Genuine Parts Q4 net loss of $609 million on pension charge; plans two-way split
Genuine Parts reported a fourth-quarter 2025 net loss of $609 million, or $(4.39) per diluted share, compared with net income of $133 million, or $0.96 per share, a year earlier. The loss reflects an $825 million after-tax pension settlement and other non-recurring items, while sales rose 4.1% to $6.0 billion and adjusted diluted EPS fell to $1.55 from $1.61. The company also announced a plan to separate its automotive and industrial businesses into two public companies and issued 2026 guidance.
Key points
- Q4 2025 sales were $6.0 billion, up 4.1%; net loss was $609 million, including a $741.97 million pre-tax pension settlement charge
- Full-year 2026 guidance: diluted EPS of $6.10 to $6.60 and adjusted diluted EPS of $7.50 to $8.00, versus full-year 2025 adjusted diluted EPS of $7.37
- Quarterly dividend raised 3.2% to $1.0625 per share, payable April 2, 2026 to holders of record March 6, 2026
- Board announced intent to separate Automotive Parts Group and Industrial Parts Group into two independent, publicly traded companies
The filing
Written by AI (Anthropic Claude, claude-haiku-5-5) on Nov 8, 2026, 1:11 AM ET, from the text of the filing and its press-release exhibits only. Written later: this filing was briefed after the fact, when past filings were added to the site, so the brief may be read with hindsight; the filing itself is the record of what was known on February 17, 2026.
Briefs are written by AI from the filing text (each brief's own page names the model) and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the model's reading of the filing for shareholders, not a price forecast. Not investment advice.