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.