAT |
pred ~13.8% vs. cons 13.5% |
MEDIUM |
| GPC |
Guide |
FY26 adjusted diluted EPS guidance |
LOWER |
guide ~$7.75 midpoint vs. cons $7.79 (FY26) |
HIGH |
| GPC |
Guide |
FY26 total sales-growth guidance |
UNCHANGED |
guide ~4.25% midpoint vs. cons 4.30% (FY26) |
HIGH |
| GPC |
Guide |
FY26 free-cash-flow guidance |
LOWER |
guide ~$625M midpoint vs. cons $650M (FY26) |
MEDIUM |
| GPC |
Guide |
Separation run-rate dis-synergy and stand-alone-cost commentary |
UNCHANGED |
guide ~$125M midpoint vs. cons $125M (1Q27 separation) |
HIGH |
| GPC |
Return |
Day-1 residual (stock − beta × S&P 500) |
+1.5% |
— |
MEDIUM |
| GPC |
Return |
5-day cumulative residual |
-0.5% (FADE) |
Day-1 residual ~+1.5% versus a 5-day residual ~-0.5%: a modest EPS/Industrial-margin beat should initially help, but an unchanged FY26 EPS midpoint of ~$7.75 versus ~$7.79 consensus leaves out-period estimates vulnerable to modest reductions as analysts incorporate the 2Q freight/fuel drag and no guide lift. |
MEDIUM |