Advance Auto Parts (AAP) earnings
Advance Auto Parts earnings: last reported Thu, 20 Aug 2026, for the quarter ended Jun 2026.
Advance Auto Parts earnings callsAdvance Auto Parts earnings calls (AAP)
Advance Auto Parts Q2 FY26 — Profitability Expansion Amidst DIY Headwinds
What went well
- Adjusted operating margin expanded by nearly 130 basis points to 4.3% (excluding IEEPA refunds) in Q2 FY26.
- Generated $120 million in free cash flow year-to-date, a significant improvement from an outflow of $201 million last year.
- Net debt leverage improved to 2.1x at quarter-end, down from 2.4x last quarter, within the target range of 2.0x to 2.5x.
What to watch
- Comparable sales experienced a slight decline in Q2 FY26, primarily due to a larger-than-anticipated deceleration in DIY sales.
- DIY sales declined in the low single-digit range, impacted by tighter household budgets and milder summer weather.
Performance −38.2% 1Y
1Y: $62.95 on 29 Sept 2025 → $38.91. High $63.02 (1 Jul 2026), low $38.75 (5 Jan 2026).
Quarterly results
Q3 FY26: revenue down 8.2%, net profit up 22.2% against the same quarter last year.
| Line item | Q4 FY22 | Q3 FY23 | Q4 FY23 | Q3 FY24 | Q4 FY24 | Q3 FY25 | Q4 FY25 | Q3 FY26 |
|---|---|---|---|---|---|---|---|---|
| Revenue | 2,641 | 2,686 | 2,218 | 2,178 | 2,148 −19% | 2,010 −25% | 2,036 −8% | 2,000 −8% |
| EBITDA | 171 | 126 | -79 | 54 | 0 −100% | 22 −83% | 22 +128% | 101 +87% |
| Net profit | 116 | 79 | -62 | 45 | -6 −105% | 15 −81% | -1 +98% | 55 +22% |
How to read this
US$ million, as filed. The percentage beside a figure is the change against the same quarter a year earlier — never the quarter before, which would make every seasonal business look like it collapses and booms each year.
Balance sheet
| Year ending | Jan 2021 | Jan 2022 | Dec 2022 | Dec 2023 | Dec 2024 | Jan 2026 |
|---|---|---|---|---|---|---|
| Equity capital | $8.0K | $8.0K | $8.0K | $8.0K | $994.00M | $1.03B |
| Reserves | $4.20B | $4.61B | $4.67B | $4.56B | $4.16B | $4.15B |
| Total liabilities | $8.28B | $9.09B | $9.39B | $9.76B | $8.63B | $9.63B |
| Fixed assets | $1.46B | $1.53B | $1.69B | $1.56B | $1.33B | $1.27B |
| Total assets | $11.84B | $12.18B | $11.99B | $12.28B | $10.80B | $11.83B |
How to read this
As filed on each reporting date, including interim balance sheets. A line the company does not report — deposits for a non-lender, for instance — is left out rather than shown as a row of dashes.
Insider filings
72 filings between Oct 24, 2025 and Sep 18, 2026.
Open market
decisions to buy or sellPurchases
None
No insider bought shares.
Sales
$390.8K
1 sale by 1 insider
Compensation
not trading decisions- 55
- Award — granted as compensation
- 16
- Tax withheld — shares kept back by the company to cover tax
Who traded
open market only| Insider | Bought | Sold | Last filing |
|---|---|---|---|
| Soler Kristen L | — | $390.8K | Nov 13, 2025 |
Latest filings (50)
| Date | Insider | What | Shares | Value |
|---|---|---|---|---|
| Sep 18, 2026 | OKelly Shane M Director, President and CEO | Tax withheld | 11,437 | $486.6K |
| Jul 24, 2026 | LEE EUGENE I JR Director | Award | 388 | $21.7K |
| Jul 24, 2026 | Ferraro John Francis Director | Award | 119 | $6.6K |
| Jul 24, 2026 | JAMISON CYNTHIA T Director | Award | 17 | $921 |
| Jul 24, 2026 | Seboldt Thomas W Director | Award | 27 | $1.5K |
| Jul 24, 2026 | Windom Brent Director | Award | 43 | $2.4K |
| Jul 24, 2026 | Seboldt Thomas W Director | Award | 45 | $2.5K |
| Jul 24, 2026 | Smith Gregory L Director | Award | 43 | $2.4K |
| Jul 24, 2026 | Hilson Joan M Director | Award | 58 | $3.2K |
| Jul 24, 2026 | Johnson Richard A Director | Award | 19 | $1.0K |
| Jul 24, 2026 | Bailo Carla Jean Director | Award | 65 | $3.6K |
| Jun 27, 2026 | Starnes Bruce EVP, CMO | Tax withheld | 3,003 | $186.7K |
| Jun 12, 2026 | Soler Kristen L EVP, Chief HR Officer | Tax withheld | 759 | $46.1K |
| Jun 2, 2026 | Smith Gregory L Director | Award | 3,209 | $185.0K |
| Jun 2, 2026 | Ferraro John Francis Director | Award | 3,209 | $185.0K |
| Jun 2, 2026 | Johnson Richard A Director | Award | 4,163 | $240.0K |
| Jun 2, 2026 | Hilson Joan M Director | Award | 3,209 | $185.0K |
| Jun 2, 2026 | Bailo Carla Jean Director | Award | 3,209 | $185.0K |
| Jun 2, 2026 | Seboldt Thomas W Director | Award | 87 | $5.0K |
| Jun 2, 2026 | Seboldt Thomas W Director | Award | 3,209 | $185.0K |
| Jun 2, 2026 | LEE EUGENE I JR Director | Award | 3,209 | $185.0K |
| Jun 2, 2026 | LEE EUGENE I JR Director | Award | 2,602 | $150.0K |
| Jun 2, 2026 | JAMISON CYNTHIA T Director | Award | 3,686 | $212.5K |
| Jun 2, 2026 | Windom Brent Director | Award | 3,209 | $185.0K |
| Apr 24, 2026 | Hilson Joan M Director | Award | 42 | $2.4K |
| Apr 24, 2026 | Ferraro John Francis Director | Award | 100 | $5.8K |
| Apr 24, 2026 | Bailo Carla Jean Director | Award | 49 | $2.8K |
| Apr 24, 2026 | Seboldt Thomas W Director | Award | 29 | $1.7K |
| Apr 24, 2026 | Smith Gregory L Director | Award | 28 | $1.6K |
| Apr 24, 2026 | Windom Brent Director | Award | 28 | $1.6K |
| Apr 24, 2026 | Seboldt Thomas W Director | Award | 25 | $1.5K |
| Apr 24, 2026 | LEE EUGENE I JR Director | Award | 346 | $20.1K |
| Mar 14, 2026 | OKelly Shane M Director, President and CEO | Tax withheld | 2,959 | $153.1K |
| Mar 14, 2026 | Grimsland Ryan P EVP, Chief Financial Officer | Tax withheld | 729 | $37.7K |
| Mar 14, 2026 | Soler Kristen L EVP, Chief HR Officer | Tax withheld | 254 | $13.1K |
| Mar 6, 2026 | Soler Kristen L EVP, Chief HR Officer | Tax withheld | 45 | $2.3K |
| Mar 4, 2026 | OKelly Shane M Director, President and CEO | Tax withheld | 13,609 | $696.9K |
| Mar 4, 2026 | Grimsland Ryan P EVP, Chief Financial Officer | Tax withheld | 2,926 | $149.8K |
| Mar 4, 2026 | Vining Jeffrey EVP, General Counsel, Corp Sec | Tax withheld | 549 | $28.1K |
| Mar 4, 2026 | Vining Jeffrey EVP, General Counsel, Corp Sec | Tax withheld | 823 | $42.1K |
| Mar 4, 2026 | Beland Michael SVP, Controller and CAO | Tax withheld | 480 | $24.6K |
| Mar 4, 2026 | Soler Kristen L EVP, Chief HR Officer | Tax withheld | 1,371 | $70.2K |
| Mar 4, 2026 | Starnes Bruce EVP, CMO | Tax withheld | 1,645 | $84.2K |
| Feb 17, 2026 | Hurst Anthony T. SVP, Store Ops & DIY Transform | Award | 3,085 | $175.0K |
| Feb 17, 2026 | Vining Jeffrey EVP, General Counsel, Corp Sec | Award | 7,050 | $400.0K |
| Feb 17, 2026 | Beland Michael SVP, Controller and CAO | Award | 2,644 | $150.0K |
| Feb 17, 2026 | Beland Michael SVP, Controller and CAO | Award | 3,085 | $175.0K |
| Feb 17, 2026 | Soler Kristen L EVP, Chief HR Officer | Award | 10,575 | $600.0K |
| Feb 17, 2026 | Starnes Bruce EVP, Chief Merchant | Award | 11,456 | $650.0K |
| Feb 17, 2026 | Grimsland Ryan P EVP, Chief Financial Officer | Award | 16,744 | $950.1K |
Source: SEC Form 4 filings. Form 4 reports transactions, not the cap table — absence of filings says nothing about how much an insider owns, and a quiet window is not a signal.