Standard Motor Products (SMP)


Market Price (9/22/2026): $37.705 | Market Cap: $840.5 MilSector: Consumer Discretionary | Industry: Automotive Parts & Equipment

Standard Motor Products (SMP)


Market Price (9/22/2026): $37.705
Market Cap: $840.5 Mil
Sector: Consumer Discretionary
Industry: Automotive Parts & Equipment

Investment Highlights Why It Matters Detailed financial logic regarding cash flow yields vs trend-riding momentum.

0

Attractive yield
Total YieldTotal Yield = Earnings Yield + Dividend Yield, Earnings Yield = Net Income / Market Cap Dividend Yield = Total Dividends / Market Cap is 9.6%, Dividend Yield is 3.4%, ERPEquity Risk Premium (ERP) = Total Yield - Risk Free Rate, Reflects the premium above risk free assets offered by the investment. is 5.4%, FCF Yield is 11%

Strong revenue growth
Rev Chg LTMRevenue Change % Last Twelve Months (LTM) is 11%

Low stock price volatility
Vol 12M is 31%

Megatrend and thematic drivers
Megatrends include Future of Mobility, and Circular Economy. Themes include Automotive Aftermarket Parts, Vehicle Electrification Components (Aftermarket), Show more.

Weak multi-year price returns
2Y Excs Rtn is -19%, 3Y Excs Rtn is -53%

Debt is significant
Net D/ENet Debt/Equity. Debt net of cash. Negative indicates net cash. Equity is taken as the Market Capitalization is 72%

Key risks
SMP key risks include [1] declining profitability and significant margin compression and [2] a heightened debt burden from recent acquisitions.

0 Attractive yield
Total YieldTotal Yield = Earnings Yield + Dividend Yield, Earnings Yield = Net Income / Market Cap Dividend Yield = Total Dividends / Market Cap is 9.6%, Dividend Yield is 3.4%, ERPEquity Risk Premium (ERP) = Total Yield - Risk Free Rate, Reflects the premium above risk free assets offered by the investment. is 5.4%, FCF Yield is 11%
1 Strong revenue growth
Rev Chg LTMRevenue Change % Last Twelve Months (LTM) is 11%
2 Low stock price volatility
Vol 12M is 31%
3 Megatrend and thematic drivers
Megatrends include Future of Mobility, and Circular Economy. Themes include Automotive Aftermarket Parts, Vehicle Electrification Components (Aftermarket), Show more.
4 Weak multi-year price returns
2Y Excs Rtn is -19%, 3Y Excs Rtn is -53%
5 Debt is significant
Net D/ENet Debt/Equity. Debt net of cash. Negative indicates net cash. Equity is taken as the Market Capitalization is 72%
6 Key risks
SMP key risks include [1] declining profitability and significant margin compression and [2] a heightened debt burden from recent acquisitions.

SMP in ETFs

Weight = SMP's share of each fund

VTI0.00%
ITOT0.00%
IWM0.03%
IJR0.05%
SLYV0.09%
VIOV0.09%
IJS0.08%
FNDA0.04%
+8 more covered ETFs

Valuation & Metrics

Price Chart

Why The Stock Moved

Qualitative Assessment

AI Analysis | Feedback

Updated on 9/16/2026

Standard Motor Products (SMP) stock has lost about 5% since 5/31/2026 because of the following key factors:

1. Standard Motor Products (SMP) reported mixed fiscal Q2 2026 earnings, missing some analyst expectations for revenue and slightly for EPS. Although the company reported non-GAAP diluted earnings per share (EPS) of $1.40, which beat the consensus estimate of $1.39 by $0.01, it fell short of other analyst forecasts of $1.43 by $0.03, or 2.1%. Additionally, consolidated net sales for fiscal Q2 2026 were $501.6 million, missing the analyst forecast of $511.68 million by $10.08 million, or 2.0%. Despite an initial stock rise post-earnings, these misses, even if narrow, may have contributed to a more tempered long-term investor sentiment.

2. The decline in the Vehicle Control segment, a core business, weighed on performance. In fiscal Q2 2026, the Vehicle Control segment experienced a 1.6% decrease in net sales to $198.6 million. This decline was attributed to shifting customer order patterns and the ongoing secular decrease in the wire set category, which management noted as a business in secular decline dropping by mid-single digits each year. This persistent challenge in one of its largest segments presents a structural headwind for the company.

Show more
Updated on 9/16/2026

Standard Motor Products (SMP) stock has lost about 5% since 5/31/2026 because of the following key factors:

1. Standard Motor Products (SMP) reported mixed fiscal Q2 2026 earnings, missing some analyst expectations for revenue and slightly for EPS. Although the company reported non-GAAP diluted earnings per share (EPS) of $1.40, which beat the consensus estimate of $1.39 by $0.01, it fell short of other analyst forecasts of $1.43 by $0.03, or 2.1%. Additionally, consolidated net sales for fiscal Q2 2026 were $501.6 million, missing the analyst forecast of $511.68 million by $10.08 million, or 2.0%. Despite an initial stock rise post-earnings, these misses, even if narrow, may have contributed to a more tempered long-term investor sentiment.

2. The decline in the Vehicle Control segment, a core business, weighed on performance. In fiscal Q2 2026, the Vehicle Control segment experienced a 1.6% decrease in net sales to $198.6 million. This decline was attributed to shifting customer order patterns and the ongoing secular decrease in the wire set category, which management noted as a business in secular decline dropping by mid-single digits each year. This persistent challenge in one of its largest segments presents a structural headwind for the company.

3. Broader inflationary pressures impacted profitability in some segments. Standard Motor Products' Engineered Solutions segment saw its adjusted EBITDA decrease in fiscal Q2 2026, primarily due to inflationary headwinds, which lowered the gross margin in that area. Management also acknowledged external macroeconomic factors such as ongoing changes in the tariff environment and inflationary impacts from global conflicts that could affect financial results. The Zacks Automotive - Replacement Parts industry, to which SMP belongs, was ranked in the bottom 7% of over 250 Zacks industries, indicating wider sector challenges that could affect stock performance.

Show less
Holding a concentrated position? Know your true downside before the momentum shifts.
Protect Your Wealth →

Stock Movement Drivers

Fundamental Drivers

The -4.4% change in SMP stock from 5/31/2026 to 9/21/2026 was primarily driven by a -13.5% change in the company's P/E Multiple.
(LTM values as of)53120269212026Change
Stock Price ($)38.8637.15-4.4%
Change Contribution By: 
Total Revenues ($ Mil)1,8291,8370.4%
Net Income Margin (%)2.5%2.8%10.7%
P/E Multiple18.816.2-13.5%
Shares Outstanding (Mil)2222-0.6%
Cumulative Contribution-4.4%

LTM = Last Twelve Months as of date shown

Market Drivers

5/31/2026 to 9/21/2026
ReturnCorrelation
SMP-4.4% 
Market (SPY)2.5%16.7%
Sector (XLY)-7.0%21.7%

Fundamental Drivers

The -4.8% change in SMP stock from 2/28/2026 to 9/21/2026 was primarily driven by a -22.1% change in the company's P/E Multiple.
(LTM values as of)22820269212026Change
Stock Price ($)39.0137.15-4.8%
Change Contribution By: 
Total Revenues ($ Mil)1,7911,8372.5%
Net Income Margin (%)2.3%2.8%20.4%
P/E Multiple20.816.2-22.1%
Shares Outstanding (Mil)2222-0.9%
Cumulative Contribution-4.8%

LTM = Last Twelve Months as of date shown

Market Drivers

2/28/2026 to 9/21/2026
ReturnCorrelation
SMP-4.8% 
Market (SPY)13.4%24.1%
Sector (XLY)-3.6%32.4%

Fundamental Drivers

The -1.1% change in SMP stock from 8/31/2025 to 9/21/2026 was primarily driven by a -22.5% change in the company's P/E Multiple.
(LTM values as of)83120259212026Change
Stock Price ($)37.5637.15-1.1%
Change Contribution By: 
Total Revenues ($ Mil)1,6501,83711.3%
Net Income Margin (%)2.4%2.8%16.3%
P/E Multiple20.916.2-22.5%
Shares Outstanding (Mil)2222-1.4%
Cumulative Contribution-1.1%

LTM = Last Twelve Months as of date shown

Market Drivers

8/31/2025 to 9/21/2026
ReturnCorrelation
SMP-1.1% 
Market (SPY)21.2%24.3%
Sector (XLY)-2.4%29.8%

Fundamental Drivers

The 11.3% change in SMP stock from 8/31/2023 to 9/21/2026 was primarily driven by a 34.0% change in the company's Total Revenues ($ Mil).
(LTM values as of)83120239212026Change
Stock Price ($)33.3837.1511.3%
Change Contribution By: 
Total Revenues ($ Mil)1,3711,83734.0%
Net Income Margin (%)2.8%2.8%0.7%
P/E Multiple19.116.2-15.2%
Shares Outstanding (Mil)2222-2.7%
Cumulative Contribution11.3%

LTM = Last Twelve Months as of date shown

Market Drivers

8/31/2023 to 9/21/2026
ReturnCorrelation
SMP11.3% 
Market (SPY)78.3%31.7%
Sector (XLY)34.7%33.8%

Return vs. Risk

Price Returns Compared

 202120222023202420252026Total [1]
Returns
SMP Return32%-32%18%-19%23%2%8%
Peers Return25%-12%-2%-5%28%10%46%
S&P 500 Return27%-19%24%23%16%12%104%

Monthly Win Rates [3]
SMP Win Rate67%33%50%42%58%44% 
Peers Win Rate62%37%42%43%55%47% 
S&P 500 Win Rate75%42%67%75%67%44% 

Max Drawdowns [4]
SMP Max Drawdown-14%-39%-23%-36%-31%-23% 
Peers Max Drawdown-23%-37%-35%-27%-30%-28% 
S&P 500 Max Drawdown-5%-25%-10%-8%-19%-9% 


[1] Cumulative total returns since the beginning of 2021
[2] Peers: DORM, LKQ, BWA, DAN, VC.
[3] Win Rate = % of calendar months in which monthly returns were positive
[4] Max drawdown represents maximum peak-to-trough decline within a year
[5] 2026 data is for the year up to 9/21/2026 (YTD)

How Low Can It Go

EventSMPS&P 500
2025 US Tariff Shock
  % Loss-29.6%-18.8%
  % Gain to Breakeven42.0%23.1%
  Time to Breakeven64 days79 days
Summer-Fall 2023 Five Percent Yield Shock
  % Loss-17.3%-9.5%
  % Gain to Breakeven20.9%10.5%
  Time to Breakeven50 days24 days
2023 SVB Regional Banking Crisis
  % Loss-14.4%-6.7%
  % Gain to Breakeven16.8%7.1%
  Time to Breakeven272 days31 days
2020 COVID-19 Crash
  % Loss-30.2%-33.7%
  % Gain to Breakeven43.2%50.9%
  Time to Breakeven274 days140 days
2015-2016 China Devaluation / Global Growth Scare
  % Loss-16.5%-12.2%
  % Gain to Breakeven19.8%13.9%
  Time to Breakeven68 days62 days
2014-2016 Oil Price Collapse
  % Loss-12.5%-6.8%
  % Gain to Breakeven14.2%7.3%
  Time to Breakeven87 days15 days

Compare to DORM, LKQ, BWA, DAN, VC

In The Past

Standard Motor Products's stock fell -29.6% during the 2025 US Tariff Shock. Such a loss loss requires a 42.0% gain to breakeven.

Preserve Wealth

Limiting losses and compounding gains is essential to preserving wealth.

Asset Allocation

Actively managed asset allocation strategies protect wealth. Learn more.

EventSMPS&P 500
2025 US Tariff Shock
  % Loss-29.6%-18.8%
  % Gain to Breakeven42.0%23.1%
  Time to Breakeven64 days79 days
2020 COVID-19 Crash
  % Loss-30.2%-33.7%
  % Gain to Breakeven43.2%50.9%
  Time to Breakeven274 days140 days
2011 US Debt Ceiling Crisis & European Contagion
  % Loss-33.8%-17.9%
  % Gain to Breakeven51.0%21.8%
  Time to Breakeven53 days123 days
2010 Eurozone Sovereign Debt Crisis / Flash Crash
  % Loss-35.0%-15.4%
  % Gain to Breakeven53.8%18.2%
  Time to Breakeven120 days125 days
2008-2009 Global Financial Crisis
  % Loss-84.2%-53.4%
  % Gain to Breakeven532.4%114.4%
  Time to Breakeven114 days1085 days
Summer 2007 Credit Crunch
  % Loss-52.8%-8.6%
  % Gain to Breakeven112.1%9.5%
  Time to Breakeven768 days47 days

Compare to DORM, LKQ, BWA, DAN, VC

In The Past

Standard Motor Products's stock fell -29.6% during the 2025 US Tariff Shock. Such a loss loss requires a 42.0% gain to breakeven.

Preserve Wealth

Limiting losses and compounding gains is essential to preserving wealth.

Asset Allocation

Actively managed asset allocation strategies protect wealth. Learn more.

About Standard Motor Products (SMP)

Standard Motor Products (SMP) is a long-standing manufacturer and distributor of replacement parts for motor vehicles, primarily serving the automotive aftermarket industry. Founded in 1919, the company provides essential components for vehicles already in use, rather than for original equipment manufacturing. SMP operates internationally, distributing its products across North America, Europe, Asia, and Latin America.

The company's business is organized into two main segments: Engine Management and Temperature Control. The Engine Management segment supplies a broad range of critical parts for ignition, electrical, emissions, fuel, and safety systems, including ignition coils, various sensors (e.g., camshaft, crankshaft, ABS, tire pressure), fuel injectors, and electronic throttle bodies. The Temperature Control segment focuses on components for vehicle heating, ventilation, and air conditioning (HVAC) systems, engine cooling, and power window mechanisms, such as A/C compressors, evaporators, heater cores, fan motors, and power window motors and regulators.

SMP's primary customers are major players in the automotive aftermarket. This includes large automotive retailers, program distribution groups, and warehouse distributors. The company also supplies original equipment service part operations and manufacturers, ensuring a wide reach for its diverse product line to meet the needs of professional repair shops and individual consumers across its global markets.

AI Analysis | Feedback

Here are 1-3 brief analogies for Standard Motor Products (SMP):
  • SMP is like a "Grainger for car parts."
  • SMP is "The Procter & Gamble of car parts."

AI Analysis | Feedback

  • Engine Management System Components: Parts for vehicle ignition, electrical, emissions, fuel, and safety systems, including sensors, modules, wires, coils, and fuel system components.
  • Temperature Control System Components: Parts for vehicle air conditioning and engine cooling systems, such as compressors, fans, evaporators, and heater cores.
  • Power Window and Windshield Washer System Components: Replacement parts for power windows and windshield washers, including motors, regulators, and pumps.

AI Analysis | Feedback

Standard Motor Products (SMP) sells its products primarily to other companies within the automotive aftermarket industry.

Based on the provided company description, Standard Motor Products sells to the following categories of customers:

  • Automotive aftermarket retailers
  • Program distribution groups
  • Warehouse distributors
  • Original equipment service part operations and manufacturers

The provided background information does not list the specific names of these customer companies or their public symbols.

AI Analysis | Feedback

null

AI Analysis | Feedback

Eric P. Sills, Chairman of the Board, Chief Executive Officer & President

Eric P. Sills is the son of Lawrence Sills and represents the fourth generation of the Fife and Sills families leading Standard Motor Products. He joined the company in 1991 and has held various senior leadership positions, including Vice President Global Operations (2013–2015) and Vice President Engine Management Division (2006–2013). Mr. Sills has been responsible for manufacturing, engineering, and distribution operations across the U.S., Canada, Mexico, and Poland, as well as joint ventures in Taiwan and Foshan, China. Under his leadership, SMP has expanded manufacturing capacity, increased production in low-cost regions, and successfully integrated eight acquisitions. He earned an MBA from Columbia University and completed the Advanced Management Program at Harvard Business School. He is also a strong advocate for the automotive aftermarket, having testified before Congress on supply chain issues and supporting initiatives like the REPAIR Act.

Nathan R. Iles, Chief Financial Officer

Nathan R. Iles was appointed Chief Financial Officer of Standard Motor Products in September 2019. Prior to joining SMP, he served as Vice President and Chief Financial Officer at UCI International Holdings from 2016 to 2019, where he oversaw financial reporting for the company. His experience at UCI International Holdings also includes roles as Chief Financial Officer of UCI's ASC/Airtex subsidiary (2015-2016) and Vice President Corporate Finance of UCI-FRAM Auto Brands (2011-2015). Mr. Iles previously held finance and accounting positions at Sears Holdings Corporation and Deloitte & Touche. He is a Certified Public Accountant and holds an MBA from the University of Chicago Booth School of Business and a BBA from Eastern Kentucky University.

Lawrence I. Sills, Executive Chairman

Lawrence I. Sills, father of Eric P. Sills, has served as Executive Chairman of the Board since March 2016. He previously held the roles of Chief Executive Officer from December 2000 to March 2016 and Chairman from December 2000 to March 2016. Mr. Sills has dedicated over 50 years to Standard Motor Products in various capacities, including President and Chief Operating Officer (1986-2000) and Vice President of Operations (1983-1986). He holds an MBA from Harvard Business School and a BA from Dartmouth College. Mr. Sills has also served as Director of Strategic Development at Quantum Technology Sciences, Inc. and President of Stanric Inc.

James J. Burke, Chief Operating Officer and Director

James J. Burke joined the Board of Directors in December 2022 and currently serves as Chief Operating Officer. He was appointed Executive Vice President Finance and Chief Financial Officer effective March 31, 2016. Mr. Burke has a long tenure with Standard Motor Products, having been with the company since 1986, initially working with EIS Brake Parts.

Dale Burks, Chief Commercial Officer & Executive Vice President

Dale Burks was appointed Executive Vice President and Chief Commercial Officer effective March 31, 2016. He began his career at Standard Motor Products as a Territory Salesman in 1984 and has progressed through various roles of increasing responsibility. His previous positions include Vice President Global Sales and Marketing, Vice President Corporate Sales and Marketing, Vice President Temperature Control Division, and General Manager – Temperature Control Division.

AI Analysis | Feedback

Standard Motor Products (SMP) faces several key risks to its business, primarily driven by the evolving automotive industry landscape and specific financial liabilities. Here are the key risks to Standard Motor Products:
  1. Impact of Electric Vehicle (EV) Transition on Demand for Traditional Automotive Parts: The widespread adoption of electric vehicles poses a significant long-term threat to Standard Motor Products' core business. EVs have considerably fewer moving parts than internal combustion engine (ICE) vehicles, leading to reduced maintenance needs and a decreased demand for many traditional automotive replacement parts, such as ignition components, exhaust systems, fuel filters, spark plugs, and various engine and transmission parts. While new opportunities related to EV-specific components exist, SMP's current product portfolio is heavily weighted towards ICE-dependent systems, meaning the transition could lead to a substantial decline in sales for a large segment of its offerings. The value of ordinary service maintenance and parts repair is projected to fall significantly for EVs compared to ICE vehicles.
  2. Significant Debt Load and Asbestos-Related Liabilities: Standard Motor Products carries a substantial financial burden from both its debt and legacy asbestos exposure. The company has reported a high leverage with approximately $618.7 million of debt and significant asbestos-related liabilities, including a $127.5 million reserve and a $44.4 million charge recorded in 2025. These financial obligations can limit the company's flexibility for investments, acquisitions, and operational expenses, impacting profitability and long-term financial health.
  3. Intense Competition and Shifting Preferences Towards OEM Parts: The automotive aftermarket is a highly competitive industry with numerous players, including full-line suppliers, value-line suppliers, and original equipment manufacturers (OEMs). Standard Motor Products competes against major global suppliers like Denso and Bosch. Furthermore, there is a growing emphasis on using OEM parts, particularly for electric vehicles, due to concerns about precision, safety, and compatibility with advanced vehicle systems like high-voltage components and ADAS (Advanced Driver Assistance Systems). This preference for OEM parts, especially for critical EV repairs, could erode demand for aftermarket alternatives and impact SMP's market share and pricing power.

AI Analysis | Feedback

The widespread and accelerating transition of the automotive industry from internal combustion engine (ICE) vehicles to electric vehicles (EVs) represents a clear emerging threat. A significant portion of Standard Motor Products' Engine Management segment focuses on components specific to ICE vehicles, such as ignition systems, fuel delivery systems, exhaust gas recirculation valves, mass airflow sensors, and fuel injectors. As the global vehicle parc increasingly shifts towards EVs, which lack these components, the addressable market for these core product lines will diminish over time, potentially eroding a substantial part of SMP's current business.

AI Analysis | Feedback

Standard Motor Products (SMP) operates in the automotive aftermarket, manufacturing and distributing replacement parts for motor vehicles. The company's main products and services fall under two segments: Engine Management and Temperature Control. Below are the addressable market sizes for key products and services offered by SMP globally:

Engine Management Segment

  • Automotive Engine Management System Market: The global automotive engine management system market was valued at approximately USD 65.80 billion in 2025 and is predicted to increase to about USD 94.17 billion by 2035, growing at a CAGR of 3.65%. Another estimate places the market at USD 65.54 billion in 2024, projected to reach USD 80.25 billion by 2030.
  • Automotive Ignition System Market: The global automotive ignition systems market was valued at around USD 9.13 billion in 2024 and is expected to reach USD 17.87 billion by 2032. Other reports indicate the market was valued at USD 14.56 billion in 2024, poised to grow to USD 25.24 billion by 2033.
  • Automotive Electronics Sensor Aftermarket: The global automotive electronics sensor aftermarket was valued at USD 6,761.60 million (approximately USD 6.76 billion) in 2021 and is expected to reach USD 12,475.79 million (approximately USD 12.48 billion) by 2029, registering a CAGR of 6.77%.
  • Automotive Fuel System Market: The global automotive fuel system market is likely to be valued at US$ 67.1 billion in 2026 and is projected to reach US$ 87.1 billion by 2033. Another source estimates the market grew from USD 68.00 billion in 2025 to USD 72.92 billion in 2026, and is projected to expand to USD 114.02 billion by 2032.

Temperature Control Segment

  • Automotive HVAC (Heating, Ventilation, and Air Conditioning) Market: The global automotive HVAC market was valued at approximately USD 70.5 billion in 2025 and is expected to grow to USD 131.1 billion in 2035. Another report states a valuation of USD 59.44 billion in 2025, estimated to grow to USD 80.62 billion by 2031. A higher estimate places the market size at USD 97.53 billion in 2025, projected to grow to USD 135.78 billion by 2034.
  • Automotive Engine Cooling System Market: The global automotive engine cooling system market size was valued at around USD 35.85 billion in 2024 and is predicted to grow to approximately USD 57.30 billion by 2034.
  • Automotive Power Window Market: The global automotive power window market size was valued at approximately USD 18.30 billion in 2025 and is projected to grow to USD 26.23 billion by 2034. The global automotive power window motor market, a component of the overall power window market, was valued at USD 8.8 billion in 2023.
  • Automotive Windshield Washer System Market: The global automotive washer systems market was valued at USD 23.9 billion in 2024 and is estimated to reach USD 39.1 billion by 2034. Specifically for the automotive windshield washer system market, one estimate places its value at USD 23.1 billion in 2024, expected to reach USD 30.6 billion by 2030.

AI Analysis | Feedback

Standard Motor Products (SMP) is expected to drive future revenue growth over the next two to three years through several key initiatives and market trends:

  1. Continued Contribution and Integration of Nissens Automotive: The acquisition of Nissens Automotive in late 2024 has already significantly boosted sales, contributing $305.4 million in 2025. Management anticipates further improvements in free cash flow and expects continued growth from Nissens through cross-selling and synergy realization.
  2. Momentum in North American and European Aftermarket Segments: The company projects low to mid-single-digit sales growth for 2026, largely fueled by sustained momentum in its core North American and European markets. The "Vehicle Control" and "Temperature Control" segments, which provide non-discretionary parts for the automotive aftermarket, are noted as stable performers, and these categories tend to perform well during uncertain economic times.
  3. Stabilization and Growth in Engineered Solutions: After experiencing prior headwinds, the Engineered Solutions segment returned to growth in the fourth quarter of 2025, with sales increasing by 6.3%. Standard Motor Products expects more stable market conditions in this segment to contribute positively to overall sales growth in 2026.
  4. Strategic Price Adjustments and Tariff Pass-throughs: The company has demonstrated a strategy of passing through tariff-related costs via price increases to offset margin compression. Management intends to continue this approach as needed, indicating that price adjustments will be a factor in maintaining and growing revenue.

AI Analysis | Feedback

Capital Allocation Decisions (Last 3-5 Years)

Share Repurchases

  • Standard Motor Products spent $10.4 million in 2024 to repurchase 321,000 shares.
  • As of June 30, 2025, the company had $19.6 million remaining under its share repurchase authorization.
  • Share repurchases are currently paused as the company prioritizes debt reduction.

Share Issuance

  • In 2025, Dale Burks, Chief Commercial Officer and Executive Vice President, received 5,790 shares of common stock through a restricted stock grant under the company's 2025 Omnibus Incentive Plan.

Outbound Investments

  • On September 1, 2021, Standard Motor Products acquired Germany's Stabil Operative Group GmbH for an undisclosed sum.
  • In November 2024, the company acquired Nissens Automotive for $388 million, significantly expanding its European market presence and global aftermarket footprint.
  • The Nissens acquisition contributed $277 million in pro forma revenue for 2024 and $305.4 million in sales for 2025.

Capital Expenditures

  • Capital expenditures for the full year 2025 were $38.7 million, which included $10.4 million allocated for a distribution center.
  • The company invested in a new distribution center in Shawnee, Kansas, with an estimated cost ranging from $25 million to $30 million.
  • Normalized capital expenditures are anticipated to be between $30 million and $35 million in the future.

Better Bets vs. Standard Motor Products (SMP)

Peer Outperformance in Automotive Parts & Equipment

SMP has outperformed 70% of its 37 Automotive Parts & Equipment peers over 5Y. Among the peers that beat it is MOD. Automotive Parts & Equipment ranks 14th of 23 industries in Consumer Discretionary by median 5Y return. The sector’s gains have largely come from elsewhere.
Share of Automotive Parts & Equipment constituents that SMP has outperformed, by holding period. Peers without a full price history over a given window are excluded from that window.
1Y
62%
of 39 industry peers · -2.9% return
3Y
56%
of 39 industry peers · 24.1% return
5Y
70%
of 37 industry peers · 1.2% return
Automotive Parts & Equipment peers with revenue growth within 4pp of SMP's that beat it on at least 2 of 3 windows, and by at least 20pp over 5Y. Growth is matched by construction, so the gap is largely a re-rating gap. The multiple column is the context for it.
Ticker Name Rev Growth 3Y Avg P/E 1Y3Y5Y 5Y Gap
SMP Standard Motor Products 10.4% 16.2x -2.9%24.1%1.2%
MOD Modine Manufacturing 12.9% 73.0x 27.5%348.8%1644.2% +1,643pp
Price returns, excluding dividends. P/E shown for context only and not used for matching.
Median price return by industry across the Consumer Discretionary sector, ranked by 5Y. Automotive Parts & Equipment is SMP's own industry. Use this to see which corners of the sector have carried the returns.
Industry Names 1Y med3Y med5Y med Top 3 by 5Y
Education Services 14 -21.5%76.6%72.1% LINC 311% · PRDO 230% · CVSA 229%
Homebuilding 18 -10.4%32.3%50.2% GRBK 208% · PHM 160% · TOL 137%
Specialty Stores 7 3.9%40.3%5.2% SIG 30% · FIVE 23% · ASO 19%
Home Improvement Retail 5 -26.5%-3.7%0.4% HVT 14% · LOW 1% · HD 0%
Hotels, Resorts & Cruise Lines 22 12.3%47.6%-0.4% RCL 203% · MAR 148% · HLT 141%
Automotive Retail 18 -21.4%-1.1%-1.5% MUSA 222% · PAG 139% · ORLY 100%
Distributors 4 -12.8%-26.5%-13.9% ARMK 157% · GPC 19% · LKQ -47%
Specialized Consumer Services 10 -17.8%16.6%-17.5% HRB 107% · FTDR 81% · SCI 37%
Restaurants 35 -4.6%-16.7%-18.0% EAT 300% · CAKE 153% · RAVE 128%
Home Furnishings 4 -9.9%18.8%-18.3% SGI 35% · LZB 0% · MHK -36%
Footwear 9 54.0%48.5%-20.6% WEYS 157% · SHOO 15% · DECK 13%
Leisure Products 13 -24.9%-19.5%-36.4% GOLF 77% · HAS 14% · MCFT -21%
Apparel, Accessories & Luxury Goods 27 -11.3%16.9%-37.8% RL 232% · TPR 229% · ELA 217%
Automotive Parts & Equipment ← 38 -14.8%-14.1%-39.8% MOD 1644% · GTX 306% · STRT 83%
Leisure Facilities 11 -0.3%-1.7%-40.1% OSW 132% · JAKK 121% · ESCA 26%
Household Appliances 18 -6.7%5.7%-42.9% FLXS 171% · KEQU 163% · HBB 131%
Casinos & Gaming 20 -14.1%-27.9%-43.5% MCRI 105% · RRR 28% · BYD 21%
Apparel Retail 26 -4.7%14.7%-46.5% ANF 252% · URBN 128% · ROST 114%
Computer & Electronics Retail 3 -12.7%32.5%-52.1% BBY 10% · GME -52% · UPBD -64%
Broadline Retail 15 -10.3%14.6%-55.3% DDS 292% · EBAY 62% · AMZN 53%
Automobile Manufacturers 8 -77.7%-49.4%-72.0% GM 72% · TSLA 50% · F 36%
Consumer Electronics 11 -13.2%-10.3%-73.5% AXIL 2486% · GRMN 83% · SONO -56%
Other Specialty Retail 18 -35.7%-46.0%-78.7% TLF 108% · BBW 69% · WINA 55%
Median of constituents with a full price history over each window. Top names are unfiltered by size in this render.

Latest Trefis Analyses

Recent Active Movers

Peer Comparisons

Peers to compare with:

Financials

SMPDORMLKQBWADANVCMedian
NameStandard.Dorman P.LKQ BorgWarn.Dana Visteon  
Mkt Price37.15120.4223.2063.3229.9991.8950.23
Mkt Cap0.83.65.912.93.22.53.4
Rev LTM1,8372,15513,68814,3447,6623,7795,720
Op Inc LTM1563699911,420332277350
FCF LTM872146251,242117160187
FCF 3Y Avg601806841,050117233207
CFO LTM1222508251,725431288360
CFO 3Y Avg992199641,625422368395

Growth & Margins

SMPDORMLKQBWADANVCMedian
NameStandard.Dorman P.LKQ BorgWarn.Dana Visteon  
Rev Chg LTM11.3%3.3%1.3%2.2%3.7%-1.1%2.7%
Rev Chg 3Y Avg10.4%5.0%2.1%1.8%-8.0%-2.2%2.0%
Rev Chg Q1.6%0.7%-3.0%0.3%3.9%-0.9%0.5%
QoQ Delta Rev Chg LTM0.4%0.2%-0.8%0.1%1.0%-0.2%0.1%
Op Inc Chg LTM36.3%12.2%-17.3%10.1%8,400.0%-19.2%11.1%
Op Inc Chg 3Y Avg18.0%38.6%-12.0%5.5%2,783.3%10.2%14.1%
Op Mgn LTM8.5%17.1%7.2%9.9%4.3%7.3%7.9%
Op Mgn 3Y Avg7.3%15.5%8.5%9.4%0.6%8.3%8.4%
QoQ Delta Op Mgn LTM0.4%1.5%-0.4%0.5%0.8%-0.5%0.4%
CFO/Rev LTM6.6%11.6%6.0%12.0%5.6%7.6%7.1%
CFO/Rev 3Y Avg6.1%10.6%7.0%11.4%5.8%9.6%8.3%
FCF/Rev LTM4.7%9.9%4.6%8.7%1.5%4.2%4.7%
FCF/Rev 3Y Avg3.7%8.7%5.0%7.4%1.6%6.1%5.5%

Valuation

SMPDORMLKQBWADANVCMedian
NameStandard.Dorman P.LKQ BorgWarn.Dana Visteon  
Mkt Cap0.83.65.912.93.22.53.4
P/S0.51.70.40.90.40.60.6
P/Op Inc5.39.86.09.19.88.99.0
P/EBIT5.311.26.616.014.98.79.9
P/E16.216.412.831.02.916.216.2
P/CFO6.814.47.27.57.58.57.5
Total Yield9.6%6.1%13.0%4.3%36.0%7.6%8.6%
Dividend Yield3.4%0.0%5.2%1.1%1.6%1.4%1.5%
FCF Yield 3Y Avg8.3%5.2%7.7%11.8%5.3%8.7%8.0%
D/E0.80.10.90.30.50.20.4
Net D/E0.70.10.80.10.4-0.10.2

Returns

SMPDORMLKQBWADANVCMedian
NameStandard.Dorman P.LKQ BorgWarn.Dana Visteon  
1M Rtn-3.8%-8.9%-10.0%-6.3%-5.5%-12.9%-7.6%
3M Rtn-3.7%-3.4%-7.6%-12.2%1.0%-23.1%-5.7%
6M Rtn5.8%15.9%-17.5%17.6%-7.5%7.6%6.7%
12M Rtn-2.9%-23.0%-21.0%44.9%49.1%-25.4%-11.9%
3Y Rtn24.1%63.0%-48.0%61.6%116.8%-32.7%42.8%
1M Excs Rtn-4.4%-10.0%-12.3%-3.6%-4.1%-14.1%-7.2%
3M Excs Rtn-7.6%-7.4%-11.5%-16.1%-2.9%-27.0%-9.6%
6M Excs Rtn-10.4%-1.3%-35.3%2.5%-23.1%-10.8%-10.6%
12M Excs Rtn-22.4%-41.3%-39.3%27.1%28.2%-44.0%-30.8%
3Y Excs Rtn-52.7%-19.5%-121.3%-9.1%39.5%-104.2%-36.1%

Comparison Analyses

null

Financials

Segment Financials

Revenue by Segment
$ Mil20252024202320222021
Vehicle Control785763738751737
Temperature Control426380338351324
Nissens Automotive3053600 
Engineered Solutions274285283270237
Intersegment sales-000  
Other   00
Total1,7911,4641,3581,3721,299


Operating Income by Segment
$ Mil20252024202320222021
Vehicle Control6667717497
Temperature Control6135172630
Nissens Automotive27-300 
Engineered Solutions1115201920
Intersegment sales000  
Unallocated corporate expenses and other-28-34-16  
Other   -15-18
Total1378193104129


Assets by Segment
$ Mil20252024202320222021
Vehicle Control742660621619604
Nissens Automotive532483 0 
Temperature Control313276275254235
Engineered Solutions290286292290273
Corporate119110   
Other  1069286
Total1,9951,8141,2931,2551,198


Price Behavior

Price Behavior
Market Price$37.15 
Market Cap ($ Bil)0.8 
First Trading Date12/30/1987 
Distance from 52W High-15.7% 
   50 Days200 Days
DMA Price$38.43$38.08
DMA Trendindeterminateindeterminate
Distance from DMA-3.3%-2.5%
 3M1YR
Volatility33.4%30.9%
Downside Capture87.9873.49
Upside Capture52.9156.34
Correlation (SPY)10.8%23.4%
SMP Betas & Captures as of 8/31/2026

 1M2M3M6M1Y3Y
Beta1.940.620.310.520.560.70
Up Beta3.230.35-0.380.170.330.65
Down Beta-1.65-0.400.040.340.570.75
Up Capture126%82%54%53%45%33%
Bmk +ve Days10213268138427
Stock +ve Days9192957122371
Down Capture221%118%77%89%77%91%
Bmk -ve Days11213259113324
Stock -ve Days12233570129379

[1] Upside and downside betas calculated using positive and negative benchmark daily returns respectively
Based On 1-Year Data
Annualized
Return
Annualized
Volatility
Sharpe
Ratio
Correlation
with SMP
SMP-5.3%30.8%-0.16-
Sector ETF (XLY)-6.0%19.5%-0.4429.1%
Equity (SPY)18.2%13.0%1.0123.6%
Gold (GLD)18.8%29.3%0.596.2%
Commodities (DBC)47.0%20.6%1.76-22.8%
Real Estate (VNQ)5.7%13.6%0.1529.4%
Bitcoin (BTCUSD)-31.0%44.4%-0.71-0.2%

Smart multi-asset allocation framework can stack odds in your favor. Learn How
Based On 5-Year Data
Annualized
Return
Annualized
Volatility
Sharpe
Ratio
Correlation
with SMP
SMP0.8%32.2%0.07-
Sector ETF (XLY)5.0%24.1%0.1737.0%
Equity (SPY)13.1%17.2%0.5837.6%
Gold (GLD)18.9%18.8%0.815.4%
Commodities (DBC)11.0%19.5%0.444.6%
Real Estate (VNQ)1.2%18.8%-0.0439.3%
Bitcoin (BTCUSD)12.5%52.6%0.4214.1%

Smart multi-asset allocation framework can stack odds in your favor. Learn How
Based On 10-Year Data
Annualized
Return
Annualized
Volatility
Sharpe
Ratio
Correlation
with SMP
SMP0.4%31.7%0.08-
Sector ETF (XLY)12.3%22.2%0.5042.6%
Equity (SPY)15.6%17.9%0.7445.0%
Gold (GLD)12.1%16.4%0.611.6%
Commodities (DBC)8.4%18.1%0.3813.0%
Real Estate (VNQ)4.9%20.7%0.2041.6%
Bitcoin (BTCUSD)62.7%66.2%1.0310.2%

Smart multi-asset allocation framework can stack odds in your favor. Learn How

Short Interest

Short Interest: As Of Date8312026
Short Interest: Shares Quantity0.9 Mil
Short Interest: % Change Since 8152026-3.3%
Average Daily Volume0.2 Mil
Days-to-Cover Short Interest5.8 days
Basic Shares Quantity22.3 Mil
Short % of Basic Shares4.1%

Earnings Returns History

Updated 9/4/2026
Expand for More
 Forward Returns
Earnings Date1D Returns5D Returns21D Returns
8/4/20266.0%2.2%-1.9%
4/30/20261.3%5.4%7.1%
2/26/2026-8.5%-10.4%-15.6%
10/31/2025-4.9%-4.1%-4.3%
8/5/202510.6%17.7%25.3%
4/30/202511.2%15.8%25.3%
2/27/2025-5.5%-7.3%-14.9%
10/30/202419.0%17.2%15.4%
...
SUMMARY STATS   
# Positive101311
# Negative141113
Median Positive4.2%5.3%7.2%
Median Negative-3.8%-7.3%-5.3%
Max Positive19.0%17.7%25.3%
Max Negative-15.2%-20.4%-21.8%
Collapse to Preview
 Forward Returns
Earnings Date1D Returns5D Returns21D Returns
8/4/20266.0%2.2%-1.9%
4/30/20261.3%5.4%7.1%
2/26/2026-8.5%-10.4%-15.6%
10/31/2025-4.9%-4.1%-4.3%
8/5/202510.6%17.7%25.3%
4/30/202511.2%15.8%25.3%
2/27/2025-5.5%-7.3%-14.9%
10/30/202419.0%17.2%15.4%
8/1/20240.8%-7.5%-1.4%
5/1/20242.1%0.1%-5.3%
2/22/2024-15.2%-20.4%-17.0%
10/27/20234.0%11.9%12.2%
8/2/2023-5.5%-3.3%-5.0%
5/3/2023-0.0%2.3%1.2%
2/22/2023-3.2%-3.0%-14.1%
10/28/20224.3%-2.4%3.5%
8/3/2022-14.3%-19.7%-21.8%
5/3/2022-4.0%-4.7%-4.7%
2/22/2022-3.6%-8.9%-5.9%
10/28/2021-0.5%6.2%8.6%
8/4/2021-1.2%2.8%2.4%
5/5/20214.0%4.7%7.2%
2/23/2021-3.6%1.2%-1.1%
10/28/2020-0.3%5.3%0.8%
SUMMARY STATS   
# Positive101311
# Negative141113
Median Positive4.2%5.3%7.2%
Median Negative-3.8%-7.3%-5.3%
Max Positive19.0%17.7%25.3%
Max Negative-15.2%-20.4%-21.8%

SEC Filings

Expand for More
Report DateFiling DateFiling
06/30/202608/04/202610-Q
03/31/202604/30/202610-Q
12/31/202502/26/202610-K
09/30/202510/31/202510-Q
06/30/202508/05/202510-Q
03/31/202504/30/202510-Q
12/31/202402/28/202510-K
09/30/202410/30/202410-Q
06/30/202408/01/202410-Q
03/31/202405/01/202410-Q
12/31/202302/22/202410-K
09/30/202310/27/202310-Q
06/30/202308/02/202310-Q
03/31/202305/03/202310-Q
12/31/202202/22/202310-K
09/30/202210/31/202210-Q
Collapse to Preview
Report DateFiling DateFiling
06/30/202608/04/202610-Q
03/31/202604/30/202610-Q
12/31/202502/26/202610-K
09/30/202510/31/202510-Q
06/30/202508/05/202510-Q
03/31/202504/30/202510-Q
12/31/202402/28/202510-K
09/30/202410/30/202410-Q
06/30/202408/01/202410-Q
03/31/202405/01/202410-Q
12/31/202302/22/202410-K
09/30/202310/27/202310-Q
06/30/202308/02/202310-Q
03/31/202305/03/202310-Q
12/31/202202/22/202310-K
09/30/202210/31/202210-Q
06/30/202208/04/202210-Q
03/31/202205/04/202210-Q
12/31/202102/23/202210-K
09/30/202110/29/202110-Q
06/30/202108/05/202110-Q
03/31/202105/06/202110-Q
12/31/202002/24/202110-K
09/30/202010/29/202010-Q
06/30/202007/30/202010-Q
03/31/202004/30/202010-Q
12/31/201902/20/202010-K
09/30/201910/31/201910-Q

Recent Forward Guidance

Updated 8/5/2026

Latest: Q2 2026 Earnings Reported 8/4/2026

Forward GuidanceGuidance Change
MetricSourceLowMidHigh% Chg% DeltaChangePrior
2026 Sales GrowthReported 3.0%  0.0%AffirmedGuidance: 3.0% for 2026
2026 Adjusted EBITDA MarginReported11.0%11.5%12.0% 0.0%AffirmedGuidance: 11.5% for 2026
2026 Net Debt LeverageReported 2 0.0% AffirmedGuidance: 2 for 2026


Prior: Q1 2026 Earnings Reported 4/30/2026

Forward GuidanceGuidance Change
MetricSourceLowMidHigh% Chg% DeltaChangePrior
2026 Sales GrowthReported1.0%3.0%  0.0%AffirmedGuidance: 3.0% for 2026
2026 Adjusted EBITDA MarginReported11.0%11.5%12.0% 0.0%AffirmedGuidance: 11.5% for 2026
2026 Net Debt LeverageReported 2 0.0% AffirmedGuidance: 2 for 2026

Q4 2025 Earnings Reported 2/26/2026

Forward GuidanceGuidance Change
MetricSourceLowMidHigh% Chg% DeltaChangePrior
2026 Sales GrowthReported1.0%3.0% -87.2%-20.5%Lower NewGuidance: 23.5% for 2025
2026 Adjusted EBITDA MarginReported11.0%11.5%12.0% 0.8%Higher NewGuidance: 10.75% for 2025
2026 Debt LeverageReported 2 0 AffirmedGuidance: 2 for 2026

Q3 2025 Earnings Reported 10/31/2025

Forward GuidanceGuidance Change
MetricSourceLowMidHigh% Chg% DeltaChangePrior
2025 Sales GrowthReported22.0%23.5%25.0% 1.5%RaisedGuidance: 22.0% for 2025
2025 Adjusted EBITDA MarginReported10.5%10.75%11.0% 0.2%RaisedGuidance: 10.5% for 2025
2026 Debt Leverage TargetReported 2   AffirmedGuidance: 2 for 2026

Insider Activity

Updated 9/10/2026
Expand for More
#OwnerTitleHoldingActionFiling DatePriceSharesTransacted
Value
Value of
Held Shares
Form
1Broccole, Carmine JosephCLO & SecretaryDirectSell910202639.245,250206,0102,924,832Form
2Burks, DaleChief Commercial Officer & EVPDirectSell820202639.005,798226,1221,858,623Form
3Burks, DaleChief Commercial Officer & EVPDirectSell818202638.763,500135,6602,071,916Form
4Burks, DaleChief Commercial Officer & EVPDirectSell818202638.719,051350,3642,204,728Form
5Nicholas, RayCIO & VP ITDirectSell609202639.755,822231,4241,404,248Form
Collapse to Preview
#OwnerTitleHoldingActionFiling DatePriceSharesTransacted
Value
Value of
Held Shares
Form
1Broccole, Carmine JosephCLO & SecretaryDirectSell910202639.245,250206,0102,924,832Form
2Burks, DaleChief Commercial Officer & EVPDirectSell820202639.005,798226,1221,858,623Form
3Burks, DaleChief Commercial Officer & EVPDirectSell818202638.763,500135,6602,071,916Form
4Burks, DaleChief Commercial Officer & EVPDirectSell818202638.719,051350,3642,204,728Form
5Nicholas, RayCIO & VP ITDirectSell609202639.755,822231,4241,404,248Form
6Nicholas, RayCIO & VP ITDirectSell602202638.281,95074,6461,575,184Form
7Nicholas, RayCIO & VP ITDirectSell1212202538.019,093345,6251,543,548Form
8Nicholas, RayCIO & VP ITDirectSell1112202538.3645717,5311,906,569Form
9Broccole, Carmine JosephCLO & SecretaryDirectSell1112202538.311,14843,9803,193,790Form
10Iles, Nathan RChief Financial OfficerDirectSell1112202538.301,35651,9351,435,024Form
11Burks, DaleChief Commercial Officer & EVPDirectSell1112202538.301,18045,1942,306,273Form
12Sills, EricCEO & PresidentDirectSell1112202538.261,53158,5766,826,808Form
13Nicholas, RayCIO & VP ITDirectSell1112202538.191284,8881,915,572Form
14Burks, DaleChief Commercial Officer & EVPDirectSell1112202538.411,00238,4872,358,220Form
Core Cache Last Updated: 9/21/2026