NYSE$AAP

Advance Auto Parts Inc · Q2 2024 earnings

Q2 2024 earnings · · Investor relations

Briefing

Advance Auto Parts reported flat net sales and positive comparable store sales growth amidst a challenging demand environment.

Advance Auto Parts reported flat net sales of $2.7 billion compared to the prior year, with a comparable store sales increase of 0.4%. Gross profit decreased by 2.3% to $1.1 billion, and diluted EPS was $0.75, down from $1.32 in the second quarter of the previous year. The company announced the sale of Worldpac for $1.5 billion to strengthen the balance sheet and streamline focus.

  • Net sales totaled $2.7 billion, flat compared to the prior year.
  • Comparable store sales increased by 0.4%.
  • Gross profit decreased 2.3% to $1.1 billion, with a gross profit margin of 41.5%.
  • Diluted EPS was $0.75, compared to $1.32 in the prior year.

Headline financials

Total Revenue

$2.68B

Previous: $2.69B-0.1%
EPS (adj)

$0.75

Previous: $1.43-47.6%
Capital Expenditures

-$92.4M

Previous: -$145M+36.2%
Free Cash Flow

-$47.5M

Previous: -$59.5M+20.3%
Net Income

$45M

Previous: $85.4M-47.3%
Operating Income

$71.8M

Previous: $134M-46.6%
Gross Profit

$1.11B

Previous: $1.15B-2.9%
Cash & Equivalents

$479M

Previous: $277M+73.0%
Total Assets

$12.3B

Previous: $12.3B-0.1%
Stock-Based Comp

$11M

Previous: $10.3M+6.7%

Revenue & EPS history

Advance Auto Parts · Revenue · Quarterly

$2.68B

Q2 2024-0.1%vs Q2 2023
Beat estimate in 10 of 14 quarters(71%)
ActualEstimate

Forward guidance

Advance Auto Parts provided full year 2024 guidance with net sales between $11.15 billion and $11.25 billion, comparable store sales between -1.0% and 0.0%, operating income margin between 2.1% and 2.5%, diluted EPS between $2.00 and $2.50, capital expenditures between $200 million and $250 million, and minimum free cash flow of $100 million.

Tailwinds

  • Net sales between $11,150 million and $11,250 million
  • Operating income margin between 2.1% and 2.5%
  • Diluted EPS between $2.00 and $2.50
  • Capital expenditures between $200 million and $250 million
  • Minimum free cash flow of $100 million

Headwinds

  • Comparable store sales between -1.0% and 0.0%

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 19 quarterly earnings reports · overlaid with Q2 2024

Historical avgQ2 2024

-0.5%

Avg return

Earnings day

-1.9%

Avg return

5 days after

-0.9%

Avg return

30 days after

45%

29 / 65 earnings

Positive

+57.0%

Q1 2025

Best reaction

-39.4%

Q1 2023

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2027+13.3%+7.5%+17.3%
Q4 2025+1.1%-3.9%-11.1%
Q3 2025-8.4%-12.8%-5.9%
Q2 2025-7.5%-8.9%-1.2%
Q1 2025+57.0%+58.4%+57.8%
Q4 2024-17.8%-22.8%-15.1%
Q3 2024-7.9%-6.0%+7.1%
Q2 2024-20.6%-22.7%-33.8%
Q1 2024-4.6%-3.9%-9.8%
Q4 2023+4.3%+7.6%+31.4%
Q3 2023-8.5%-9.2%+7.4%
Q2 2023+0.8%-2.5%-14.5%
Q1 2023-39.4%-41.5%-37.3%
Q4 2022-1.3%-1.5%-15.7%
Q3 2022-15.0%-19.7%-22.1%
Q2 2022-9.4%-12.5%-17.3%
Q1 2022-0.9%+6.1%-4.0%
Q4 2021-0.2%-1.9%-6.9%
Q3 2021-1.4%-3.8%+0.0%
Q2 2021+2.2%-1.9%+3.0%
Q1 2021-1.8%-0.8%+8.4%
Q4 2020+5.9%+8.6%+20.2%
Q3 2020-0.1%-1.7%+1.0%
Q2 2020-0.1%-3.0%-3.9%
Q1 2020+3.5%+1.8%+12.7%
Q4 2019+4.9%+5.3%-35.6%
Q3 2019-6.1%-3.6%-7.5%
Q2 2019-4.0%-3.9%+9.2%
Q1 2019-0.9%-2.0%-5.0%
Q4 2018-2.3%-5.0%-0.5%
Q3 2018+6.4%+7.3%-0.5%
Q2 2018+9.1%+10.3%+15.1%
Q1 2018+3.4%+4.8%+17.1%
Q4 2017+4.9%+9.0%+5.2%
Q3 2017+11.3%+8.5%+21.8%
Q2 2017-16.3%-14.7%-8.5%
Q1 2017-6.2%-4.6%-14.9%
Q4 2016-1.2%-2.6%-6.7%
Q3 2016+13.3%+12.1%+18.3%
Q2 2016-5.8%-5.8%-11.2%
Q1 2016+1.8%
Q4 2015+1.6%
Q3 2015-17.0%
Q2 2015+8.7%
Q1 2015+6.9%
Q4 2014-7.5%
Q3 2014-5.0%
Q2 2014+6.9%
Q1 2014-1.2%
Q4 2013+12.9%
Q3 2013-0.1%
Q2 2013+1.1%
Q1 2013-2.8%
Q4 2012+8.2%
Q3 2012-1.7%
Q2 2012-2.8%
Q1 2012+1.3%
Q4 2009+1.4%
Q3 2011-1.3%
Q2 2011-0.6%
Q1 2011-1.0%
Q3 2010+0.3%
Q2 2010+0.8%
Q1 2010+2.2%
Q4 2010+2.2%

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