Advance Auto

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Ticker: AAP

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Aktien Stammtisch

@Aktien_Stammtisch

2Mês·

Advance Auto Parts Q2’25 Earnings Highlights

$AAP (+0,44%)

🔹 Adj EPS: $0.69 (Est. $0.53) 🟢; +11% YoY

🔹 Revenue: $2.0B (Est. $1.97B) 🟢; -9% YoY

🔹 Comparable Store Sales: +0.1% YoY

🔹 Returned to profitability after prior losses

FY25 Guide:

🔹 Adj EPS: $1.20–$2.20 (Est. $1.85) 😐

🔹 Revenue: $8.52B–$8.60B (Est. $8.52B) 😐

🔹 Comparable Store Sales: +0.5% to +1.5%

🔹 Capex: ~$300M

🔹 Free Cash Flow: $(85)M to $(25)M

Other Metrics:

🔹 Operating Income: $22M (Adj. $61M; 3.0% margin)

🔹 Gross Margin: 43.5% (Adj. 43.8%) vs. 43.6% YoY

🔹 SG&A: 42.4% of sales (Adj. 40.7%) vs. 40.8% YoY

🔹 Net Cash Used in Ops: $(106)M vs. $39M provided YoY

🔹 Free Cash Flow: $(201)M vs. $(48)M YoY

🔹 Dividend: $0.25/share (payable Oct. 24, 2025)

CEO Commentary (Shane O’Kelly):

🔸 “Q2 results were solid, with sales and operating margin at the high end of expectations.”

🔸 “Pro business drove comps growth, and DIY is showing early signs of stabilization.”

🔸 “We’ve taken decisive actions over the past year to position AAP for sustained, profitable growth.”

Aktien Stammtisch

@Aktien_Stammtisch

11Mês·

Advance Auto Parts | $AAP (+0,44%)

Reports Q3 -$0.04 v $0.52e, Rev $2.15B v $2.67Be; Hacks outlook; Asset optimization program targeting reduction of 500 corporate stores, 200 independently owned locations and four distribution centers by mid-2025 (Advance Auto Parts Inc)

- Guides initial FY25 Rev $8.4-8.6B v $11.3Be

- Cuts FY24 -$0.60 to $0.00 v $2.19e, Rev $9.0B v $11.2Be, SSS -1.0% v -0.5%e, Op margin 0.25-0.75% (prior: $2.00-2.50, Rev $11.15-11.25B, SSS -1.0% to flat, Op margin 2.1-2.5%)

Aktien Stammtisch

@Aktien_Stammtisch

11Mês·

Earnings next week (11.11 - 15.11)

6 Comentários

11Mês

I think we will see the beginning of the end of Plug Power on Tuesday $PLUG

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Market News

@MarketNewsUpdate

3Ano·

𝗠𝗮𝗿𝗸𝗲𝘁 𝗡𝗲𝘄𝘀 🗞️

𝗧𝗿𝗼𝘁𝘇 𝗣𝗮𝗻𝗱𝗲𝗺𝗶𝗲 𝗴𝘂𝘁𝗲 𝗣𝗿𝗼𝗴𝗻𝗼𝘀𝗲𝗻 / 𝗖𝗵𝗶𝗻𝗮𝘀 𝗻𝗲𝘂𝗲𝗿 𝗛𝗮𝗻𝗱𝗲𝗹𝘀𝗽𝗹𝗮𝘁𝘇 / 𝗥𝗲𝗴𝘂𝗹𝗶𝗲𝗿𝘂𝗻𝗴 𝗱𝗲𝘀 𝗖𝗿𝘆𝗽𝘁𝗼-𝗠𝗶𝗻𝗶𝗻𝗴𝘀

𝗘𝘅-𝗗𝗮𝘁𝗲𝘀 📅

As of today, Amgen ($AMG (-0,25%)), Innospec Inc. ($OCT (+0%)), Paccar ($PAE (-0,21%)) and Welltower ($HCW (+1,43%)) are trading ex-dividend.

𝗤𝘂𝗮𝗿𝘁𝗮𝗹𝘀𝘇𝗮𝗵𝗹𝗲𝗻 📈

Today, Advance Auto Parts ($AWN (+0,44%)), Lucid Group ($LCID (+0%)), Tyson Foods ($TF7A (-1%)), Vantage Towers ($VTWR) and Warner Music Group Corp. ($WA4 (-1,52%)) present their figures.

𝗠𝗮𝗿𝗸𝗲𝘁𝘀 🏛️

Airbus ($AIR (+0,24%)) - Wizz Air owner Indigo Partners has ordered 1145 Airbus aircraft for its investments on the sidelines of the Dubai Air Show. Despite the pandemic, Airbus expects a global demand for 30,020 new cargo and passenger aircraft over the next 20 years. Two years ago, Airbus had published a study with a 0.5 percent higher forecast. Demand would grow steadily, but two years of this growth had been lost due to the pandemic. According to the forecast, demand for cargo aircraft will offset the lower demand for passenger aircraft. Aircraft manufacturers will also benefit from airlines replacing old and inefficient aircraft more quickly.

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𝗖𝗿𝘆𝗽𝘁𝗼 💎

Mining regulations in Russia and Kazakhstan - Following the ban on crypto-mining companies in China, other countries are now also imposing tougher limits. Russia and Kazakhstan in particular, which have served as "reception centers" for former Chinese mining companies due to their geographical proximity and comparatively low electricity prices, have announced that they are working on corresponding regulations to restrict the mining of cryptocurrencies. In Russia alone, 11% of the world's bitcoins were mined as of August this year. A newly formed working group is now to restrict this business.

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