GPC at a glance
Genuine Parts Company (GPC, SEC CIK 40987) filed its latest 10-K annual report on February 20, 2026, a 10-Q quarterly report on July 21, 2026, an 8-K current report on September 9, 2026 and Form 4 insider filings as recently as October 5, 2026. SignalX summarizes each filing with AI and tracks the company's insider trades and institutional holders.
- For the fiscal year ended December 31, 2025 (FY2025), Genuine Parts Company (GPC) reported revenue of $24.3 billion (up 3.5% from FY2024) and net income of $65.9 million. Diluted EPS was $0.47.
- As of June 30, 2026, 46 institutional investment managers tracked by SignalX reported holding Genuine Parts Company (GPC) shares worth $7.4 billion in 13F-HR filings.
- The most recent insider open-market sale reported on Form 4 was by Galla Christopher T on June 26, 2026 of 2,333 shares at $115.00 per share.
Source: SEC EDGAR (XBRL financial data, 13F-HR and Form 4 filings).
- Revenue · FY2025
- $24.3B
- +3.5% vs prior year
- Insiders · 90 days
- 0 buys · 0 sells
- No open-market trades
- 13F holders
- 46 funds
- $7.4B · +2 vs prior quarter
- Latest 8-K
- Sep 9, 2026
- Item 7.01 · Item 5.02
AI 10-K Annual Report Analysis
Latest 10-K, fiscal year ended Dec 31, 2025
Risk Factors
- Legal risk: First Brands’ Chapter 11 bankruptcy in Sept 2025 causing $150.5M credit loss reserve on receivables
- Macroeconomic risk: Soft demand in Europe and contractionary U.S. manufacturing PMI pressuring Industrial segment sales
- Operational risk: Elevated asbestos-related product liability costs increased by $103M due to adverse claim trends
- Competitive risk: Acquisition of Benson Auto Parts expands Canadian presence, countering competition in key Ontario and Quebec markets
- Financial risk: $742M one-time pension settlement charge in 2025 related to U.S. qualified defined benefit plan settlement
Management Discussion & Analysis
- Revenue $24.3B, up 3.5% YoY driven by acquisitions and slight comparable sales growth in all segments
- Gross margin improved 50 bps to approximately 23.1% (implied from text) due to pricing, sourcing, and acquisitions
- Net income $66M, down 92.7% YoY due to $742M pension settlement, $151M credit losses, $103M asbestos liability, and higher costs
- Best segment: all three showed slight comparable sales growth; no specific segment outperforming disclosed
- Tariff-related cost inflation increased SG&A and gross margin pressure; technology and supply chain investments raised depreciation and interest expenses
Business Overview
- Core business: global distribution of automotive and industrial replacement parts with value-added solutions across 10,800+ locations
- New strategic move: announced planned separation into two independent public companies (Global Automotive and Global Industrial) targeted Q1 2027
- Geographic revenue split 2025: 74% North America, 16% Europe, 10% Australasia, reflecting diversified global footprint
- Net sales $24.3 billion in 2025, emphasizing scale and market leadership in fragmented industries
- Separation structured as expected tax-free transaction for shareholders, pending approvals and regulatory conditions
AI summary of the GPC 10-K filed . Generated from the filing text; verify against the original.View on SEC EDGARHow to read a 10-K
AI 10-Q Quarterly Report Analysis
Latest 10-Q, quarter ended Jun 30, 2026
Management Discussion & Analysis
- Revenue $6.537B, up 6.0% YoY from $6.164B; comparable sales increased 3.4%
- Gross margin 37.8% vs 37.7% YoY; net income $228M vs $255M, down 10.7%
- Industrial strongest segment: sales $2.4B, up 7.1%; EBITDA margin 13.1% vs 12.8%
- International Automotive weakest margin: EBITDA margin 9.4% vs 9.6%, pressured by Middle East-related fuel and freight costs
- Separation targeted for first quarter 2027; Middle East conflict reduced pretax income approximately $20M during the quarter
Risk Factors
- No material changes to risk factors from the 2025 Form 10-K
- Carried-forward business, financial-condition, and operating-results risks remain material
- April 28, 2026 syndicated facility amendment indicates updated financing arrangements
- Employee share withholdings: 109,565 shares purchased at average $105.00
- Share-repurchase authorization: approximately 7.5 million shares remaining
AI summary of the GPC 10-Q filed . Generated from the filing text; verify against the original.View on SEC EDGAR10-K vs 10-Q vs 8-K
AI 8-K Current Report Analysis
The most recent material events, by 8-K item
Item EX-99.1: Item EX-99.1
- CEO succession set: Court Carruthers leads post-separation GPC, while Will Stengel leads Motion
- Separation remains targeted for Q1 2027, contingent on Board approval and effective Form 10 registration statement
Item 7.01: Regulation FD Disclosure
- Disclosure centers on planned Separation of GPC and Motion, with timing and completion still uncertain
- Key execution risks: unmet closing conditions, unsuccessful separation, higher costs, or delayed implementation
Item 5.02: Departure/Appointment of Directors or Principal Officers
- Court Carruthers becomes CEO after the planned Separation closes, creating leadership continuity for the post-separation company
- Carruthers’ CEO compensation: $1.2M salary, 150% bonus target, and $7.2M annual long-term incentive target
Item 8.01: Other Events
- Quarterly cash dividend declared at $1.0625 per common share
- Payment scheduled for October 2, 2026
Item 2.02: Results of Operations and Financial Condition
- Q2 2026 results for quarter ended June 30, 2026
- Press release issued July 21, 2026; detailed financial results in Exhibit 99.1
AI summaries of GPC 8-K current reports filed with the SEC. What 8-K item codes mean
SignalX for GPC
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Recent Insider Transactions (Form 4)
Latest reported trades by officers, directors and 10% owners
| Insider | Type | Date | Shares | Price |
|---|---|---|---|---|
| PRYOR JULIETTE WILLIAMS | A | Oct 2, 2026 | 246 | $127.17 |
| Cox Richard JR | A | Oct 2, 2026 | 197 | $127.17 |
| CARRUTHERS COURT D | A | Sep 8, 2026 | 29,838 | - |
| CARRUTHERS COURT D | A | Sep 8, 2026 | 11,935 | - |
| Hulett Jennifer | F | Aug 19, 2026 | 302 | $134.54 |
| Masse Alain | F | Aug 1, 2026 | 403 | $128.52 |
| PRYOR JULIETTE WILLIAMS | A | Jul 2, 2026 | 263 | $118.75 |
| Cox Richard JR | A | Jul 2, 2026 | 211 | $118.75 |
Financial SummaryXBRL
| Metric | FY2023 | FY2024 | FY2025 |
|---|---|---|---|
| Profitability | |||
| Revenue | - | $23.5B | $24.3B |
| Gross Profit | $8.3B | $8.5B | $8.9B |
| Net Income | - | $904.1M | $65.9M |
| Gross Margin | - | 36.3% | 36.8% |
| Net Margin | - | 3.8% | 0.3% |
| Balance Sheet | |||
| Total Assets | - | $19.3B | $20.8B |
| Equity | $4.4B | $4.3B | $4.4B |
| ROE | - | 20.8% | 1.5% |
| Per Share | |||
| EPS | $9.33 | $6.47 | $0.47 |
| Cash Flow | |||
| Operating CF | - | $1.3B | $890.8M |
| CapEx | $512.7M | $567.3M | $469.8M |
Source: XBRL data in Genuine Parts Company (GPC)'s 10-K filings on SEC EDGAR, in USD. Compare across companies →
13F Fund Holdings: Quarterly Trend
Latest: Q2 2026Aggregate GPC share value held by 13F filers tracked by SignalX, by quarter.
Quarterly totals table
| Quarter | Funds | Total value |
|---|---|---|
| Q2 2026 | 46 | $7.44B |
| Q1 2026 | 44 | $6.28B |
| Q4 2025 | 44 | $7.71B |
| Q3 2025 | 46 | $8.77B |
| Q2 2025 | 39 | $7.29B |
| Q1 2025 | 38 | $5.88B |
| Q4 2024 | 36 | $4.90B |
| Q3 2024 | 34 | $3.25B |
- FMR LLC (Fidelity)+1.63M (+1237%)
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- AQR Capital Management+466.4K (+31%)
- Dimensional Fund Advisors+379.7K (+18%)
- JPMorgan Chase & Co−655.3K (-30%)
- Millennium Management−385.6K (-85%)
- Morgan Stanley−271.6K (-11%)
- Ameriprise Financial−257.0K (-68%)
- Franklin Resources−132.9K (-58%)
Source: 13F-HR filings on SEC EDGAR (aggregated from 327 fund-quarter rows). Reflects only 13F filers tracked by SignalX, not the full institutional ownership universe. How 13F filings work
GPC filing archive
AI analysis pages for each 10-K, 10-Q and 8-K
10-K annual reports
10-Q quarterly reports
Latest 2026 SEC Filings: 10-K, 10-Q, 8-K & Form 4
| Form | Filing date | Period | Analysis | SEC |
|---|---|---|---|---|
| 4 | Oct 5, 2026 | - | - | - |
| 4 | Oct 5, 2026 | - | - | - |
| 4 | Sep 10, 2026 | - | - | - |
| 8-K | Sep 9, 2026 | - | Analysis | - |
| 4 | Aug 20, 2026 | - | - | - |
| 8-K | Aug 11, 2026 | - | Analysis | - |
| 4 | Aug 4, 2026 | - | - | - |
| 10-Q | Jul 21, 2026 | Jun 30, 2026 | Analysis | |
| 8-K | Jul 21, 2026 | - | Analysis | - |
| 4 | Jul 6, 2026 | - | - | - |
| 4 | Jul 6, 2026 | - | - | - |
| 4 | Jun 26, 2026 | - | - | - |
| 4 | May 6, 2026 | - | - | |
| 4 | May 6, 2026 | - | - | |
| 4 | May 6, 2026 | - | - | |
| 4 | May 6, 2026 | - | - | |
| 4 | May 6, 2026 | - | - | |
| 4 | May 6, 2026 | - | - | |
| 4 | May 6, 2026 | - | - | |
| 4 | May 6, 2026 | - | - | |
| 4 | May 6, 2026 | - | - | |
| 4 | May 6, 2026 | - | - | |
| 4 | May 6, 2026 | - | - | |
| 4 | May 5, 2026 | - | - | - |
| 4 | May 5, 2026 | - | - | - |
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GPC SEC filings: frequently asked questions
Which institutions hold GPC stock?
As of June 30, 2026, the largest Genuine Parts Company (GPC) holders among the 13F filers tracked by SignalX were BlackRock ($1.6 billion), Vanguard Capital Management LLC ($1.1 billion), State Street Corp ($908.0 million), Vanguard Portfolio Management LLC ($730.2 million), Invesco Ltd ($348.9 million). 13F-HR reports are filed up to 45 days after each quarter ends.
What was GPC's revenue in fiscal year 2025?
For the fiscal year ended December 31, 2025 (FY2025), Genuine Parts Company (GPC) reported revenue of $24.3 billion (up 3.5% from FY2024) and net income of $65.9 million. Diluted EPS was $0.47. The figures come from the XBRL data in the 10-K.
What are the main risks in GPC's latest 10-K?
In the 10-K filed February 20, 2026, Genuine Parts Company (GPC) flagged: Legal risk: First Brands’ Chapter 11 bankruptcy in Sept 2025 causing $150.5M credit loss reserve on receivables. Macroeconomic risk: Soft demand in Europe and contractionary U.S. manufacturing PMI pressuring Industrial segment sales. (AI summary of the Risk Factors section.)
What did GPC report in its latest 8-K?
Genuine Parts Company (GPC) filed an 8-K on September 9, 2026 reporting Item 7.01 (Regulation FD Disclosure) and Item 5.02 (Departure/Appointment of Directors or Principal Officers). CEO succession set: Court Carruthers leads post-separation GPC, while Will Stengel leads Motion.
What are the latest GPC SEC filings?
Genuine Parts Company (GPC) filed its latest 10-K annual report on February 20, 2026, a 10-Q quarterly report on July 21, 2026, an 8-K current report on September 9, 2026 and a Form 4 insider filing on October 5, 2026.
What is GPC's SEC CIK number?
Genuine Parts Company (GPC)'s SEC Central Index Key (CIK) is 40987. EDGAR lists every GPC filing under that number.
Ask anything about GPC
The research agent reads GPC's filings, financials, insider trades and 13F holders, then answers with sources.