# Genuine Parts Q3 2026 Earnings Call

> GPC narrows EPS guidance to $7.50-$7.75 as Iran conflict adds $30-$40 million in second-half costs.
- Title: Genuine Parts Q3 2026 Earnings Call · BigGo Finance | Shortify
- Summary: GPC narrows EPS guidance to $7.50-$7.75 as Iran conflict adds $30-$40 million in second-half costs. Genuine Parts Company narrowed full-year adjusted EPS…
- Keywords: genuine parts, eps, iran conflict, second-half costs, separation, q1 2027, investor days, motion business, automotive, industrial segment, diesel prices, freight costs
- Source: BigGo Finance — https://finance.biggo.com/news/US_GPC_2026-10-20
- Author: BigGo Finance
- Published: 2026-10-20T14:14:15+00:00
- Read time: 1 min
- Topics: genuine parts, eps, iran conflict, second-half costs, separation, q1 2027, investor days, motion business, automotive, industrial segment, diesel prices, freight costs
## Q3 2026 Results
Genuine Parts Company reported third-quarter 2026 sales of $6.5 billion, up 4.2% year-over-year, with adjusted EPS of $2.07, up 5%.
## Industrial Segment Strength
Industrial segment drove performance with 6% sales growth and 11% EBITDA increase, offsetting automotive pressures.
## Iran Conflict Costs
Iran conflict now adds $30-$40 million in second-half costs, up from $20-$30 million estimate.
## Q4 Iran Impact
CFO expects $15-$25 million incremental costs in Q4, bringing second-half impact to $30-$40 million.
## Separation Timeline
GPC targets separation into two public companies by Q1 2027 with investor days on December 8-9.
## CEO Statement
CEO Will Stengel noted solid Q3 performance despite geopolitical uncertainty and cost inflation.
## Automotive Pressures
Automotive segment margins contracted 40 basis points due to inflation in freight, fuel, rent and healthcare.
## Q4 Guidance
Full-year adjusted EPS guidance narrowed to $7.50-$7.75, likely landing near the low end.
## Iran Price Impact
Diesel prices up 50% year-over-year, unleaded fuel up 30%, freight expense grew 12% in Q3.
## Investor Day Details
Investor days for GPC on December 8 and Motion on December 9 in New York City.
## Q4 Outlook
Q4 expected to see similar top-line performance with continued automotive growth offset by retail pressure.
## Key takeaway

Genuine Parts Company narrowed full-year adjusted EPS guidance to $7.50-$7.75 but warned Iran conflict costs could push results to the low end of the range.