| GPC |
Report |
Total Revenue (Q2 2026) |
BEAT |
pred ~$6.50B vs. cons $6.43B |
MEDIUM |
| GPC |
Report |
Comparable Sales Growth Total (Q2 2026) |
BEAT |
pred ~+3.3% vs. cons +2.9% |
MEDIUM |
| GPC |
Report |
Adj. Diluted EPS (Q2 2026) |
BEAT |
pred ~$2.10 vs. cons $2.07 |
MEDIUM |
| GPC |
Guide |
FY 2026 Adj. EPS (FY2026) |
UNCHANGED |
guide ~$7.50-$8.00 reaffirmed vs. cons $7.73 |
HIGH |
| GPC |
Guide |
FY 2026 Total Sales Growth (FY2026) |
UNCHANGED |
guide ~3%-5.5% reaffirmed vs. cons ~4.8% |
HIGH |
| GPC |
Guide |
Iran Conflict / Q3 EBITDA Risk (qualitative) |
BETTER |
actual Q2 impact at low end of $10-20M; Q3 risk reduced |
MEDIUM |
| GPC |
Guide |
O'Reilly Bid / Separation Update (qualitative) |
UNKNOWN |
management will not confirm bid; investor day timing update only |
LOW |
| GPC |
Return |
Day-1 residual (stock − beta × S&P 500) |
+1.5% |
— |
MEDIUM |
| GPC |
Return |
5-day cumulative residual |
-3.0% (FADE) |
FADE — archetype C pattern: beat absorbed day-1, implicit H2 cut pulls estimates lower over 5 days as sell-side models reaffirmed FY guide against Q2 beat |
MEDIUM |