Auto Parts Retailer Stocks Q1 Results: Benchmarking O'Reilly (NASDAQ:ORLY)

Let’s dig into the relative performance of O'Reilly (NASDAQ:ORLY) and its peers as we unravel the now-completed Q1 auto parts retailer earnings season.

Cars are complex machines that need maintenance and occasional repairs, and auto parts retailers cater to the professional mechanic as well as the do-it-yourself (DIY) fixer. Work on cars may entail replacing fluids, parts, or accessories, and these stores have the parts and accessories or these jobs. While e-commerce competition presents a risk, these stores have a leg up due to the combination of broad and deep selection as well as expertise provided by sales associates. Another change on the horizon could be the increasing penetration of electric vehicles.

The 5 auto parts retailer stocks we track reported a mixed Q1. As a group, revenues were in line with analysts’ consensus estimates.

In light of this news, share prices of the companies have held steady as they are up 1.6% on average since the latest earnings results.

O'Reilly (NASDAQ:ORLY)

Serving both the DIY customer and professional mechanic, O’Reilly Automotive (NASDAQ:ORLY) is an auto parts and accessories retailer that sells everything from fuel pumps to car air fresheners to mufflers.

O'Reilly reported revenues of $4.56 billion, up 10.2% year on year. This print exceeded analysts’ expectations by 2.3%. Overall, it was a satisfactory quarter for the company with an impressive beat of analysts’ EBITDA estimates but full-year EPS guidance slightly missing analysts’ expectations.

Brad Beckham, O’Reilly’s CEO, commented, “We are pleased to report a strong start to 2026, highlighted by an 8.1% increase in comparable store sales and a 16% increase in our first quarter diluted earnings per share. Team O’Reilly delivered comparable store sales results exceeding our expectations in both professional and DIY, with double-digit growth in our professional business and mid-single digit growth in DIY. Our ability to drive productivity in our business and translate robust sales growth into a 14% increase in operating profit is the direct result of our Team’s focus on prudent expense management. I would like to thank all of our Team Members for their incredible hard work in the first quarter and their relentless focus on providing unsurpassed service to our customers each and every day. We look forward to the opportunities we have to grow our market share in 2026 and are encouraged by the stable demand backdrop in our industry.”

O'Reilly pulled off the biggest analyst estimate beat and fastest revenue growth, but had the weakest full-year guidance update of the whole group. Even though it had a relatively good quarter, the market seems discontent with the results. The stock is down 7.2% since reporting and currently trades at $85.06.

Is now the time to buy O'Reilly? Access our full analysis of the earnings results here, it’s free.

Best Q1: Advance Auto Parts (NYSE:AAP)

Founded in Virginia in 1932, Advance Auto Parts (NYSE:AAP) is an auto parts and accessories retailer that sells everything from carburetors to motor oil to car floor mats.

Advance Auto Parts reported revenues of $2.61 billion, up 1.2% year on year, outperforming analysts’ expectations by 1.1%. The business had a strong quarter with a beat of analysts’ EPS and EBITDA estimates.

Advance Auto Parts scored the highest full-year guidance raise among its peers. The market seems happy with the results as the stock is up 10.3% since reporting. It currently trades at $56.52.

Is now the time to buy Advance Auto Parts? Access our full analysis of the earnings results here, it’s free.

Weakest Q1: Monro (NASDAQ:MNRO)

Started as a single location in Rochester, New York, Monro (NASDAQ:MNRO) provides common auto services such as brake repairs, tire replacements, and oil changes.

Monro reported revenues of $273.8 million, down 7.2% year on year, falling short of analysts’ expectations by 3.5%. It was a disappointing quarter as it posted a significant miss of analysts’ EBITDA and EPS estimates.

Monro delivered the weakest performance against analyst estimates and slowest revenue growth in the group. Interestingly, the stock is up 3.9% since the results and currently trades at $17.21.

Read our full analysis of Monro’s results here.

Genuine Parts (NYSE:GPC)

Largely targeting the professional customer, Genuine Parts (NYSE:GPC) sells auto and industrial parts such as batteries, belts, bearings, and machine fluids.

Genuine Parts reported revenues of $6.26 billion, up 6.8% year on year. This number topped analysts’ expectations by 1.4%. It was a satisfactory quarter as it also recorded full-year EPS guidance meeting analysts’ expectations.

The stock is up 13.8% since reporting and currently trades at $128.11.

Read our full, actionable report on Genuine Parts here, it’s free.

AutoZone (NYSE:AZO)

Aiming to be a one-stop shop for the DIY customer, AutoZone (NYSE:AZO) is an auto parts and accessories retailer that sells everything from car batteries to windshield wiper fluid to brake pads.

AutoZone reported revenues of $4.84 billion, up 8.4% year on year. This print lagged analysts’ expectations by 0.6%. Aside from that, it was a satisfactory quarter as it put up an impressive beat of analysts’ EBITDA estimates.

The stock is down 13% since reporting and currently trades at $2,963.

Read our full, actionable report on AutoZone here, it’s free.

Market Update

Late in 2025 into early 2026, there was hand-wringing around artificial intelligence. For software companies, the fear was that AI would erode pricing power and compress margins as new tools made it easier to replicate what once required expensive enterprise platforms. Crypto investors had their own version of the same anxiety: if AI agents could trade, allocate capital, and manage wallets autonomously, what exactly was the long-term value of today’s crypto infrastructure?

These concerns triggered a noticeable rotation away from these sectors and into safer havens. But markets rarely dwell on one narrative for long. Spring 2026 came, and the focus shifted abruptly from technological disruption to geopolitical risk. The US’ conflict with Iran became the dominant driver of market psychology, and when geopolitics takes center stage, the script changes quickly. Investors stop debating growth rates and start worrying about oil supply, inflation, and global stability.

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