AAP · NYSE · Specialty Retail

Advance Auto Parts (AAP)

Auto-parts retailer serving drivers and repair shops through Advance Auto Parts and Carquest.

$41.44
vs last close−1.22 (−2.86%)
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Advance Auto Parts, Inc.AAP
Consumer Discretionary

Sells replacement parts, batteries, maintenance products, accessories and tools through Advance Auto Parts and Carquest stores and digital channels, serving DIY drivers and professional repair shops. Professional sales contribute roughly half of the business, supported by local inventory, hub replenishment and commercial delivery.

Supplies automotive replacement parts, batteries, maintenance items, accessories and tools to DIY drivers and professional repair shops. Sales run through Advance Auto Parts and Carquest stores, e-commerce sites and mobile ordering, with commercial delivery to garages, service stations and dealerships. Owned brands include DieHard, Carquest, Driveworks, Wearever and ARGOS alongside third-party parts.

Operates as a single Advance Auto Parts/Carquest segment, primarily in the United States, with company stores in Canada and U.S. territories and independent Carquest locations reaching Mexico and Caribbean markets. A distribution-center, hub and store network supports same-day or next-day parts availability; market hubs also replenish nearby stores. Professional customers contribute roughly half of sales. Performance depends on stocking the right local assortment, supplier terms and product flow, delivery speed, store execution and the inventory and technology systems linking these channels.

Company facts

CEOShane O'Kelly
ListedNov 29, 2001
ExchangeNYSE
HeadquartersRaleigh, NC
CountryUnited States
Employees54,007
CIK0001158449
ISINUS00751Y1064

Market cap$2.57B
EPS (ttm)$1.37
P/E (ttm)31.09
ROE3.8%
P/B1.14
P/S0.2983
Dividend yieldDiv yield2.34%
Beta1.27vs XLY 1.05

Price target$50.00+17.2%Average of 44 analysts
ConsensusHold27 of 44 analysts
Ratings

Target rangeAs of Sep 22, 2026

Latest analyst notes

DateFirmActionPriorCurrent
Aug 21, 2026Roth CapitalTarget
Target: $57
Target: $48
Aug 21, 2026BMO CapitalReiterate
Rating: Target: $65
Rating: Market PerformTarget: $50
Aug 21, 2026DA DavidsonReiterate
Rating: Target: $58
Rating: NeutralTarget: $48
Aug 21, 2026Truist FinancialTarget
Target: $43
Target: $45
Aug 21, 2026RBC CapitalReiterate
Rating: Target: $67
Rating: Sector PerformTarget: $52

Next report
Nov 5, 26
estimated · in 43 days
EPS estimate
$0.78
Revenue estimate
$2.05B
Fiscal quarter
Q3 FY26

EPSReportedEstimate

Feb '25May '25Aug '25Oct '25Feb '26May '26Aug '26Nov '26
Reported−$1.18−$0.22$0.69$0.92$0.86$0.77$1.03Pending
Estimate−$1.38−$0.81$0.59$0.74$0.41$0.39$0.81$0.78
Surprise+14.5%+72.8%+16.9%+24.3%+109.8%+97.4%+27.6%

RevenueReportedEstimate

Feb '25May '25Aug '25Oct '25Feb '26May '26Aug '26Nov '26
Reported$2.00B$2.58B$2.01B$2.00B$1.97B$2.61B$2.00BPending
Estimate$2.53B$1.97B$1.98B$1.95B$1.95B$2.05B$2.04B$2.05B
Surprise−21.0%+30.8%+1.7%+2.6%+1.0%+27.6%−1.9%
Estimate$0.78
ReportedDue Nov 5, 2026
Estimate$2.05B
ReportedDue Nov 5, 2026
View details

Debt to equity230.90%
Current ratio174.80%

ProfitabilityRevenueNet incomeNet margin

Q3 FY24Q4 FY24Q1 FY25Q2 FY25Q3 FY25Q4 FY25Q1 FY26Q2 FY26
Revenue$2.15B$2.00B$2.58B$2.01B$2.04B$1.97B$2.61B$2.00B
Net income−$6.0M−$414.8M$24.0M$15.0M−$1.0M$6.0M$24.0M$55.0M
Net margin0.0%0.0%0.9%0.7%0.0%0.3%0.9%2.8%

GrowthOperating income

Q3 FY24Q4 FY24Q1 FY25Q2 FY25Q3 FY25Q4 FY25Q1 FY26Q2 FY26
Operating income$13.0M−$820.0M−$13.0M$51.0M$55.0M$68.0M$99.0M$101.0M
YoY growthTurned profitLoss widenedTurned loss−5.6%+323.1%Turned profitTurned profit+98.0%

Balance sheet, Jul 18, 2026Cash & short-term investments $3.12B · Total debt $5.21B · Total assets $12.02B · Shareholders' equity $2.26B

Revenue
$2.00B
Operating income
$101.0M
Net income
$55.0M
View details

Dividend yield
2.34%
Next ex-date
Oct 9, 26
in 16 days
Annual dividend
$1.00
per share
Schedule
Quarterly
4 payments a year

HistoryDividendAnnual yieldUpcoming

Jan '25Apr '25Jul '25Oct '25Jan '26Apr '26Jul '26Oct '26
Dividend$0.25$0.25$0.25$0.25$0.25$0.25$0.25$0.25
Annual yield2.16%3.10%1.60%2.02%2.28%1.83%1.73%2.41%
Ex-dateJan 10Apr 11Jul 11Oct 10Jan 9Apr 10Jul 10Oct 9
Payment dateJan 24Apr 25Jul 25Oct 24Jan 23Apr 24Jul 24Oct 23
View details

Institutions127.49%76.62M shares
406 holders · as of Jun 30, 2026
Insiders1.31%787.4K shares
25 holders · as of Sep 22, 2026
Adds to128.80%

60.10M company shares as of Sep 23, 2026 · institutions as of Jun 30, 2026 · holders as of their latest filing

These groups come from separate filings that can overlap, so they add to 128.80%; nothing is left for Other.

Top shareholders13F · 13D/G · Form 4

HolderStakeSharesDate
BlackRock, Inc.Institution
15.56%9.35Mas of Jun 30, 2026
Price T Rowe Associates Inc /MD/Institution
14.02%8.43Mas of Jun 30, 2026
Pzena Investment Management LLCInstitution
7.30%4.39Mas of Jun 30, 2026
Clearbridge Investments, LLCInstitution
6.93%4.16Mfiled Feb 14, 2020
Vanguard Portfolio Management LLCInstitution
6.22%3.74Mas of Jun 30, 2026

Insider tradesForm 4

DateInsiderRoleSharesAvg price
Nov 13, 2025Kristen L. Solerofficer: EVP, Chief HR Officer−7,662$51.00
View details

  • O'Reilly Automotive

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  • Genuine Parts

    NAPA-backed distributor competing for DIFM and DIY parts demand

  • LKQ

    Alternative-parts distributor serving repair and collision channels

  • CarParts.com

    Online auto-parts retailer competing for digital DIY orders

Compare

CompanyPriceChange
Advance Auto Parts$41.44−2.86%$2.57B31.111.30.3−0.5%
O'Reilly Automotive$85.17−0.76%$71.12B27.324.63.8+8.1%
AutoZone$2,773.56−4.19%$47.26B19.015.92.3+5.6%
Genuine Parts$128.35−0.96%$17.87B540.016.00.7+6.0%
LKQ$23.51−0.34%$5.97B13.18.10.4−6.4%
CarParts.com$8.53+1.07%$68.4M0.1−10.7%
Median23.215.90.7+5.6%