Advance Auto Parts, Inc. operates as a leading retailer and supplier of a comprehensive array of automotive replacement components, accessories, batteries, and ...
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$1.00 per share
Est. EPS $1.04 · Revenue $2.65B · 16 analysts
$1.00 per share
Est. EPS $3.00 · Revenue $8.53B · 15 analysts
| Metric | Latest | YoYYoY means Year-over-Year. It compares the latest annual value with the previous annual value to show long-term trend strength. | QoQQoQ means Quarter-over-Quarter. It compares the latest quarter with the immediately previous quarter to show short-term momentum changes. |
|---|---|---|---|
| RevenueThe total money that came through the front door from selling things, before paying a single bill. Think of it as the grand total of every credit card swipe from customers. (YoY compares this year to last year's performance, while QoQ compares the current three months to the previous three). | $8.6B | -5.4% | -23.5% |
| Net IncomeThe absolute bottom line. If the company paid every single supplier, employee, banker, and tax collector, this is the actual money left in their pocket at the end of the day. | $44.0M | +113.1% | +129.2% |
| Gross MarginThe basic markup. If they sell a $100 pair of sneakers, this percentage tells you how much of that price tag is profit right after paying for the rubber and shoelaces, but before paying for things like store rent or TV commercials. | +43.4% | +15.8% | +2.4% |
| Operating MarginThe 'day job' efficiency score. Out of every dollar a customer spends, this shows how many cents the company keeps after making the product AND paying for all the everyday corporate overhead (like salaries, marketing, and keeping the lights on). | +1.9% | +142.1% | +33.3% |
| Net MarginThe final take-home percentage. When you strip away every conceivable cost, tax, and interest payment, this is the exact number of cents the company truly gets to keep from every dollar in sales. | +0.5% | +113.8% | +199.5% |
| Free Cash FlowThe holy grail of corporate cash. It's the spendable, physical money left over after the business pays for its daily operations AND buys the big, expensive upgrades (like new factories or servers) it needs to survive. This is the 'free' money they can use to pay dividends or buy back stock. | $-298.0M | -209.9% | +360.0% |
| FCF MarginThe ultimate cash conversion rate. It shows how good the company is at turning regular sales directly into cold, hard, spendable cash. A high percentage means the business is an absolute cash-printing machine. | -3.5% | -227.6% | +439.8% |
| Debt / EquityThe financial risk gauge. It compares how much of the company's empire was built using borrowed money (loans) versus the owners' own money (shareholders). A high number means they are heavily leveraged and playing a riskier game; a low number means they are playing it safe. | 237.7% | +39.9% | -2.2% |
| Current RatioThe 12-month survival check. It simply compares the cash they have right now (plus things they can quickly turn into cash) against the immediate bills they absolutely must pay this year. A score above 1 means they have enough in the wallet to cover the upcoming bills without panicking. | 1.75x | +32.6% | -1.7% |
| Total AssetsThe absolute size of the company's empire. It bundles together absolutely everything of value they own—from the cash in the register and the inventory in the warehouse, to the software patents in the vault and the factories on the ground. | $11.8B | +9.5% | +1.9% |
| Metric | Annual (A vs E) | Annual Surprise | Quarter (A vs E) | Quarter Surprise |
|---|---|---|---|---|
| EPS Surprise | 0.73 vs 1.82 | -59.8% | 0.90 vs 0.45 | +100.9% |
| Revenue Surprise | $8.6B vs $8.6B | +0.2% | $2.0B vs $1.9B | +7.2% |
| Date | Executive | Title | Security | Side | Shares | Price |
|---|---|---|---|---|---|---|
| Jul 24, 2026 | Johnson Richard A | director | Common Stock | A | 19 | $55.80 |
| Jul 24, 2026 | JAMISON CYNTHIA T | director | Common Stock | A | 17 | $55.80 |
| Jul 24, 2026 | Windom Brent | director | Common Stock | A | 43 | $55.80 |
| Jul 24, 2026 | LEE EUGENE I JR | director | Common Stock | A | 388 | $55.80 |
| Jul 24, 2026 | Smith Gregory L | director | Common Stock | A | 43 | $55.80 |
Operator: Welcome to the Advance Auto Parts Second Quarter 2026 Earnings Conference Call. I would now like to turn it over to Lavesh Hemnani, Vice President, Investor Relations. Lavesh Hemnani: Good morning, and thank you for participating in today's call. I'm joined by Shane O'Kelly, President and Chief Executive Officer, and Ryan Grimsland, Executive Vice President and Chief Financial Officer. During today's call, we will be referencing slides, which have been posted to our Investor Relations website. Before we begin, please be advised that management's remarks today will contain forward-looking statements. All statements other than statements of historical fact are forward-looking statements, including, but not limited to, statements regarding initiatives, plans, projections, goals, guidance, and expectations for the future. Actual results could differ materially from those projected or implied by the forward-looking statements. Additional information can be found under forward-looking statements in our earnings release and risk factors in our most recent Form 10-K and subsequent filings made with the SEC. Shane will begin today's call with an update on the business and progress on our strategic priorities for 2026. Later, Ryan will discuss results for the second quarter and provide an update on the guidance for full year 2026. Following management's prepared remarks, we will open the line for questions. Now let me turn over the call to our CEO, Shane O'Kelly. Shane? Shane OKelly: Thank you, Lavesh, and good morning, everyone. I would like to start by expressing my appreciation for our frontline team for their hard work and dedication to serving our customers. During the second quarter, the team navigated a volatile demand environment, which contributed to a slight decline in comparable sales. This included low single-digit sales growth in the Pro channel, which performed in line with our expectations. Within Pro, the Main Street business continued to outpace overall growth, supporting share gains in that segment. In the DIY channel, sales declined more than we anticipated, particularly during the last 4 weeks as tighter household budgets weighed on consumer spending during the quarter. Against this backdrop, the Advance team continued to prioritize actions across our strategic initiatives, which contributed to solid profitability in Q2 with an adjusted operating margin of 5.6%. Excluding the benefit of IEEPA refunds received in the quarter, adjusted operating income margin expanded by nearly 130 basis points to 4.3%. We maintain focus on executing actions within our control, which has translated to sequential improvement in core operational KPIs, including NPS, time to serve, and attachment rates. The second quarter marked an inflection point for Advance with the return to positive free cash flow as we generated $120 million year-to-date compared to an outflow of cash during the last 2 years. During the quarter, we also repurchased …
| Name | Title | Compensation | Gender | Year Born | Status |
|---|---|---|---|---|---|
Shane O'Kelly | President, Chief Executive Officer & Director | USD 2,786,400 | Male | 1970 | Active |
Ryan Grimsland | Executive Vice President & Chief Financial Officer | USD 1,330,575 | Male | 1978 | Active |
Bruce Starnes | Executive Vice President & Chief Merchant | USD 1,106,559 | Male | 1976 | Active |
Kristen Soler | Advisor | USD 1,065,385 | Female | 1977 | Active |
Jeff R. Vining | Executive Vice President, General counsel & Corporate secretary | USD 1,018,072 | Male | 1977 | Active |
Carlos A. Saladrigas | Co-Founder and Chief Executive Officer of Regis HR | — | Male | 1949 | Active |
Anthony Sarlanis | Senior Vice President of Professional | — | Male | — | Active |
Todd Davenport | Senior Vice President of Real Estate & Development | — | Male | — | Active |
Ronald H. Gilbert | Senior Vice President of Supply Chain | — | Male | — | Active |
Michael Beland | Senior Vice President, Controller & Chief Accounting Officer | — | Male | 1972 | Active |
Lavesh Hemnani | Vice President of Investor Relations | — | Male | — | Active |
Kunal Das | Senior Vice President & CTO | — | Male | — | Active |
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