Genuine Parts Company stock research
FY2025 Q3
Genuine Parts (GPC) Gross Margin — Quarter Ended Sep 30, 2025
Revenue increased relative to both the preceding quarter and the same quarter a year earlier. Gross profit was stable compared with the preceding quarter but higher than the year-ago quarter, while cost of revenue rose; consequently, gross margin weakened slightly from the prior quarter but improved from the year-ago period.
Gross margin takeaway
Quarter ended Sep 30, 2025 · FY2025 Q3
Revenue increased relative to both the preceding quarter and the same quarter a year earlier. Gross profit was stable compared with the preceding quarter but higher than the year-ago quarter, while cost of revenue rose; consequently, gross margin weakened slightly from the prior quarter but improved from the year-ago period.
- The year-over-year gross margin improvement was accompanied by revenue growth that outpaced the increase in cost of revenue, while the sequential decline reflected a larger relative increase in cost of revenue compared with revenue.
- Sequentially, gross margin weakened as cost of revenue rose at a faster rate than revenue. Year-over-year, gross margin strengthened as revenue growth exceeded cost of revenue growth.
Gross margin snapshot
The selected quarter's reported revenue, gross profit, direct costs, and margin comparisons.
Gross margin
37.4%
Gross profit
$2.3B
Revenue
$6.3B
Cost of revenue
$3.9B
Quarter-over-quarter change
-0.3 pts
Year-over-year change
+0.6 pts
Quarterly gross margin trend
A four-quarter view of the revenue and direct-cost bridge behind gross margin.
| Period | Revenue | Gross profit | Cost of revenue | Gross margin |
|---|---|---|---|---|
| Dec 31, 2024 | $5.8B | $2.1B | $3.7B | 35.9% |
| Mar 31, 2025 | $5.9B | $2.2B | $3.7B | 37.1% |
| Jun 30, 2025 | $6.2B | $2.3B | $3.8B | 37.7% |
| Sep 30, 2025 | $6.3B | $2.3B | $3.9B | 37.4% |
Quarterly comparisons
Compare the selected margin with the preceding quarter and the same fiscal quarter one year earlier.
Previous-quarter change
Jun 30, 2025
-0.3 pts
Year-over-year change
Sep 30, 2024
+0.6 pts
What the margin says
Filing-constrained interpretation of margin direction, comparisons, and what to monitor next.
The year-over-year gross margin improvement was accompanied by revenue growth that outpaced the increase in cost of revenue, while the sequential decline reflected a larger relative increase in cost of revenue compared with revenue.
Sequentially, gross margin weakened as cost of revenue rose at a faster rate than revenue. Year-over-year, gross margin strengthened as revenue growth exceeded cost of revenue growth.
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