SMP
STANDARD MOTOR PRODUCTS, INC.39.60post+$0.02 (+0.04%)at close +$0.00 (+0.00%)
as of 19:59:56 UTCnext report Oct 30 · 85d
Earnings Room‹ back to SMP
The report
reported · the session has closedAug 4during the session · Q2 FY26next Oct 30
Reported Aug 4, during the session · Q2 FY26The Aug 4 session moved +6.0% against ±11.0% priced in · ×0.55 what the market paid for
Expected movement · next report
market-implied · at the Aug 5 close±13.4%is what the chain prices between now and the expiry below. Not a view we hold.
That span is 107days, so it covers the report plus the ordinary movement around it. The chain doesn't yet quote a second expiry we can separate the two with; the range narrows onto the report as it approaches.
expiry Nov 20 · first after the reportATM strike 40straddle 6.25ATM IV 37%× 0.85 straddle-to-rangespot 39.60
Blast radius
2 linked · N-PORT + EDGARIf SMP moves ±13.4% over this report, these carry part of it. Fund rows are arithmetic on published holding weights — what an index fund does by construction. Company rows are ranked by disclosed tie strength.
Positioning
3 expiries · as of the Aug 4 closeContracts already committed, not just traded today — puts against calls, sized by expiry. The tick is today's volume moving against that stance; the arrow, how much built up since the prior session.
OI ΔPutsOI
ExpiryOICallsOI Δ
▲ +0%4
Aug 21
17d
25▲ +0%
first
0
Sep 18
45d
10▲ +0%
▲ +0%
2
Nov 20
108d
6
▲ +0%
The record
expected in pale · actual in full color3/8reports moved further than the options market had pricedtypically ±8.4% realized vs ±10.5% priced
Aug 4 '26±11.0%→+6.0%×0.55
Apr 30 '26±12.5%→+1.3%×0.10
Feb 26 '26±8.4%→−8.5%×1.01
Oct 31 '25±8.7%→−4.9%×0.57
Aug 5 '25±16.9%→+10.6%×0.63
Apr 30 '25±7.3%→+11.3%×1.54
Feb 27 '25±13.9%→−5.5%×0.40
Oct 30 '24±5.7%→+19.0%×3.35
pale = implied the day beforeink = the next day's close× = realized ÷ implied
2-quarter memory
Q2 FY26 · reported 1.33 · rev $502M
record note
The note composes when the report lands. Nothing is written for a quarter that hasn't been read.