Q2 25 EPS
$0.69
BEAT +18.29%
Est. $0.58
Q2 25 Revenue
$2.01B
BEAT +1.69%
Est. $1.98B
vs S&P Since Q2 25
-2.0%
TRAILING MARKET
AAP +11.7% vs S&P +13.7%
Market Reaction
Did AAP Beat Earnings? Q2 2025 Results
Advance Auto Parts posted a stronger-than-expected second quarter, with adjusted diluted EPS of $0.69 beating the $0.58 consensus estimate by 18.29%, even as the company's aggressive store closure program weighed heavily on the top line. Net sales of… Read more Advance Auto Parts posted a stronger-than-expected second quarter, with adjusted diluted EPS of $0.69 beating the $0.58 consensus estimate by 18.29%, even as the company's aggressive store closure program weighed heavily on the top line. Net sales of $2.01 billion edged past the $1.98 billion analyst estimate but fell 7.7% year over year, a decline management attributed almost entirely to the closure of 514 stores as part of its ongoing restructuring, rather than underlying demand weakness. The footprint optimization, completed in March, also helped lift adjusted operating income margin to 3.0% from 2.8% a year ago and expand adjusted gross margin to 43.8%. Despite the beat, shares retreated after management trimmed full-year adjusted diluted EPS guidance to a range of $1.20 to $2.20, absorbing roughly $0.30 of incremental net interest expense tied to a $1.95 billion senior notes offering completed during the quarter; full-year net sales guidance of $8.40 billion to $8.60 billion was reaffirmed, with comparable store sales growth expected between 0.5% and 1.5%.
Key Takeaways
- • Comparable store sales growth of 0.1% fueled by Pro business growth
- • Footprint optimization savings driving adjusted gross margin expansion to 43.8%
- • Operating fewer stores reduced SG&A expenses
- • Adjusted operating income margin expanded to 3.0% from 2.8% year-over-year
- • Early signs of stabilization in DIY business
AAP YoY Financials
Q2 2025 vs Q2 2024, source: SEC Filings
“The Advance team delivered solid second-quarter results, with both sales and operating margin at the upper end of our expectations. I want to thank the team for their dedication and hard work throughout the quarter.”
— Shane O'Kelly, Q2 2025 Earnings Press Release
AAP Earnings Trends
AAP vs Market 30 Day Price Reactions
30-day stock return vs benchmark after each earnings
AAP EPS Trend
Earnings per share: estimate vs actual
AAP Revenue Trend
Quarterly revenue: estimate vs actual
AAP Quarterly Results
5 quarters of earnings data
| Quarter | EPS Est. | EPS Act. | Surprise | Revenue | Rev. Surprise |
|---|---|---|---|---|---|
| Q1 26 BEAT | $0.44 | $0.77 | +75.64% | $2.61B | +1.52% |
| Q4 25 BEAT FY | $0.41 | $0.86 | +109.30% | $1.97B | +1.10% |
| FY Full Year | — | $2.26 | — | $8.60B | — |
| Q3 25 BEAT | $0.75 | $0.92 | +23.41% | $2.04B | +0.65% |
| Q2 25 BEAT | $0.58 | $0.69 | +18.29% | $2.01B | +1.69% |
| Q3 24 MISS | $0.54 | $-0.04 | -107.44% | $2.15B | -19.59% |