Standard Motor Products Q4 revenue misses, EPS beats estimates

Standard Motor Products

26/02/2026 13:39

Overview

Automotive parts maker's Q4 revenue missed analyst expectations

Adjusted EPS for Q4 beat analyst expectations

Company increased quarterly dividend to $0.33 per share

Outlook

Standard Motor Products expects 2026 sales growth in low to mid-single digit range

Company anticipates 2026 adjusted EBITDA margin between 11% and 12%

Standard Motor Products plans to monitor and adapt to tariff changes in 2026

Result Drivers

NORTH AMERICAN AFTERMARKET - Vehicle Control sales increased 3.3% in Q4, driven by favorable customer order patterns and strength in non-discretionary categories

TEMPERATURE CONTROL - Sales rose 5.9% in Q4, aided by early and extended seasonal demand and strong brand recognition

NISSENS CONTRIBUTION - Nissens added $64.1 mln in Q4 sales, driven by brand awareness and operational excellence

Company press release: ID:nPnb15SGka

Key Details

Metric
Beat/Miss
Actual
Consensus Estimate
Q4 Sales
Miss
$385.09 mln
$389.44 mln (3 Analysts)
Q4 Adjusted EPS
Beat
$0.56
$0.53 (3 Analysts)
Q4 Net Income
$8.10 mln
Q4 Gross Profit
$122.003 mln
Q4 Operating Income
$21.57 mln


Analyst Coverage

The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 3 "strong buy" or "buy", no "hold" and no "sell" or "strong sell"

The average consensus recommendation for the auto, truck & motorcycle parts peer group is "buy"

Wall Street's median 12-month price target for Standard Motor Products Inc is $47.00, about 9% above its February 25 closing price of $43.10

The stock recently traded at 10 times the next 12-month earnings vs. a P/E of 9 three months ago

For questions concerning the data in this report, contact Estimates.Support@lseg.com. For any other questions or feedback, contact reuters.support@thomsonreuters.com.

(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)