Genuine Parts Company · NYSE:GPC

Genuine Parts — Merger or Acquisition (February 2026)

17 slides from Genuine Parts's merger presentation, Feb 17, 2026

  1. Slide 1: Business Separation Announcement

    Business Separation Announcement Genuine Parts Company Announces Plan to Separate Automotive and Industrial Businesses Into Two Industry-Leading Public Companies February 17, 2026

  2. Slide 2: Safe Harbor Statement

    Safe Harbor Statement FORWARD-LOOKING STATEMENTS: Certain statements in this presentation that are not historical facts constitute forward-looking statements that are subject to the safe harbor provisions of the Private Securities Litigation Reform Act of 1995. Such forward-looking statements genera

  3. Slide 3: GPC Made Meaningful Progress Over the Past 10 Years

    GPC Made Meaningful Progress Over the Past 10 Years… ✓ Grew Revenue From $15B to $24B With Adjusted EBITDA Growing Over $700M to ~$2.0B1,2 Global Automotive ✓ Simplified Business Mix From Four Segments to Two Leadership Platforms ✓ Established a Global Footprint in Europe, U.K., Canada, Australasia

  4. Slide 4: The Separation of Two Businesses Unlocks Value

    The Separation of Two Businesses Unlocks Value… Following a comprehensive strategic and operational review, GPC’s Board of Directors has concluded that the separation of Global Automotive and Global Industrial is expected to unlock long-term value for shareholders Why Now? Operating Clarity Customer

  5. Slide 5: Creating Two Focused, Independent Companies

    Creating Two Focused, Independent Companies... Global Automotive Global Industrial Scaled $15.4B $1.2B Financial $8.9B $1.1B FY’25 Sales FY’25 EBITDA1 Profiles FY’25 Sales FY’25 EBITDA1  The Largest Global Automotive Aftermarket Parts and  A Diversified, Best-in-Class Industrial Parts and Solution

  6. Slide 6: The Largest Global Automotive Aftermarket Solutions Provider

    The Largest Global Automotive Aftermarket Solutions Provider… Largest Global Network of Automotive Parts and Auto Care Repair Centers Spanning North America, 1 Europe, U.K. and Australasia 2 Leading Presence in Resilient and Growing Commercial ‘Do-It-For-Me’ (DIFM) Markets Global Automotive 3 Iconic

  7. Slide 7: Global Automotive "At a Glance" (1 of 2)

    Global Automotive “At a Glance” (1 of 2) Strategic Global Position North America DIFM Leader Across Attractive Geographies With Significant TAMs Serving Non-Discretionary Vehicle Maintenance Demand North America DIFM Non-Discretionary Driven Market Leadership1,2 Demand in North America ~$200 >10% ~$

  8. Slide 8: Global Automotive "At a Glance" (2 of 2)

    Global Automotive “At a Glance” (2 of 2) Scaled Global Leader Growth and Margin Expansion Opportunity With Unmatched Reach Balanced Operational Initiatives and Levers to Unlock Growth and Margin Expansion 6,800+ 2,600+ North American Locations European Locations Sales Gross Margin SG&A 570+ 20,000+

  9. Slide 9: A Diversified, Best-in-Class Industrial Solutions Provider

    A Diversified, Best-in-Class Industrial Solutions Provider… Leading Industrial Distributor With the Largest Offering of Mission Critical Industrial Maintenance and 1 Repair (“MRO”) and Technical, Value-Added Solutions Long-Term Secular Tailwinds of Re-Shoring and Near-Shoring Initiatives, Automation

  10. Slide 10: Global Industrial "At a Glance" (1 of 2)

    Global Industrial “At a Glance” (1 of 2) Positioned to Benefit from Large and Highly Fragmented TAM Durable, Long-Term Secular Tailwinds with Significant Consolidation Runway Capital Deployment Into Advanced SHARE: Automation and Robotics Solutions ~6% ~$150B Scarcity of Specialized Technical Labor

  11. Slide 11: Global Industrial "At a Glance" (2 of 2)

    Global Industrial “At a Glance” (2 of 2) Mission-Critical Channel Partner Undisputed Market Leader for Both Suppliers and Customers With Double the Scale of the Rest of the Market Estimated Share of ~$150B Market #1 OEM/Value-Add ~20% ~720 ~6.0% 2x in Motion Control Branches & Service Centers #1 ~80

  12. Slide 12: The Transaction has Limited Operational Complexity

    The Transaction has Limited Operational Complexity…  Customer Facing Roles and Relationships are Independent and Geography Specific  Operational Locations and Distribution Centers are Independent and Geography Specific  Overlapping Direct Suppliers are Limited and Manageable Given Strategic and L

  13. Slide 13: Work to Execute the Transaction is Underway

    Work to Execute the Transaction is Underway… Structure Process Next Steps  Intended to Qualify as a Tax-Free  Targeting to be Completed in the  Leadership and Board Planning Transaction for U.S. Federal First Quarter of 2027 Ongoing Tax Purposes  Proceed With SEC Regulatory  Continue to Advance

  14. Slide 14: GPC is Executing a Proactive Strategy

    GPC is Executing a Proactive Strategy…  GPC Made Meaningful Progress Over Past 10 Years to Transform and Create Leading Distribution Platforms in Global Automotive and Global Industrial  Today, Both Companies are Scaled With Leadership Positions in Large and Fragmented Markets with Non- Discretion

  15. Slide 15: Appendix

    Appendix GPC)

  16. Slide 16: Reconciliation of Non-GAAP Financial Measures

    Appendix Reconciliation of Non-GAAP Financial Measures Reconciliation of Net Income to Adj EBITDA 2015 2025 (in thousands) Full Year Full Year GAAP net income $ 705,672 $ 65,945 Depreciation and amortization 141,675 538,023 Interest expense, net 21,662 163,506 Income taxes (benefit) 418,009 (13,777)

  17. Slide 17: Reconciliation of Non-GAAP Financial Measures

    Appendix Reconciliation of Non-GAAP Financial Measures Reconciliation of EBITDA to Net Income (Loss) 2025 2025 2024 (in thousands) Full Year Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 Net sales: North America Automotive $ 9,520,042 $ 2,264,781 $ 2,444,377 $ 2,484,591 $ 2,326,293 $ 2,196,890 $ 2,352,254 $ 2,390,463 $ 2

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