Subtext

Genuine Parts Company GPC

SectorConsumer Discretionary
Transcripts70
Date range2008-02-19 – 2025-04-22
Calls charted70

Sentiment timeline

Net Loughran-McDonald sentiment per call (×1000), earliest → latest.

-30-15+0+15+302007 Q42010 Q12012 Q22014 Q32016 Q42019 Q12021 Q22023 Q32007 Q4 · Overall: +16.72008 Q1 · Overall: +7.92008 Q2 · Overall: +13.82008 Q3 · Overall: +8.72008 Q4 · Overall: +0.82009 Q1 · Overall: +3.62009 Q2 · Overall: +7.22009 Q3 · Overall: +4.32009 Q4 · Overall: +12.32010 Q1 · Overall: +17.12010 Q2 · Overall: +15.22010 Q3 · Overall: +13.42010 Q4 · Overall: +14.52011 Q1 · Overall: +11.02011 Q2 · Overall: +10.52011 Q3 · Overall: +13.52011 Q4 · Overall: +13.72012 Q1 · Overall: +12.82012 Q2 · Overall: +7.62012 Q3 · Overall: +8.82012 Q4 · Overall: +12.02013 Q1 · Overall: +5.22013 Q2 · Overall: +12.72013 Q3 · Overall: +7.32013 Q4 · Overall: +10.22014 Q1 · Overall: +12.12014 Q2 · Overall: +16.02014 Q3 · Overall: +11.32014 Q4 · Overall: +13.52015 Q1 · Overall: +10.82015 Q2 · Overall: +7.52015 Q3 · Overall: +9.52015 Q4 · Overall: +13.52016 Q1 · Overall: +7.92016 Q2 · Overall: +8.72016 Q3 · Overall: +6.92016 Q4 · Overall: +15.32017 Q1 · Overall: +14.62017 Q2 · Overall: +17.02017 Q3 · Overall: +12.02017 Q4 · Overall: +19.22018 Q1 · Overall: +12.52018 Q2 · Overall: +17.42018 Q3 · Overall: +17.92018 Q4 · Overall: +20.32019 Q1 · Overall: +19.22019 Q2 · Overall: +10.62019 Q3 · Overall: +15.32019 Q4 · Overall: +14.72020 Q1 · Overall: +3.12020 Q2 · Overall: +15.82020 Q3 · Overall: +21.52020 Q4 · Overall: +17.42021 Q1 · Overall: +25.22021 Q2 · Overall: +20.62021 Q3 · Overall: +24.02021 Q4 · Overall: +24.72022 Q1 · Overall: +25.72022 Q2 · Overall: +17.42022 Q3 · Overall: +17.52022 Q4 · Overall: +17.52023 Q1 · Overall: +13.32023 Q2 · Overall: +16.02023 Q3 · Overall: +12.62023 Q4 · Overall: +17.72024 Q1 · Overall: +15.02024 Q2 · Overall: +9.32024 Q3 · Overall: +6.52024 Q4 · Overall: +14.02025 Q1 · Overall: +7.5
Overall

CEO vs CFO

Average sentiment of each executive's remarks per call. Divergence is a signal.

-48-24+0+24+482007 Q42010 Q12012 Q22014 Q32016 Q42019 Q12021 Q22023 Q32007 Q4 · CEO: +20.22008 Q1 · CEO: +9.72008 Q2 · CEO: +16.52008 Q3 · CEO: +8.52008 Q4 · CEO: -2.02009 Q1 · CEO: +0.92009 Q2 · CEO: +6.12009 Q3 · CEO: +2.72009 Q4 · CEO: +15.12010 Q1 · CEO: +21.72010 Q2 · CEO: +15.72010 Q3 · CEO: +14.72010 Q4 · CEO: +17.92011 Q1 · CEO: +16.92011 Q2 · CEO: +12.02011 Q3 · CEO: +14.32011 Q4 · CEO: +18.12012 Q1 · CEO: +12.22012 Q2 · CEO: +11.22012 Q3 · CEO: +8.72012 Q4 · CEO: +10.42013 Q1 · CEO: +3.62013 Q2 · CEO: +16.12013 Q3 · CEO: +8.32013 Q4 · CEO: +13.92014 Q1 · CEO: +16.52014 Q2 · CEO: +19.32014 Q3 · CEO: +17.62014 Q4 · CEO: +19.52015 Q1 · CEO: +5.62015 Q2 · CEO: +3.02015 Q3 · CEO: +5.82015 Q4 · CEO: +6.72016 Q1 · CEO: +5.82016 Q2 · CEO: +6.22016 Q3 · CEO: +10.62016 Q4 · CEO: +20.22017 Q1 · CEO: +19.42017 Q2 · CEO: +20.62017 Q3 · CEO: +15.62017 Q4 · CEO: +23.82018 Q1 · CEO: +17.72018 Q2 · CEO: +30.92018 Q3 · CEO: +23.62018 Q4 · CEO: +29.22019 Q1 · CEO: +28.62019 Q2 · CEO: +19.62019 Q3 · CEO: +21.52019 Q4 · CEO: +22.92020 Q1 · CEO: +4.62020 Q2 · CEO: +24.22020 Q3 · CEO: +29.92020 Q4 · CEO: +26.62021 Q1 · CEO: +35.52021 Q2 · CEO: +41.72021 Q3 · CEO: +28.62021 Q4 · CEO: +29.82022 Q1 · CEO: +34.72022 Q2 · CEO: +33.52022 Q3 · CEO: +22.22022 Q4 · CEO: +21.22023 Q1 · CEO: +32.62023 Q2 · CEO: +22.92023 Q3 · CEO: +17.92023 Q4 · CEO: +30.72024 Q1 · CEO: +29.12024 Q2 · CEO: +23.82024 Q3 · CEO: +18.82024 Q4 · CEO: +27.62025 Q1 · CEO: +20.72007 Q4 · CFO: +21.82008 Q1 · CFO: +17.02008 Q2 · CFO: +19.52008 Q3 · CFO: +16.42008 Q4 · CFO: +8.12009 Q1 · CFO: +12.32009 Q2 · CFO: +13.22009 Q3 · CFO: +8.62009 Q4 · CFO: +14.32010 Q1 · CFO: +20.72010 Q2 · CFO: +22.02010 Q3 · CFO: +16.52010 Q4 · CFO: +19.52011 Q1 · CFO: +16.62011 Q2 · CFO: +19.62011 Q3 · CFO: +22.72011 Q4 · CFO: +21.42012 Q1 · CFO: +25.52012 Q2 · CFO: +13.52012 Q3 · CFO: +16.42012 Q4 · CFO: +17.62013 Q1 · CFO: +13.72013 Q2 · CFO: +15.32013 Q3 · CFO: +10.02013 Q4 · CFO: +13.72014 Q1 · CFO: +15.62014 Q2 · CFO: +23.02014 Q3 · CFO: +15.02014 Q4 · CFO: +15.22015 Q1 · CFO: +16.22015 Q2 · CFO: +14.22015 Q3 · CFO: +18.62016 Q1 · CFO: +12.52016 Q3 · CFO: +8.62016 Q4 · CFO: +14.82017 Q1 · CFO: +15.32017 Q2 · CFO: +18.72017 Q3 · CFO: +13.82017 Q4 · CFO: +22.62018 Q1 · CFO: +14.92018 Q2 · CFO: +12.92018 Q3 · CFO: +21.32018 Q4 · CFO: +22.52019 Q1 · CFO: +20.52019 Q2 · CFO: +10.82019 Q3 · CFO: +17.72019 Q4 · CFO: +15.32020 Q1 · CFO: +5.92020 Q2 · CFO: +5.42020 Q3 · CFO: +21.22020 Q4 · CFO: +12.42021 Q1 · CFO: +30.02021 Q2 · CFO: +20.52021 Q3 · CFO: +26.62021 Q4 · CFO: +21.12022 Q1 · CFO: +26.22022 Q2 · CFO: +8.12022 Q3 · CFO: +15.52022 Q4 · CFO: +17.92023 Q1 · CFO: +8.82023 Q2 · CFO: +13.42023 Q3 · CFO: +6.02023 Q4 · CFO: +11.62024 Q1 · CFO: +7.72024 Q2 · CFO: -0.32024 Q3 · CFO: +1.42024 Q4 · CFO: +2.12025 Q1 · CFO: -1.4
CEOCFO

Prepared remarks vs Q&A

Scripted tone vs unscripted answers. The gap is information.

-43-22+0+22+432007 Q42010 Q12012 Q22014 Q32016 Q42019 Q12021 Q22023 Q32007 Q4 · Prepared remarks: +22.22008 Q1 · Prepared remarks: +21.02008 Q2 · Prepared remarks: +21.82008 Q3 · Prepared remarks: +13.62008 Q4 · Prepared remarks: +6.52009 Q1 · Prepared remarks: +13.42009 Q2 · Prepared remarks: +12.62009 Q3 · Prepared remarks: +11.32009 Q4 · Prepared remarks: +17.42010 Q1 · Prepared remarks: +25.92010 Q2 · Prepared remarks: +22.82010 Q3 · Prepared remarks: +20.62010 Q4 · Prepared remarks: +20.92011 Q1 · Prepared remarks: +20.62011 Q2 · Prepared remarks: +18.32011 Q3 · Prepared remarks: +23.92011 Q4 · Prepared remarks: +23.42012 Q1 · Prepared remarks: +24.22012 Q2 · Prepared remarks: +16.12012 Q3 · Prepared remarks: +13.02012 Q4 · Prepared remarks: +17.92013 Q1 · Prepared remarks: +11.92013 Q2 · Prepared remarks: +16.72013 Q3 · Prepared remarks: +9.92013 Q4 · Prepared remarks: +15.72014 Q1 · Prepared remarks: +20.32014 Q2 · Prepared remarks: +18.62014 Q3 · Prepared remarks: +18.42014 Q4 · Prepared remarks: +18.12015 Q1 · Prepared remarks: +15.42015 Q2 · Prepared remarks: +11.02015 Q3 · Prepared remarks: +17.72015 Q4 · Prepared remarks: +14.02016 Q1 · Prepared remarks: +13.62016 Q2 · Prepared remarks: +15.22016 Q3 · Prepared remarks: +12.32016 Q4 · Prepared remarks: +16.82017 Q1 · Prepared remarks: +15.22017 Q2 · Prepared remarks: +17.52017 Q3 · Prepared remarks: +13.72017 Q4 · Prepared remarks: +24.52018 Q1 · Prepared remarks: +23.32018 Q2 · Prepared remarks: +29.22018 Q3 · Prepared remarks: +29.32018 Q4 · Prepared remarks: +31.82019 Q1 · Prepared remarks: +26.72019 Q2 · Prepared remarks: +23.92019 Q3 · Prepared remarks: +24.02019 Q4 · Prepared remarks: +18.92020 Q1 · Prepared remarks: +3.52020 Q2 · Prepared remarks: +16.92020 Q3 · Prepared remarks: +31.62020 Q4 · Prepared remarks: +29.12021 Q1 · Prepared remarks: +37.82021 Q2 · Prepared remarks: +34.32021 Q3 · Prepared remarks: +29.12021 Q4 · Prepared remarks: +33.52022 Q1 · Prepared remarks: +37.32022 Q2 · Prepared remarks: +24.52022 Q3 · Prepared remarks: +25.02022 Q4 · Prepared remarks: +29.42023 Q1 · Prepared remarks: +25.12023 Q2 · Prepared remarks: +24.42023 Q3 · Prepared remarks: +19.92023 Q4 · Prepared remarks: +20.92024 Q1 · Prepared remarks: +20.02024 Q2 · Prepared remarks: +10.32024 Q3 · Prepared remarks: +6.32024 Q4 · Prepared remarks: +16.12025 Q1 · Prepared remarks: +6.32007 Q4 · Q&A responses: +18.02008 Q1 · Q&A responses: +0.82008 Q2 · Q&A responses: +11.42008 Q3 · Q&A responses: +8.92008 Q4 · Q&A responses: -2.32009 Q1 · Q&A responses: -2.52009 Q2 · Q&A responses: +5.02009 Q3 · Q&A responses: -2.52009 Q4 · Q&A responses: +9.82010 Q1 · Q&A responses: +15.72010 Q2 · Q&A responses: +11.92010 Q3 · Q&A responses: +9.62010 Q4 · Q&A responses: +14.02011 Q1 · Q&A responses: +9.72011 Q2 · Q&A responses: +8.52011 Q3 · Q&A responses: +6.92011 Q4 · Q&A responses: +11.62012 Q1 · Q&A responses: +5.92012 Q2 · Q&A responses: +4.82012 Q3 · Q&A responses: +8.62012 Q4 · Q&A responses: +9.92013 Q1 · Q&A responses: +4.62013 Q2 · Q&A responses: +12.12013 Q3 · Q&A responses: +8.82013 Q4 · Q&A responses: +6.52014 Q1 · Q&A responses: +7.92014 Q2 · Q&A responses: +17.82014 Q3 · Q&A responses: +12.02014 Q4 · Q&A responses: +13.42015 Q1 · Q&A responses: +6.02015 Q2 · Q&A responses: +5.62015 Q3 · Q&A responses: +6.52015 Q4 · Q&A responses: +15.32016 Q1 · Q&A responses: +5.22016 Q2 · Q&A responses: +3.22016 Q3 · Q&A responses: +3.02016 Q4 · Q&A responses: +4.12017 Q3 · Q&A responses: +0.02017 Q4 · Q&A responses: +15.22018 Q1 · Q&A responses: +6.52018 Q2 · Q&A responses: +13.62018 Q3 · Q&A responses: +11.92018 Q4 · Q&A responses: +12.82019 Q1 · Q&A responses: +16.82019 Q2 · Q&A responses: +5.62019 Q3 · Q&A responses: +11.82019 Q4 · Q&A responses: +16.92020 Q1 · Q&A responses: +6.42020 Q2 · Q&A responses: +20.32020 Q3 · Q&A responses: +17.12020 Q4 · Q&A responses: +8.42021 Q1 · Q&A responses: +20.12021 Q2 · Q&A responses: +17.62021 Q3 · Q&A responses: +23.72021 Q4 · Q&A responses: +22.72022 Q1 · Q&A responses: +23.02022 Q2 · Q&A responses: +10.72022 Q3 · Q&A responses: +16.62022 Q4 · Q&A responses: +12.02023 Q1 · Q&A responses: +9.62023 Q2 · Q&A responses: +16.62023 Q3 · Q&A responses: +9.12023 Q4 · Q&A responses: +18.92024 Q1 · Q&A responses: +14.12024 Q2 · Q&A responses: +11.82024 Q3 · Q&A responses: +13.22024 Q4 · Q&A responses: +17.72025 Q1 · Q&A responses: +11.4
Prepared remarksQ&A responses

Tone vs forward expectations

Management tone next to Wall Street's forward-looking numbers (glopardo): the 12-month forward EPS estimate and the forward P/E per call.

Forward EPS estimate

$4.16$7.47$10.792007 Q42010 Q12012 Q22014 Q32016 Q42019 Q12021 Q22023 Q32014 Q1: $4.682014 Q2: $4.762014 Q3: $4.882014 Q4: $5.042015 Q1: $4.932015 Q2: $4.992015 Q3: $4.962015 Q4: $4.922016 Q1: $4.852016 Q2: $4.962016 Q3: $5.012016 Q4: $4.912017 Q1: $4.882017 Q2: $5.042017 Q3: $5.022017 Q4: $5.402018 Q1: $5.802018 Q2: $5.782018 Q3: $5.842018 Q4: $5.972019 Q1: $6.032019 Q2: $6.032019 Q3: $5.922019 Q4: $5.912020 Q1: $5.832020 Q2: $4.622020 Q3: $5.322020 Q4: $5.792021 Q1: $5.832021 Q2: $6.222021 Q3: $6.682021 Q4: $7.172022 Q1: $7.732022 Q2: $8.072022 Q3: $8.372022 Q4: $8.612023 Q1: $9.072023 Q2: $9.432023 Q3: $9.812023 Q4: $9.882024 Q1: $9.992024 Q2: $10.332024 Q3: $9.97

Forward P/E

10.6216.0921.552007 Q42010 Q12012 Q22014 Q32016 Q42019 Q12021 Q22023 Q32014 Q1: 18.142014 Q2: 18.232014 Q3: 18.212014 Q4: 20.622015 Q1: 19.332015 Q2: 18.292015 Q3: 17.342015 Q4: 17.712016 Q1: 19.702016 Q2: 19.352016 Q3: 19.292016 Q4: 19.942017 Q1: 19.242017 Q2: 18.682017 Q3: 17.312017 Q4: 17.272018 Q1: 15.582018 Q2: 16.332018 Q3: 17.282018 Q4: 15.882019 Q1: 17.772019 Q2: 17.052019 Q3: 16.582019 Q4: 17.942020 Q1: 11.372020 Q2: 19.222020 Q3: 19.062020 Q4: 16.672021 Q1: 19.682021 Q2: 20.222021 Q3: 18.592021 Q4: 18.552022 Q1: 16.562022 Q2: 16.402022 Q3: 18.682022 Q4: 20.802023 Q1: 17.982023 Q2: 16.832023 Q3: 15.132023 Q4: 13.932024 Q1: 15.362024 Q2: 13.492024 Q3: 13.85

Divergence watch ⚑

Quarters where tone and the forward EPS estimate moved opposite ways.

  • 2014 Q3 tone ↓ -4.6 fwd EPS ↑ +0.12 Tone cooled even as the forward EPS estimate rose.
  • 2015 Q2 tone ↓ -3.3 fwd EPS ↑ +0.06 Tone cooled even as the forward EPS estimate rose.
  • 2016 Q4 tone ↑ +8.3 fwd EPS ↓ -0.10 Tone rose while the forward EPS estimate was cut.
  • 2018 Q1 tone ↓ -6.7 fwd EPS ↑ +0.40 Tone cooled even as the forward EPS estimate rose.
  • 2019 Q3 tone ↑ +4.6 fwd EPS ↓ -0.12 Tone rose while the forward EPS estimate was cut.
  • 2020 Q2 tone ↑ +12.7 fwd EPS ↓ -1.22 Tone rose while the forward EPS estimate was cut.
  • 2020 Q4 tone ↓ -4.1 fwd EPS ↑ +0.47 Tone cooled even as the forward EPS estimate rose.
  • 2021 Q2 tone ↓ -4.6 fwd EPS ↑ +0.40 Tone cooled even as the forward EPS estimate rose.
  • 2022 Q2 tone ↓ -8.3 fwd EPS ↑ +0.34 Tone cooled even as the forward EPS estimate rose.
  • 2023 Q1 tone ↓ -4.1 fwd EPS ↑ +0.46 Tone cooled even as the forward EPS estimate rose.
  • 2023 Q3 tone ↓ -3.4 fwd EPS ↑ +0.38 Tone cooled even as the forward EPS estimate rose.
  • 2024 Q1 tone ↓ -2.7 fwd EPS ↑ +0.11 Tone cooled even as the forward EPS estimate rose.
  • 2024 Q2 tone ↓ -5.6 fwd EPS ↑ +0.34 Tone cooled even as the forward EPS estimate rose.

Recent transcripts

CallDateSentiment ×1000Fwd EPSFwd P/E
2025 Q12025-04-22+7.5——View →
2024 Q42025-02-18+14.0——View →
2024 Q32024-10-22+6.5$9.9713.8View →
2024 Q22024-07-23+9.3$10.3313.5View →
2024 Q12024-04-18+15.0$9.9915.4View →
2023 Q42024-02-15+17.7$9.8813.9View →
2023 Q32023-10-19+12.6$9.8115.1View →
2023 Q22023-07-20+16.0$9.4316.8View →