Standard Motor Products, Inc. (SMP)
NYSEConsumer DiscretionaryAuto - PartsSnapshot 2026-09-04
$41.53+5.70%
Close 2026-09-04 · 1-day change
NYSEConsumer DiscretionaryAuto - PartsSnapshot 2026-09-04
QuarterlyIQ Insights · SMP
What must go right, what could break, what the price assumes, and what evidence comes next.
The current health of the standing investment case.
Recent financial performance is holding in the top half of its industry — the reason to own it looks intact.
One-year growth currently built into the price, compared with our model's estimate.
| Measure | Marker shape | Value |
|---|---|---|
| Growth built into the price | circle | -7.5% |
| Our one-year growth estimate | diamond | 4.1% |
Growth built into the price is above our model estimate.
The price assumes 11.6 percentage points less one-year growth.
The one-year revenue growth assumption on Valuation.
For each item: what to watch, what would become a concern, and what would make it less concerning.
A reporting-risk estimate, not a forecast of the stock-price response.
Model as of 2026-09-04 · Compared with 32 industry peers · Company calendar date is not available
SMP — earnings miss
Dated 2026-08-04
Results of Operations and Financial Condition. On August 4, 2026 , Standard Motor Products, Inc. (the “Company”) issued a press release announcing its financial results for the three and six months ended June 30, 2026. A copy of such press release is furnished as Exhibit 99.1 hereto. Such press release shall not be deemed “filed” for purposes of Section 18 of the Securities Exchange Act of 1934 (the “Exchange Act”) or otherwise subject to the liabilities of that section, nor shall it be deeme…
Why it matters: Reaching 2.0x net debt leverage shows strong finances. It also means good debt management.
Supportive ifNet debt leverage reaches 2.0x adjusted EBITDA by the end of 2026.
Worry ifNet debt leverage is still above 2.5x adjusted EBITDA.
Why it matters: Gross profit growth reflects product mix and pricing. A slowdown below 10% signals potential issues.
Worry ifGross profit growth reported below 10% year over year.
Less concerning ifGross profit growth reported at or above 10% year over year.
Why it matters: Sales growth under 5% may show a slowdown. This could hurt future guidance and investor trust.
Worry ifQ3 adjusted net sales growth below 5% year over year.
Less concerning ifQ3 adjusted net sales growth above 5% year over year.
Why it matters: Meeting or exceeding this growth rate shows strong demand and supports management's guidance.
Supportive ifQ2 2026 revenue growth of 9.1% or more compared to Q2 2025.
Worry ifQ2 2026 revenue growth below 5% compared to Q2 2025.
Why it matters: Operating income growth shows if cost management is working. A drop below 50% growth raises concerns.
Worry ifOperating income growth was below 50% compared to last year.
Less concerning ifOperating income growth reported at or above 50% year over year.
Why it matters: A lower EBITDA margin shows it may be hard to make money.
Worry ifEBITDA margin is below 11%.
Less concerning ifEBITDA margin is at or above 11%.
Why it matters: A big rise in inventory may mean overproduction or low demand.
Worry ifInventory levels rise by more than 10% from last quarter.
Less concerning ifInventory levels go down or stay the same from last quarter.
Why it matters: The new COO's success may change how the company operates and its future plans.
Watch forNew COO Sunil Bhandari reported good changes in operations in just six months.
Also watch forThere were operational problems or drops after the leadership change.
Why it matters: A drop in margin could mean rising costs or lower profits.
Worry ifQ3 adjusted EBITDA margin is less than 11%.
Less concerning ifQ3 adjusted EBITDA margin remains at or above 11%.
Historical relationships that met the evidence threshold. They do not prove cause or forecast a move.
Usually moved in the same direction.
Price observations: 365 days
Most sensitive to the broad stock market.
Based on historical daily prices through 2026-09-04.
Past price behavior in dollars on a $10,000 position. This does not measure permanent business risk.
How much price usually moves either way.
A larger daily loss that occurred about once in every 20 trading days.
Deepest peak-to-trough drop in the last year.
| Measure | Value | Meaning |
|---|---|---|
| Typical day | ±$118 on $10,000 · ±1.2% | How much price usually moves either way. |
| Bad day | $285 loss on $10,000 · 2.9% | A larger daily loss that occurred about once in every 20 trading days. |
| Largest peak-to-trough drop in the past year | $2,256 loss on $10,000 · 22.6% | Deepest peak-to-trough drop in the last year. |
Past year. 1.00 means similar movement; 1.20 means about 20% more.
Past year. 1.00 means similar movement to the sector. This is secondary context.
Latest 30 trading days, shown as an annual percentage.
Latest 252 trading days, shown as an annual percentage.
20-trading-day average in US dollars.
Trading days used by the source risk snapshot.
Past results, not a forecast. Not investment advice.
Use the underlying financial and sector pages to investigate the cause.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.