undamentalytics Newsletter

Standard Motor Products, Inc. (SMP) stock

Add holding +

NYSE: SMP NYSE Automotive Parts & Equipment Next results ~February 1, 2027

C+ Fundamentals grade

Standard Motor Products, Inc. is a US-listed company in the automotive parts & equipment industry. Its financial year ends in December.

Stock price today

Loading chart…

Third-party market data · may be delayed

Fair value per share

~$76

Cash-flow model

Base case. Range ~$52–$110 across our lower- and higher-growth cases (2.9%–12.9% a year).

Price vs value

Undervalued

The price is below our entire value range; our base value is 66% above it.

Price used: $45.65, November 2, 2026

Who’s trading

What company insiders, investment funds and members of Congress have been doing with the stock, from their own filings.

  • Insiders0 buying, 5 selling0 purchases and 14 sales by directors and officers, last 12 monthsInsider trades
  • Funds91 adding, 84 cuttingOf 26 active managers that changed their stake, 17 added; quarter to June 30, 2026Fund buyers and sellers

Value diary

Our note on each quarter Standard Motor Products files

10-Q filed October 30: Standard Motor Products

Revenue for the twelve months to September 2026 was $1.85bn, up 5.5% on a year earlier, slower than the 11.3% growth a quarter earlier. Free-cash-flow margin rose to 7.9% from 2.6% a year earlier. Our cash-flow model value is $75.90 a share, against a share price of $42.41. The rating stays Buy. At that price, our model says the market is pricing in cash flow shrinking about 0.4% a year for five years, slower than the 7.3% a year revenue growth it has delivered.

Source: 10-Q filed October 30, 2026 on SEC EDGAR · Financials · Valuation

Earlier notes (1)

Where Standard Motor Products stands after its latest 10-Q

Revenue for the twelve months to June 2026 was $1.84bn, up 11.3% on a year earlier, slower than the 18.3% growth a quarter earlier. That growth ranks 2 of 13 among the automotive parts & equipment companies we cover. Free-cash-flow margin rose to 4.7% from 2.5% a year earlier. Against its peers on growth, profitability, cash generation and balance sheet, it grades C+. It passes 4 of our 7 financial-health checks.

10-Q on SEC EDGAR

Written from the company's filings and our models when each quarter's report arrives. Figures in older notes are as published at the time. Not investment advice.

The Fundamentalytics view

Next results ~February 1, 2027 (estimated)

Standard Motor Products, Inc.'s trailing-twelve-month revenue grew 5.5% year on year, with a free-cash-flow margin of 7.9%. Where it stands out: gross margin of 32.0% ranks 6 of 26 automotive parts & equipment companies we cover. Where it lags: change in growth rate of -5.8pp ranks 24 of 26 automotive parts & equipment companies we cover.

Our discounted-cash-flow model values the business at ~$76 per share in the base case (~$52–$110 across growth scenarios) — model values under stated assumptions, not a price target.

Current signal Free cash flow diverging from earnings: TTM free cash flow grew 224.8% while net income grew 122.3%: a 103pp divergence.

Assembled from SEC-filed figures — the full workings are on this page and in our methodology. Observations, not recommendations.

Strengths

  • Priced below our value. The share price of $45.65 is 66% below our value per share of $76.
  • Beating expectations. Earnings per share beat the analysts' consensus estimate in each of the last four quarters.

Things to watch

  • Growth slowing. The growth rate is 5.8 points lower than a quarter earlier.

Latest results: FY2026 Q3

Filed October 30, 2026
Earnings per share
$1.54 against an average estimate of $1.41: beat by 9.0%
Revenue
$508m, up 1.8% on a year earlier
Share reaction
+19.3% in the first session after the results on October 30, 2026, against -2.2% for the S&P 500
Next report
October 30, 2026; average EPS estimate $0.60

Standard Motor Products' figures from its SEC filings and results release; estimates are the analysts' average. Not a recommendation.

Price chart

  • 1 day+7.6%
  • 1 week+22.5%
  • 1 month+21.7%
  • This year+27.0%
  • 1 year+27.0%
  • 5 years+6.2%
  • S&P 500 this year+11.2%

Closing prices to 2026-11-02. Price change only, dividends excluded.

Loading chart…

Third-party market data · may be delayed

At a glance

Trailing twelve months, from SEC filings

Profitability

Revenue (TTM)
$1.8B
Operating margin
8.5%
Net margin
3.8%
EPS (TTM, diluted)
$3.05

Growth

Revenue growth
+5.5%
Change in growth rate
−5.8 pts
Share count change
+1.8%

Cash

Free cash flow (TTM)
$146M
FCF margin
7.9%
Stock pay % of revenue
0.6%

Earnings

Last results
October 30, 2026
Next results (est.)
February 1, 2027

News & updates

Updated October 31, 2026

Company announcements, filed results and changes that matter to shareholders.

  1. Results
  2. Leadership
  3. Results

Refreshed hourly when new source data is available. Summaries are checked against company releases and SEC filings. Company announcement headlines are labelled when a checked summary is unavailable.

What the price is pricing in

The share price implies about 0.5% a year of cash-flow growth for five years.That is slower than the 7.3% a year revenue growth Standard Motor Products has delivered.

  • Priced in0.5%
  • Last 12 months5.5%
  • 3 years a year10.3%
  • 5 years a year7.3%

Our cash-flow model with every input fixed except growth over the next five years, solved for the growth at which the model value equals the share price ($45.66, Nov 3, 2026). Cash-flow growth then fades to 2.5% a year; discount rate 8.5%. Delivered figures are revenue growth from SEC filings. This is a model exercise, not investment advice or a forecast of the share price. All companies

Fundamentalytics rating

model v1.6 · 2026-11-03
Buy12-month view
12-month price target
~$76
Price used
$45.66close November 3, 2026
Implied change
▲ +66%
Uncertainty
Medium

How we got here: a discounted-cash-flow model of Standard Motor Products, Inc.'s free cash flow after stock-based pay with after-tax interest added back ($98.1M, FY2026 Q3 TTM), growing 5.6% and 6.8% in the next two years (forecasts, guidance and its record), then back to 7.9% by year five, and fading to 2.5%, discounted at 8.5%. Lower and higher growth cases span ~$52–~$110 ; that spread sets a 25% margin before we rate Buy or Sell.

Produced by Fundamentalytics' automated valuation model on November 3, 2026, using delayed market prices. Rating meanings, methodology and conflicts: recommendations disclosure and research disclaimer. General research, not personal advice — it does not consider your circumstances. Prices can fall as well as rise.

Our value per share comes from a discounted-cash-flow model of Standard Motor Products, Inc.'s free cash flow after stock-based pay ( $98.1M, FY2026 Q3 TTM, with after-tax interest added back): growth for five years as below (the first two years from forecasts, guidance and the company's record), fading to 2.5%, discounted at 8.5%, then cash added and debt and other claims subtracted. These are model values under stated assumptions, not price targets or recommendations.

Valuation models

We value Standard Motor Products, Inc. as an operating company, with every model that fits that kind of business. Cost of equity 9.1%: the 10-year Treasury yield (4.9%) plus a beta of 0.92 times a 4.5% equity risk premium.

Value per share by model
Model Value per share In the combined value?
Cash-flow model (DCF) Free cash flow to the firm (after stock pay, with after-tax interest added back), grown then faded to 2.5%, discounted at 8.5% as the firm rate, less debt and other claims. ~$76 ~$52–$110 Primary model, counts double
Forward price-to-earnings vs peers Next year's consensus earnings per share times peers' typical (harmonic-mean) forward price-to-earnings. Uses analysts' consensus estimates (third-party data), not our forecasts. ~$41 ~$34–$53 Included
Residual income Book value plus the present value of returns above the cost of equity, fading over ten years. ~$27 ~$19–$37 Included
Justified price-to-book Book value times (return on equity - growth) / (cost of equity - growth): steady-state returns. ~$23 ~$20–$28 Included
Combined value Weighted average of the models that apply: the primary model (cash-flow model (dcf)) counts double. Models more than 5x or less than 0.2x the share price, or more than 3x away from the other models' median, are left out. ~$48 ~$23–$76 4 models

Different models fail in different ways, so where several apply we average them rather than trust one. Peer-based models compare Standard Motor Products, Inc. with Automotive Parts & Equipment in our coverage, using third-party market data. Model values are estimates under stated assumptions, updated as new filings arrive; not price targets or investment advice. How each model works.

What moves the value

  • Revenue growth 5 points lower ▼ −29%
  • Revenue growth 5 points higher ▲ +38%
  • Free-cash-flow margin 1 point lower ▼ −13%
  • Last year's free-cash-flow margin change, if it persists ▲ more than doubles
  • Discount rate 1 point higher ▼ −17%
Value per share under different assumptions
Discount rate ↓ / growth → −5% growth0% growth5% growth10% growth15% growth20% growth
7% $42$64$94$132$182$247
8.5% $28$44$65$92$128$174
10% $19$31$48$69$96$131

Valuation multiples over time Market data may be delayed

Standard Motor Products, Inc.: market value and multiples by fiscal year
At fiscal year end 20152016201720182019202020212022202320242025Now
Share price$29.49$41.96$35.99$39.50$44.23$33.97$44.94$30.65$36.18$29.14$35.96$45.65
Market value$682m$968m$835m$906m$1.0bn$775m$1.0bn$679m$802m$648m$808m$1.0bn
+ Net debt (− = net cash)$29m$35m$44m$38m$99m$744000$232m$268m$124m$529m$577m$432m
Enterprise value$711m$1.0bn$879m$944m$1.1bn$776m$1.2bn$947m$925m$1.2bn$1.4bn$1.5bn
Multiples
Price / sales 0.7x0.9x0.7x0.8x0.9x0.7x0.8x0.5x0.6x0.4x0.5x0.6x
Price / earnings 14.8x16.0x22.0x21.1x17.4x13.5x11.2x12.3x23.5x23.6x19.6x15.0x
Price / free cash flow 14.5x12.6x20.8x18.1x16.6x9.7x17.0x—6.9x19.8x43.2x7.1x
EV / EBITDA 7.6x8.4x7.2x9.0x9.2x5.7x8.0x7.2x7.6x10.5x7.7x7.3x

Market value uses the period's diluted share count; figures for each fiscal year use that year's results and the price at year end. "Now" uses today's price and the last twelve months.

Moat

54 /100

Moderate moat

How hard Standard Motor Products's competitive advantage looks for rivals to wear away, judged from 10 years of its own filings: returns on capital, pricing power, profit durability, cash conversion and discipline.

  • Returns on capital 9 / 20

    Cash operating profit has been a median 8.1% of total assets over 10 years.

  • Pricing power 11 / 20

    Gross margin has been a median 29.0%, moving by 1.2 percentage points (standard deviation) across 10 years.

  • Durability 11 / 20

    Operating margin has been a median 8.3%; its worst year was 6.1%.

  • Cash conversion 11 / 20

    Free cash flow was positive in 9 of 10 years, at a median 4.5% of revenue.

  • Discipline 17 / 20

    The diluted share count rose 0.2% over five years; stock-based pay has been a median 0.6% of revenue.

AI disruption exposure: Medium. In this industry, AI could change how the product is made or sold, without replacing the core asset. The score above includes a 5-point deduction for that exposure (59 before it).

A rules-based reading of reported figures, not a forecast and not investment advice. How the score is built: methodology.

Forecasts and guidance

Analysts' consensus

Standard Motor Products, Inc.: consensus estimates
Fiscal yearEPSGrowthRevenueGrowth
Current $4.24 +6% $1.9bn +5%
Next $4.88 +15% $1.9bn +3%

Next year's EPS estimate has moved −1.1% in 90 days, across 3 analysts.

How the EPS forecast has moved

The consensus EPS forecast for the current fiscal year is −3.6% on 90 days ago. In the last 30 days, 0 analysts raised Standard Motor Products, Inc.'s forecast and 3 cut it.

Consensus EPS forecast Standard Motor Products, Inc., last 90 days
$4.20 $4.40 $4.60 $4.80 $5.00 90 days ago 60 days ago 30 days ago 7 days ago Now Current fiscal year, 90 days ago: $4.40 Current fiscal year, 60 days ago: $4.24 Current fiscal year, 30 days ago: $4.24 Current fiscal year, 7 days ago: $4.24 Current fiscal year, Now: $4.24 $4.24 Next fiscal year, 90 days ago: $4.94 Next fiscal year, 60 days ago: $4.88 Next fiscal year, 30 days ago: $4.88 Next fiscal year, 7 days ago: $4.88 Next fiscal year, Now: $4.88 $4.88

Average of analysts' published estimates (third-party data).

View chart data
Period Current fiscal yearNext fiscal year
90 days ago $4.40$4.94
60 days ago $4.24$4.88
30 days ago $4.24$4.88
7 days ago $4.24$4.88
Now $4.24$4.88

Earnings against estimates

Standard Motor Products, Inc.: reported EPS against the consensus estimate
Quarter toEstimateActualSurprise
Sept 2026 $1.41 $1.54 +9.0%
Jun 2026 $1.39 $1.40 +0.5%
Mar 2026 $0.76 $0.82 +7.9%
Dec 2025 $0.49 $0.56 +13.5%

Adjusted EPS as companies report it, against the average analyst estimate.

How our valuation uses these forecasts

Our cash-flow model grows Standard Motor Products, Inc.'s revenue by +5.6% next year and +6.8% the year after, then fades back toward its own record by year five. Next year's rate weighs analysts' consensus (+4.1%, weight 60%) and the company's own record (+7.9%, weight 40%) . How the weights are set.

Analyst recommendations

3 analysts, Oct 2026
Buy3100%
Hold00%
Sell00%

Monthly trend

  1. Oct 202633
  2. Sep 202633
  3. Aug 202633
  4. Jul 202633

Counts of recommendations published by analysts covering Standard Motor Products, Inc., by month. Source: Aggregated broker recommendations (third-party data). Aggregated counts only: we do not reproduce any firm's recommendation or price target, and these are not Fundamentalytics ratings.

Positioning

Short interest
5.8%
of tradable shares
Days to cover
6.92
at average volume
Short interest, 1 month
−8%
to October 15, 2026
Held by institutions
86%
of shares
Held by insiders
5.1%
of shares
Employees
5,700
full time

Consensus figures average analysts' published estimates (third-party data); guidance is the company's own. Neither is our forecast. Short interest is reported twice a month and lags. Market data may be delayed.

This section is general information, not investment advice or a personal recommendation, and it does not take account of your objectives or circumstances. Forecasts and guidance are estimates, not promises: companies miss their own guidance and analysts' figures are often revised. Prices can fall as well as rise, and you can lose money. See our disclaimer.

Share-price performance

Market data may be delayed

Recent prices are available. Older price history and the statistics that need it are being loaded in the background.

What moved the share price

Last 12 months +27.0%

$35.94 on October 31, 2025 to $45.65

Standard Motor Products, Inc.: share-price change split into its parts
PartThenNowEffect
Revenue (last 12 months) $1.6bn $1.8bn +11.3%
Net margin 2.4% 2.8% +16.3%
P/E multiple 20.3x 20.3x −0.1%
Share count 22m 23m −1.8%

Biggest factor: net margin.

Last 3 years +41.1%

$32.36 on November 3, 2023 to $45.65

Standard Motor Products, Inc.: share-price change split into its parts
PartThenNowEffect
Revenue (last 12 months) $1.4bn $1.8bn +34.0%
Net margin 2.8% 2.8% +0.7%
P/E multiple 18.8x 20.3x +7.8%
Share count 22m 23m −2.9%

Biggest factor: revenue.

The effects multiply back to the price change exactly. Results are the last 12 months as known on each date (filings assumed public 45 days after quarter end).

Return and risk by year

Standard Motor Products, Inc.: yearly return, monthly win rate and worst fall against the S&P 500
Calendar year 202120222023202420252026 to date
Return
SMP+32%−32%+18%−19%+23%+27%
Industry peers (median)+15%−29%+7%−24%+25%−8%
S&P 500+29%−18%+26%+25%+18%+11%
Months that ended higher
SMP67%33%50%42%58%55%
S&P 50075%42%67%75%75%46%
Largest fall from a high during the year
SMP−14%−39%−23%−36%−31%−23%
S&P 500−5%−25%−10%−8%−19%−9%

Worst fall since October 29, 2015: 56% from November 23, 2021 to April 8, 2025. Getting back needed a 125% gain, and the shares have not yet recovered.

Price behaviour

52-week range
$34.11 – $45.65
From 52-week high
0.0%
vs 50-day average
+20.6%
vs 200-day average
+19.5%
Volatility (1 year)
33%
Beta vs S&P 500
0.43

Volatility is the annualised standard deviation of daily returns. Beta 1.5 means the shares typically moved 1.5% for each 1% move in the S&P 500 over the past year. Prices to November 2, 2026.

Share price after results

Next day
7 up, 5 down
typical move ±8.6%
After a week
6 up, 5 down
typical move ±11.2%
After a month
5 up, 6 down
typical move ±12.3%
Standard Motor Products, Inc.: share-price change after each results release
Results releasedNext dayS&P 500 next day5 days21 days
October 30, 2026 +19.3% −2.2% — —
August 4, 2026 +2.1% +1.6% +2.6% +0.2%
April 30, 2026 +4.4% +1.3% +6.6% +5.8%
February 26, 2026 −7.9% −1.0% −12.4% −16.9%
October 31, 2025 −4.9% +0.5% −2.0% −4.3%
August 5, 2025 +15.9% +0.3% +22.4% +27.7%
April 30, 2025 +13.4% +0.7% +15.2% +25.7%
February 27, 2025 −5.9% −0.1% −7.8% −17.8%
October 30, 2024 +12.3% −2.3% +23.4% +15.7%
August 1, 2024 −0.1% −3.3% −8.4% −0.3%
May 1, 2024 +0.2% +0.6% +1.2% −3.5%
February 22, 2024 −16.8% +2.1% −20.8% −17.5%

From the close before the release date to the close 1, 5 and 21 trading days after it, so releases before the open and after the close are both captured. Past moves don't predict future ones.

Standard Motor Products, Inc. in five measures

Fundamentals grade C+
Growth Profitability Cash Balance sheet Value

Growth, profitability, cash generation and balance sheet are percentiles against the companies we cover in the same industry, from SEC filings (100 = best). Value compares the share price with our modelled value range (50 = at our base value; higher = cheaper). A description of reported data and our model — not a quality score or advice.

Fundamentals

Revenue (TTM) Standard Motor Products, Inc.
$1.2B $1.4B $1.6B $1.8B $2B FY23 Q4 FY24 Q3 FY25 Q2 FY26 Q3 Revenue (TTM), FY23 Q4: $1.4B Revenue (TTM), FY24 Q1: $1.4B Revenue (TTM), FY24 Q2: $1.4B Revenue (TTM), FY24 Q3: $1.4B Revenue (TTM), FY24 Q4: $1.5B Revenue (TTM), FY25 Q1: $1.5B Revenue (TTM), FY25 Q2: $1.6B Revenue (TTM), FY25 Q3: $1.7B Revenue (TTM), FY25 Q4: $1.8B Revenue (TTM), FY26 Q1: $1.8B Revenue (TTM), FY26 Q2: $1.8B Revenue (TTM), FY26 Q3: $1.8B $1.8B

Source: SEC EDGAR filings. Retrieved October 30, 2026.

View chart data
Period Revenue (TTM)
FY23 Q4 $1.4B
FY24 Q1 $1.4B
FY24 Q2 $1.4B
FY24 Q3 $1.4B
FY24 Q4 $1.5B
FY25 Q1 $1.5B
FY25 Q2 $1.6B
FY25 Q3 $1.7B
FY25 Q4 $1.8B
FY26 Q1 $1.8B
FY26 Q2 $1.8B
FY26 Q3 $1.8B
Revenue growth, TTM YoY Standard Motor Products, Inc.
-10% 0% 10% 20% 30% FY23 Q4 FY24 Q3 FY25 Q2 FY26 Q3 Revenue growth, TTM YoY, FY23 Q4: -1.0% Revenue growth, TTM YoY, FY24 Q1: -1.1% Revenue growth, TTM YoY, FY24 Q2: 2.0% Revenue growth, TTM YoY, FY24 Q3: 2.6% Revenue growth, TTM YoY, FY24 Q4: 7.8% Revenue growth, TTM YoY, FY25 Q1: 13.5% Revenue growth, TTM YoY, FY25 Q2: 18.0% Revenue growth, TTM YoY, FY25 Q3: 24.0% Revenue growth, TTM YoY, FY25 Q4: 22.4% Revenue growth, TTM YoY, FY26 Q1: 18.3% Revenue growth, TTM YoY, FY26 Q2: 11.3% Revenue growth, TTM YoY, FY26 Q3: 5.5% 5.5%

Source: SEC EDGAR filings. Retrieved October 30, 2026.

View chart data
Period Revenue growth, TTM YoY
FY23 Q4 -1.0%
FY24 Q1 -1.1%
FY24 Q2 2.0%
FY24 Q3 2.6%
FY24 Q4 7.8%
FY25 Q1 13.5%
FY25 Q2 18.0%
FY25 Q3 24.0%
FY25 Q4 22.4%
FY26 Q1 18.3%
FY26 Q2 11.3%
FY26 Q3 5.5%
Operating margin (TTM) Standard Motor Products, Inc.
5% 6% 7% 8% 9% FY23 Q4 FY24 Q3 FY25 Q2 FY26 Q3 Operating margin (TTM), FY23 Q4: 6.8% Operating margin (TTM), FY24 Q1: 6.4% Operating margin (TTM), FY24 Q2: 6.0% Operating margin (TTM), FY24 Q3: 6.1% Operating margin (TTM), FY24 Q4: 5.5% Operating margin (TTM), FY25 Q1: 5.9% Operating margin (TTM), FY25 Q2: 6.6% Operating margin (TTM), FY25 Q3: 6.8% Operating margin (TTM), FY25 Q4: 7.6% Operating margin (TTM), FY26 Q1: 8.0% Operating margin (TTM), FY26 Q2: 8.4% Operating margin (TTM), FY26 Q3: 8.5% 8.5%

Source: SEC EDGAR filings. Retrieved October 30, 2026.

View chart data
Period Operating margin (TTM)
FY23 Q4 6.8%
FY24 Q1 6.4%
FY24 Q2 6.0%
FY24 Q3 6.1%
FY24 Q4 5.5%
FY25 Q1 5.9%
FY25 Q2 6.6%
FY25 Q3 6.8%
FY25 Q4 7.6%
FY26 Q1 8.0%
FY26 Q2 8.4%
FY26 Q3 8.5%
FCF margin (TTM) Standard Motor Products, Inc.
0% 5% 10% FY23 Q4 FY24 Q3 FY25 Q2 FY26 Q3 FCF margin (TTM), FY23 Q4: 8.5% FCF margin (TTM), FY24 Q1: 6.2% FCF margin (TTM), FY24 Q2: 3.8% FCF margin (TTM), FY24 Q3: 3.2% FCF margin (TTM), FY24 Q4: 2.2% FCF margin (TTM), FY25 Q1: 1.2% FCF margin (TTM), FY25 Q2: 2.5% FCF margin (TTM), FY25 Q3: 2.6% FCF margin (TTM), FY25 Q4: 1.0% FCF margin (TTM), FY26 Q1: 2.2% FCF margin (TTM), FY26 Q2: 4.7% FCF margin (TTM), FY26 Q3: 7.9% 7.9%

Source: SEC EDGAR filings. Retrieved October 30, 2026.

View chart data
Period FCF margin (TTM)
FY23 Q4 8.5%
FY24 Q1 6.2%
FY24 Q2 3.8%
FY24 Q3 3.2%
FY24 Q4 2.2%
FY25 Q1 1.2%
FY25 Q2 2.5%
FY25 Q3 2.6%
FY25 Q4 1.0%
FY26 Q1 2.2%
FY26 Q2 4.7%
FY26 Q3 7.9%

Data: SEC EDGAR XBRL company facts (as filed in 10-K/10-Q); forms 10-K, 10-Q. Generated November 3, 2026. Definitions in our methodology.

Where the money goes

FY2025, from the 10-K

Each dollar Standard Motor Products took in during FY2025, followed through to profit: what it cost to make, what went on running the business, and what was left after tax.

  1. Revenue $1.8B
  2. Cost of revenue $1.2B · 68.8%
  3. Gross profit $559M · 31.2%
  4. Selling, general and admin $421M · 23.5%
  5. Operating income $137M · 7.6%
  6. Income tax $30.6M · 1.7%
  7. Interest and other $64.6M · 3.6%
  8. Net income $41.3M · 2.3%
Where Standard Motor Products's revenue went, FY2025
Revenue $1.8B
Cost of revenue $1.2B 68.8% of revenue
Gross profit $559M 31.2% of revenue
Selling, general and admin $421M 23.5% of revenue
Operating income $137M 7.6% of revenue
Income tax $30.6M 1.7% of revenue
Interest and other $64.6M 3.6% of revenue
Net income $41.3M 2.3% of revenue

Shares of revenue. Source: Standard Motor Products's 10-K for FY2025, as filed with the SEC. "Other" lines are what the reported lines leave unexplained.

Financial statements

US$ millions unless shown otherwise. Fiscal years, plus the last twelve months (LTM) when newer.

Standard Motor Products, Inc.: annual financial statements
Fiscal year 2009 Dec 2009 2010 Dec 2010 2011 Dec 2011 2012 Dec 2012 2013 Dec 2013 2014 Dec 2014 2015 Dec 2015 2016 Dec 2016 2017 Dec 2017 2018 Dec 2018 2019 Dec 2019 2020 Dec 2020 2021 Dec 2021 2022 Dec 2022 2023 Dec 2023 2024 Dec 2024 2025 Dec 2025 LTM Sept 2026
Income
Revenue 735 811 875 949 984 980 972 1,058 1,116 1,092 1,138 1,129 1,299 1,372 1,358 1,464 1,791 1,846
Gross profit 177 208 229 260 290 290 281 322 327 313 332 337 377 383 389 423 559 591
EBITDA 32 60 79 88 104 103 93 119 121 105 120 135 156 132 122 112 180 203
Operating income 18 47 65 71 87 85 76 99 98 81 94 109 129 104 93 81 137 157
Net income 3 22 62 41 51 43 46 60 38 43 58 57 91 55 34 28 41 70
Diluted EPS $0.18 $0.97 $2.70 $1.79 $2.21 $1.85 $1.99 $2.62 $1.64 $1.88 $2.54 $2.51 $4.02 $2.50 $1.54 $1.24 $1.84 $3.05
Growth (year on year)
Revenue — +10.3% +7.9% +8.5% +3.7% −0.3% −0.9% +8.9% +5.4% −2.2% +4.2% −0.8% +15.1% +5.6% −1.0% +7.8% +22.4% +5.5%
EBITDA — +88.7% +30.9% +11.2% +18.8% −1.7% −8.9% +27.5% +1.8% −13.2% +14.2% +12.4% +15.5% −15.2% −8.1% −7.9% +61.0% +26.3%
Operating income — +165.4% +38.7% +10.1% +21.6% −1.8% −11.1% +30.2% −1.3% −16.7% +16.3% +15.2% +18.5% −19.3% −11.0% −13.0% +69.3% +31.9%
Net income — — +184.2% −33.7% +24.4% −16.4% +6.9% +31.3% −37.2% +13.2% +34.7% −0.9% +58.4% −39.1% −38.3% −19.5% — —
Diluted EPS — — +178.4% −33.7% +23.5% −16.3% +7.6% +31.7% −37.4% +14.6% +35.1% −1.2% +60.2% −37.8% −38.4% −19.5% — —
Margins
Gross margin 24.1% 25.6% 26.2% 27.4% 29.5% 29.5% 28.9% 30.5% 29.3% 28.6% 29.2% 29.8% 29.0% 27.9% 28.6% 28.9% 31.2% 32.0%
EBITDA margin 4.3% 7.4% 9.0% 9.3% 10.6% 10.5% 9.6% 11.3% 10.9% 9.6% 10.6% 12.0% 12.0% 9.7% 9.0% 7.7% 10.1% 11.0%
Operating margin 2.4% 5.8% 7.4% 7.5% 8.8% 8.7% 7.8% 9.3% 8.7% 7.4% 8.3% 9.6% 9.9% 7.6% 6.8% 5.5% 7.6% 8.5%
Net margin 0.5% 2.7% 7.1% 4.4% 5.2% 4.4% 4.7% 5.7% 3.4% 3.9% 5.1% 5.1% 7.0% 4.0% 2.5% 1.9% 2.3% 3.8%
Free-cash-flow margin 12.9% 2.1% 7.3% 8.6% 4.7% 3.4% 4.8% 7.3% 3.6% 4.6% 5.3% 7.1% 4.6% −3.9% 8.5% 2.2% 1.0% 7.9%
Cash flow
Cash from operations 102 28 75 94 58 47 65 98 65 70 77 98 86 −28 144 77 57 179
Capital spending 7 11 11 12 11 14 18 21 24 20 16 18 26 26 29 44 39 33
Free cash flow 95 17 64 82 46 33 47 77 40 50 61 80 60 −53 116 33 19 146
Stock-based pay 1 1 2 2 4 5 5 6 8 8 7 8 9 8 7 6 8 11
Free cash flow after stock pay 94 16 62 79 43 28 42 71 33 42 54 72 50 −62 109 27 11 135
Balance sheet
Cash 11 12 11 13 6 14 19 20 17 11 10 19 22 21 33 44 72 105
Total debt 0 66 73 41 21 57 48 55 62 49 110 20 254 290 156 573 649 537
Net debt (negative = net cash) −11 53 62 28 16 43 29 35 44 38 99 1 232 268 124 529 577 432
Diluted shares 19m 23m 23m 23m 23m 23m 23m 23m 23m 23m 23m 23m 23m 22m 22m 22m 22m 23m
Returned to shareholders
Dividends 0 5 6 8 10 12 14 15 17 19 21 11 22 23 25 25 27 29
Buybacks 0 0 4 5 7 10 20 0 24 15 11 13 27 30 0 10 0 0
Total returned 0 5 11 13 17 22 33 16 42 34 31 25 49 53 25 36 27 29

Source: SEC EDGAR XBRL company facts (US and foreign periodic filings); column headings link to the filing. EBITDA is operating income plus depreciation and amortisation. Free cash flow is cash from operations minus capital spending. Growth is left blank when last year's figure was a loss or under 2% of revenue. Share counts and EPS are restated for stock splits. A dash means the company didn't report the figure.

Financial health

4 of 7 checks passed · September 30, 2026
What it owns · $2.0bn
Short-term assets $1.1bnLonger-term assets $916m
What it owes, and who funded it · $2.0bn
Short-term liabilities $599mLonger-term liabilities $658mShareholders' equity $726m
  • Short-term assets cover short-term liabilities $1.1bn of assets due within a year against $599m of liabilities due within a year.
  • Short-term assets cover long-term liabilities $1.1bn short-term assets against $658m of longer-dated liabilities.
  • More cash than debt $105m of cash against $487m of debt.
  • Debt below 40% of shareholders' equity Debt is 67% of equity.
  • Debt burden no higher than five years ago Debt to equity moved from 0% to 67% over five years.
  • A year's operating cash flow covers at least 20% of debt $179m of operating cash flow against $487m of debt.
  • Operating profit covers interest at least five times over Operating income of $157m against $29m of interest.

From Standard Motor Products, Inc.'s latest balance sheet as filed. Checks are fixed, documented rules (methodology), counted only where the company reports the figures — a dot means the filing doesn't break the item out. Descriptions of reported data, not advice.

Dividends, buybacks and capital spending

FY2026 Q3 TTM
Buybacks (TTM)
$320,000
Dividends (TTM)
$28.9M
Returned to shareholders
20%
of free cash flow
Buybacks, last 3 fiscal years
$10.4M
Diluted share count
+1.8%
year over year
Total shareholder yield
2.8%
dividends 2.8% + buybacks 0.0% of market value
Dividend payout ratio
42%
of net income paid out
Sales & admin spending
23.5%
of revenue
Days sales outstanding
61 days
receivables vs revenue

Competitors: side by side with peers

Closest by revenue in automotive parts & equipment
Growth, margins and cash generation against peers
Last 12 months unless stated SMP THRM DORM FOXF GNTX CPS Median
Revenue, last 12 months $1.8bn $1.6bn $2.2bn $1.5bn $2.6bn $2.8bn $2.4bn
Revenue growth, last 12 months 5.5% 8.8% 2.2% 1.6% 10.1% 2.1% 4.6%
Revenue growth, 3-year average 10.3% 3.4% 3.9% −3.3% 7.4% 0.8% 1.4%
Revenue growth, latest quarter 1.8% 4.7% 3.3% −4.5% −1.0% 2.2% 2.0%
Gross margin 32.0% 23.7% 41.1% 29.5% 35.0% 11.7% 20.5%
Operating margin 8.5% 3.4% 13.3% −18.3% 19.3% 2.3% 6.0%
Operating margin, 3-year average 7.1% 5.7% 14.8% −8.8% 19.8% 2.9% 5.7%
Net margin 3.8% 0.6% 9.3% −20.4% 15.5% −2.0% 3.5%
Cash from operations / revenue 9.7% 4.1% 13.9% 2.5% 22.6% 2.0% 6.8%
Free-cash-flow margin 7.9% 1.3% 12.4% 0.9% 18.9% −0.2% 4.3%
Free-cash-flow margin, 3-year average 4.6% 3.1% 8.8% 6.7% 17.7% 0.4% 5.5%
Stock pay / revenue 0.6% 0.8% 1.1% 0.9% 1.6% 0.4% 0.7%
Change in share count 1.8% 0.6% −1.6% 0.4% −4.8% 0.9% −0.0%

Median of all 26 companies we cover in automotive parts & equipment. Shaded: best of the six on that line (lowest for stock pay and share-count growth). 3-year figures average the last three 12-month periods; 3-year growth is compound annual. Source: SEC filings.

Peer comparison

26 automotive parts & equipment companies
Measures ranked against peers
Measure Company Peer median Rank
Revenue growth Growth 5.5% 5.0% 12 of 26
Change in growth rate Growth -5.8pp -1.1pp 24 of 26
Gross margin Profitability 32.0% 21.1% 6 of 26
Operating margin Profitability 8.5% 6.4% 6 of 22
Net margin Profitability 3.8% 3.7% 12 of 26
Free-cash-flow margin Cash generation 7.9% 5.4% 7 of 26
Stock pay as % of revenue Cash generation 0.6% 0.8% 9 of 22
Long-term debt as % of assets Balance sheet 20.8% 20.8% 12 of 22
Change in share count Balance sheet 1.8% -0.0% 18 of 24
Days sales outstanding Balance sheet 61 days 61 days 9 of 17

Rank 1 = best in the group (for spending, debt and dilution, lower ranks first).

Where the revenue comes from

Fiscal year to December 31, 2025
Geography
Region Revenue Share YoY
United States $1.3B 71.1% ▲ 6.4%
Europe Excluding Poland $257M 14.3% ▲ 210.9%
Canada $88.6M 4.9% ▲ 3.7%
PL $77M 4.3% ▲ 1771.6%
Mexico $52.2M 2.9% ▲ 4.7%
Other Foreign $43.8M 2.4% ▼ 4.7%

From Standard Motor Products, Inc.'s 10-K filed February 26, 2026, as tagged in the filing. View filing. Indented rows are part of the line above; their share is of that line. In the bars, the faint bar behind is the year before.

Reported value
$714M
Institutions reporting
187
Shares held vs prior quarter
▲ 1.6%
Positions opened / closed
20 / 19

Top buyers and sellers, Q2 2026: 91 institutions bought and 84 sold ; the biggest buyer was Blackrock, Inc (+184K shares) and the biggest seller Congruence Capital, LLC (−130K). See which funds bought and sold →

Largest reported holders, June 30, 2026
Manager Value Shares Share of 13F value Shares QoQ
Blackrock, Inc. $158M 4.1M 22.2% ▲ 4.7%
Dimensional Fund Advisors LP $55.5M 1.4M 7.8% ▲ 2.5%
Royce & Associates LP $47.1M 1.2M 6.6% ▲ 3.3%
GAMCO Investors, Inc. Et Al $38.2M 980K 5.3% ▼ 1.7%
Vanguard Capital Management LLC $36.5M 938K 5.1% ▲ 1.1%
State Street Corp $32.9M 843K 4.6% ▲ 4.1%
Vanguard Portfolio Management LLC $24.8M 637K 3.5% ▲ 5.6%
Geode Capital Management, LLC $21.5M 552K 3.0% ▲ 7.1%
Gabelli Funds LLC $17.2M 442K 2.4% ▲ 0.5%
Invesco Ltd. $17.1M 438K 2.4% ▲ 10.4%
Morgan Stanley $13.8M 353K 1.9% ▲ 57.8%
Charles Schwab Investment Management Inc $12.8M 327K 1.8% ▼ 13.8%

From Form 13F filings with the SEC ( quarterly data sets), as reported by each manager for June 30, 2026 and filed up to 45 days later. 13F reports cover long US-listed positions of managers above $100M only, so this is not Standard Motor Products, Inc.'s complete shareholder register. Values are as reported by the filers .

Insider trading activity

Full insider history and chart
Recent insider open-market transactions
Insider Date Trade Shares Price Value
Broccole Carmine Joseph CLO & Secretary September 9, 2026 Sell 5,250 $39.24 $206,010
Burks Dale Chief Commercial Officer & EVP August 19, 2026 Sell 5,798 $39.00 $226,122
Burks Dale Chief Commercial Officer & EVP August 18, 2026 Sell 3,500 $38.76 $135,660
Burks Dale Chief Commercial Officer & EVP August 14, 2026 Sell 9,051 $38.71 $350,364
Nicholas Ray CIO & VP IT June 8, 2026 Sell 5,822 $39.75 $231,424
Nicholas Ray CIO & VP IT June 1, 2026 Sell 1,950 $38.28 $74,646
Nicholas Ray CIO & VP IT December 11, 2025 Sell 9,093 $38.01 $345,625
Sills Eric CEO & President November 11, 2025 Sell 1,531 $38.26 $58,576
Burks Dale Chief Commercial Officer & EVP November 11, 2025 Sell 1,180 $38.30 $45,194
Iles Nathan R. Chief Financial Officer November 11, 2025 Sell 1,356 $38.30 $51,935
Broccole Carmine Joseph CLO & Secretary November 11, 2025 Sell 1,148 $38.31 $43,980
Nicholas Ray CIO & VP IT November 11, 2025 Sell 457 $38.36 $17,531

From insiders' Form 4 filings with the SEC. Excludes awards, option exercises and shares withheld for tax. "Pre-set plan" means the filing marks the trade as made under a Rule 10b5-1 plan. See every insider trade since five years ago, on a price chart.

Earnings dates and SEC filings

Results announcements

Next expected around February 1, 2027 estimated from the company's past filing pattern, not announced

  • October 30, 2026
  • August 4, 2026
  • April 30, 2026
  • February 26, 2026
  • October 31, 2025
  • August 5, 2025

Recent SEC filings

Data status

When each part of this page on Standard Motor Products, Inc. was last updated.

DataLast updatedSource
Share priceExchange closing prices
Financial statementsSEC 10-K and 10-Q filings
News and updatesCompany releases and SEC 8-K filings
Analyst estimatesAggregated analyst estimates
Valuation and scoresOur models, from the filed figures

How we build and check these figures: methodology and data sources.

Standard Motor Products, Inc. in brief

What does Standard Motor Products, Inc. do?
Standard Motor Products, Inc. is a US-listed company in the automotive parts & equipment industry. Its financial year ends in December.
What is Standard Motor Products, Inc.'s stock ticker?
Standard Motor Products, Inc. trades under the ticker SMP on NYSE. This page brings together its financial statements, valuation models, ownership and recent company updates.
What is Standard Motor Products, Inc.'s revenue, and how fast is it growing?
Over its most recent trailing twelve months, Standard Motor Products, Inc. reported revenue of $1.8B, 5.5% higher than a year earlier, according to its SEC filings.
What is Standard Motor Products, Inc.'s free cash flow?
Standard Motor Products, Inc.'s free-cash-flow margin is 7.9% of revenue over the trailing twelve months, ranking 7 of the 26 automotive parts & equipment companies we cover.
What is Standard Motor Products, Inc.'s fair value (intrinsic value) per share?
Our discounted-cash-flow model of Standard Motor Products, Inc.'s free cash flow after stock-based pay gives ~$76 per share in the base case, and ~$52–$110 across growth scenarios. These are model values under stated assumptions — not a price target or a recommendation.
Who are Standard Motor Products, Inc.'s largest institutional shareholders?
By value reported in 13F filings for June 30, 2026, the largest reported holders are Blackrock, Inc., Dimensional Fund Advisors LP and Royce & Associates LP. 13F reports cover long US-listed positions of managers above $100M, filed up to 45 days after quarter end.
Is Standard Motor Products, Inc. buying back stock, and does it pay a dividend?
Standard Motor Products, Inc. spent $320,000 on share repurchases over the trailing twelve months, and its diluted share count still rose 1.8% over the year.
What is Standard Motor Products, Inc.'s market cap?
On November 2, 2026, Standard Motor Products, Inc.'s market capitalisation was about $1B, with a price-to-earnings ratio of 15.0 and net debt of $432M. Market figures come from third-party market data and may be delayed.
Does Standard Motor Products, Inc. pay a dividend?
Yes: Standard Motor Products, Inc. paid $28.9M in dividends over the trailing twelve months, a dividend yield of 2.76% and a payout ratio of 41.6%.
How much debt does Standard Motor Products, Inc. have?
Standard Motor Products, Inc.'s debt-to-equity ratio is 67.1%, from its latest balance sheet (0.0% five years earlier). The financial health section below sets out its other solvency checks.
Who are Standard Motor Products, Inc.'s competitors?
In our Automotive Parts & Equipment peer group, the companies closest to Standard Motor Products, Inc. are Gentherm Inc, Dorman Products, Inc., FOX Factory Holding Corp, Gentex Corp and Cooper-standard Holdings Inc. The side-by-side comparison below sets their revenue, margins and growth against Standard Motor Products, Inc.'s.
Are insiders buying or selling Standard Motor Products, Inc. stock?
Over the last 12 months, Standard Motor Products, Inc.'s directors and officers reported 0 open-market purchases and 14 sales on Form 4. The insider trading page charts every trade.
When is Standard Motor Products, Inc.'s next earnings date?
Around February 1, 2027, estimated from the spacing of its past results announcements (8-K filings). That is an estimate, not a confirmed date — Standard Motor Products, Inc. announces its own schedule.