For the quarter ended September 2025, Advance Auto Parts (AAP) reported revenue of $2.04 billion, down 5.2% over the same period last year. EPS came in at $0.92, compared to -$0.04 in the year-ago quarter.The reported revenue represents a surprise of +1.54% over the Zacks Consensus Estimate of $2.01 billion. With the consensus EPS estimate being $0.74, the EPS surprise was +24.32%.While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they compare to Wall ...

Advance Auto Parts (NYSE:AAP) Q3 2025 Earnings Call October 30, 2025 08:00 AM ET Speaker0Hello, and welcome everyone to the Advanced Auto Parts Third Quarter twenty twenty five Earnings Conference Call. I would now like to turn it over to Luvesh Habnani, Vice President, Investor Relations.Speaker1Good morning and thank you for participating in today's call. I'm joined by Shane O'Kelly, President and Chief Executive Officer and Ryan Grimsland, Executive Vice President and Chief Financial Officer. During toda ...

The current job landscape is much different than a few years ago. The Covid pandemic may feel like a lifetime ago for the tens of millions of workers who have since been forced to return to the office. The pandemic promised to usher in a new era of hybrid work after the pandemic economy seemingly proved that most of the work employees did from the office could be done from home. Return to office (RTO) statistics: Seven out of 10 companies have formal RTO policies requiring some in-office time. A sur ...

Memphis, Tennessee-based AutoZone, Inc. (AZO) is the leading retailer and distributor of automotive replacement parts and accessories. Valued at a market cap of $64 billion, the company serves both do-it-yourself (DIY) customers and professional repair shops through an extensive network of stores and distribution centers. It is expected to announce its fiscal Q1 earnings for 2026 in the near future. Before this event, analysts expect this auto parts retailer to report a profit of $32.27 per share, margina ...

Core Insights - Zacks Premium provides various tools for investors to enhance their stock market strategies and confidence [1] - The Zacks Style Scores serve as complementary indicators to the Zacks Rank, helping investors select stocks with high potential for market outperformance [2] Zacks Style Scores Overview - Stocks are rated A, B, C, D, or F based on value, growth, and momentum characteristics, with higher scores indicating better chances of outperforming the market [3] - The Style Scores are categorized into four types: Value Score, Growth Score, Momentum Score, and VGM Score [3][4][5][6] Value Score - Focuses on identifying undervalued stocks using financial ratios such as P/E, PEG, Price/Sales, and Price/Cash Flow [3] Growth Score - Analyzes projected and historical earnings, sales, and cash flow to find stocks with sustainable growth potential [4] Momentum Score - Utilizes price trends and earnings estimate changes to identify optimal times for stock investment [5] VGM Score - Combines all three Style Scores to highlight stocks with attractive value, strong growth forecasts, and promising momentum [6] Zacks Rank Integration - The Zacks Rank leverages earnings estimate revisions to guide investors in building successful portfolios, with 1 (Strong Buy) stocks averaging a +23.81% annual return since 1988 [7] - Investors are encouraged to select stocks with a Zacks Rank of 1 or 2 and Style Scores of A or B for maximum return potential [9] Stock Highlight: O'Reilly Automotive (ORLY) - O'Reilly Automotive is a leading retailer of automotive aftermarket parts and services in the U.S., founded in 1957 [11] - Currently rated 3 (Hold) on the Zacks Rank, ORLY has a VGM Score of B and a Growth Style Score of B, with a projected year-over-year earnings growth of 7.7% for the current fiscal year [12] - The Zacks Consensus Estimate for ORLY's earnings per share has increased to $2.95, with an average earnings surprise of +0.4% [12][13]

Stock Performance - O'Reilly Automotive shares fell more than 7% [1] Business Operations & Risks - Company executives detailed its exposure to a bankrupt supplier [1] - Inflation is taking a toll on sales to do-it-yourself customers [1]

Core Viewpoint - Wall Street anticipates a year-over-year increase in earnings for Advance Auto Parts despite lower revenues, with a focus on how actual results will compare to estimates [1][2]. Earnings Expectations - Advance Auto Parts is expected to report quarterly earnings of $0.75 per share, reflecting a significant year-over-year increase of +1975% [3]. - Revenue is projected to be $2 billion, which is a decrease of 6.8% compared to the same quarter last year [3]. Estimate Revisions - The consensus EPS estimate has been revised down by 5.69% over the last 30 days, indicating a reassessment by analysts [4]. - The Most Accurate Estimate for Advance Auto Parts is higher than the Zacks Consensus Estimate, resulting in a positive Earnings ESP of +5.84% [12]. Earnings Surprise Prediction - The Zacks Earnings ESP model suggests that a positive reading indicates a likely earnings beat, especially when combined with a Zacks Rank of 1, 2, or 3 [10]. - Advance Auto Parts currently holds a Zacks Rank of 3, suggesting a likelihood of beating the consensus EPS estimate [12]. Historical Performance - In the last reported quarter, Advance Auto Parts exceeded the expected earnings of $0.59 per share by delivering $0.69, resulting in a surprise of +16.95% [13]. - Over the past four quarters, the company has beaten consensus EPS estimates three times [14]. Conclusion - Advance Auto Parts is viewed as a strong candidate for an earnings beat, but investors should consider other factors influencing stock performance [17].

Core Insights - The favorable antitrust ruling for Alphabet's Google has allowed the company to maintain its core search business, positively impacting its stock performance and contributing 3.1% to the fund this quarter [3] - UnitedHealth's stock rebounded after a significant decline earlier in the year, adding 0.9% to the fund, driven by optimistic comments from the new CEO and investment interest from Berkshire Hathaway [4] - Progressive was the largest detractor in the quarter, reducing performance by 0.5% due to concerns over lower interest rates affecting investment income [5] Performance Summary - The Bretton Fund achieved a return of 8.21% for the third quarter, outperforming the S&P 500 Index, which returned 8.12% [7] - Over the past year, the fund's return was 8.92%, while the S&P 500 Index returned 17.60% [7] - The fund's inception date was September 30, 2010, and it has delivered a 12.89% return since inception [7] Portfolio Composition - As of September 30, 2025, Alphabet Inc. constituted 11.51% of the fund's net assets, making it the largest holding [11] - Other significant holdings included AutoZone Inc. at 7.11% and The Progressive Corporation at 6.84% [11] - The fund also held positions in major companies like American Express, JPMorgan Chase, and UnitedHealth, each contributing to the overall portfolio diversity [11] Investment Actions - The fund sold its position in Union Pacific Corp after nearly 15 years, achieving a 13% annualized internal rate of return [14] - The decision to sell was influenced by concerns over a pending acquisition that could dilute shareholder value and distract management from core operations [15]

O’Reilly Automotive, Inc. (NASDAQ:ORLY) will release earnings results for the third quarter, after the closing bell on Wednesday, Oct. 22.Analysts expect the Pittsburgh, Pennsylvania-based company to report quarterly earnings at 83 cents per share, up from 76 cents per share in the year-ago period. The consensus estimate for O’Reilly Automotive's quarterly revenue is $4.69 billion, compared to $4.36 billion a year earlier, according to data from Benzinga Pro.On July 23, O’Reilly Automotive posted in-line ea ...

Market Overview - The market finished slightly in the green, with the S&P 500 approaching 6700, and the NASDAQ up about 0.7% [5][3] - The semiconductor sector showed strong performance, increasing nearly 3% [2][3] Company Earnings - United Airlines reported a third-quarter adjusted EPS of $2.78, beating estimates of $2.66, with CapEx at $6 billion and operating revenue meeting expectations [6][7] - The outlook for United Airlines indicates a fourth-quarter adjusted EPS of $3 to $3.50, surpassing the street's expectation of $2.82 [8][11] - J.B. Hunt's third-quarter EPS was $1.76, exceeding expectations by $0.30, with total revenue of $3.05 billion, also above the forecast [23][24] Individual Stock Performances - Advanced Micro Devices (AMD) stock rose about 9% after HSBC raised its price target from $185 to $310 [15] - Bank of America and Morgan Stanley saw stock increases of approximately 4.5% and 4.7%, respectively, driven by strong earnings and increased investment banking activity [16] - Papa John's Pizza stock increased over 9% following a bid from Apollo Global to take the company private at $64 per share [18] Economic Context - The market dynamics are influenced by ongoing trade tensions between the U.S. and China, particularly regarding rare earth minerals [3][4] - The Federal Reserve's Beige Book indicated a K-shaped economy, with some consumers continuing to spend on services despite broader economic uncertainties [11][12]