In this week's Tuesday Ticker,margin pressure and selective earnings strength frame a volatile stretch for publicly traded companies across the automotive aftermarket and collision repair ecosystem.
O’Reilly's Record Year
A Springfield, Mo.-based specialty retailer recently announced record revenues.
O’Reilly Automotive Inc. reported fourth-quarter and full-year 2025 results on Feb. 4, with total 2025 sales rising 6.4% to US$17.8 billion and fourth-quarter comparable store sales increasing 5.6%. Full-year comparable store sales rose 4.7%, at the high end of revised guidance. Fourth-quarter gross margin reached 51.8%, up 49 basis points year over year, while SG&A per store rose 3.3% due largely to inflation in self-insurance programs. The company guided 2026 comparable store sales growth of 3% to 5%, total revenues of US$18.7 billion to US$19.0 billion and plans to open 225 to 235 net new stores. CEO Brad Beckham said, “Our full-year comparable store sales result of 4.7% was at the high end of our revised guidance range… This solid top-line performance translated into a full-year earnings per share increase of 10%.”
Shares closed at US$1,048.25 on Feb. 3 and were trading near US$1,067.80 on Feb. 24, up US$19.55 or 1.9%.
Genuine Parts to splits after mixed Q4
An Atlanta-based global replacement parts distributor announced a structural separation alongside quarterly results impacted by pension charges.
Genuine Parts Company, which operates under the NAPA Auto Parts banner, reported fourth-quarter net sales of US$6.0 billion on Feb. 17, up 4.1% year over year, with full-year sales of US$24.3 billion, up 3.5%. The quarter included a GAAP net loss of US$609 million driven by a US$742 million noncash pension settlement charge and a US$150 million charge tied to the bankruptcy of First Brands Group. The company announced plans to separate into two independent publicly traded businesses, targeting completion in Q1 2027, and approved a 3.2% dividend increase to US$4.25 per share annually, marking its 70th consecutive year of dividend increases. CEO Will Stengel said, “As GPC has evolved with its markets for nearly a century, today’s announcement to separate our automotive and industrial businesses is another exciting step forward in our history that is expected to unlock value for our stakeholders and better position our businesses for an even stronger future.”
Shares closed at US$125.74 on Feb. 17 and were trading near US$118.08 on Feb. 24, down US$7.66 or 6.1%.
PHINIA exceeds expectations
An Auburn Hills, Mich.-based fuel systems and aftermarket solutions provider exceeded expectations as tariff recoveries and operational execution supported results.
PHINIA Inc., which operates the Delphi and Delco Remy brands, reported fourth-quarter net sales of US$889 million on Feb. 12, up 6.7% year over year and above analyst estimates. Adjusted EBITDA was US$116 million with a 13% margin, while adjusted diluted EPS rose to US$1.18 from US$0.71 a year earlier. Full-year revenue reached approximately US$3.5 billion, with adjusted free cash flow of US$212 million. The board declared a quarterly dividend of US$0.30 per share payable March 20. President and CEO Brady Ericson said, “Q4 capped a year of disciplined execution. We navigated evolving tariffs through our operational depth and strong customer partnerships. Despite softer markets, our results were resilient — reflecting the strength of our strategy and the commitment of our team.”
Shares closed at US$43.90 on Feb. 11 and were trading near US$46.25 on Feb. 24, up US$2.35 or 5.4%.
Dorman reports Q4 growth and 2026 outlook
A Colmar, Pa.-based aftermarket supplier delivered record product sales while managing supply chain diversification and executive transition.
Dorman Products Inc. reported fourth-quarter net sales of US$537.9 million and full-year 2025 net sales of US$2.13 billion, up 6% year over year. The company reduced sourcing from China to below 40% of total spend and expects it to fall to approximately 30% in 2026. A US$51 million non-cash goodwill impairment charge impacted the heavy duty segment. Dorman guided 2026 revenue growth of 7% to 9% and operating margin of 15% to 16%. President and CEO Kevin Olsen said, “The fourth quarter capped an outstanding year with strong top- and bottom-line growth. During the year, we delivered record new product sales, advanced our operational and supply chain diversification initiatives, and made strategic investments in organic growth opportunities.”
Shares closed at US$68.50 on Feb. 24 and were trading near US$64.80 on Feb. 28, down US$3.70 or 5.4%.
Standard Motor Products posts double-digit gains
A Long Island City, N.Y.-based manufacturer reported strong aftermarket demand and margin expansion.
Standard Motor Products Inc. reported fourth-quarter net sales of US$385.1 million, up 12.2% year over year, with full-year net sales of US$1.79 billion, up 22.4%. Excluding acquisitions, quarterly and annual sales rose 4.3% and 4.0%, respectively. Adjusted diluted EPS increased 19.1% in the quarter and 26.8% for the full year.
Chairman and CEO Eric Sills said, “Our North American and Nissens aftermarket businesses led the way in this year’s strong performance. The global aftermarket continues to be resilient and demand for our products remains strong, driven by the quality, brand recognition and high levels of customer service we provide.”
Shares closed at US$38.90 on Feb. 25 and were trading near US$39.70 on Feb. 28, up US$0.80 or 2.1%.
Holley schedules earnings release
A Bowling Green, Ky.-based performance aftermarket supplier prepared investors for its fourth-quarter report following improved leverage metrics.
Holley Performance Brands said it will release fourth-quarter and full-year 2025 results before markets open March 4. In its most recent report, the company posted Q3 net sales of US$138.4 million, up 3.2% year over year, and reduced leverage to 3.9x.
President and CEO Matthew Stevenson said, “2025 has been a successful year for Holley, so far, and we are looking to build on that and finish the year with momentum as we enter 2026.”
Shares closed at US$14.30 on Feb. 24 and were trading near US$14.25 on March 2, down US$0.05 or 0.3%.
Myers declares quarterly dividend
An Akron, Ohio-based manufacturer is rewarding shareholders with an unexpected divident increase.
Myers Industries Inc. declared a quarterly cash dividend of US$0.135 per share payable April 3 to shareholders of record March 13. The company’s Q4 2025 results were scheduled for release March 4.
President and CEO Aaron Schapper said in the prior quarter, “I am encouraged by the higher gross profit and free cash flow this quarter, indicating Myers’ ability to generate value from our core businesses and strengthen operations.”
Shares closed at US$37.40 on Feb. 26 and were trading near US$37.55 on March 2, up US$0.15 or 0.4%.
