Inferra AI / Company / SMP

Standard Motor Products, Inc.

SMP · Consumer Discretionary

Last earnings Oct 30, 2026

Key results

EPSquarter

6.3%

Additionally, adjusted non-GAAP diluted earnings per share grew 6.3% for the quarter and 27.8% for the year.

SEC original ↗Standard Motor Products, Inc. — Earnings release (8-K exhibit)EX-99Oct 31, 2025

EPSfull-year

27.8%

Additionally, adjusted non-GAAP diluted earnings per share grew 6.3% for the quarter and 27.8% for the year.

SEC original ↗Standard Motor Products, Inc. — Earnings release (8-K exhibit)EX-99Oct 31, 2025

AI analysis

Q3 2025 · reported Oct 31, 2025

Based on: Earnings release + parent 8-K — transcript not held

Headline figures

MetricQ3 2025Prior qtrYear ago
EPS6.3%——

EX-99 · Oct 31, 2025

Guidance · company-stated

Direction: Raised

Revenue$498.8 million

“Releases Third Quarter 2025 Results and Quarterly Dividend Third quarter net sales of $498.8 million up 24.9%, and up 3.8% excluding Nissens Adjusted Q3 and year-to-date non-GAAP diluted earnings per share of $1.36 and $3.45 increased 6.3% and 27.8% from last year, respectively Raising full-year sales guidance to low-to-mid 20 s percent growth range, including Nissens, and tightening adjusted EBITDA margin outlook to 10.5% - 11% reflecting strong year-to-date results New York, NY, October 31, 2025......”

Revenue

“Updated 2025 Guidance We are raising our full year sales growth guidance to the low-to-mid 20 s percent range (from the low 20 s percent range) and are tightening our adjusted EBITDA margin outlook to 10.5% - 11% (from a prior range of 10% - 11%).”

Revenue

“While passing through tariff pricing at our cost creates margin rate compression, we re pleased to see sales growth and other initiatives offset this headwind and allow us to raise our EBITDA guidance.”

Classified from the release's primary full-year outlook statement.

Next earningsNo verified date on fileNo date is estimated or imported

Capital allocation

Revenue$498.8M
Growthup 3.8%
EPS$1.36
EPS$3.45

Releases Third Quarter 2025 Results and Quarterly Dividend Third quarter net sales of $498.8 million up 24.9%, and up 3.8% excluding Nissens Adjusted Q3 and year-to-date non-GAAP diluted earnings per share of $1.36 and $3.45 increased 6.3% and 27.8% from last year, respectively Raising full-year sales guidance to low-to-mid 20 s percent growth range, including Nissens, and tightening adjusted EBITDA margin outlook to 10.5% - 11% reflecting strong year-to-date results New York, NY, October 31, 2025......

General educational research only — not investment advice.Every figure is as stated in the held documents; values marked “computed from stated figures” are arithmetic on those stated figures. Guidance shown is the company’s own stated guidance. No price targets, no recommendations, no consensus estimates.

Event summary

(NYSE SMP), a leading automotive parts manufacturer and distributor, reported today its consolidated financial results for the three and nine months ended September 30, 2025

Based on: Earnings release + parent 8-K — transcript not held

Guidance & outlook

Direction: Raised

Revenue: “Releases Third Quarter 2025 Results and Quarterly Dividend Third quarter net sales of $498.8 million up 24.9%, and up 3.8% excluding Nissens Adjusted Q3 and year-to-date non-GAAP diluted earnings per share of $1.36 and $3.45 increased 6.3% and 27.8% from last year, respectively Raising full-year sales guidance to low-to-mid 20 s percent growth range, including Nissens, and tightening adjusted EBITDA margin outlook to 10.5% - 11% reflecting strong year-to-date results New York, NY, October 31, 2025......”

Revenue: “Updated 2025 Guidance We are raising our full year sales growth guidance to the low-to-mid 20 s percent range (from the low 20 s percent range) and are tightening our adjusted EBITDA margin outlook to 10.5% - 11% (from a prior range of 10% - 11%).”

Revenue: “While passing through tariff pricing at our cost creates margin rate compression, we re pleased to see sales growth and other initiatives offset this headwind and allow us to raise our EBITDA guidance.”

Revenue — Raised (“increased”)
“Releases Third Quarter 2025 Results and Quarterly Dividend Third quarter net sales of $498.8 million up 24.9%, and up 3.8% excluding Nissens Adjusted Q3 and year-to-date non-GAAP diluted earnings per share of $1.36 and $3.45 increased 6.3% and 27.8% from last year, respectively Raising full-year sales guidance to low-to-mid 20 s percent growth range, including Nissens, and tightening adjusted EBITDA margin outlook to 10.5% - 11% reflecting strong year-to-date results New York, NY, October 31, 2025......”

Revenue — Raised (“raising”)
“Updated 2025 Guidance We are raising our full year sales growth guidance to the low-to-mid 20 s percent range (from the low 20 s percent range) and are tightening our adjusted EBITDA margin outlook to 10.5% - 11% (from a prior range of 10% - 11%).”

Revenue — Raised (“raise”)
“While passing through tariff pricing at our cost creates margin rate compression, we re pleased to see sales growth and other initiatives offset this headwind and allow us to raise our EBITDA guidance.”

Classified from the release's primary full-year outlook statement.

Capital allocation

Releases Third Quarter 2025 Results and Quarterly Dividend Third quarter net sales of $498.8 million up 24.9%, and up 3.8% excluding Nissens Adjusted Q3 and year-to-date non-GAAP diluted earnings per share of $1.36 and $3.45 increased 6.3% and 27.8% from last year, respectively Raising full-year sales guidance to low-to-mid 20 s percent growth range, including Nissens, and tightening adjusted EBITDA margin outlook to 10.5% - 11% reflecting strong year-to-date results New York, NY, October 31, 2025......

SEC original ↗Standard Motor Products, Inc. — Earnings release (8-K exhibit)EX-99Oct 31, 2025

From a balance sheet perspective, our cash flows and borrowings were in line with expectations.

SEC original ↗Standard Motor Products, Inc. — Earnings release (8-K exhibit)EX-99Oct 31, 2025

Total net debt at quarter-end stood at $502.3 million, primarily reflecting additional borrowings related to our Nissens acquisition and seasonal working capital build.

SEC original ↗Standard Motor Products, Inc. — Earnings release (8-K exhibit)EX-99Oct 31, 2025

Our debt leverage declined from 3.2x to 2.6x in the quarter on the strength of our results, and we continue to target reducing debt levels to 2.0x adjusted EBITDA by the end of 2026.

SEC original ↗Standard Motor Products, Inc. — Earnings release (8-K exhibit)EX-99Oct 31, 2025

Dividends The Board of Directors has approved payment of a quarterly dividend of 31 cents per share on the common stock outstanding, which will be paid on December 1, 2025, to stockholders of record on November 14, 2025.

SEC original ↗Standard Motor Products, Inc. — Earnings release (8-K exhibit)EX-99Oct 31, 2025

Strategy & priorities

Nearing our first full year of ownership, we are ahead of plan and very pleased with our synergy and integration efforts to date and have begun planning our next wave of initiatives, including capitalizing on each other s strengths to launch new product categories.

SEC original ↗Standard Motor Products, Inc. — Earnings release (8-K exhibit)EX-99Oct 31, 2025

While passing through tariff pricing at our cost creates margin rate compression, we re pleased to see sales growth and other initiatives offset this headwind and allow us to raise our EBITDA guidance.

SEC original ↗Standard Motor Products, Inc. — Earnings release (8-K exhibit)EX-99Oct 31, 2025

We are investing in our business model to expand our position globally, capitalizing on complementary strengths with Nissens to expand on both sides of the ocean.

SEC original ↗Standard Motor Products, Inc. — Earnings release (8-K exhibit)EX-99Oct 31, 2025

Risks & headwinds

Tariff Impact Mitigation On tariffs, we believe our diverse global footprint provides us with a competitive advantage.

SEC original ↗Standard Motor Products, Inc. — Earnings release (8-K exhibit)EX-99Oct 31, 2025

sales are from North American-made, USMCA-compliant products, which are largely tariff-free.

SEC original ↗Standard Motor Products, Inc. — Earnings release (8-K exhibit)EX-99Oct 31, 2025

For products sourced from other regions, we are implementing our mitigation plan as previously described, which includes cost containment through cost-sharing with our suppliers, re-sourcing to lower-tariffed countries, and from pass-through pricing to our customers.

SEC original ↗Standard Motor Products, Inc. — Earnings release (8-K exhibit)EX-99Oct 31, 2025

Beginning in the third quarter of 2025, our ongoing tariff costs were generally offset with pricing, and we expect this offset to continue going forward.

SEC original ↗Standard Motor Products, Inc. — Earnings release (8-K exhibit)EX-99Oct 31, 2025

We continue to monitor the shifting tariff landscape and plan to implement any changes as necessary.

SEC original ↗Standard Motor Products, Inc. — Earnings release (8-K exhibit)EX-99Oct 31, 2025

Also note that our revised guidance now includes the impact of tariffs as they 4 stand as of the end of the third quarter and includes both pricing and other mitigating actions to offset higher costs.

SEC original ↗Standard Motor Products, Inc. — Earnings release (8-K exhibit)EX-99Oct 31, 2025

What changed vs prior quarter

Guidance direction — prior quarter: Raised; this quarter: Raised

SEC original ↗Standard Motor Products, Inc. — Earnings release (8-K exhibit)EX-99Oct 31, 2025

Documents

Earnings deck slides

1 deck with slide view

Competitors

Competitors & peers

Same GICS sector — classification peers, not declared competitors

Filings

33 documents

Earnings releases

12 documents

Presentations

1 document

Transcripts

0 documents

No transcripts for Standard Motor Products, Inc. are held in this edition of the library.

Mentioned by

1 company

Other tracked companies whose held documents mention Standard Motor Products, Inc. by name or ticker. A mention is counted once per document, from the document text the library holds.

See also the earnings calendar for every tracked company’s next earnings date.