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Advance Auto Parts (AAP) investor relations material
Advance Auto Parts Q2 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q2 2025 earnings summary14 Aug, 2025
Executive summary
Returned to profitability in Q2 2025, reaching the upper end of expectations, with comparable sales up 0.1% year-over-year, driven by Pro business growth and DIY stabilization.
Strategic initiatives in merchandising, supply chain, and store investments progressed ahead of schedule, focusing on long-term value and sustained growth.
Completed a proactive reorganization of the debt structure, enhancing financial flexibility and supporting supply chain financing.
Major restructuring led to 514 store closures and $148M in related expenses, reducing the store base to 4,292.
Issued $1.95B in senior notes and entered a new $1B asset-backed revolving credit facility to strengthen liquidity.
Financial highlights
Q2 2025 net sales were $2.0B, down 7.7% year-over-year, mainly due to store optimization and closures.
Comparable store sales grew 0.1% in Q2 2025.
Adjusted gross margin was 43.8%, up 16 bps year-over-year; gross profit was $874M (43.5% margin).
Adjusted operating income was $61M (3.0% margin), up 19–20 bps year-over-year; operating income was $22M (1.1% margin).
Adjusted diluted EPS was $0.69, up from $0.62; diluted EPS was $0.25, down from $0.51.
Outlook and guidance
Full-year 2025 net sales expected between $8.4B and $8.6B; comparable sales growth of 0.5%–1.5%.
Adjusted operating income margin guidance of 2.0%–3.0%; Q3 margin planned above 4%.
Adjusted diluted EPS guidance revised to $1.20–$2.20 due to higher interest expense from new debt.
Free cash flow guidance between $(85)M and $(25)M, with capital expenditures around $300M.
Company expects $35–$50M in additional restructuring expenses by year-end 2025.
Explain the drivers behind the margin expansion.
How will the senior notes offering impact EPS?
Detail the restructuring and related expenses.
How will debt structure changes impact vendor financing?
What CapEx % is needed to meet market standards?
How does assortment work impact Pro customer service?
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Next Advance Auto Parts earnings date
Q3 202530 Oct, 2025
Next Advance Auto Parts earnings date
Q3 202530 Oct, 2025
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Frequently asked questions
Advance Auto Parts, Inc. is a specialty retailer of automotive replacement parts, batteries, and maintenance items for domestic and imported cars, vans, light and heavy duty trucks. The Company offers products through its network of approximately 6,450 stores with locations in the United States and Puerto Rico; Canada; the United Kingdom; Germany; Mexico; Ireland; Puerto Rico and the Virgin Islands. Advance Auto Parts, Inc. is based in Raleigh, North Carolina.
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