AAPAdvance AUTO Parts, Inc.
Advance Auto Parts, Inc. (AAP) sells automotive repair and maintenance products, including parts, tools, and accessories, primarily through its chain of stores and online platforms. The next catalyst is Feb 9, 2027 — Q4 2026 Earnings Release, which will test the company’s ability to sustain margin expansion and deliver on its turnaround narrative amid ongoing supply chain and demand volatility.
- Revenue fell 5.4% YoY to $8.66B, with net income at $93M and diluted EPS of $0.90.
- Free cash flow was negative $433M in the trailing twelve months, and net margins remain at 1.1%.
- Debt-to-equity ratio stands at 1.55x, reflecting a leveraged balance sheet.
The Read
4% on earnings beats and restructuring progress but faced a near-term pullback when earnings surprises were delayed, with the largest move coming from a Q1 beat that included strong Pro demand and margin expansions.
The schedule
- Tue9Feb
This earnings print will test the company's ability to sustain margin improvements and manage inventory costs amid a volatile used car market. The outcome will also reflect the impact of recent supply chain disruptions and pricing pressures.
- Mon10May
This report will assess the company's performance in the first quarter of 2027, with a focus on the impact of rising interest rates and potential shifts in consumer spending patterns.
- Mon9Aug
This report will test the company's ability to maintain profitability amid rising input costs and potential shifts in consumer behavior. The outcome will also reflect the impact of recent supply chain disruptions and pricing pressures.
- Thu11Nov
This report will assess the company's performance in the third quarter of 2027, with a focus on the impact of rising interest rates and potential shifts in consumer spending patterns.
Past
- Tue8Sep
Actual outcome: Mixed · $42.69 at outcome
The stock rose 1.8% following the leadership change, driven by positive sentiment around the new CEO and strategic shifts. The news highlighted potential operational improvements and long-term direction, reinforcing investor confidence despite mixed earnings results.
Leadership change with potential strategic shifts and operational improvements
- Thu20Aug
Actual outcome: Bear · $43.63 at outcome
Advance Auto Parts reported mixed Q2 results, with earnings beating estimates but revenue missing. The stock plunged 21% on the day of the report due to negative comparable sales and a larger-than-expected drop in DIY sales. Despite margin improvements and guidance upgrades, the bear floor was reached, indicating continued investor concern over sales trends and competitive pressures.
- Thu21May
Actual outcome: Bear · $55.76 at outcome
Advance Auto Parts fell 4.2% during the target window as the anticipated Q1 earnings catalyst did not occur, with the company announcing it would instead report results on May 21. Although AAP ultimately met EPS estimates of $0.40 and peer O'Reilly Automotive posted a strong earnings beat during this period, the lack of immediate fundamental updates from AAP led to a near-term pullback in the stock.
- Fri13Feb
Actual outcome: Bull · $55.87 at outcome
Advance Auto Parts delivered a significant Q4 earnings beat and returned to profitability, highlighted by a 520-basis-point expansion in gross margins to 44.2%. Although revenue growth remained modest and FY 2026 guidance was cautious, the stock reached bull targets as investors cheered the successful execution of restructuring efforts and inventory optimization.
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