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Standard Motor Products SMP AC System Components — Disaggregation of net sales

Other product segments

Engine Management (Ignition, Emissions and Fuel Delivery)
$141.09M+19.2%
Electrical and Safety
$57.87M-0.8%
Engine Cooling
$31.45M+13.2%
Air Conditioning
$26.27M-3.3%
Other Thermal Components
$24.31M+12.1%
Light Vehicle
$22.92M+7.1%
Commercial Vehicle
$22.91M+23.1%
All Other
$18.98M+14.6%
Engine Efficiency
$16.64M+48.0%
Wire Sets and Other
$14.89M-4.9%
Construction/Agriculture
$9.5M+1.0%

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WABComponents — Total Net Sales
$357M-6.3%

Other financials

Income statement

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Revenue$451.2M+9.1%
Gross profit$139.2M+11.6%
Operating income$34.1M+39.4%
Net income$17.1M+36.4%
EPS (diluted)$0.75+33.9%

Balance sheet

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Cash & equivalents$59.2M+17.8%
Total debt$770.9M0.0%
Total equity$693.3M+8.7%
Total assets$2.0B+6.3%

Cash flow

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Operating cash flow-$41.9M+30.4%
CapEx$6.7M-26.2%
Free cash flow-$48.7M+29.8%

Valuation

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Market cap$877.84M+32.0%
Enterprise value$1.59B+14.7%
P/E19.1×-0.8×
P/S0.5×0.0×

Profitability

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Gross margin31.4%+1.7pp
Operating margin8%+2.1pp
Net margin2.5%+0.3pp
FCF margin6.2%

Returns & leverage

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Return on equity6.9%+1.7pp
Debt / equity1.1×-0.1×
Current ratio2.2×-0.1×

Where this comes from

Reported directly by Standard Motor Products in its filing.

Tagged under the XBRL concept us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax.

The official record: Standard Motor Products’s 10-Q, filed April 30, 2026, on SEC EDGAR. View the filing →

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Questions, answered.

What is Standard Motor Products's AC system components — disaggregation of net sales?
Standard Motor Products (SMP) reported AC system components — disaggregation of net sales of $65.2M in Q1 2026.
How has Standard Motor Products's AC system components — disaggregation of net sales changed year-over-year?
Standard Motor Products's AC system components — disaggregation of net sales decreased by 3.0% year-over-year, from $67.19M to $65.2M.
What is the long-term trend for Standard Motor Products's AC system components — disaggregation of net sales?
Over 4 years (2021 to 2025), Standard Motor Products's AC system components — disaggregation of net sales has grown at a 8.2% compound annual growth rate (CAGR), from $231.47M to $316.78M.
What does AC system components — disaggregation of net sales mean?
This metric represents the total net revenue generated specifically from the sale of air conditioning and thermal management system components within the automotive aftermarket. It reflects the company's market performance and demand for climate control replacement parts, serving as a key indicator of segment-specific growth and product line relevance. Tracking this revenue stream helps investors assess the company's competitive position in the specialized automotive HVAC component market.