Advance Auto Parts, Inc.

NYSE:AAP 株式レポート

時価総額：US$3.5b

Advance Auto Parts 将来の成長

Future 基準チェック /36

Advance Auto Parts利益と収益がそれぞれ年間26.2%と1.8%増加すると予測されています。EPS は年間 増加すると予想されています。自己資本利益率は 3 年後に9.8% 25.5%なると予測されています。

主要情報

26.2%

収益成長率

25.55%

EPS成長率

Specialty Retail 収益成長9.9%
収益成長率1.8%
将来の株主資本利益率9.76%
アナリストカバレッジ

Good

最終更新日03 Jun 2026

今後の成長に関する最新情報

Recent updates

ナラティブの更新 • Jun 02

AAP: Turnaround Progress Will Likely Be Constrained By Cautious Margin Guidance

Analysts now see Advance Auto Parts' fair value at about $44, up from roughly $41. This reflects updated assumptions for higher revenue growth, a slightly stronger profit margin, and a modestly higher future P/E multiple despite a steeper discount rate.
Seeking Alpha • May 21

Advance Auto Parts: Stellar Q1 Shows The Turnaround Is Working

Summary Advance Auto Parts delivered strong Q1 results, with EPS of $0.77 and 3.5% same-store sales growth, signaling tangible turnaround progress. Gross margin improved 130bps to 45.1%, and operating margin expanded 410bps to 3.8%, reflecting successful merchandising and cost control initiatives. AAP maintained conservative full-year guidance despite Q1 outperformance, with EPS expected at $2.40-$3.10 and same-store sales growth of 1%-2%. I view AAP as a 'Hold' at the current valuation (~20x 2026E EPS), favoring entry on pullbacks below $54 given ongoing execution and macro risks. Read the full article on Seeking Alpha
ナラティブの更新 • May 11

AAP: Completed Buybacks And 2026 Sales Guidance Will Support Future Multiple

Analysts have kept their $70.00 price target on Advance Auto Parts unchanged, citing slightly adjusted assumptions for discount rate, revenue growth, profit margin, and future P/E that refine their outlook without shifting the overall valuation anchor. What's in the News Advance Auto Parts issued full year 2026 earnings guidance, with expected net sales between $8,485 million and $8,575 million.
ナラティブの更新 • Apr 23

AAP: Completed Buybacks And 2026 Sales Guidance Will Support Future Multiple

Analysts have kept their $70.00 price target on Advance Auto Parts steady, citing only small adjustments in the modeled discount rate, revenue growth, profit margin, and future P/E assumptions as the reason to keep their valuation view largely unchanged. What's in the News Advance Auto Parts issued earnings guidance for full year 2026, with expected net sales in a range of $8,485m to $8,575m (company guidance).
ナラティブの更新 • Apr 08

AAP: Completed Buybacks And Lower Discount Rate Will Support Future Multiple

Analysts have raised their price target on Advance Auto Parts to $70 from $65, reflecting updated assumptions around discount rates, revenue growth, profit margins, and future P/E expectations. What's in the News Advance Auto Parts reported that from October 5, 2025 to January 3, 2026, it repurchased 0 shares for $0 million, and stated that it has completed the previously announced buyback program with a total of 12,114,059 shares repurchased for $2,152.86 million, representing 18.62% of shares under the program announced on August 13, 2019 (Key Developments).
ナラティブの更新 • Mar 25

AAP: Modest Margin Outlook And Cautious Guidance Will Likely Limit Future Upside

Analysts have modestly adjusted their price target for Advance Auto Parts to about $40.63 per share, reflecting updated assumptions around revenue growth, profit margins, and future P/E expectations. What's in the News Advance Auto Parts reported that between October 5, 2025 and January 3, 2026, it repurchased 0 shares for $0 under its existing buyback, and stated that it has completed repurchases of 12,114,059 shares, or 18.62%, totaling $2,152.86m under the buyback announced on August 13, 2019 (Key Developments).
ナラティブの更新 • Mar 10

AAP: Softer Long Term Revenue Outlook Will Likely Cap Future Upside

Analysts have lifted their price target for Advance Auto Parts from about $34.51 to roughly $40.63, pointing to a lower assumed discount rate and higher future P/E, even as they now model softer revenue growth and slightly lower profit margins. What's in the News Issued full year 2026 earnings guidance with expected net sales between US$8.485b and US$8.575b, giving investors a clearer view of management's current top line outlook (Corporate Guidance).
ナラティブの更新 • Feb 24

AAP: New House-Brand Rollout And Guidance Will Shape Balanced Outlook

Analysts have lifted their price target for Advance Auto Parts by about $5 to $57. This reflects updated views on fair value, a lower discount rate and revised assumptions for revenue growth, profit margin and future P/E.
ナラティブの更新 • Feb 10

AAP: Value-Focused Product Launch Will Support Stronger Future Earnings Multiple

Analysts have modestly revised their price target framework for Advance Auto Parts, keeping fair value unchanged at $65.00 while fine tuning assumptions such as a 12.33% discount rate, 2.29% revenue growth, a 4.02% profit margin, and a 14.91x future P/E to better reflect their current outlook on the business. What's in the News Advance Auto Parts launched ARGOS, a new owned oil and fluids brand aimed at customers looking for high quality, lower priced auto care products, following extensive surveys, market analysis and field testing with both DIY and professional users (Key Developments).
ナラティブの更新 • Jan 27

AAP: New Private Label Launch And Modest Outlook Will Shape Measured Upside

Analysts have trimmed their implied fair value estimate for Advance Auto Parts from about US$54.30 to roughly US$51.29. This reflects slightly lower assumptions for revenue growth, profit margins and future P/E multiples.
ナラティブの更新 • Jan 12

AAP: Higher Future P/E Will Reflect Stronger Revenue Outlook

Analysts have maintained their fair value estimate for Advance Auto Parts at $65.00. They have adjusted their assumptions to reflect modestly higher revenue growth, lower profit margins, and a higher future P/E, which together underpin the latest price target narrative.
分析記事 • Jan 06

Advance Auto Parts (NYSE:AAP) Will Pay A Dividend Of $0.25

Advance Auto Parts, Inc. ( NYSE:AAP ) will pay a dividend of $0.25 on the 23rd of January. Based on this payment, the...
分析記事 • Jan 01

Advance Auto Parts, Inc.'s (NYSE:AAP) Popularity With Investors Under Threat As Stock Sinks 26%

Unfortunately for some shareholders, the Advance Auto Parts, Inc. ( NYSE:AAP ) share price has dived 26% in the last...
ナラティブの更新 • Dec 27

AAP: Higher Revenue Outlook Will Support Improved Forward Earnings Multiple

Analysts have raised their price target on Advance Auto Parts from 61.41 dollars to 65.00 dollars, citing expectations for stronger revenue growth and a modest re rating of future earnings multiples, despite slightly lower projected profit margins and a higher discount rate. What's in the News Updated buyback disclosure shows no share repurchases between July 13 and October 4, 2025, and confirms completion of a 12.1 million share program totaling approximately 18.6% of shares for about $2.15 billion under the 2019 authorization (Key Developments).
分析記事 • Dec 23

Advance Auto Parts' (NYSE:AAP) Dividend Will Be $0.25

Advance Auto Parts, Inc. ( NYSE:AAP ) has announced that it will pay a dividend of $0.25 per share on the 23rd of...
ナラティブの更新 • Dec 12

AAP: Higher Risk Profile Will Likely Limit Upside Despite Margin Improvement

Analysts have raised their price target on Advance Auto Parts by about 3 percent to approximately 34.51 dollars, citing improving revenue growth expectations, higher projected profit margins, and a more attractive future earnings multiple despite a slightly higher discount rate. What's in the News Advance Auto Parts raised its full year 2025 net sales guidance to a range of 8,550 million dollars to 8,600 million dollars, up from the prior 8,400 million dollars to 8,600 million dollars range (Company guidance filing).
ナラティブの更新 • Nov 27

AAP: Revenue Outlook And Completed Buyback Will Support Measured Upside

Analysts have raised their price target for Advance Auto Parts from $53.20 to $54.30. This change is based on strengthened revenue growth expectations, even with a higher discount rate and modestly lower profit margins.
分析記事 • Nov 08

Advance Auto Parts (NYSE:AAP) Is Due To Pay A Dividend Of $0.25

Advance Auto Parts, Inc. ( NYSE:AAP ) will pay a dividend of $0.25 on the 23rd of January. This means the dividend...
分析記事 • Oct 09

Advance Auto Parts (NYSE:AAP) Is Due To Pay A Dividend Of $0.25

Advance Auto Parts, Inc. ( NYSE:AAP ) has announced that it will pay a dividend of $0.25 per share on the 24th of...
分析記事 • Aug 18

Advance Auto Parts (NYSE:AAP) Is Due To Pay A Dividend Of $0.25

The board of Advance Auto Parts, Inc. ( NYSE:AAP ) has announced that it will pay a dividend of $0.25 per share on the...
ナラティブの更新 • Aug 16

Supply Chain Consolidation And Vendor Partnerships Will Boost Efficiency By 2027

The notable upward revision in Advance Auto Parts’ price target reflects improved revenue growth forecasts and an increase in expected future P/E, resulting in a new consensus analyst price target of $52.60. What's in the News Advance Auto Parts expects 2025 net sales of $8.4 billion to $8.6 billion and guided Q2 net sales at $1.98 billion to $2.00 billion, with flat to slightly positive comparable store sales.
分析記事 • Jul 13

Optimistic Investors Push Advance Auto Parts, Inc. (NYSE:AAP) Shares Up 29% But Growth Is Lacking

Despite an already strong run, Advance Auto Parts, Inc. ( NYSE:AAP ) shares have been powering on, with a gain of 29...
分析記事 • Jun 30

Advance Auto Parts (NYSE:AAP) Is Paying Out A Dividend Of $0.25

The board of Advance Auto Parts, Inc. ( NYSE:AAP ) has announced that it will pay a dividend on the 25th of July, with...
分析記事 • Jun 10

Advance Auto Parts (NYSE:AAP) Has Debt But No Earnings; Should You Worry?

The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
分析記事 • May 23

Advance Auto Parts, Inc.'s (NYSE:AAP) 49% Price Boost Is Out Of Tune With Revenues

Advance Auto Parts, Inc. ( NYSE:AAP ) shares have had a really impressive month, gaining 49% after a shaky period...
Seeking Alpha • Apr 16

Advance Auto Parts: Solid Turnaround Progress, But Near-Term Weakness Cannot Be Ignored

Summary I maintain a hold rating on Advance Auto Parts due to ongoing execution risks and the need for sustained same-store-sales growth and valuation below 16x. AAP's financial flexibility has significantly improved with reduced net debt and increased cash, allowing management to focus on operational execution without financial distress. Turnaround initiatives, including store closures and new operational strategies, are progressing faster than expected, showing early signs of positive impact on performance. Read the full article on Seeking Alpha
分析記事 • Apr 08

What Is Advance Auto Parts, Inc.'s (NYSE:AAP) Share Price Doing?

Advance Auto Parts, Inc. ( NYSE:AAP ), might not be a large cap stock, but it received a lot of attention from a...
Seeking Alpha • Mar 28

Advance Auto Parts: Growth Strategy May Prove Too Aggressive

Summary Advance Auto Parts has struggled, losing half its value, but plans to add stores, signaling hopes for a potential turnaround. Despite store expansion, same-store sales and revenue have declined, raising concerns about the company's growth strategy and timing. The company has significant liquidity from asset sales but faces challenges with cash flow, debt reduction, and achieving EBITDA growth targets. Tariffs on imported vehicles and parts present mixed impacts, with potential cost increases and demand shifts, and I still view the stock as a sell. Read the full article on Seeking Alpha
分析記事 • Mar 24

Advance Auto Parts (NYSE:AAP) Has Announced A Dividend Of $0.25

The board of Advance Auto Parts, Inc. ( NYSE:AAP ) has announced that it will pay a dividend of $0.25 per share on the...
Seeking Alpha • Mar 11

Advance Auto Parts: Ready For A Major Turnaround

Summary Advance Auto Parts may be down 85% from its peak, but it's beginning to show plenty of promise, with investors no where close to pricing in the potential upside. Despite disappointing Q4 results, including a significant EPS crash and margin contraction, the company's restructuring efforts and future guidance offer plenty of optimism. The sale of Worldpac for $1.45 billion will also help to drastically reduce debt, while ahead-of-schedule store closures are expected to boost EPS and financial stability going into H2. Read the full article on Seeking Alpha
分析記事 • Mar 04

More Unpleasant Surprises Could Be In Store For Advance Auto Parts, Inc.'s (NYSE:AAP) Shares After Tumbling 27%

Advance Auto Parts, Inc. ( NYSE:AAP ) shareholders won't be pleased to see that the share price has had a very rough...
分析記事 • Mar 01

Advance Auto Parts (NYSE:AAP) Has Announced A Dividend Of $0.25

Advance Auto Parts, Inc.'s ( NYSE:AAP ) investors are due to receive a payment of $0.25 per share on 25th of April...
分析記事 • Feb 17

Be Wary Of Advance Auto Parts (NYSE:AAP) And Its Returns On Capital

Ignoring the stock price of a company, what are the underlying trends that tell us a business is past the growth phase...
分析記事 • Feb 04

Is Advance Auto Parts (NYSE:AAP) Using Too Much Debt?

Warren Buffett famously said, 'Volatility is far from synonymous with risk.' It's only natural to consider a company's...
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新しいナラティブ • Jan 24

Investments In Supply Chain And Merchandising Will Strengthen Future Performance

Advance Auto Parts aims to boost long-term net margins through merchandising, supply chain, and operational efficiency enhancements, targeting improved earnings.
Seeking Alpha • Jan 17

Advance Auto Parts: Near-Term Headwinds Overshadow Promising Recovery Plans

Summary Hold rating for Advance Auto Parts due to execution risks and near-term financial weakness, despite a promising turnaround plan and favorable industry backdrop. Management's multi-year strategy focuses on optimizing store operations, supply chain efficiency, and merchandising excellence to improve EBIT margins. Execution risks are significant, with poor past performance and a restrictive balance sheet posing challenges to successful implementation. Valuation concerns arise as AAP trades at a premium to peers, with the potential for de-rating if improvements aren't seen soon. Read the full article on Seeking Alpha

業績と収益の成長予測

NYSE:AAP - アナリストの将来予測と過去の財務データ ( )USD Millions
日付収益収益フリー・キャッシュフロー営業活動によるキャッシュ平均アナリスト数
12/31/20288,98328410170110
12/31/20278,78824023751423
12/31/20268,57416310547023
4/25/20268,63268-17591N/A
1/3/20268,60168-298-46N/A
10/4/20258,624-572-401-191N/A
7/12/20258,737-596-298-109N/A
4/19/20258,905-580-251-74N/A
12/28/20249,094-587-9685N/A
10/5/20249,112-12235417N/A
7/13/20249,183-61375543N/A
4/20/20248,563-61491673N/A
12/30/20239,209-3061287N/A
10/7/20239,6688316282N/A
7/15/202310,092273-99261N/A
4/22/202311,1983738409N/A
12/31/20229,149361336737N/A
10/8/202211,078468238670N/A
7/16/202211,058522273645N/A
4/23/202211,042570394727N/A
1/1/202210,9985978171,107N/A
10/9/202110,9666468191,085N/A
7/17/202110,8876241,0411,298N/A
4/24/202110,7396351,0331,289N/A
1/2/202110,106493702970N/A
10/3/20209,854477472968N/A
7/11/20209,624453322823N/A
4/18/20209,455388N/A673N/A
12/28/20199,709487N/A867N/A
10/5/20199,701444N/A838N/A
7/13/20199,664437N/A859N/A
4/20/20199,659430N/A862N/A
12/29/20189,581424N/A811N/A
10/6/20189,512555N/A881N/A
7/14/20189,420535N/A777N/A
4/21/20189,357504N/A720N/A
12/30/20179,374476N/A601N/A
10/7/20179,420353N/A497N/A
7/15/20179,486371N/A582N/A
4/22/20179,479409N/A470N/A
12/31/20169,568460N/A523N/A
10/8/20169,518452N/A597N/A
7/16/20169,565458N/A567N/A
4/23/20169,679483N/A676N/A
1/2/20169,737473N/A703N/A
10/10/20159,941501N/A689N/A
7/18/20159,935503N/A719N/A

アナリストによる今後の成長予測

収入対貯蓄率: AAPの予測収益成長率 (年間26.2% ) は 貯蓄率 ( 3.5% ) を上回っています。

収益対市場: AAPの収益 ( 26.2% ) はUS市場 ( 17.2% ) よりも速いペースで成長すると予測されています。

高成長収益: AAPの収益は今後 3 年間で 大幅に 増加すると予想されています。

収益対市場: AAPの収益 ( 1.8% ) US市場 ( 12.1% ) よりも低い成長が予測されています。

高い収益成長: AAPの収益 ( 1.8% ) 20%よりも低い成長が予測されています。

一株当たり利益成長率予想

将来の株主資本利益率

将来のROE: AAPの 自己資本利益率 は、3年後には低くなると予測されています ( 9.8 %)。

成長企業の発掘

7D

1Y

7D

1Y

7D

1Y

企業分析と財務データの現状

データ最終更新日（UTC時間）
企業分析2026/06/03 12:59
終値2026/06/03 00:00
収益2026/04/25
年間収益2026/01/03

データソース

企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。

パッケージデータタイムフレーム米国ソース例
会社財務10年
  • 損益計算書
  • キャッシュ・フロー計算書
  • 貸借対照表
アナリストのコンセンサス予想+プラス3年
  • 予想財務
  • アナリストの目標株価
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。

特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。

分析モデルとスノーフレーク

本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。

シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。

業界およびセクターの指標

私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。

アナリスト筋

Advance Auto Parts, Inc. 23 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。40

アナリスト機関
null nullArgus Research Company
Craig KennisonBaird
Michael LasserBarclays