Advance Auto Parts, Inc. (AAP) Q4 2025 Earnings Call Transcript
The headline numbers for Advance Auto Parts (AAP) give insight into how the company performed in the quarter ended December 2025, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.
Advance Auto Parts (AAP) came out with quarterly earnings of $0.86 per share, beating the Zacks Consensus Estimate of $0.41 per share. This compares to a loss of $1.18 per share a year ago.
Advance Auto Parts (AAP) has an impressive earnings surprise history and currently possesses the right combination of the two key ingredients for a likely beat in its next quarterly report.
AAP, MGA and DCH are set to report Q4 results tomorrow. Read on to know how these companies are positioned ahead of their releases.
Advance Auto Parts (AAP) is rated Buy due to a deep valuation dislocation, with Wall Street mispricing it as distressed despite a strong liquidity position. The greenfield Market Hub rollout, underwritten by $3.17 billion liquidity, is central to the upside scenario and caps downside risk through 2026. Short-term headwinds include LIFO expense spikes and DIY elasticity, but the 60-hub target by mid-2027 could drive exponential EBITDAR leverage and re-rating.
AAP targets growth with new stores, a unified supply chain and an updated operating model despite debt and DIY pressure.
AAP's Q3 earnings top forecasts with stronger sales, while the company narrows its 2025 sales outlook.
Advance Auto Parts, Inc. ( AAP ) Q3 2025 Earnings Call October 30, 2025 8:00 AM EDT Company Participants Lavesh Hemnani Shane OKelly - President, CEO & Director Ryan Grimsland - Executive VP & CFO Conference Call Participants Simeon Gutman - Morgan Stanley, Research Division Christopher Horvers - JPMorgan Chase & Co, Research Division Bret Jordan - Jefferies LLC, Research Division Steven Forbes - Guggenheim Securities, LLC, Research Division Michael Lasser - UBS Investment Bank, Research Division Michael Baker - D.A. Davidson & Co., Research Division Presentation Operator Hello, and welcome, everyone, to the Advance Auto Parts Third Quarter 2025 Earnings Conference Call.
While the top- and bottom-line numbers for Advance Auto Parts (AAP) give a sense of how the business performed in the quarter ended September 2025, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.
The automotive supplier posts 3% same-store sales growth for the third quarter.
While the Zacks Auto Retail Parts industry is ranked unfavorably, stocks like ORLY and AAP are still worth watching.