Advance Auto Parts Beats Fourth-Quarter Earnings Estimates, Issues Mixed 2026 Outlook

Font: Financial Modeling Prep  • Feb 13, 2026

Advance Auto Parts, Inc. (NYSE: AAP) reported fourth-quarter earnings on Friday that exceeded analyst expectations.

The company delivered adjusted earnings per share of $0.86, significantly above the consensus estimate of $0.43. Revenue totaled $2.0 billion, surpassing analyst projections of $1.95 billion.

Comparable sales increased 1.1% in the fourth quarter, reflecting positive momentum during the final eight weeks of the period. The quarter included an extra week compared with the prior year, contributing approximately $132 million to net sales and adding $0.08 to adjusted EPS.

For full-year 2025, Advance Auto Parts recorded a 0.8% increase in comparable store sales, marking a return to positive growth following three consecutive years of declines. The company also expanded its adjusted operating income margin by more than 200 basis points to 2.5%, consistent with its full-year guidance.

Looking ahead to fiscal 2026, the company projected comparable sales growth of 1.0% to 2.0% and an adjusted operating income margin between 3.8% and 4.5%. Earnings per share are expected to range from $2.40 to $3.10, compared with the analyst consensus of $2.63. Revenue is forecast between $8.49 billion and $8.58 billion, slightly below the consensus estimate of $8.67 billion.