Standard Motor Products Q4 Sales Up 12.2% with 9.7% EBITDA Margin; Full-Year +22.4%
Standard Motor Products posted consolidated Q4 sales up 12.2% with adjusted EBITDA margin of 9.7% and non-GAAP EPS rising 19.1%, while Vehicle Control net sales reached $193.7M (+3.3%). Full-year revenue grew 22.4% (4% excluding Nissens), as 2026 guidance targets low- to mid-single-digit sales growth and 11–12% EBITDA margin.
1. Q4 Financial Results
Standard Motor Products reported consolidated fourth-quarter sales up 12.2% with adjusted EBITDA margin of 9.7% and non-GAAP EPS rising 19.1%. North American Vehicle Control net sales reached $193.7 million, a 3.3% year-over-year increase driven by mid-single-digit point-of-sale performance.
2. Full-Year 2025 Performance
Full-year revenue grew 22.4% year-over-year (4% excluding the November 2024 Nissens acquisition), with adjusted EBITDA margin expanding 160 basis points and non-GAAP EPS up 26.8%. The Nissens Automotive segment contributed $305 million in sales and delivered a 15.9% adjusted EBITDA margin for the year.
3. 2026 Outlook and Synergies
Management forecasts 2026 sales growth of low- to mid-single digits and an adjusted EBITDA margin of 11–12%, targeting $8–12 million of run-rate synergies from the Nissens integration. The company aims to remediate an IT-related internal control weakness and achieve a 2.0x leverage ratio by year-end.
4. Segment and Tariffs Detail
Temperature Control net sales rose 5.9% in Q4 to $61.5 million, with full-year segment sales up over 12% supported by an extended A/C season. Engineered Solutions sales increased 6.3% in the quarter, while wire sets declined 27% driven by inventory resets; tariff costs were offset by dollar-for-dollar pricing pass-through.