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Standard Motor Products (SMP) Tops Q4 EPS by 7c; offers outlook

February 26, 2026 8:34 AM

Standard Motor Products (NYSE: SMP) reported Q4 EPS of $0.56, $0.07 better than the analyst estimate of $0.49. Revenue for the quarter came in at $385.1 million versus the consensus estimate of $385.91 million.

2026 Guidance
Our outlook for the full year of 2026 includes an expectation that sales growth will be in the low to mid-single digit range driven by ongoing tailwinds for professional grade non-discretionary products in the North American aftermarket, continuing momentum in our European business, and while always the most volatile, a more stable performance in Engineered Solutions. Further, we expect Adjusted EBITDA will be in a range of 11.0%-12.0% that should be aided by initiatives we have underway to drive ongoing profitability gains. As we lap the implementation of tariff-related pricing, we expect a slight increase in sales from higher pricing, but some continued margin compression from pass-through at our cost.

This guidance is based on tariffs in place before the recent Supreme Court ruling on IEEPA tariffs and the announcement of new Section 122 tariffs, and any impact thereof. We will continue to monitor the shifting tariff landscape, and plan to implement changes as necessary.

For earnings history and earnings-related data on Standard Motor Products (SMP) click here.

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