[8-K] STANDARD MOTOR PRODUCTS, INC. Reports Material Event

Rhea-AI Filing Summary

Standard Motor Products, Inc. reported strong 2025 fourth-quarter and full-year results, with net sales of $385.1 million in Q4 and $1.79 billion for the year, up 12.2% and 22.4% from 2024. Q4 earnings from continuing operations were $9.2 million, or $0.41 per diluted share, versus a loss of $0.04 per share a year earlier.

On a non-GAAP basis, Q4 earnings from continuing operations were $12.8 million, or $0.56 per diluted share, and full-year non-GAAP earnings were $90.3 million, or $4.02 per diluted share. Adjusted EBITDA reached $37.4 million in Q4 and $200.9 million for 2025, with margins improving to 9.7% and 11.2%. Nissens contributed $305.4 million of sales with a 15.9% adjusted EBITDA margin. The company ended 2025 with total net debt of $546.7 million, a leverage ratio of 2.7x, and guided 2026 to low to mid-single digit sales growth and adjusted EBITDA margins of 11%-12%. The quarterly dividend was raised from $0.31 to $0.33 per share.

Insights

Equity research analyst

Results show strong growth, margin expansion, accretive Nissens contribution and a higher dividend, offset by higher leverage and discontinued losses.

Standard Motor Products delivered robust top-line growth with Q4 net sales of $385.1 million and full-year net sales of $1.79 billion, up 12.2% and 22.4%. Non-GAAP diluted EPS from continuing operations increased to $0.56 in Q4 and $4.02 for 2025, indicating meaningful earnings improvement.

Profitability strengthened as adjusted EBITDA rose to $37.4 million in Q4 and $200.9 million for the year, with margins improving to 9.7% and 11.2%, above the stated 10.5%-11% target. The Nissens acquisition contributed $305.4 million of sales at a 15.9% adjusted EBITDA margin, supporting the aftermarket growth story.

Balance sheet metrics reflect acquisition funding and working capital, with total net debt of $546.7 million and leverage at 2.7x, alongside a target of 2.0x by 2026. Management’s 2026 outlook calls for low to mid-single digit sales growth and an adjusted EBITDA margin of 11%-12%, while the quarterly dividend increase from $0.31 to $0.33 per share signals confidence in cash generation.

FALSE000009338900000933892026-02-262026-02-26

UNITED STATES

SECURITIES AND EXCHANGE COMMISSION

Washington, D.C. 20549

FORM 8-K

CURRENT REPORT

Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934

Date of Report (Date of earliest event reported): February 26, 2026

STANDARD MOTOR PRODUCTS, INC.

(Exact Name of Registrant as Specified in its Charter)

New York			001-04743			11-1362020
(State or Other Jurisdiction of Incorporation)			(Commission File Number)			(I.R.S. Employee Identification Number)

37-18 Northern Boulevard, Long Island City, New York 11101

(Address of Principal Executive Offices, including Zip Code)

Registrant’s Telephone Number, including Area Code: 718-392-0200

Not Applicable

(Former Name or Former Address, if Changed Since Last Report)

Check the appropriate box below if the Form 8-K filing is intended to simultaneously satisfy the filing obligation of the registrant under any of the following provisions:

o    Written communications pursuant to Rule 425 under the Securities Act (17 CFR 230.425).

o    Soliciting material pursuant to Rule 14a-12 under the Exchange Act (17 CFR 240.14a-12).

o    Pre-commencement communications pursuant to Rule 14d-2(b) under the Exchange Act (17 CFR 240.14d-2(b)).

o    Pre-commencement communications pursuant to Rule 13e-4(c) under the Exchange Act (17 CFR 240.13e-4(c)).

Securities registered pursuant to Section 12(b) of the Act:

Title of each class			Trading Symbol(s)			Name of each exchange on which registered
Common Stock, par value $2.00 per share			SMP			New York Stock Exchange LLC

Indicate by check mark whether the registrant is an emerging growth company as defined in Rule 405 of the Securities Act of 1933 (§230.405 of this chapter) or Rule 12b-2 of the Securities Exchange Act of 1934 (§240.12b-2 of this chapter).

Emerging growth company o

If an emerging growth company, indicate by check mark if the registrant has elected not to use the extended transition period for complying with any new or revised financial accounting standards provided pursuant to Section 13(a) of the Exchange Act. o

Item 2.02. Results of Operations and Financial Condition.

On February 26, 2026, Standard Motor Products, Inc. (the “Company”) issued a press release announcing its financial results for the three months and year ended December 31, 2025. 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, as amended (the “Exchange Act”) or otherwise subject to the liabilities of that section, nor shall it be deemed incorporated by reference in any filing under the Securities Act of 1933, as amended, or the Exchange Act, except as shall be expressly set forth by specific reference in such filing.

Item 9.01. Financial Statements and Exhibits.

(d)Exhibits.

99.1			Press release dated February 26, 2026 announcing Standard Motor Products, Inc.’s financial results for the three months and year ended December 31, 2025.
104			Cover Page Interactive Data File--the cover page XBRL tags are embedded within the Inline XBRL document.

SIGNATURE

Pursuant to the requirements of the Securities Exchange Act of 1934, the Registrant has duly caused this report to be signed on its behalf by the undersigned hereunto duly authorized.

			STANDARD MOTOR PRODUCTS, INC.
			By:			/s/ Nathan R. Iles
						Nathan R. Iles
						Chief Financial Officer

Date: February 26, 2026

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Exhibit Index

Exhibit No.						Description
99.1						Press release dated February 26, 2026 announcing Standard Motor Products, Inc.’s financial results for the three months and year ended December 31, 2025.
104						Cover Page Interactive Data File--the cover page XBRL tags are embedded within the Inline XBRL document.

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Exhibit 99.1

For Immediate Release

For more information, contact:

Anthony (Tony) Cristello

Standard Motor Products, Inc.

(972) 316-8107

investors@smpcorp.com

Standard Motor Products, Inc. Releases 2025

Fourth Quarter and Year-End Results

•Fourth Quarter net sales of $385.1 million up 12.2%, and up 4.3% excluding Nissens

•Full year net sales of $1.79 billion, up 22.4%, with growth of 4.0% excluding Nissens

•Adjusted diluted earnings per share up 19.1% in Q4 and up 26.8% for the full year

•Adjusted EBITDA margin improved 130 bps in Q4 and 160 bps for the full year

•Guidance of low to mid-single digit sales growth with adjusted EBITDA margin of 11%-12%

New York, NY, February 26, 2026......Standard Motor Products, Inc. (NYSE: SMP), a leading automotive parts manufacturer and distributor, reported today its consolidated financial results for the three and twelve months ended December 31, 2025.

Net sales for the fourth quarter of 2025 were $385.1 million, compared to consolidated net sales of $343.4 million during the same quarter in 2024. Earnings from continuing operations for the fourth quarter of 2025 were $9.2 million or $0.41 per diluted share, compared to loss of $0.8 million or $0.04 per diluted share in the fourth quarter of 2024. Excluding non-operational gains and losses identified on the attached reconciliation of GAAP and non-GAAP measures, earnings

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from continuing operations for the fourth quarter of 2025 were $12.8 million or $0.56 per diluted share, compared to $10.5 million or $0.47 per diluted share in the fourth quarter of 2024.

Consolidated net sales for the twelve months ended December 31, 2025, were $1.79 billion, compared to consolidated net sales of $1.46 billion during the comparable period in 2024. Earnings from continuing operations for the twelve months ended December 31, 2025, were $79.0 million or $3.52 per diluted share, compared to $53.6 million or $2.41 per diluted share in the comparable period of 2024. Excluding non-operational gains and losses identified on the attached reconciliation of GAAP and non-GAAP measures, earnings from continuing operations for the twelve months ended December 31, 2025 and 2024 were $90.3 million or $4.02 per diluted share and $70.5 million or $3.17 per diluted share, respectively.

Mr. Eric Sills, Standard Motor Products’ Chairman and Chief Executive Officer stated, “We were very pleased with our results in the period as the strong performance we experienced throughout the year continued. Sales for the quarter were up 12.2%, and up 22.4% for the full year. Excluding the impact of Nissens Automotive, sales for the quarter and year were up 4.3% and 4.0%, respectively. Adjusted diluted earnings per share were up 19.1% for the quarter and 26.8% for the year.”

Fourth Quarter Highlights:

North American Aftermarket

•Vehicle Control sales increased 3.3% in the fourth quarter, with full-year performance of 3.0% growth. The solid results in the quarter were due to a combination of factors including favorable customer order patterns, general strength across our non-discretionary categories, and the on-going benefit from our customers’ footprint expansion activities. Customer POS remained healthy in the quarter, continuing a trend we have seen throughout the year.

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•Temperature Control sales increased an impressive 5.9% in the quarter versus a challenging compare of 30% in last year’s fourth quarter and finished the year up 12.2%. This has been another very strong year for the segment, as the season for this business appears to be starting earlier and lasting longer. In addition to weather patterns that drive demand, we believe our strong brand recognition among professional installers has helped increase our customers’ share of the market.

•Both North American aftermarket segments experienced a modest sales lift from tariff passthroughs implemented in the second half of the year, tempered by some compression of gross margins from passing through tariffs at cost.

Nissens

Nissens delivered another solid quarterly performance with sales of $64.1 million. For 2025, Nissens contributed $305.4 million in sales with an adjusted EBITDA margin of 15.9%. Nissens continues to gain share in its markets driven by strong brand awareness and operational excellence, and we expect this outperformance to continue. In November, we completed our first full year of ownership, and heading into 2026 we expect to begin to realize some of the benefits from synergy and integration efforts, including a modest uplift from recently launched new product categories and expanding growth synergies through cross-selling opportunities.

Engineered Solutions

Engineered Solutions sales saw some rebound in the quarter with 6.3% growth over last year’s quarter, primarily driven by timing of orders in our powersports-related categories. For the full year, the segment posted a 3.8% decline in sales as it was impacted by cyclical softness across global end markets, but we were pleased to see sequential recovery in the second half of the year. We also made the decision to wind down certain customer programs in the quarter, for which we

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incurred some one-time costs. We believe the segment has seen demand stabilize and should experience more stable quarterly performance moving into 2026.

Profitability & Balance Sheet

Adjusted EBITDA for the quarter increased to $37.4 million, an improvement of 130 bps to 9.7% of net sales. On a year-to-date basis, adjusted EBITDA increased to $200.9 million, showing an improvement of 160 bps to 11.2% of net sales, exceeding our guidance of 10.5% - 11%. The increases were driven by strong performance in our North American and Nissens aftermarket businesses. Nissens contributed $6.5 million and $48.5 million of adjusted EBITDA in the fourth quarter and full year, respectively.

From a balance sheet perspective, our cash flows and borrowings were in line with expectations. Total net debt at quarter-end stood at $546.7 million, primarily reflecting additional borrowings related to our Nissens acquisition and seasonal working capital build. Our debt leverage stood at 2.7x at the end of the quarter and we continue to target reducing debt levels to 2.0x adjusted EBITDA by the end of 2026.

2026 Guidance

Our outlook for the full year of 2026 includes an expectation that sales growth will be in the low to mid-single digit range driven by ongoing tailwinds for professional grade non-discretionary products in the North American aftermarket, continuing momentum in our European business, and while always the most volatile, a more stable performance in Engineered Solutions. Further, we expect Adjusted EBITDA will be in a range of 11.0%-12.0% that should be aided by initiatives we have underway to drive ongoing profitability gains. As we lap the implementation of tariff-related pricing, we expect a slight increase in sales from higher pricing, but some continued margin compression from pass-through at our cost.

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This guidance is based on tariffs in place before the recent Supreme Court ruling on IEEPA tariffs and the announcement of new Section 122 tariffs, and any impact thereof. We will continue to monitor the shifting tariff landscape, and plan to implement changes as necessary.

Dividends

The Board of Directors has approved an increase in its quarterly common stock dividend from thirty-one cents per share to thirty-three cents per share, payable on March 2, 2026, to shareholders of record on February 16, 2026.

Closing Remarks

In closing, Mr. Sills commented, “Our North American and Nissens aftermarket businesses led the way in this year’s strong performance. The global aftermarket continues to be resilient and demand for our products remains strong, driven by the quality, brand recognition and high levels of customer service we provide. We are optimistic heading into 2026 and think we are well positioned to capitalize on favorable trends to drive growth and increased shareholder value. I would like to thank our employees for their hard work and commitment to our continued success.”

Conference Call

Standard Motor Products, Inc. will hold a conference call at 11:00 AM, Eastern Time, on Thursday, February 26, 2026. This call will be webcast and can be accessed on our website at www.smpcorp.com and clicking on the SMP Q4'25 Earnings Call Webcast link. Investors may also listen to the call by dialing 800-343-4849 (domestic) or 203-518-9848 (international). The conference call ID code is SMP4Q2025. Our playback will be made available for dial in immediately following the call. For those choosing to listen to the replay by webcast, the link should be active on our website within 24 hours after the call. The playback number is 800-934-2123 (domestic) or 402-220-1137 (international).

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Under the safe harbor provisions of the Private Securities Litigation Reform Act of 1995, Standard Motor Products cautions investors that any forward-looking statements made by the company, including those that may be made in this press release, are based on management’s expectations at the time they are made, but they are subject to risks and uncertainties that may cause actual results, events or performance to differ materially from those contemplated by such forward looking statements. Among the factors that could cause actual results, events or performance to differ materially from those risks and uncertainties discussed in this press release are those detailed from time-to-time in prior press releases and in the company’s filings with the Securities and Exchange Commission, including the company’s annual report on Form 10-K and quarterly reports on Form 10-Q. By making these forward-looking statements, Standard Motor Products undertakes no obligation or intention to update these statements after the date of this release.

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Standard Motor Products, Inc.

Consolidated Statements of Operations

			Three Months Ended December 31,												Twelve Months Ended December 31,
			2025						2024						2025						2024
(In thousands, except share and per share data)			(Unaudited)
Net sales			$	385,090					$	343,352					$	1,791,158					$	1,463,849
Cost of sales			263,087						242,366						1,231,750						1,040,528
Gross profit			122,003						100,986						559,408						423,321
Selling, general and administrative expenses			99,906						95,282						420,659						335,104
Restructuring and integration expenses			543						1,894						2,580						7,668
Other income, net			19						70						338						75
Operating income			21,573						3,880						136,507						80,624
Other non-operating income (expense), net			(502)						1,730						5,355						6,877
Interest expense			7,889						5,548						31,339						13,512
Earnings from continuing operations before income taxes			13,182						62						110,523						73,989
Provision for income taxes			3,750						667						30,617						19,385
Earnings (loss) from continuing operations			9,432						(605)						79,906						54,604
Loss from discontinued operations, net of income taxes			(1,329)						(1,401)						(37,698)						(26,128)
Net earnings (loss)			8,103						(2,006)						42,208						28,476
Net earnings attributable to noncontrolling interest			241						191						873						976
Net earnings (loss) attributable to SMP			$	7,862					$	(2,197)					$	41,335					$	27,500
Net earnings (loss) attributable to SMP
Continuing operations			$	9,191					$	(796)					$	79,033					$	53,628
Discontinued operations			(1,329)						(1,401)						(37,698)						(26,128)
Net earnings (loss) attributable to SMP			$	7,862					$	(2,197)					$	41,335					$	27,500
Per common share data
Basic:
Continuing operations			$	0.42					$	(0.04)					$	3.59					$	2.46
Discontinued operations			(0.06)						(0.06)						(1.71)						(1.20)
Net earnings (loss) attributable to SMP per common share			$	0.36					$	(0.10)					$	1.88					$	1.26
Diluted:
Continuing operations			$	0.41					$	(0.04)					$	3.52					$	2.41
Discontinued operations			(0.06)						(0.06)						(1.68)						(1.17)
Net earnings (loss) attributable to SMP per common share			$	0.35					$	(0.10)					$	1.84					$	1.24
Dividend declared per common share			$	0.31					$	0.29					$	1.24					$	1.16
Weighted average number of common shares, basic			22,080,526						21,798,092						21,986,301						21,801,141
Weighted average number of common shares, diluted			22,669,246						22,286,577						22,483,591						22,237,060

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Standard Motor Products, Inc.

Segment Revenues

			Three Months Ended December 31,												Twelve Months Ended December 31,
												2025															2024						2025						2024
(in thousands)			(Unaudited)
Vehicle Control
Engine Management (Ignition, Emissions and Fuel Delivery)			$	118,184					$	114,414					$	486,203					$	467,460
Electrical and Safety			63,599						56,589						241,938						229,361
Wire Sets and Other			11,886						16,415						57,251						65,739
Total Vehicle Control			193,669						187,418						785,392						762,560
Temperature Control
AC System Components			30,780						29,298						316,781						274,926
Other Thermal Components			30,682						28,716						109,586						105,162
Total Temperature Control			61,462						58,014						426,367						380,088
Nissens Automotive
Air Conditioning			22,711						9,214						126,727						9,214
Engine Cooling			31,366						19,287						126,389						19,287
Engine Efficiency			10,044						7,244						52,261						7,244
Total Nissens Automotive			64,121						35,745						305,377			305,377			35,745
Engineered Solutions
Light Vehicle			19,726						20,772						84,887						91,548
Commercial Vehicle			19,687						20,155						81,239						89,171
Construction/Agriculture			7,763						8,201						35,618						35,832
All Other			18,886						13,047						72,740						68,905
Total Engineered Solutions			66,062						62,175						274,484						285,456
Other			(224)						—						(462)						—
Total			$	385,090					$	343,352					$	1,791,158					$	1,463,849

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.

Standard Motor Products, Inc.
Segment Operating Profit
						Three Months Ended December 31,																		Twelve Months Ended December 31,
																					2025																					2024									2025									2024
(in thousands; percentage of net sales)						(Unaudited)
Gross Margin
Vehicle Control						$	62,130		32.1		%				$	59,565		31.8		%				$	247,105		31.5		%				$	244,085		32.0		%
Temperature Control						22,914			37.3		%				19,171			33.0		%				144,821			34.0		%				117,792			31.0		%
Nissens Automotive						27,160			42.4		%				14,590			40.8		%				126,640			41.5		%				14,590			40.8		%
Engineered Solutions						11,879			18.0		%				10,725			17.2		%				49,132			17.9		%				49,919			17.5		%
All Other						—									—									—									—
Subtotal						$	124,083		32.2		%				$	104,051		30.3		%				$	567,698		31.7		%				$	426,386		29.1		%
Acquisition & Integration Expenses						—			—		%				(3,065)			-0.9		%				(6,210)			-0.3		%				(3,065)			-0.2		%
Customer Program Wind Down						(2,080)			-0.5		%				—			—		%				(2,080)			-0.1		%				—			—		%
Gross Margin						$	122,003		31.7		%				$	100,986		29.4		%				$	559,408		31.2		%				$	423,321		28.9		%
Selling, General & Administrative
Vehicle Control						$	45,209		23.3		%				$	42,402		22.6		%				$	178,885		22.8		%				$	172,525		22.6		%
Temperature Control						15,660			25.5		%				15,369			26.5		%				83,519			19.6		%				82,010			21.6		%
Nissens Automotive						23,575			36.8		%				14,205			39.7		%				91,832			30.1		%				14,205			39.7		%
Engineered Solutions						8,384			12.7		%				8,832			14.2		%				34,370			12.5		%				34,323			12.0		%
All Other						4,854									5,467									27,693									21,630
Subtotal						$	97,682		25.4		%				$	86,275		25.1		%				$	416,299		23.2		%				$	324,693		22.2		%
Acquisition & Integration Expenses						237			0.1		%				9,007			2.6		%				2,373			0.1		%				10,411			0.7		%
Customer Program Wind Down						1,987			0.5		%				—			—		%				1,987			0.1		%				—			—		%
Selling, General & Administrative						$	99,906		25.9		%				$	95,282		27.8		%				$	420,659		23.5		%				$	335,104		22.9		%
Operating Income
Vehicle Control						$	16,921		8.7		%				$	17,163		9.2		%				$	68,220		8.7		%				$	71,560		9.4		%
Temperature Control						7,254			11.8		%				3,802			6.6		%				61,302			14.4		%				35,782			9.4		%
Nissens Automotive						3,585			5.6		%				385			1.1		%				34,808			11.4		%				385			1.1		%
Engineered Solutions						3,495			5.3		%				1,893			3.0		%				14,762			5.4		%				15,596			5.5		%
All Other						(4,854)									(5,467)									(27,693)									(21,630)
Subtotal						$	26,401		6.9		%				$	17,776		5.2		%				$	151,399		8.5		%				$	101,693		6.9		%
Restructuring						(543)			-0.1		%				(1,894)			-0.6		%				(2,580)			-0.1		%				(7,668)			-0.5		%
Acquisition & Integration Expenses						(237)			-0.1		%				(12,072)			-3.5		%				(8,583)			-0.5		%				(13,476)			-0.9		%
Customer Program Wind Down						(4,067)			-1.1		%				—			—		%				(4,067)			-0.2		%				—			—		%
Other Income, Net						19			—		%				70			—		%				338			—		%				75			—		%
Operating Income						$	21,573		5.6		%				$	3,880		1.1		%				$	136,507		7.6		%				$	80,624		5.5		%

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Standard Motor Products, Inc.
Reconciliation of GAAP and Non-GAAP Measures
						Three Months Ended December 31,												Twelve Months Ended December 31,
						2025						2024						2025						2024
(In thousands, except per share amounts; unaudited)						(Unaudited)
Earnings from Continuing Operations Attributable To SMP
GAAP Earnings (Loss) from Continuing Operations						$	9,191					$	(796)					$	79,033					$	53,628
Restructuring Expenses						543						1,894						2,580						7,668
Acquisition & Integration Expenses						237						13,041						8,583						15,245
Customer Program Wind Down						4,067						—						4,067						—
Certain Tax Credits And Production Deductions Finalized In Period						—						—						—						(380)
Income Tax Effect Related To Reconciling Items						(1,260)						(3,631)						(3,960)						(5,705)
Non-GAAP Earnings from Continuing Operations						$	12,778					$	10,508					$	90,303					$	70,456
Diluted Earnings Per Share from Continuing Operations Attributable to SMP
GAAP Diluted Earnings (Loss) Per Share from Continuing Operations						$	0.41					$	(0.04)					$	3.52					$	2.41
Restructuring Expenses						0.02						0.08						0.11						0.34
Acquisition & Integration Expenses						0.01						0.59						0.38						0.69
Customer Program Wind Down						0.18						—						0.18						—
Certain Tax Credits And Production Deductions Finalized In Period						—						—						—						(0.02)
Income Tax Effect Related To Reconciling Items						(0.06)						(0.16)						(0.17)						(0.25)
Non-GAAP Diluted Earnings Per Share from Continuing Operations						$	0.56					$	0.47					$	4.02					$	3.17
Operating Income
GAAP Operating Income						$	21,573					$	3,880					$	136,507					$	80,624
Restructuring Expenses						543						1,894						2,580						7,668
Acquisition & Integration Expenses						237						12,072						8,583						13,476
Customer Program Wind Down						4,067						—						4,067						—
Other Income, Net						(19)						(70)						(338)						(75)
Non-GAAP Operating Income						$	26,401					$	17,776					$	151,399					$	101,693
EBITDA without Special Items
GAAP Earnings from Continuing Operations Before Taxes						$	13,182					$	62					$	110,523					$	73,989
Depreciation and Amortization						11,455						9,405						43,848						31,413
Interest Expense						7,889						5,548						31,339						13,512
EBITDA						32,526						15,015						185,710						118,914
Restructuring Expenses						543						1,894						2,580						7,668
Acquisition & Integration Expenses						237						12,072						8,583						13,476
Customer Program Wind Down						4,067						—						4,067						—
Special Items						4,847						13,966						15,230						21,144
EBITDA without Special Items						$	37,373					$	28,981					$	200,940					$	140,058
Management believes that Non-GAAP earnings from continuing operations and Non-GAAP diluted earnings per share from continuing operations which are attributable to SMP, and Non-GAAP operating income and EBITDA without special items, each of which are Non-GAAP measurements and are adjusted for special items, are meaningful to investors because they provide a view of the company with respect to ongoing operating results. Special items represent significant charges or credits that are important to an understanding of the company's overall operating results in the periods presented. Such Non-GAAP measurements are not recognized in accordance with generally accepted accounting principles and should not be viewed as an alternative to GAAP measures of performance.

10

Standard Motor Products, Inc.
Reconciliation of GAAP and Non-GAAP Measures by Segments
						Three Months Ended December 31, 2025
(In thousands, unaudited)						Vehicle Control						Temperature Control						Nissens Automotive						Engineered Solutions						All Other						Consolidated
Operating Income
GAAP Operating Income (Loss)						$	16,339					$	7,315					$	3,468					$	(587)					$	(4,962)					$	21,573
Restructuring Expenses						531						—						—						13						(1)						543
Acquisition & Integration Expenses						—						—						129						—						108						237
Customer Program Wind Down						—						—						—						4,067						—						4,067
Other (Income) Expense, Net						52						(61)						(14)						4						—						(19)
Non-GAAP Operating Income (Loss)						$	16,922					$	7,254					$	3,583					$	3,497					$	(4,855)					$	26,401
EBITDA without Special Items
GAAP Earnings (Loss) from Continuing Operations Before Taxes						$	15,292					$	6,466					$	(2,658)					$	(882)					$	(5,036)					$	13,182
Depreciation and Amortization						4,265						938						3,290						2,587						375						11,455
Interest Expense						1,365						581						5,705						554						(316)						7,889
EBITDA						20,922						7,985						6,337						2,259						(4,977)						32,526
Restructuring Expenses						531						—						—						13						(1)						543
Acquisition & Integration Expenses						—						—						129						—						108						237
Customer Program Wind Down						—						—						—						4,067						—						4,067
Special Items						531						—						129						4,080						107						4,847
EBITDA without Special Items						$	21,453					$	7,985					$	6,466					$	6,339					$	(4,870)					$	37,373
% of Net Sales						11.1		%				13.0		%				10.1		%				9.6		%										9.7		%
						Three Months Ended December 31, 2024
(In thousands, unaudited)						Vehicle Control						Temperature Control						Nissens Automotive						Engineered Solutions						All Other						Consolidated
Operating Income
GAAP Operating Income (Loss)						$	15,621					$	3,635					$	(2,768)					$	1,766					$	(14,374)					$	3,880
Restructuring Expenses						1,536						169						—						189						—						1,894
Acquisition & Integration Expenses						—						—						3,165						—						8,907						12,072
Other (Income) Expense, Net						6						(2)						(12)						(62)						—						(70)
Non-GAAP Operating Income (Loss)						$	17,163					$	3,802					$	385					$	1,893					$	(5,467)					$	17,776
EBITDA without Special Items
GAAP Earnings (Loss) from Continuing Operations Before Taxes						$	14,893					$	4,216					$	(6,087)					$	2,184					$	(15,144)					$	62
Depreciation And Amortization						3,860						827						1,943						2,368						407						9,405
Interest Expense						484						312						4,147						560						45						5,548
EBITDA						19,237						5,355						3						5,112						(14,692)						15,015
Restructuring Expenses						1,536						169						—						189						—						1,894
Acquisition & Integration Expenses						—						—						3,165						—						8,907						12,072
Special Items						1,536						169						3,165						189						8,907						13,966
EBITDA without Special Items						$	20,773					$	5,524					$	3,168					$	5,301					$	(5,785)					$	28,981
% of Net Sales						11.1		%				9.5		%				8.9		%				8.5		%										8.4		%
Management believes that Non-GAAP operating income and EBITDA without special items, each of which are Non-GAAP measurements and are adjusted for special items, are meaningful to investors because they provide a view of the company with respect to ongoing operating results. Special items represent significant charges or credits that are important to an understanding of the company's overall operating results in the periods presented. Such Non-GAAP measurements are not recognized in accordance with generally accepted accounting principles and should not be viewed as an alternative to GAAP measures of performance.

11

Standard Motor Products, Inc.
Reconciliation of GAAP and Non-GAAP Measures by Segments
						Twelve Months Ended December 31, 2025
(In thousands; unaudited)						Vehicle Control						Temperature Control						Nissens Automotive						Engineered Solutions						All Other						Consolidated
Operating Income
GAAP Operating Income (Loss)						$	65,796					$	61,485					$	26,900					$	10,598					$	(28,272)					$	136,507
Restructuring Expenses						2,271						190						—						118						1						2,580
Acquisition & Integration Expenses						—						—						8,006						—						577						8,583
Customer Program Wind Down						—						—						—						4,067						—						4,067
Other (Income) Expense, Net						154						(373)						(99)						(20)						—						(338)
Non-GAAP Operating Income (Loss)						$	68,221					$	61,302					$	34,807					$	14,763					$	(27,694)					$	151,399
EBITDA without Special Items
GAAP Earnings (Loss) from Continuing Operations Before Taxes						$	62,040					$	61,139					$	5,384					$	10,776					$	(28,816)					$	110,523
Depreciation and Amortization						16,178						3,285						12,935						10,088						1,362						43,848
Interest Expense						5,185						2,469						22,160						2,071						(546)						31,339
EBITDA						83,403						66,893						40,479						22,935						(28,000)						185,710
Restructuring Expenses						2,271						190						—						118						1						2,580
Acquisition & Integration Expenses						—						—						8,006						—						577						8,583
Customer Program Wind Down						—						—						—						4,067						—						4,067
Special Items						2,271						190						8,006						4,185						578						15,230
EBITDA without Special Items						$	85,674					$	67,083					$	48,485					$	27,120					$	(27,422)					$	200,940
% of Net Sales						10.9		%				15.7		%				15.9		%				9.9		%										11.2		%
						Twelve Months Ended December 31, 2024
(In thousands; unaudited)						Vehicle Control						Temperature Control						Nissens Automotive						Engineered Solutions						All Other						Consolidated
Operating Income
GAAP Operating Income (Loss)						$	67,306					$	34,937					$	(2,768)					$	14,820					$	(33,671)					$	80,624
Restructuring and Integration Expenses						4,248						847						—						843						1,730						7,668
Acquisition Expenses						—						—						3,165						—						10,311						13,476
Other Income (Expense), Net						6						(2)						(12)						(67)						—						(75)
Non-GAAP Operating Income						$	71,560					$	35,782					$	385					$	15,596					$	(21,630)					$	101,693
EBITDA without Special Items
GAAP Earnings (Loss) from Continuing Operations Before Taxes						$	61,119					$	36,612					$	(6,087)					$	16,666					$	(34,321)					$	73,989
Depreciation And Amortization						14,841						3,307						1,943						9,608						1,714						31,413
Interest Expense						5,976						2,360						4,147						2,364						(1,335)						13,512
EBITDA						81,936						42,279						3						28,638						(33,942)						118,914
Restructuring and Integration Expenses						4,248						847						—						843						1,730						7,668
Acquisition Expenses						—						—						3,165						—						10,311						13,476
Special Items						4,248						847						3,165						843						12,041						21,144
EBITDA without Special Items						$	86,184					$	43,126					$	3,168					$	29,481					$	(21,901)					$	140,058
% of Net Sales						11.3		%				11.3		%				8.9		%				10.3		%										9.6		%
Management believes that Non-GAAP operating income and EBITDA without special items, each of which are Non-GAAP measurements and are adjusted for special items, are meaningful to investors because they provide a view of the company with respect to ongoing operating results. Special items represent significant charges or credits that are important to an understanding of the company's overall operating results in the periods presented. Such Non-GAAP measurements are not recognized in accordance with generally accepted accounting principles and should not be viewed as an alternative to GAAP measures of performance.

12

Standard Motor Products, Inc.
Condensed Consolidated Balance Sheets
(In thousands)						December 2025						December 2024
ASSETS
Cash						$	72,031					$	44,426
Accounts Receivable, Gross						242,063						216,191
Allowance For Expected Credit Losses and Discounts						10,043						5,472
Accounts Receivable, Net						232,020						210,719
Inventories						712,151						624,913
Unreturned Customer Inventory						15,771						16,163
Other Current Assets						18,477						25,703
Total Current Assets						1,050,450						921,924
Property, Plant And Equipment, Net						188,562						168,735
Operating Lease Right-of-use Assets						105,178						109,899
Goodwill						256,159						241,418
Customer Relationships Intangibles, Net						212,056						210,430
Other Intangibles, Net						99,102						90,540
Deferred Income Taxes						25,384						13,199
Investments In Unconsolidated Affiliates						26,310						24,842
Other Assets						32,040						33,139
Total Assets						$	1,995,241					$	1,814,126
LIABILITIES AND STOCKHOLDERS' EQUITY
Current Portion Of Revolving Credit Facility						$	30,000					$	10,800
Current Portion Of Term Loan And Other Debt						21,988						16,317
Accounts Payable						169,089						148,009
Sundry Payables And Accrued Expenses						79,526						84,936
Accrued Customer Returns						49,554						46,471
Accrued Core Liability						12,528						12,807
Accrued Rebates						84,494						76,168
Payroll And Commissions						46,135						40,964
Total Current Liabilities						493,314						436,472
Long-term Debt						566,727						535,197
Noncurrent Operating Lease Liabilities						93,381						98,214
Accrued Asbestos Liabilities						112,625						84,568
Other Accrued Liabilities						30,932						29,593
Total Liabilities						1,296,979						1,184,044
Total SMP Stockholders' Equity						683,699						615,745
Noncontrolling Interest						14,563						14,337
Total Stockholders' Equity						698,262						630,082
Total Liabilities And Stockholders' Equity						$	1,995,241					$	1,814,126

13

Standard Motor Products, Inc.
Condensed Consolidated Statements of Cash Flows
			Twelve Months Ended
			December 31,
(In thousands)			2025						2024
Cash Flows From Operating Activities
Net Earnings			$	42,208					$	28,476
Adjustments To Reconcile Net Earnings To Net Cash Used In Operating Activities:
Depreciation And Amortization			43,848						31,413
Loss From Discontinued Operations, Net Of Taxes			37,698						26,128
Other			14,918						2,212
Change In Assets And Liabilities:
Accounts Receivable			(16,767)						(8,753)
Inventory			(81,629)						(36,883)
Accounts Payable			14,601						8,166
Prepaid Expenses And Other Current Assets			6,655						856
Sundry Payables And Accrued Expenses			(6,110)						24,170
Other			2,018						908
Net Cash Provided by Operating Activities			57,440						76,693
Cash Flows From Investing Activities
Acquisitions of Businesses, Net of Cash Acquired			—						(372,491)
Capital Expenditures			(38,724)						(44,018)
Other Investing Activities			3,060						(2,174)
Net Cash Used in Investing Activities			(35,664)						(418,683)
Cash Flows From Financing Activities
Net Change In Debt			27,725						392,630
Purchase Of Treasury Stock			—						(10,428)
Dividends Paid			(27,272)						(25,341)
Dividends Paid to Noncontrolling Interest			(785)						(2,347)
Payments Of Debt Issuance Costs			—						(5,133)
Other Financing Activities			63						166
Net Cash Provided by (Used In) Investing Activities			(269)						349,547
Effect Of Exchange Rate Changes On Cash			6,098						4,343
Net Increase In Cash			27,605						11,900
Cash At Beginning Of Period			44,426						32,526
Cash At End Of Period			$	72,031					$	44,426

14

FAQ

How did Standard Motor Products, Inc. (SMP) perform financially in Q4 2025?

Standard Motor Products reported Q4 2025 net sales of $385.1 million, up 12.2% from 2024. Earnings from continuing operations were $9.2 million, or $0.41 per diluted share, while non-GAAP diluted EPS from continuing operations rose to $0.56.

What were Standard Motor Products’ full-year 2025 results?

For 2025, Standard Motor Products generated net sales of $1.79 billion, up 22.4% year over year. GAAP earnings from continuing operations were $79.0 million, or $3.52 per diluted share, and non-GAAP diluted EPS from continuing operations reached $4.02.

How did the Nissens Automotive acquisition impact SMP’s 2025 results?

Nissens Automotive delivered 2025 sales of $305.4 million with an adjusted EBITDA margin of 15.9%. In Q4 alone, Nissens generated $64.1 million of sales, contributing meaningfully to Standard Motor Products’ overall growth and profitability metrics.

What guidance did Standard Motor Products give for 2026?

Management expects 2026 sales growth in the low to mid-single digit range, supported by aftermarket demand and European momentum. They forecast an adjusted EBITDA margin between 11.0% and 12.0%, reflecting ongoing profitability initiatives and benefits from integration efforts.

What is Standard Motor Products’ current leverage and debt position?

Standard Motor Products ended 2025 with total net debt of $546.7 million and a debt leverage ratio of 2.7x adjusted EBITDA. The company targets reducing leverage to 2.0x by the end of 2026 through earnings growth and debt reduction.

Did Standard Motor Products change its dividend in connection with these results?

Yes. The Board approved increasing the quarterly common stock dividend from $0.31 per share to $0.33 per share, payable on March 2, 2026, to shareholders of record on February 16, 2026, signaling confidence in future cash flows.

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