# US automotive parts earnings Q2 2026

> Live situation record from CLSTR: https://clstr.news/situations/us-automotive-parts-earnings-q2-2026
> Updated: 2026-08-06T18:04:16.000Z. Sources: 3. Developments: 2.

In late July, Genuine Parts Company reported a 6 % year‑over‑year increase in second‑quarter sales to $6.5 billion, driven by higher comparable sales and favorable currency effects. While industrial sales rose 7 % and segment EBITDA improved, net income fell and the company trimmed its full‑year profit outlook, reaffirming a higher adjusted profit range. Management also confirmed plans to separate its automotive and industrial businesses in early 2027, a move supported by activist investor Elliott Management.

A few weeks later, Goodyear Tire & Rubber announced a 5 % decline in Q2 2026 net sales to $4.3 billion, with unit volumes down 4 % overall and a sharper drop in the Americas. The company posted a non‑GAAP loss of $0.61 per share after adjusting for significant items, citing high tax expenses linked to its earnings mix. Despite the downturn, original‑equipment volumes grew, especially in the commercial segment, and global tire volumes showed sequential improvement.

Together, the two reports illustrate a mixed performance landscape for U.S. automotive parts manufacturers in the second quarter of 2026, with some firms achieving sales growth and strategic restructuring while others face declining demand and profitability challenges.

## Timeline

### 2026-08-06: Goodyear Tire & Rubber posts Q2 2026 sales dip, reports $4.3 bn revenue

Goodyear reported Q2 2026 sales of $4.3 bn, a 5% YoY drop, with unit volumes down 4% and a non‑GAAP loss of $0.61 per share.

3 sources. https://clstr.news/cluster/goodyear-tire-rubber-posts-q2-2026-sales-dip-reports-43-bn-revenue

### 2026-07-21: Genuine Parts Company reports sales growth and lowers profit outlook

Genuine Parts posted 6% Q2 sales growth, $6.5 bn revenue, but cut its 2026 profit outlook to $5.90‑$6.40 per share while confirming a $7.50‑$8 adjusted target and plans to split automotive and industrial units.

7 sources. https://clstr.news/cluster/genuine-parts-lowers-profit-outlook-amid-inflation

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Cite as: US automotive parts earnings Q2 2026. CLSTR, https://clstr.news/situations/us-automotive-parts-earnings-q2-2026
