Advance Auto Parts reports Q4 adjusted EPS 86c, consensus 41c

Reports Q4 revenue $2B, consensus $1.95B. Comparable store sales for Q4 increased 1.1%. “I am pleased with the progress achieved during 2025 and I want to thank our team members for their hard work,” said Shane O’Kelly, president and chief executive officer. “In 2025, we laid the foundation to build a better future for the Company. Our actions are delivering progress on operational goals and financial commitments to our shareholders. We returned to full year positive comparable sales growth following three years of negative results and expanded adjusted operating income margin by over 200-basis points, which were both in line with our full year 2025 guidance range. In 2026, we will continue to execute our strategic plan with a focus on the customer and the fundamentals of selling auto parts. This execution is being supported by a solid balance sheet with healthy liquidity to fuel our initiatives. Today, we are announcing 2026 guidance targeting an acceleration in full year comparable sales growth of 1.0% to 2.0% and adjusted operating income margin in the range of 3.8% to 4.5%, which builds on the foundation established thus far.”