Standard Motor Products, Inc. (SMP)
NYSEConsumer DiscretionaryAuto - PartsSnapshot 2026-11-05
NYSEConsumer DiscretionaryAuto - PartsSnapshot 2026-11-05
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 | 5.6% |
| Our one-year growth estimate | diamond | 4.1% |
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.
Historical relationships that met the evidence threshold. They do not prove cause or forecast a move.
Usually moved in the opposite direction.
Price observations: 365 days
Most sensitive to long-term interest rates.
Based on historical daily prices through 2026-11-05.
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.
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.
Growth built into the price is above our model estimate.
The price assumes 1.5 percentage points more one-year growth.
The one-year revenue growth assumption on Valuation.
Model as of 2026-11-05 · Compared with 23 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: SMP kept its low to mid-single digit sales goal. A miss would show weaker demand than management's plan.
Worry ifFull-year 2026 sales growth falls below the low end of the low to mid-single digit range.
Less concerning ifFull-year 2026 sales growth lands within or above the guided range.
Why it matters: SMP reported 1.8x leverage in Q3, below its year-end goal. A rise above 2.0x would undo that progress.
Worry ifAt year-end 2026, net debt leverage is over 2.0x adjusted EBITDA.
Less concerning ifYear-end 2026 net debt leverage stays at or below 2.0x.
Why it matters: James Burke is interim CFO while SMP searches for a successor. A named successor would end that open leadership change.
Supportive ifSMP announces a permanent CFO and gives an effective start date.
Worry ifSMP has not named a permanent CFO by its next earnings update, or extends the interim role.
Why it matters: Vehicle Control sales rose 6.0% in Q3, helped by customer demand and larger assortments. A decline would weaken this growth signal.
Watch forVehicle Control adjusted net sales rise from a year ago in the next reported quarter.
Also watch forVehicle Control adjusted net sales fall from a year ago in the next reported quarter.
Deepest peak-to-trough drop in the last year.
| Measure | Value | Meaning |
|---|---|---|
| Typical day | ±$107 on $10,000 · ±1.1% | How much price usually moves either way. |
| Bad day | $266 loss on $10,000 · 2.7% | 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.
Why it matters: Nissens sales rose 7.6% in Q3, with growth in local currency. A drop would break its recent growth trend.
Watch forNissens adjusted net sales grow year over year in the next reported quarter.
Also watch forNissens adjusted net sales decline year over year in the next reported quarter.