Earnings summaries and quarterly performance for ADVANCE AUTO PARTS.
Executive leadership at ADVANCE AUTO PARTS.
Shane O'Kelly
Detailed
President and Chief Executive Officer
CEO
BS
Bruce Starnes
Detailed
Executive Vice President, Chief Merchant
HW
Herman Word
Detailed
Executive Vice President, Professional, Independents and Canada
JV
Jeffrey Vining
Detailed
Executive Vice President, General Counsel and Corporate Secretary
RG
Ryan Grimsland
Detailed
Executive Vice President, Chief Financial Officer
Board of directors at ADVANCE AUTO PARTS.
Research analysts who have asked questions during ADVANCE AUTO PARTS earnings calls.
SG
Simeon Gutman
Morgan Stanley
6 questions for AAP
Also covers: ACI, ARHS, ASO +33 more
SC
Scot Ciccarelli
Truist Securities
5 questions for AAP
Also covers: AZO, BBY, COST +12 more
SS
Seth Sigman
Cantor Fitzgerald
5 questions for AAP
Also covers: ARHS, AZO, BBBY +14 more
BJ
Bret Jordan
Jefferies
4 questions for AAP
Also covers: ABG, AN, AZO +19 more
ML
Michael Lasser
UBS
4 questions for AAP
Also covers: ASO, AZO, BBY +24 more
CH
Christopher Horvers
JPMorgan Chase & Co.
3 questions for AAP
Also covers: ASO, AZO, BBY +17 more
CH
Chris Horvers
JPMorgan
2 questions for AAP
Also covers: FND, GPC, MAT
MJ
Mark Jordan
Goldman Sachs Group, Inc.
2 questions for AAP
Also covers: AZO, DRVN, GPC +2 more
SB
Seth Basham
Wedbush Securities
2 questions for AAP
Also covers: ARHS, ASO, AZO +9 more
SF
Steven Forbes
Guggenheim Securities, LLC
2 questions for AAP
Also covers: ARHS, AZO, BBBY +15 more
Steven Zaccone
Citigroup
2 questions for AAP
Also covers: AZO, BBY, BJ +14 more
Zachary Fadem
Wells Fargo
2 questions for AAP
Also covers: AZO, CMG, DPZ +12 more
ZF
Zach Fadem
Wells Fargo
2 questions for AAP
Also covers: FND, HD, LOW +4 more
CC
Christian Carlino
JPMorgan Chase & Co.
1 question for AAP
Also covers: DRVN, GPC, HAS +2 more
Gregory Melich
Evercore ISI
1 question for AAP
Also covers: ASO, AZO, BBY +8 more
KM
Katharine McShane
Goldman Sachs Group, Inc.
1 question for AAP
Also covers: ASO, BBWI, BJ +16 more
MB
Michael Baker
D.A. Davidson & Co.
1 question for AAP
Also covers: AMRK, AZO, BBW +18 more
MM
Michael Montani
Evercore ISI
1 question for AAP
Also covers: ACI, AZO, CASY +6 more
Recent press releases and 8-K filings for AAP.
Advance Auto Parts Reports Return to Positive Comparable Sales Growth in 2025 and Provides 2026 Guidance
AAP
Earnings
Guidance Update
New Projects/Investments
- Advance Auto Parts reported a return to positive comparable sales growth in 2025, achieving just under 1% for the full year and 1.1% in Q4 2025.
- The company significantly expanded its adjusted operating income margin by 210 basis points to 2.5% for full year 2025 and 870 basis points to 3.7% in Q4 2025.
- For 2026, the company forecasts comparable sales growth of 1%-2%, an adjusted operating income margin between 3.8% and 4.5%, and expects to generate approximately $100 million in positive free cash flow.
- Strategic initiatives in 2025 included exiting over 500 corporate stores and 200 independents, consolidating its distribution center network to 16 DCs, and launching a new owned oil and fluids brand, Argos.
Feb 13, 2026, 1:00 PM
Advance Auto Parts Announces Q4 and FY 2025 Results and FY 2026 Guidance
AAP
Earnings
Guidance Update
Demand Weakening
- Advance Auto Parts (AAP) reported Q4 2025 net sales of $2.0 billion, a decrease of 1.2% year-over-year, with adjusted diluted EPS of $0.86. For the full fiscal year 2025, net sales were $8.6 billion, down 5.4% year-over-year, and adjusted diluted EPS was $2.26.
- The company achieved significant margin improvements in Q4 2025, with adjusted gross margin at 44.2% (+527 bps YoY) and adjusted operating income margin at 3.7% (+866 bps YoY).
- For FY 2026, AAP provided guidance projecting net sales between $8,485 million and $8,575 million, adjusted diluted EPS between $2.40 and $3.10, and an adjusted operating income margin of 3.8% to 4.5%.
- The company's strategic plan is noted to be delivering adjusted operating margin expansion, with primary focus areas including transaction and sales growth, store productivity, and distribution center productivity.
Feb 13, 2026, 1:00 PM
Advance Auto Parts Reports Return to Positive Comparable Sales Growth in 2025 and Provides Strong 2026 Guidance
AAP
Earnings
Guidance Update
Revenue Acceleration/Inflection
- Advance Auto Parts reported a return to positive comparable sales growth in 2025 after three consecutive years of negative results, with 1.1% comparable sales growth in Q4 2025 and just under 1% for the full year 2025. The company also expanded its adjusted operating income margin by over 200 basis points in 2025, reaching 2.5% of net sales for the full year.
- For 2026, the company forecasts comparable sales growth of 1%-2%, an expansion in adjusted operating income margin to 3.8%-4.5%, and a return to positive free cash flow of approximately $100 million.
- Key strategic actions in 2025 included rationalizing its asset footprint by exiting over 500 corporate stores and 200 independents, expanding assortment by 100,000 new SKUs, and consolidating its distribution center network to 16 DCs from nearly 40 at the end of 2023.
Feb 13, 2026, 1:00 PM
Advance Auto Parts Reports Return to Positive Comparable Sales in 2025 and Provides 2026 Guidance
AAP
Earnings
Guidance Update
New Projects/Investments
- Advance Auto Parts returned to positive comparable sales growth in 2025, growing just under 1%, and expanded adjusted operating income margin by over 200 basis points to 2.5% of net sales.
- For 2026, the company forecasts comparable sales growth of 1%-2%, an adjusted operating income margin between 3.8% and 4.5%, and expects to generate approximately $100 million in free cash flow.
- In 2025, strategic actions included exiting over 700 underperforming stores, consolidating its distribution center network to 16 DCs, and expanding its product assortment by 100,000 new SKUs.
- The company plans to invest approximately $300 million in capital expenditures in 2026, including opening 40-45 new stores and 10-15 market hubs.
Feb 13, 2026, 1:00 PM
Advance Auto Parts Reports Q4 and Full Year 2025 Results, Provides 2026 Guidance
AAP
Earnings
Guidance Update
Dividends
- Advance Auto Parts reported Q4 2025 comparable sales growth of 1.1% and full year 2025 comparable sales growth of 0.8%.
- For full year 2025, the company achieved an adjusted operating margin of 2.5% and adjusted diluted earnings per share of $2.26.
- The company issued full year 2026 guidance, targeting comparable sales growth of 1.0% to 2.0%, an adjusted operating income margin of 3.8% to 4.5%, and adjusted diluted EPS between $2.40 and $3.10.
- A regular cash dividend of $0.25 per share was declared, payable on April 24, 2026.
Feb 13, 2026, 11:33 AM
Advance Auto Parts Reports Q4 and Full Year 2025 Results, Issues 2026 Guidance
AAP
Earnings
Guidance Update
Dividends
- Advance Auto Parts reported Q4 2025 net sales of $2.0 billion and full-year 2025 net sales of $8.6 billion.
- The company achieved Q4 2025 comparable sales growth of 1.1% and full-year 2025 comparable sales growth of 0.8%.
- Adjusted operating income margin for full-year 2025 was 2.5%, representing over 200-basis points of year-over-year expansion.
- For full-year 2026, the company provided guidance targeting comparable sales growth of 1.0% to 2.0% and an adjusted operating income margin of 3.8% to 4.5%.
- A regular cash dividend of $0.25 per share was declared on February 10, 2026, payable on April 24, 2026.
Feb 13, 2026, 11:30 AM
Advance Auto Parts Reports Strong Q3 Results and Raises Guidance
AAP
Earnings
Guidance Update
Revenue Acceleration/Inflection
- Advance Auto Parts reported stronger-than-expected Q3 results, with adjusted EPS of $0.92 and revenue of approximately $2.04 billion, surpassing consensus estimates.
- Management raised full-year revenue guidance to $8.55–$8.60 billion and tightened adjusted EPS guidance to $1.75–$1.85.
- The company achieved its strongest quarterly performance in over two years, marked by a roughly 3% rise in comparable-store sales and operational improvements, including a 1.1% operating margin.
- Following the positive earnings and guidance update, shares of Advance Auto Parts jumped about 21% in premarket trading.
Oct 30, 2025, 4:53 PM
Advance Auto Parts Reports Strong Q3 2025 Results and Updates Full-Year Guidance
AAP
Earnings
Guidance Update
New Projects/Investments
- Advance Auto Parts reported strong Q3 2025 results, with 3% comparable sales growth and an adjusted operating margin of 4.4%, representing a 370 basis point year-over-year expansion. Adjusted diluted EPS from continuing operations was $0.92.
- The company updated its full-year 2025 guidance, projecting net sales between $8.55 billion and $8.6 billion, comparable sales growth of 0.7% to 1.3%, and adjusted EPS in the range of $1.75 to $1.85.
- Strategic initiatives are advancing, including the consolidation of U.S. Distribution Centers to 16 by year-end and year-to-date investments of approximately $50 million in store upgrades.
- The balance sheet was strengthened by raising nearly $2 billion in cash, providing over $3 billion in cash and access to a $1 billion revolving credit facility.
- For the full year 2025, LIFO expenses are anticipated to be a 60-80 basis points headwind, with Q4 LIFO expense estimated at approximately $70 million.
Oct 30, 2025, 12:00 PM
Advance Auto Parts Reports Strong Q3 2025 Results and Updates Full-Year Guidance
AAP
Earnings
Guidance Update
New Projects/Investments
- Advance Auto Parts reported Q3 2025 comparable sales growth of 3% and an adjusted operating margin of 4.4%, which expanded by 370 basis points year over year, leading to adjusted diluted EPS of $0.92.
- The company updated its full-year 2025 guidance, projecting net sales between $8.55 billion and $8.60 billion (comparable sales growth of 0.7% to 1.3%), an adjusted operating income margin of 2.4% to 2.6%, and adjusted EPS between $1.75 and $1.85.
- Strategic initiatives include strengthening the balance sheet by raising nearly $2 billion in cash through debt restructuring, progressing on DC consolidation to 16 DCs by year-end, and expanding its market hub network, with 33 locations expected by year-end and a target of 60 by mid-2027.
- A non-cash charge of $28 million was recorded in Q3 cost of sales due to a supplier bankruptcy, though this does not impact adjusted results or full-year guidance.
Oct 30, 2025, 12:00 PM
AAP Reports Strong Q3 2025 Results and Updates Full-Year Guidance
AAP
Earnings
Guidance Update
New Projects/Investments
- Advance Auto Parts reported strong Q3 2025 results, with 3% comparable sales growth and adjusted operating margin expanding by 370 basis points year over year to 4.4%, resulting in adjusted diluted EPS of $0.92.
- The company updated its full-year guidance, projecting net sales of $8.55 billion to $8.6 billion, comparable sales growth between 0.7% and 1.3%, and adjusted operating income margin of 2.4% to 2.6%. Adjusted EPS guidance is set at $1.75 to $1.85, and free cash flow is revised to negative $90 million to $80 million.
- Strategic initiatives are advancing, including the successful rollout of a new assortment framework across its top 50 DMAs (covering 70% of sales), the consolidation of U.S. distribution centers to 16 by year-end, and the planned opening of 14 market hubs in 2025 to reach 33 locations.
- The balance sheet was strengthened by reorganizing debt capital structure, raising nearly $2 billion in cash, and the company confirmed its commitment to achieving a 7% operating margin by 2027.
Oct 30, 2025, 12:00 PM
Quarterly earnings call transcripts for ADVANCE AUTO PARTS.
Ask Fintool AI Agent
Get instant answers from SEC filings, earnings calls & more