Overview

* Standard Motor Products Q2 2025 net sales up 26.7%, beating analyst expectations

* Adjusted EPS for Q2 rises 31.6% yr/yr, beating analyst estimates

* Auto parts maker raises full-year sales growth guidance

Outlook

* Company raises full-year sales growth guidance to low-20s percent range

* Standard Motor Products ( SMP ) reaffirms full-year adjusted EBITDA margin outlook of 10-11%

* Company expects to offset ongoing tariff costs with pricing and mitigation actions

* Standard Motor Products ( SMP ) aims to reduce debt levels to 2.0x Adjusted EBITDA by end of 2026

Result Drivers

* NORTH AMERICAN AFTERMARKET - Vehicle Control and Temperature Control segments saw growth due to strong customer order activity and early pre-season orders

* NISSENS AUTOMOTIVE - Segment contributed $90.5 mln in sales, benefiting from weather-related tailwinds and successful integration efforts

* ENGINEERED SOLUTIONS DECLINE - Segment sales declined 8.3% year-over-year due to continued softness in certain end markets

Key Details

Metric Beat/Mis Actual Consensu

s s

Estimate

Q2 Sales Beat $493.85 $450.20

mln mln (2

Analysts

)

Q2 Net Beat $25.54 $21 mln

Income mln (2

Analysts

)

Q2 Beat $42.84 $35 mln

Operatin mln (2

g Income Analysts

)

Q2 Gross $150.89

Profit 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 ( SMP ) is $42.00, about 24.8% above its August 4 closing price of $31.58

* The stock recently traded at 8 times the next 12-month earnings vs. a P/E of 7 three months ago

Press Release:

(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.)