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Fourth Quarter & Full-Year 2025 Earnings Presentation February 17, 2026
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2GPC Q4’25 EARNINGS PRESENTATION | Safe Harbor Statement FORWARD-LOOKING STATEMENTS: Some statements in this presentation, as well as in other materials the company files with the Securities and Exchange Commission (SEC), release to the public, or make available on the company's website, constitute forward-looking statements that are subject to the safe harbor provisions of the Private Securities Litigation Reform Act of 1995. All statements in the future tense and all statements accompanied by words such as “expect,” “likely,” “outlook,” “forecast,” “preliminary,” “would,” “could,” “should,” “position,” “will,” “project,” “intend,” “plan,” “on track,” “anticipate,” “to come,” “may,” “possible,” “assume,” or similar expressions are intended to identify such forward-looking statements. These forward-looking statements include the company's view of business and economic trends for the coming year and the company's expectations regarding its ability to capitalize on these business and economic trends; the company's full-year 2026 outlook and the company's ability to successfully execute on its strategic priorities, including the company’s anticipated separation of Global Automotive and Global Industrial into two independent, publicly traded companies. Senior officers may also make verbal statements to analysts, investors, the media and others that are forward-looking. The company cautions you that all forward-looking statements involve risks and uncertainties, and while the company believes its expectations for the future are reasonable in view of currently available information, you are cautioned not to place undue reliance on the company's forward-looking statements. Actual results or events may differ materially from those indicated as a result of various important factors. Such factors may include, among other things, changes in general economic conditions, including persistent inflation (including the direct and indirect impact of tariffs and retaliatory tariffs) or deflation, geopolitical uncertainty and unrest and declining consumer confidence; the company’s ability to successfully implement the separation of Global Automotive and Global Industrial and achieve the anticipated benefits of such transaction; volatility in oil prices; significant costs, such as elevated fuel and freight expenses; the company's ability to maintain compliance with its debt covenants; its ability to successfully integrate acquired businesses into its operations and to realize the anticipated synergies and benefits; its ability to successfully implement its business initiatives in its three business segments; slowing demand for its products; the ability to maintain favorable supplier arrangements and relationships; changes in national and international legislation or government regulations or policies, including changes to global trade regulations, environmental and social policy, infrastructure programs and privacy legislation, and their impact to us, the company's suppliers and customers; changes in tax policies including those included in the One Big Beautiful Bill Act; volatile exchange rates; the company's ability to successfully attract and retain employees in the current labor market; uncertain credit markets and other macroeconomic conditions; competitive product, service and pricing pressures; failure or weakness in its disclosure controls and procedures and internal controls over financial reporting, including as a result of the work from home environment; the uncertainties and costs of litigation; public health emergencies, including the effects on the financial health of the company's business partners and customers, on supply chains and its suppliers, on vehicle miles driven as well as other metrics that affect the company's business, and on access to capital and liquidity provided by the financial and capital markets; disruptions caused by a failure or breach of the company's information systems; the success of its global restructuring efforts and the annualized cost savings arising therefrom, as well as other risks and uncertainties discussed in the company's Annual Report on Form 10-K and from time to time in its subsequent filings with the SEC. Forward-looking statements speak only as of the date they are made, and the company undertakes no duty to update any forward-looking statements except as required by law. You are advised, however, to review any further disclosures the company makes on related subjects in subsequent Forms 10-K, 10-Q, 8-K and other reports filed with the SEC. NON-GAAP MEASURES: This presentation contains certain financial information not derived in accordance with United States (“U.S.”) generally accepted accounting principles (“GAAP”). These items include adjusted gross profit, adjusted selling, administrative and other expenses, adjusted EBITDA, adjusted EBITDA margin, adjusted net income, adjusted diluted net income per common share and free cash flow. The company believes that the presentation of adjusted gross profit, adjusted selling, administrative and other expenses, adjusted EBITDA, adjusted EBITDA margin, adjusted net income, adjusted diluted net income per common share and free cash flow, when considered together with the corresponding GAAP financial measures and the reconciliations to those measures, provide meaningful supplemental information to both management and investors that is indicative of the company's core operations. The company considers these metrics useful to investors because they provide greater transparency into management’s view and assessment of the company’s ongoing operating performance by removing items management believes are not representative of the company’s continuing operations and may distort the company’s longer-term operating trends. The company believes these measures are useful and enhance the comparability of results from period to period and with competitors, as well as show ongoing results from operations distinct from items that are infrequent or not associated with the company’s core operations. The company does not, nor does it suggest investors should, consider such non-GAAP financial measures as superior to, in isolation from, or as a substitute for, GAAP financial information. The company has included a reconciliation of this additional information to the most comparable GAAP measure following the financial statements below. The company does not provide forward-looking guidance for certain financial measures on a GAAP basis because the company is unable to predict certain items contained in the GAAP measures without unreasonable efforts. These items may include acquisition-related costs, litigation charges or settlements, impairment charges, restructuring costs and certain other unusual adjustments.
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3GPC Q4’25 EARNINGS PRESENTATION | Revenue • North America Automotive • International Automotive • Industrial $24.3B 39% 24% 37% Adj. EBITDA Margin1 8.3% Dividend Yield2 3.4% Global Footprint 2025 Revenue by Region Key Statistics Founded 1928 Headquarters Atlanta, GA Countries Served 17 Locations • Distribution Centers • Branches/Service Centers • Retail (Owned/Independent) ~10,815 ~195 ~720 ~9,900 Employees 65,000+ 2025 Financial Highlights 74% North America 16% Europe 10% Australasia GPC Snapshot (as of 12/31/2025) 1See Appendix B 2Calculated based on annual dividend per share divided by share price as of 12/31/25 Leading Global Distributor and Solutions Provider in Diversified “Break Fix” End Markets
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4GPC Q4’25 EARNINGS PRESENTATION | Key Messages We want to thank our GPC teammates across the globe for their dedication and commitment to serving our customers Full-year results came in below our expectations, due to softer than expected sales in the fourth quarter which impacted profit We advanced our strategy and delivered growth, expanded gross margins, took proactive action to offset cost inflation and invested in strategic capabilities while navigating another dynamic year Our Board approved the 70th consecutive annual increase to the GPC dividend Announces plan to separate automotive and industrial businesses into two industry-leading public companies Better Positioning Our Businesses for an Even Stronger Future
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5GPC Q4’25 EARNINGS PRESENTATION | Global Sales $24.3B Increased 3.5% FY’25 Performance: GPC Executive Summary All comparisons are YoY unless otherwise stated 1Non-GAAP financial measures reconciled in Appendix B 2See Appendix A Total Sales $5.9B Increased 5.4% Comp Sales2 +0.2% Segment EBITDA1 $544M Decreased 4.2% Segment EBITDA Margin1 9.3% Decreased 90 bps Total Sales $8.9B Increased 2.3% Comp Sales2 +1.5% Segment EBITDA1 $1.1B Increased 4.0% Segment EBITDA Margin1 12.9% Improved 30 bps Industrial International Automotive GPC Adj Gross Margin1 37.5% Improved 90 bps Adj Diluted EPS1 $7.37 Decreased 9.7% Adj EBITDA Margin1 8.3% Decreased 20 bps Adj EBITDA1 $2.0B Increased 0.5% Total Sales $9.5B Increased 3.3% Comp Sales2 +0.6% Segment EBITDA1 $672M Decreased 6.1% Segment EBITDA Margin1 7.1% Decreased 70 bps N. America Automotive
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6GPC Q4’25 EARNINGS PRESENTATION | Global Sales $6.0B Increased 4.1% Adj Gross Margin1 37.6% Improved 70 bps Adj Diluted EPS1 $1.55 Decreased 3.7% Ample Liquidity $1.5B Adj EBITDA Margin1 7.6% Improved 10 bps Capital Structure 2.4x Total Debt to Adj EBITDA1 Cash From Operations $891M Working Capital2 $777M Q4’25 Performance: GPC Executive Summary Adj EBITDA1 $459M Increased 5.7% Financial Strength and Flexibility to Drive Growth All comparisons are YoY unless otherwise stated 1 Non-GAAP financial measures reconciled in Appendix B 2 Working capital is defined as current assets less current liabilities During 2025 Softer Than Expected Sales Led to Lower Profit Dollars As of December 31, 2025
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7GPC Q4’25 EARNINGS PRESENTATION | Total Sales $2.2B Increased 4.6% Comp Sales1 +3.4% Segment EBITDA2 $295M Increased 8.7% Q4’25 Performance: Industrial Segment EBITDA Margin2 13.4% Improved 50 bps Market Total Sales3 North America +4.9% Australasia (0.6%) 1See Appendix A; 2See Appendix B; 3Local Currency; All comparisons are YoY unless otherwise stated Grew in excess of the market in 2025 despite a sluggish industrial and manufacturing economy Saw growth in 7 of 14 end markets during the year, up from 4 in 2024 MRO business grew over 3% during the year, with shared strength in both local and corporate account customers E-Commerce represented ~45% of sales, up over 800 bps from 2024, as we continue to integrate more closely with our customers via technology 2025 Accomplishments: Profitable Growth Despite Soft Demand Environment & Persistent Cost Inflation
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8 Total Sales $2.3B Increased 2.4% Comp Sales1 +1.7% Segment EBITDA2 $129M Decreased 14.0% Q4’25 Performance: Automotive Segment EBITDA Margin2 5.5% Decreased 110 bps Market Total Sales3 Comp Sales1,3 U.S. +1.8% +1.9% Canada +5.5% +0.7% Europe (1.9%) (3.1%) Australasia +5.2% +4.6% 2025 Accomplishments: U.S. saw strong sales growth from company-owned stores Closed competitive acquisition in Canada that adds talent, store footprint in priority markets and a diversified product offering Europe continues to see growth with key account customers and further expansion of the NAPA brand despite soft market conditions Australasia delivered double-digit growth in local currency in 2025, further establishing GPC Asia Pacific as the market leader 1See Appendix A; 2See Appendix B; 3Local Currency; All comparisons are YoY unless otherwise stated Diversified Global Sales Growth in Dynamic, Inflationary Environment Total Sales $1.5B Increased 6.4% Comp Sales1 -0.9% Segment EBITDA2 $129M Decreased 4.3% Segment EBITDA Margin2 8.7% Decreased 100 bps International Automotive N. America Automotive
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9GPC Q4’25 EARNINGS PRESENTATION | Strategic Investment Priorities Talent & Culture Develop high-potential talent and infuse capabilities into the organization to build diverse, high-performing teams Sales Effectiveness Utilize data and analytics to understand our customer segments and drive solution-based sales and commercial strategies Technology Enhance data and digital capabilities to deliver a best-in-class customer experience, profitable growth and operational productivity Supply Chain Modernize operations to increase productivity and efficiency across inventory, facilities and logistics capabilities Emerging Technology Lead in emerging technologies and leverage our unique positioning, global scale and One GPC team approach Mergers & Acquisitions Acquire strategic assets and create value via scale, footprint, customer relationships, products and services and technology Investing in Existing and New Capabilities to Create a Better Customer Experience
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10GPC Q4’25 EARNINGS PRESENTATION | 2025 Capital Deployment Key Priorities Dividend $564M FY’25 Cash Dividends Paid FY’26 Cash Dividend of $4.25 Per Share, +3.2% From 2025 ‒ 70th consecutive year of increased dividends paid to our shareholders Strategic Investments $470M FY’25 Capital Expenditures • Estimated $450M – $500M FY’26 Capital Expenditures M&A $318M FY’25 Capital Deployed • Estimated $300M – $350M FY’26 M&A Capital Outlay Share Repurchases ~7.5 million shares remain available for repurchase 1 Includes proceeds from divestiture GPC Capital Allocation: 2025 and 2026 Outlook 35% 23% 42% $1.4B M&A Share RepurchasesStrategic Investment Dividend Disciplined and Consistent Approach to Strategic Capital Allocation
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11GPC Q4’25 EARNINGS PRESENTATION | GPC 2026 Outlook: Total GPC1 Total Sales Growth 3% to 5.5% Comp Sales Growth 2% to 4.5% Adj Gross Margin2 +40 bps to +60 bps Adj SG&A as a % of Sales2 (50) bps to (30) bps Adj EBITDA2 $2.0B to $2.2B Adj EBITDA Growth2 2% to 9% Diluted EPS $6.10 to $6.60 Adj Diluted EPS2 $7.50 to $8.00 Adj EPS Growth2 2% to 9% Cash From Operations $1.0B to $1.2B Free Cash Flow2 $550M to $700M Other • Capex $450M to $500M • Depreciation & Amortization $515M to $540M • Interest Expense $180M to $190M • Corporate EBITDA as a % of Sales2 1.5% to 2% • Tax Rate ~24% 1 Our guidance considers several factors, including recent business trends and financial results, current growth plans, strategic initiatives, global economic outlook, current trade environment and geopolitical conflicts and the potential impact these factors may have on results. 2 A non-GAAP measure (See Appendix B)
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12GPC Q4’25 EARNINGS PRESENTATION | GPC 2026 Outlook: By Segment1 Industrial Industrial • Total Sales Growth 3% to 6% • Comp Sales Growth 3% to 6% • EBITDA2 $1.22B to $1.28B • EBITDA Growth2 7% to 12% 1 Our guidance considers several factors, including recent business trends and financial results, current growth plans, strategic initiatives, global economic outlook, current trade environment and geopolitical conflicts and the potential impact these factors may have on results. 2 A non-GAAP measure (See Appendix B) Automotive North America Automotive • Total Sales Growth 3% to 5% • Comp Sales Growth 1.5% to 3.5% • EBITDA2 $700M to $730M • EBITDA Growth2 5% to 9% International Automotive • Total Sales Growth 3% to 6% • Comp Sales Growth 1.5% to 3.5% • EBITDA2 $560M to $600M • EBITDA Growth2 4% to 10% Global Automotive • Total Sales Growth 3% to 5% • Comp Sales Growth 1.5% to 3.5% • EBITDA2 $1.26B to $1.33B • EBITDA Growth2 4% to 9%
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13GPC Q4’25 EARNINGS PRESENTATION | GPC 2026 Outlook: U.S. Business Days U.S. Business Days* Q1 Q2 Q3 Q4 FY 2026 63 64 64 63 254 2025 63 64 64 63 254 Difference 0 0 0 0 0 *Our calculation of comparable sales is computed using total business days for the period, not calendar days. We believe a business day approach is a better representation given the fluctuations of weekend operating hours, particularly at our Motion facilities and independently owned NAPA stores in the U.S. FY’26 Outlook: Number of U.S. Business Days in 2026 Unchanged from 2025
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14 Appendix
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15GPC Q4’25 EARNINGS PRESENTATION | Other Information Appendix A Comparable Sales: Comparable sales or “comp sales” is a key metric that refers to period-over-period comparisons of the company’s net sales excluding the impact of acquisitions, foreign currency and other. The company’s calculation of comparable sales is computed using total business days for the period and is inclusive of sales from company-owned stores and sales into independent stores. The company considers this metric useful to investors because it provides greater transparency into management’s view and assessment of the company’s core ongoing operations. This is a metric that is widely used by analysts, investors and competitors, however the company’s calculation of the metric may not be comparable to similar measures disclosed by other companies, because not all companies and analysts calculate this metric in the same manner. Daily Sales: Daily sales represents the amounts invoiced to the company's customers each day. Daily sales do not represent GAAP-based sales because, among other things, invoices are not always generated at the same time goods and services are delivered to customers and the amounts do not include adjustments for estimates of returns, rebates or other forms of variable consideration. Management uses this metric to monitor demand trends at each of its subsidiaries throughout each month for the purposes of monitoring performance against forecasts and to make operational decisions. The company considers this metric useful to investors because it provides greater transparency into management’s view and assessment of the company’s core ongoing operations. The calculation of this metric may not be comparable to similar measures disclosed by other companies, because not all companies and analysts calculate this metric in the same manner.
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16GPC Q4’25 EARNINGS PRESENTATION | Segment Data Appendix B Reconciliation of EBITDA to Net Income (Loss) 2025 (in thousands) Full Year Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 Net sales: North America Automotive $ 9,520,042 $ 2,264,781 $ 2,444,377 $ 2,484,591 $ 2,326,293 $ 2,196,890 $ 2,352,254 $ 2,390,463 $ 2,272,631 International Automotive 5,858,566 1,400,107 1,467,904 1,505,197 1,485,358 1,377,130 1,374,737 1,409,326 1,395,702 Industrial 8,921,533 2,201,181 2,252,144 2,270,444 2,197,764 2,209,611 2,235,576 2,170,409 2,101,840 Segment EBITDA: North America Automotive 672,182 146,995 196,500 199,626 129,061 152,368 215,290 197,873 149,999 International Automotive 544,173 138,512 141,492 135,078 129,091 167,308 147,579 118,269 134,845 Industrial 1,146,422 278,711 288,138 285,015 294,558 278,987 284,960 267,287 270,954 Corporate EBITDA (357,175) (91,125) (78,632) (93,374) (94,044) (82,140) (78,480) (106,686) (121,911) Interest expense, net (163,506) (37,216) (40,211) (40,342) (45,737) (17,690) (21,921) (27,818) (29,398) Depreciation and amortization (538,023) (115,435) (123,018) (127,475) (172,095) (90,610) (99,202) (106,036) (112,130) Other unallocated costs (1,251,905) (68,805) (45,712) (66,835) (1,070,553) (83,042) (62,025) (45,296) (125,366) Income (loss) before income taxes 52,168 251,637 338,557 291,693 (829,719) 325,181 386,201 297,593 166,993 Income taxes benefit (expense) 13,777 (57,245) (83,677) (65,522) 220,221 (76,287) (90,657) (71,011) (33,937) Net income (loss) 65,945$ 194,392$ 254,880$ 226,171$ (609,498)$ 248,894$ 295,544$ 226,582$ 133,056$ Segment EBITDA margin: North America Automotive 7.1% 6.5% 8.0% 8.0% 5.5% 6.9% 9.2% 8.3% 6.6% International Automotive 9.3% 9.9% 9.6% 9.0% 8.7% 12.1% 10.7% 8.4% 9.7% Industrial 12.9% 12.7% 12.8% 12.6% 13.4% 12.6% 12.7% 12.3% 12.9% Total adj EBITDA margin 8.3% 8.1% 8.9% 8.4% 7.6% 8.9% 9.5% 8.0% 7.5% 20242025
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17GPC Q4’25 EARNINGS PRESENTATION | Reconciliation of Non-GAAP Financial Measures Appendix B Reconciliation of Net Income (Loss) to Adj EBITDA Refer to Explanation of Adjustments for further information 2025 (in thousands) Full Year Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 GAAP net income 65,945$ 194,392$ 254,880$ 226,171$ (609,498)$ 248,894$ 295,544$ 226,582$ 133,056$ Depreciation and amortization 538,023 115,435 123,018 127,475 172,095 90,610 99,202 106,036 112,130 Interest expense, net 163,506 37,216 40,211 40,342 45,737 17,690 21,921 27,818 29,398 Income taxes (benefit) (13,777) 57,245 83,677 65,522 (220,221) 76,287 90,657 71,011 33,937 EBITDA: 753,697 404,288 501,786 459,510 (611,887) 433,481 507,324 431,447 308,521 Restructuring and other costs (1) 253,961 54,770 45,712 66,835 86,644 83,042 37,247 41,023 59,695 Acquisition and integration related costs and other (2) 14,035 14,035 — — — — 24,778 4,273 4,075 Inventory rebranding strategic initiative (3) — — — — — — — — 61,596 Asbestos-related product liability (4) 103,352 — — — 103,352 — — — — Pension settlement (5) 741,967 — — — 741,967 — — — — First Brands credit loss allowance (6) 150,500 — — — 150,500 — — — — Retirement obligation and other (7) (11,910) — — — (11,910) — — — — Adjusted EBITDA 2,005,602$ 473,093$ 547,498$ 526,345$ 458,666$ 516,523$ 569,349$ 476,743$ 433,887$ 2025 2024
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18GPC Q4’25 EARNINGS PRESENTATION | Reconciliation of Non-GAAP Financial Measures (Cont.) Appendix B Reconciliation of Net Income (Loss) to Adj Net Income Refer to Explanation of Adjustments for further information; Figures may not foot due to rounding 2025 (in thousands) Full Year Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 GAAP net income (loss) $ 65,945 $ 194,392 $ 254,880 $ 226,171 $ (609,498) $ 248,894 $ 295,544 $ 226,582 $ 133,056 Adjustments: Restructuring and other costs (1) 253,961 54,770 45,712 66,835 86,644 83,042 37,247 41,023 59,695 Acquisition and integration related costs and other (2) 14,035 14,035 — — — — 24,778 4,273 4,075 Inventory rebranding strategic initiative (3) — — — — — — — — 61,596 Asbestos-related product liability (4) 103,352 — — — 103,352 — — — — Pension settlement (5) 741,967 — — — 741,967 — — — — First Brands credit loss allowance (6) 150,500 — — — 150,500 — — — — Retirement obligation and other (7) 30,111 — — — 30,111 — — — — Total adjustments 1,293,926 68,805 45,712 66,835 1,112,574 83,042 62,025 45,296 125,366 Tax impact of adjustments (333,450) (20,124) (8,805) (17,411) (287,110) (21,038) (16,008) (8,865) (34,053) Adjusted net income $ 1,026,421 $ 243,073 $ 291,787 $ 275,595 $ 215,966 $ 310,898 $ 341,561 $ 263,013 $ 224,369 20242025
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19GPC Q4’25 EARNINGS PRESENTATION | Reconciliation of Non-GAAP Financial Measures (Cont.) Appendix B Reconciliation of Diluted Net Income (Loss) Per Common Share to Adj Diluted Net Income Per Common Share Refer to Explanation of Adjustments for further information; Figures may not foot due to rounding 2025 (in thousands, except per share data) Full Year Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 GAAP diluted net income (loss) per common share $ 0.47 $ 1.40 $ 1.83 $ 1.62 $ (4.39) $ 1.78 $ 2.11 $ 1.62 $ 0.96 Adjustments: Restructuring and other costs (1) 1.82 0.39 0.33 0.48 0.62 0.59 0.27 0.29 0.43 Acquisition and integration related costs and other (2) 0.10 0.10 — — — — 0.17 0.03 0.03 Inventory rebranding strategic initiative (3) — — — — — — — — 0.44 Asbestos-related product liability (4) 0.74 — — — 0.74 — — — — Pension settlement (5) 5.33 — — — 5.34 — — — — First Brands credit loss allowance (6) 1.08 — — — 1.08 — — — — Retirement obligation and other (7) 0.22 — — — 0.22 — — — — Total adjustments 9.29 0.49 0.33 0.48 8.00 0.59 0.44 0.32 0.90 Tax impact of adjustments (2.39) (0.14) (0.06) (0.12) (2.06) (0.15) (0.11) (0.06) (0.25) Adjusted diluted net income per common share $ 7.37 $ 1.75 $ 2.10 $ 1.98 $ 1.55 $ 2.22 $ 2.44 $ 1.88 $ 1.61 Weighted average common shares outstanding — assuming dilution 139,250 139,200 139,244 139,406 138,903 140,096 139,829 139,599 139,272 2025 2024
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20GPC Q4’25 EARNINGS PRESENTATION | Reconciliation of Non-GAAP Financial Measures (Cont.) Appendix B Reconciliation of Gross Profit to Adj Gross Profit Refer to Explanation of Adjustments for further information (in thousands) 2025 2024 2025 2024 GAAP gross profit 2,101,224$ 2,070,216$ 8,940,698$ 8,523,615$ Adjustments: Restructuring and other costs (1) — — — 7,487 Inventory rebranding strategic initiative (3) — 61,596 — 61,596 First Brands credit loss allowance (6) 150,500 — 150,500 — Retirement obligation and other (7) 9,700 — 9,700 — Total adjustments 160,200 61,596 160,200 69,083 Adjusted gross profit $ 2,261,424 $ 2,131,812 $ 9,100,898 $ 8,592,698 Net Sales $ 6,009,415 $ 5,770,173 $ 24,300,141 $ 23,486,569 Gross profit as a percent of net sales 35.0% 35.9% 36.8% 36.3% Adjusted gross profit as a percent of net sales 37.6% 36.9% 37.5% 36.6% Three Months Ended December 31, Twelve Months Ended December 31,
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21GPC Q4’25 EARNINGS PRESENTATION | Reconciliation of Non-GAAP Financial Measures (Cont.) Appendix B Reconciliation of Selling, Administrative & Other Expenses to Adj Selling, Administrative & Other Expenses Refer to Explanation of Adjustments for further information (in thousands) 2025 2024 2025 2024 GAAP selling, administrative and other expenses 1,864,241$ 1,698,117$ 7,151,043$ 6,642,900$ Adjustments: Acquisition and integration related costs and other (2) — (4,075) (14,035) (33,126) Asbestos-related product liability (4) (103,352) — (103,352) — Retirement obligation and other (7) 21,610 — 21,610 — Total adjustments (81,742) (4,075) (95,777) (33,126) Adjusted selling, administrative and other expenses $ 1,782,499 $ 1,694,042 $ 7,055,266 $ 6,609,774 Net Sales $ 6,009,415 $ 5,770,173 $ 24,300,141 $ 23,486,569 GAAP SG&A expenses as a percent of net sales 31.0% 29.4% 29.4% 28.3% Adjusted SG&A expenses as a percent of net sales 29.7% 29.4% 29.0% 28.1% Three Months Ended December 31, Twelve Months Ended December 31,
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22GPC Q4’25 EARNINGS PRESENTATION | Reconciliation of Non-GAAP Financial Measures (Cont.) Appendix B Reconciliation of Net Cash Provided by Operating Activities to Free Cash Flow Outlook (in thousands) Twelve Months Ended December 31, 2025 Net cash provided by operating activities 890,762$ Purchases of property, plant and equipment (469,838) Free cash flow 420,924$ (in thousands) For the Year Ending December, 31 2026 Net cash provided by operating activities $1.0 billion to $1.2 billion Purchases of property, plant and equipment $450 million to $500 million Fr ee Cash Flow $550 million to $700 million
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23GPC Q4’25 EARNINGS PRESENTATION | Explanation of Adjustments Appendix B (1) Restructuring and other costs: Adjustment reflects costs related to the company’s global restructuring initiative which includes a voluntary retirement offer in the U.S. in 2024, and rationalization and optimization of certain distribution centers, stores and other facilities. (2) Acquisition and integration related costs and other: Adjustment primarily reflects lease and other exit costs related to the integration of acquired independent automotive stores. (3) Inventory rebranding strategic initiative: Adjustment reflects a charge to write down certain existing inventory associated with a new global rebranding and relaunch of a key tool and equipment offering. The existing inventory that will be liquidated is comprised of otherwise saleable inventory, and the liquidation does not arise from the company’s normal, recurring operational activities. (4) Asbestos-related product liability: Adjustment reflects a remeasurement of the company's asbestos-related product liability for a revised estimate of the number of claims to be incurred in future periods based on adverse current year changes in the claims environment, among other assumptions. (5) Pension settlement: Adjustment reflects a pension charge related to the settlement of the company’s U.S. qualified defined benefit plan (U.S. pension plan). (6) First Brand credit loss allowance: Adjustment reflects a charge for expected credit losses on volume purchase rebates and other amounts due from First Brands, a key automotive parts supplier who filed for Chapter 11 bankruptcy. (7) Retirement obligation and other: Adjustment reflects certain nonroutine charges recorded during the quarter ended December 31, 2025, including a charge related to certain asset retirement obligations.
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Business Separation Announcement Genuine Parts Company Announces Plan to Separate Automotive and Industrial Businesses Into Two Industry-Leading Public Companies February 17, 2026
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22 Safe Harbor Statement FORWARD-LOOKING STATEMENTS: Certain statements in this presentation that are not historical facts constitute forward-looking statements that are subject to the safe harbor provisions of the Private Securities Litigation Reform Act of 1995. Such forward-looking statements generally can be identified by the use of forward-looking terminology, such as “intended,” “targeted,” “expected,” “planned,” “positioned,” "will,” and similar terminology. While the company believes expectations for the future are reasonable in view of currently available information, these forward-looking statements involve risks and uncertainties that could cause actual results or events to differ materially from those contained in the forward-looking statements. These risks and uncertainties include factors such as (a) uncertainties as to the timing of the separation and whether it will be completed; (b) the possibility that various closing conditions for the separation may not be satisfied; (c) failure of the separation to qualify for the expected tax treatment; (d) the risk that Global Automotive and Global Industrial will not be separated successfully or such separation may be more difficult, time-consuming and/or costly than expected; (e) the possibility that the strategic, operational and financial opportunities from the separation may not be achieved; and (f) the other risks, uncertainties and other factors discussed under "Risk Factors" discussed in the company’s Annual Report on Form 10-K for the year ended December 31, 2024, Quarterly Report on Form 10-Q for the quarter ended March 31, 2025 and from time to time in the company’s subsequent filings with the Securities and Exchange Commission. Statements in this presentation that are "forward-looking" include, without limitation, statements regarding the planned separation of Global Automotive and Global Industrial, the timing of any such separation, the expected benefits of the separation, and the future performance of Global Automotive and Global Industrial if the separation is completed. You are cautioned not to place undue reliance on these forward-looking statements, which speak only as of the date of this presentation. The company undertakes no duty to update any forward-looking statements except as required by law. You are advised, however, to review any further disclosures on related subjects in the company’s subsequent Forms 10-K, 10-Q, 8-K and other reports filed with the Securities and Exchange Commission. NON-GAAP MEASURES: This presentation contains certain financial information not derived in accordance with United States (“U.S.”) generally accepted accounting principles ("GAAP"). These items include EBITDA and adjusted EBITDA. The company believes that the presentation of these non-GAAP measures when considered together with the corresponding GAAP financial measures and the reconciliations to those measures, provide meaningful supplemental information to both management and investors that is indicative of the company’s core operations. The company considers these metrics useful to investors because they provide greater transparency into management’s view and assessment of the company’s ongoing operating performance by removing items management believes are not representative of the company’s operations and may distort the company’s longer-term operating trends. The company believes these measures are useful and enhance the comparability of the results from period to period and with the company’s competitors, as well as show ongoing results from operations distinct from items that are infrequent or not associated with the company’s core operations. The company does not, nor does it suggest investors should, consider such non-GAAP financial measures as superior to, in isolation from, or as a substitute for, GAAP financial information. The company has included reconciliations of this additional information to the most comparable GAAP measure in the appendix of this presentation. The company does not provide forward-looking guidance for certain financial measures on a GAAP basis because the company is unable to predict certain items contained in the GAAP measures without unreasonable efforts. These items may include acquisition-related costs, litigation charges or settlements, impairment charges, and certain other unusual adjustments.
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33 GPC Made Meaningful Progress Over the Past 10 Years… … to Transform and Create Leading Automotive and Industrial Distribution Platforms Simplified Business Mix From Four Segments to Two Leadership Platforms✓ Invested Over $3B3 to Modernize Sales, Technology and Supply Chain Offerings to Create Leadership Platforms Positioned for Success✓ Established a Global Footprint in Europe, U.K., Canada, Australasia✓ Added to Industry-Leading Scale in Global Industrial With KDG Acquisition✓ Returned ~$7B of Capital to Shareholders With Dividend and Repurchases4 ✓ Grew Revenue From $15B to $24B With Adjusted EBITDA Growing Over $700M to ~$2.0B1,2 Invested in Talent to Evolve Culture, Capabilities and Governance✓ Global Automotive Global Industrial $15.4B Sales, $1.2B EBITDA2,5 in FY’25 $8.9B Sales, $1.1B EBITDA2,5 in FY’25 ✓ Source: Company filings Note: 1 Revenue growth based on 2025 vs. 2015; 2 See Appendix; 3 Based on total capital expenditures from 2015 – 2025; 4 Based on total dividends and share repurchases from 2015 – 2025; 5 Excludes corporate expense
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44 The Separation of Two Businesses Unlocks Value… … by Creating Clarity and Better Positioning Each Business to Execute Its Strategy Creates dedicated platforms that improve operating clarity and execution speed at each company to deliver greater customer value and long-term shareholder returns Operating Clarity Establishes separate management teams with tailored expertise, strategies and decision-making authority to better address customer needs Customer-Led Decision Focus Provides enhanced financial flexibility to enable strategic investments that accelerate profitable growth, improve productivity and extend market leadership positions Financial Flexibility Allows each business to design capital structures and capital allocation strategies aligned with specific business objectives, while targeting investment-grade credit metrics at each company Tailored Capital Allocation Focused Investor Message Enables each business to attract a long-term investor base through a clear, compelling and differentiated investment profile Allows Global Automotive to focus on operational transformation initiatives to accelerate growth and margin expansion and Global Industrial to expand its market leadership as the market recovers Why Now? Following a comprehensive strategic and operational review, GPC’s Board of Directors has concluded that the separation of Global Automotive and Global Industrial is expected to unlock long-term value for shareholders
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55 Scaled Financial Profiles Market-Leading Strategic Positions Focused Capital Structures & Financial Policies Compelling Growth Strategies $15.4B FY’25 Sales $1.2B FY’25 EBITDA1 The Largest Global Automotive Aftermarket Parts and Solutions Provider With Leading Commercial ‘Do-It-For-Me’ (“DIFM”) Expertise and Unparalleled Footprint Scaled Leadership Position in Large, Highly Fragmented Markets With Non-Discretionary Demand Drivers Investments in Commercial Excellence and Expansion of Private Label Across New and Existing Markets Technology and Supply Chain Investments Expected to Reduce Costs and Drive Operational Efficiencies Targeting to Maintain Investment-Grade Credit Metrics, With a Tailored Capital Structure Designed to Support Investment Priorities Prioritizing Organic Investments and Accretive Bolt-on Acquisitions With a Balanced Capital Return Program $8.9B FY’25 Sales $1.1B FY’25 EBITDA1 Strengthen Core Market Presence and Pursue Leadership Across High-Growth Segments and Value-Added Solutions Consolidation Leader Across a Highly Fragmented Industrial Distribution Landscape Creating Two Focused, Independent Companies... … With Attractive Business Strategies, Capital Priorities and Value Drivers Global Automotive Global Industrial Targeting to Maintain Investment-Grade Credit Metrics, With Capital Allocation Prioritizing Investments in the Customer Experience Motion will Continue to Pursue Strategic Acquisitions and a Balanced Capital Return Program A Diversified, Best-in-Class Industrial Parts and Solutions Provider Premier Strategic Partner in a Large, Highly Fragmented ~$150B Total Addressable Market (“TAM”) Largest National Provider of Value-Added Solutions 1 See Appendix
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66 … With Leading DIFM Expertise and Unparalleled Footprint The Largest Global Automotive Aftermarket Solutions Provider… Global Automotive 1 Largest Global Network of Automotive Parts and Auto Care Repair Centers Spanning North America, Europe, U.K. and Australasia 3 Iconic Brands With Century-Long Legacies of Customer Loyalty and Trusted Quality 2 Leading Presence in Resilient and Growing Commercial ‘Do-It-For-Me’ (DIFM) Markets Global Business Benefits From Scale, Distribution Footprint, Centralized Operations, Strategic Sourcing and Shared Expertise4 5 Ongoing Technology and Supply Chain Transformation Initiatives Expected to Deliver Growth, Margin Expansion and Higher Returns 6 Expects to Complement Its Strategic Investments With a Balanced Capital Return Program
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77 Size, Scale, End Markets, Geographies, Brands and Investments for the Future Global Automotive “At a Glance” (1 of 2) 1 Company estimate; 2 Based on North America sales from both company-owned and independently-owned locations Strategic Global Position Across Attractive Geographies With Significant TAMs North America 62% Europe 26% Australasia 12% ~$140 ~$50 ~$10 ~$200 Global TAM ($B) Hard Parts ~50% Maintenance ~35% Discretionary ~15% ~85% Non- Discretionary North America DIFM Leader Serving Non-Discretionary Vehicle Maintenance Demand >10% North America DIFM Market Leadership1,2 Non-Discretionary Driven Demand in North America Market Share 1 $15.4B Sales (FY’25)
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88 Size, Scale, End Markets, Geographies, Brands and Investments for the Future Global Automotive “At a Glance” (2 of 2) Scaled Global Leader With Unmatched Reach Growth and Margin Expansion Opportunity Balanced Operational Initiatives and Levers to Unlock Growth and Margin Expansion 6,800+ North American Locations 2,600+ European Locations 570+ Australasian Locations 20,000+ Repair Center Partnerships Fit-for-Purpose Business Models Tailored to Diverse Markets and Needs Strategic Investments Have Laid the Foundation for Years of Growth Ahead Catalog Search Digital & CommercePayments Supply Chain Commercial Excellence Scale and density paired with local market knowledge Capital-efficient model via independent stores Diverse network and footprint leveraging inventory availability and delivery speed Centralized operational framework and brand usage Company- Owned Stores Independent Store Owners Sales Effectiveness Gross Margin Initiatives SG&A Productivity More Details to Come at Global Automotive Investor Day in 2H’26
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99 A Diversified, Best-in-Class Industrial Solutions Provider… … in a Large, Highly-Fragmented Market, Driven by Non-Discretionary Spending Global Industrial 1 Leading Industrial Distributor With the Largest Offering of Mission Critical Industrial Maintenance and Repair (“MRO”) and Technical, Value-Added Solutions 3 Operates ~720 Branches and Service Centers, Providing Comprehensive Coverage and Localized Fulfillment Across a Vast Network 2 Long-Term Secular Tailwinds of Re-Shoring and Near-Shoring Initiatives, Automation and Robotics, Artificial Intelligence Buildout and Scarcity of Skilled Manufacturing Labor Differentiated, Omni-Channel Go-to-Market Strategy and Strategic Supplier Relationship Network4 5 Diversified Business Mix of 14 End Markets Across Critical Manufacturing Sectors 6 Will Continue to Pursue Strategic Acquisitions and a Balanced Capital Return Program
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1010 Leading Distribution Strength and Differentiated Value-Added Solutions Global Industrial “At a Glance” (1 of 2) Large and Highly Fragmented TAM with Significant Consolidation Runway Positioned to Benefit from Durable, Long-Term Secular Tailwinds Capital Deployment Into Advanced Automation and Robotics Solutions Emerging Data Center Infrastructure Opportunity Re-Shoring and Near-Shoring Initiatives Boosting Domestic Manufacturing Scarcity of Specialized Technical Labor ~6% ~$150B Diverse Portfolio of End Markets1 With Further Opportunities to Expand Customer Base Equipment & Machinery Pulp & PaperFood Products Iron & Steel Mining Lumber & Wood ChemicalsAutomotive Aggregate & Cement SHARE: 1 Represents 9 of 14 end markets in North America
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1111 Leading Distribution Strength and Differentiated Value-Added Solutions Global Industrial “At a Glance” (2 of 2) Undisputed Market Leader With Double the Scale of the Rest of the Market Mission-Critical Channel Partner for Both Suppliers and Customers Deep Technical Expertise and Value-Added Solutions OEM/Value-Add ~20% 180,000+ Customers ~80% MRO ~720 Branches & Service Centers #1 in Motion Control #1 in Automation #1 in Fluid Power Automation Fluid PowerConveyance Repair & Services Onsite Solutions Training Energy ServicesMotion Control ~6.0% 2x Estimated Share of ~$150B Market #2 Peer Safety Services Proven Ability to Consolidate Case Study: 2022 KAMAN Distribution Group Acquisition ~14x ~8x ~21x KAMAN Headline Multiple KAMAN Multiple w. Synergies Motion Industrial MRO Peers (Current)1 EV / NTM EBITDA Multiple Leveraging Scale Benefits National footprint with advantaged cost to serve Scale affords cost of capital advantage for inventory / sourcing Acquisition broadens technical capabilities and category breadth 1 Represents EV / FY2022 multiple for KAMAN; 2 Synergies based on realized synergies; 3 Represents average multiple of W.W. Grainger, Fastenal Company, Applied Industrial Technology 2 3
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1212 Customer Facing Roles and Relationships are Independent and Geography Specific Operational Locations and Distribution Centers are Independent and Geography Specific Overlapping Direct Suppliers are Limited and Manageable Given Strategic and Long-Standing Relationships Existing Cloud IT Infrastructure Allows for an Easier Separation Certain Indirect Sourcing and Back-Office Processes (A/P, A/R, Employee Service Center) are Shared With a Path to Establishing Independent Operations and Vendor Arrangements Transition Services Agreements will be in Place, as Needed, to Support Both Organizations and Minimize Disruption Dis-Synergies Expected to be Manageable With Opportunities to Mitigate a Substantial Portion in the Medium-Term The Transaction has Limited Operational Complexity… … and Manageable Dis-Synergies
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1313 Work to Execute the Transaction is Underway… Structure Process Next Steps Intended to Qualify as a Tax-Free Transaction for U.S. Federal Tax Purposes Both Companies to Design Capital Structures Aligned With Specific Business Objectives, With Each Targeting Investment-Grade Credit Metrics Targeting to be Completed in the First Quarter of 2027 Proceed With SEC Regulatory Requirements Subject to Customary Conditions Including Form 10 Registration, Receipt of Tax Opinion and Final BOD Approval Investor Days for Global Automotive and Global Industrial to be Held Prior to Separation Leadership and Board Planning Ongoing Continue to Advance Separation Planning and Execution via Project Management Office Finalize Capital Structures, Financings and Capital Return Strategies Progress Updates to be Provided as Planning Continues … and is Targeting to be Finalized in the First Quarter of 2027 Subject to Customary Conditions
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1414 GPC Made Meaningful Progress Over Past 10 Years to Transform and Create Leading Distribution Platforms in Global Automotive and Global Industrial Today, Both Companies are Scaled With Leadership Positions in Large and Fragmented Markets with Non- Discretionary Demand Creating Two Public Companies Unlocks Value and Better Positions Each Company to Execute its Strategy Global Automotive: Operational initiatives to unlock growth acceleration and margin expansion Global Industrial: Expanding market leadership position through accretive organic and inorganic investments The Business Strategies and Investment Priorities are Defined and Each Offer a Compelling Long-Term Investment Opportunity for Shareholders The Transaction is Expected to Have Limited Operational Entanglement and Manageable Dis-Synergies Work to Execute the Transaction is In-Flight and Targeting to be Finalized in the First Quarter of 2027, Subject to Customary Conditions GPC is Executing a Proactive Strategy… … to Unlock Shareholder Value and Position Leading Platforms for Future Success
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15 Appendix
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16 Reconciliation of Non-GAAP Financial Measures Appendix Reconciliation of Net Income to Adj EBITDA 2015 2025 (in thousands) Full Year Full Year GAAP net income 705,672$ 65,945$ Depreciation and amortization 141,675 538,023 Interest expense, net 21,662 163,506 Income taxes (benefit) 418,009 (13,777) EBITDA: 1,287,018$ 753,697$ Restructuring and other costs — 253,961 Acquisition and integration related costs and other — 14,035 Inventory rebranding strategic initiative — — Asbestos-related product liability — 103,352 Pension settlement — 741,967 First Brands credit loss allowance — 150,500 Retirement obligation and other — (11,910) Adjusted EBITDA 1,287,018$ 2,005,602$
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17 Reconciliation of Non-GAAP Financial Measures Reconciliation of EBITDA to Net Income (Loss) 2025 (in thousands) Full Year Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 Net sales: North America Automotive $ 9,520,042 $ 2,264,781 $ 2,444,377 $ 2,484,591 $ 2,326,293 $ 2,196,890 $ 2,352,254 $ 2,390,463 $ 2,272,631 International Automotive 5,858,566 1,400,107 1,467,904 1,505,197 1,485,358 1,377,130 1,374,737 1,409,326 1,395,702 Industrial 8,921,533 2,201,181 2,252,144 2,270,444 2,197,764 2,209,611 2,235,576 2,170,409 2,101,840 Segment EBITDA: North America Automotive 672,182 146,995 196,500 199,626 129,061 152,368 215,290 197,873 149,999 International Automotive 544,173 138,512 141,492 135,078 129,091 167,308 147,579 118,269 134,845 Industrial 1,146,422 278,711 288,138 285,015 294,558 278,987 284,960 267,287 270,954 Corporate EBITDA (357,175) (91,125) (78,632) (93,374) (94,044) (82,140) (78,480) (106,686) (121,911) Interest expense, net (163,506) (37,216) (40,211) (40,342) (45,737) (17,690) (21,921) (27,818) (29,398) Depreciation and amortization (538,023) (115,435) (123,018) (127,475) (172,095) (90,610) (99,202) (106,036) (112,130) Other unallocated costs (1,251,905) (68,805) (45,712) (66,835) (1,070,553) (83,042) (62,025) (45,296) (125,366) Income (loss) before income taxes 52,168 251,637 338,557 291,693 (829,719) 325,181 386,201 297,593 166,993 Income taxes benefit (expense) 13,777 (57,245) (83,677) (65,522) 220,221 (76,287) (90,657) (71,011) (33,937) Net income (loss) 65,945$ 194,392$ 254,880$ 226,171$ (609,498)$ 248,894$ 295,544$ 226,582$ 133,056$ Segment EBITDA margin: North America Automotive 7.1% 6.5% 8.0% 8.0% 5.5% 6.9% 9.2% 8.3% 6.6% International Automotive 9.3% 9.9% 9.6% 9.0% 8.7% 12.1% 10.7% 8.4% 9.7% Industrial 12.9% 12.7% 12.8% 12.6% 13.4% 12.6% 12.7% 12.3% 12.9% Total adj EBITDA margin 8.3% 8.1% 8.9% 8.4% 7.6% 8.9% 9.5% 8.0% 7.5% 20242025 Appendix