Top-Line Revenue Growth
Total sales of $4.3 billion, up 8.1% year-over-year; total company same store sales +3.3% on a constant currency basis.
Strong Domestic Performance
Domestic same store sales +3.4%; domestic commercial sales +9.8%; domestic DIY same store sales +1.5%; commercial represented ~32% of domestic auto parts and ~27% of total company sales.
International Results and FX Tailwind
International same store sales +2.5% constant currency; unadjusted international comps +17.1% (FX positively impacted comps by ~15 points); peso strength provided a $74M sales tailwind, $23M EBIT tailwind and ~$0.95 EPS benefit versus prior year.
Store Growth and Productivity
Opened 64 stores in the quarter (vs 45 a year ago); company now has 6,709 U.S., 913 Mexico and 152 Brazil stores; trailing four-quarter openings 342 vs 241 prior; on track to open ~350–360 stores for the full year (vs 304 prior year). New stores are exceeding sales models.
Commercial Programs & Mega Hub Expansion
6,310 total commercial programs (programs in 94% of domestic stores); average weekly sales per program $15,400, up 4.8%; opened 5 Mega Hubs in the quarter (142 total) with plans to target ~300 at full build-out; Mega Hubs and hubs improving parts availability and driving share gains.
Adjusted Earnings Strength
Reported EPS $27.63, down 2.3% GAAP; excluding a $59M non-cash LIFO charge, EPS would have been up ~7.1% and EBIT would have grown ~7.2% (LIFO was a material non-cash drag).
Capital Investment and Shareholder Returns
Investing nearly $1.6B in CapEx for FY2026 (similar planned for next year) to accelerate store and supply-chain growth; repurchased $311M of stock in the quarter and $1.4B remaining authorization.
Operational Leverage and Supply-Chain Progress
Ongoing supply-chain investments (new DCs in Brazil and Monterrey), Supply Chain 2030 project near completion, improvements in delivery times and satellite store inventory driving commercial growth and service levels.