Earnings results often indicate what direction a company will take in the months ahead. With Q4 behind us, let’s have a look at Advance Auto Parts (NYSE:AAP) and its peers.
Cars are complex machines that need maintenance and occasional repairs, and auto parts retailers cater to the professional mechanic as well as the do-it-yourself (DIY) fixer. Work on cars may entail replacing fluids, parts, or accessories, and these stores have the parts and accessories or these jobs. While e-commerce competition presents a risk, these stores have a leg up due to the combination of broad and deep selection as well as expertise provided by sales associates. Another change on the horizon could be the increasing penetration of electric vehicles.
The 5 auto parts retailer stocks we track reported a slower Q4. As a group, revenues were in line with analysts’ consensus estimates.
While some auto parts retailer stocks have fared somewhat better than others, they have collectively declined. On average, share prices are down 2.7% since the latest earnings results.
Best Q4: Advance Auto Parts (NYSE:AAP)
Founded in Virginia in 1932, Advance Auto Parts (NYSE:AAP) is an auto parts and accessories retailer that sells everything from carburetors to motor oil to car floor mats.
Advance Auto Parts reported revenues of $1.97 billion, down 1.2% year on year. This print exceeded analysts’ expectations by 1%. Overall, it was a strong quarter for the company with a beat of analysts’ EPS estimates and full-year EPS guidance exceeding analysts’ expectations.
"I am pleased with the progress achieved during 2025 and I want to thank our team members for their hard work,” said Shane O'Kelly, president and chief executive officer.
Advance Auto Parts achieved the biggest analyst estimates beat and highest full-year guidance raise of the whole group. Investor expectations, however, were likely higher than Wall Street’s published projections, leaving some wishing for even better results (analysts’ consensus estimates are those published by big banks and advisory firms, not the investors who make buy and sell decisions). The stock is down 3.9% since reporting and currently trades at $55.95.
Is now the time to buy Advance Auto Parts? Access our full analysis of the earnings results here, it’s free.
Monro (NASDAQ:MNRO)
Started as a single location in Rochester, New York, Monro (NASDAQ:MNRO) provides common auto services such as brake repairs, tire replacements, and oil changes.
Monro reported revenues of $293.4 million, down 4% year on year, falling short of analysts’ expectations by 0.6%. However, the business still had a strong quarter with a beat of analysts’ EPS and EBITDA estimates.
The market seems happy with the results as the stock is up 12.6% since reporting. It currently trades at $22.55.
Is now the time to buy Monro? Access our full analysis of the earnings results here, it’s free.
Weakest Q4: AutoZone (NYSE:AZO)
Aiming to be a one-stop shop for the DIY customer, AutoZone (NYSE:AZO) is an auto parts and accessories retailer that sells everything from car batteries to windshield wiper fluid to brake pads.
AutoZone reported revenues of $4.63 billion, up 8.2% year on year, in line with analysts’ expectations. It was a slower quarter as it posted a miss of analysts’ EBITDA and EPS estimates.
The stock is flat since the results and currently trades at $3,740.
Read our full analysis of AutoZone’s results here.
Genuine Parts (NYSE:GPC)
Largely targeting the professional customer, Genuine Parts (NYSE:GPC) sells auto and industrial parts such as batteries, belts, bearings, and machine fluids.
Genuine Parts reported revenues of $6.01 billion, up 4.1% year on year. This number missed analysts’ expectations by 0.8%. It was a softer quarter as it also logged full-year EPS guidance missing analysts’ expectations significantly and a significant miss of analysts’ EBITDA estimates.
Genuine Parts had the weakest performance against analyst estimates among its peers. The stock is down 17.6% since reporting and currently trades at $121.19.
Read our full, actionable report on Genuine Parts here, it’s free.
O'Reilly (NASDAQ:ORLY)
Serving both the DIY customer and professional mechanic, O’Reilly Automotive (NASDAQ:ORLY) is an auto parts and accessories retailer that sells everything from fuel pumps to car air fresheners to mufflers.
O'Reilly reported revenues of $4.41 billion, up 7.8% year on year. This result met analysts’ expectations. Aside from that, it was a slower quarter as it recorded full-year EPS guidance missing analysts’ expectations and full-year revenue guidance slightly missing analysts’ expectations.
O'Reilly had the weakest full-year guidance update among its peers. The stock is down 3.6% since reporting and currently trades at $93.26.
Read our full, actionable report on O'Reilly here, it’s free.
Want to invest in winners with rock-solid fundamentals? Check out our Top 5 Growth Stocks and add them to your watchlist. These companies are poised for growth regardless of the political or macroeconomic climate.
StockStory’s analyst team — all seasoned professional investors — uses quantitative analysis and automation to deliver market-beating insights faster and with higher quality.