Zacks Highlights O'Reilly and Advance Auto Parts Amid Tough Auto Parts Market

Industry
โดย Zacks Investment Research·Read original
Summary · why it matters

Zacks Equity Research identifies O'Reilly Automotive and Advance Auto Parts as two auto retail parts stocks worth watching despite a challenging industry environment. The Zacks Automotive - Retail and Wholesale - Parts industry faces headwinds from high interest rates, elevated energy costs, and slow inventory restocking, but benefits from a record average U.S. vehicle age of 12.8 years that supports demand for maintenance and replacement parts. The industry carries a Zacks Industry Rank of 180, placing it in the bottom 27% of approximately 245 Zacks industries, and has seen its 2026 earnings estimate decline 10% over the past year. O'Reilly, which plans 225-235 net new store openings in 2026 and reaffirmed 3-5% comparable-store sales growth, holds a Zacks Rank #3 with consensus EPS growth estimates of 9% for 2026 and 11% for 2027. Advance Auto Parts, also a Zacks Rank #3, projects 1-2% sales growth in 2026 and expects adjusted operating margins of 3.8%-4.5%, with consensus EPS growth of 30% for 2026 and 34% for 2027.

Impact on stocks 2

Consumer Discretionary▲ · 2 stocks
Advance Auto Parts Inc
AAP
± MixedDemandrelevance

Industry headwinds from high interest rates and energy costs, but record vehicle age supports demand; Advance Auto Parts projects modest sales growth and margin improvement.

O’Reilly Automotive Inc
ORLY
± MixedDemandrelevance

Industry headwinds from high interest rates and energy costs, but record vehicle age supports demand; O'Reilly plans store openings and reaffirms comparable-store sales growth.

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