The Auto-Tires-Trucks group has plenty of great stocks, but investors should always be looking for companies that are outperforming their peers. Has REV Group (REVG) been one of those stocks this year? Let's take a closer look at the stock's year-to-date performance to find out.REV Group is one of 99 individual stocks in the Auto-Tires-Trucks sector. Collectively, these companies sit at #9 in the Zacks Sector Rank. The Zacks Sector Rank includes 16 different groups and is listed in order from best to worst ...

Core Insights - REV Group (REVG) has shown strong year-to-date performance, with a return of approximately 65%, significantly outperforming the average return of 6.1% in the Auto-Tires-Trucks sector [4] - The Zacks Consensus Estimate for REVG's full-year earnings has increased by 4.9% over the past quarter, indicating improved analyst sentiment and a more positive earnings outlook [4] - REV Group holds a Zacks Rank of 2 (Buy), suggesting it has favorable characteristics for outperforming the market in the near term [3] Company Performance - REV Group is part of the Automotive - Domestic industry, which consists of 14 companies and currently ranks 145 in the Zacks Industry Rank [6] - The Automotive - Domestic industry has an average year-to-date return of 7.8%, indicating that REV Group is performing better than its industry peers [6] Comparison with Peers - Standard Motor Products (SMP), another stock in the Auto-Tires-Trucks sector, has returned 23.5% year-to-date and also holds a Zacks Rank of 2 (Buy) [5] - SMP belongs to the Automotive - Replacement Parts industry, which has underperformed with a return of -12.6% this year, ranking 203 in the Zacks Industry Rank [6]

Core Insights - The Zacks Automotive Replacement Parts industry is facing challenges due to the increasing complexity of modern vehicles, which require specialized tools and expertise, leading to higher service costs and profitability pressures from U.S. import tariffs on parts sourced from China and Europe. However, the aging vehicle fleet in the U.S. is driving demand for maintenance and replacement components, benefiting companies like LKQ Corporation, Dorman Products, and Standard Motor Products [1][5]. Industry Overview - The industry includes companies that produce, market, and distribute replacement components for the automotive aftermarket, offering essential parts such as engine, steering, and brake components. The market is less sensitive to economic downturns as consumers prioritize vehicle maintenance over new purchases [2]. Factors Shaping Industry Prospects - Rising vehicle complexity is straining the aftermarket, requiring specialized skills and tools, which can lead to longer service times and increased costs for suppliers [3]. - Manufacturers face cost pressures due to high U.S. import tariffs, with many producing only about half of their parts domestically, leading to potential price increases for consumers [4]. - The average vehicle age in the U.S. has risen to 12.8 years in 2025, up from 12.6 years in 2024, sustaining strong demand for replacement parts as owners delay new purchases [5]. Industry Performance - The Zacks Automotive Replacement Parts industry ranks 183, placing it in the bottom 24% of around 250 Zacks industries, indicating weak near-term prospects with a significant decline in earnings estimates for 2026 and 2027 [6][7]. Market Performance - The industry has underperformed compared to the Auto, Tires, and Truck sector and the S&P 500, declining 17.6% over the past year, while the sector grew by 14.1% and the S&P 500 returned 14.2% [9]. Current Valuation - The industry is currently trading at an EV/EBITDA ratio of 7.47X, significantly lower than the S&P 500's 18.06X and the sector's 22.93X, indicating a potential undervaluation compared to historical highs of 12.15X and lows of 6.02X over the past five years [12]. Company Highlights - **Standard Motor Products (SMP)**: A leading manufacturer of automotive replacement parts, recently expanded through the acquisition of Nissens, expecting $8-$12 million in annualized cost savings. SMP has surpassed earnings estimates consistently, with a projected 20.9% growth in sales for 2025 [14][15]. - **LKQ Corporation**: A major provider of replacement parts, has strengthened its growth outlook through strategic acquisitions, including Uni-Select. The company has cut $125 million in costs and plans to reduce another $75 million [21][22]. - **Dorman Products**: A supplier of exclusive replacement parts, recently launched a revamped e-commerce platform to enhance customer experience and operational scalability. Dorman has also consistently surpassed earnings estimates, with a projected 8% growth in sales for 2025 [24][25].

Core Insights - Aptiv PLC (APTV) is outperforming the Auto-Tires-Trucks sector with a year-to-date return of 35.8%, compared to the sector average of 10.3% [4] - The Zacks Rank for Aptiv PLC is 2 (Buy), indicating strong analyst sentiment and an improving earnings outlook, with a 4.2% increase in the consensus estimate for full-year earnings [3] - Aptiv PLC belongs to the Automotive - Original Equipment industry, which has gained an average of 1.4% this year, further highlighting its strong performance relative to its industry [5] Industry Performance - The Auto-Tires-Trucks sector includes 99 individual stocks and currently holds a Zacks Sector Rank of 8, indicating its relative strength among 16 different groups [2] - The Automotive - Replacement Parts industry, which includes Standard Motor Products (SMP), is ranked 161 and has declined by 13.3% year to date, contrasting with the performance of Aptiv PLC [6]

Core Insights - LKQ reported quarterly earnings of $0.84 per share, exceeding the Zacks Consensus Estimate of $0.74 per share, but down from $0.88 per share a year ago, representing an earnings surprise of +13.51% [1] - The company posted revenues of $3.5 billion for the quarter ended September 2025, missing the Zacks Consensus Estimate by 0.84% and down from $3.58 billion year-over-year [2] - LKQ shares have declined approximately 18.3% year-to-date, contrasting with the S&P 500's gain of 17.2% [3] Earnings Outlook - The future performance of LKQ's stock will largely depend on management's commentary during the earnings call and the company's earnings outlook [4] - The current consensus EPS estimate for the upcoming quarter is $0.70 on revenues of $3.38 billion, and for the current fiscal year, it is $3.10 on revenues of $14.01 billion [7] Industry Context - The Automotive - Replacement Parts industry, to which LKQ belongs, is currently ranked in the top 15% of over 250 Zacks industries, indicating a favorable outlook compared to the bottom 50% [8] - Empirical research suggests a strong correlation between near-term stock movements and trends in earnings estimate revisions, which can be tracked using tools like the Zacks Rank [5][6]

Core Insights - Mister Car Wash (MCW) reported quarterly earnings of $0.11 per share, exceeding the Zacks Consensus Estimate of $0.10 per share, and showing an increase from $0.09 per share a year ago, resulting in an earnings surprise of +10.00% [1] - The company achieved revenues of $263.42 million for the quarter ended September 2025, surpassing the Zacks Consensus Estimate by 0.86% and up from $249.33 million year-over-year [2] - The stock has underperformed, losing approximately 28.9% since the beginning of the year, compared to a 17.2% gain in the S&P 500 [3] Earnings Performance - Over the last four quarters, Mister Car Wash has surpassed consensus EPS estimates three times [2] - The current consensus EPS estimate for the upcoming quarter is $0.10, with expected revenues of $260.69 million, and for the current fiscal year, the estimate is $0.42 on $1.05 billion in revenues [7] Market Outlook - The company's earnings outlook and management's commentary on the earnings call will be crucial for future stock performance [3][4] - The Zacks Rank for Mister Car Wash is currently 4 (Sell), indicating expectations of underperformance in the near future [6] - The Automotive - Replacement Parts industry, to which Mister Car Wash belongs, is currently in the top 27% of Zacks industries, suggesting a favorable industry outlook [8]

Core Insights - Dorman Products (DORM) reported quarterly earnings of $2.62 per share, exceeding the Zacks Consensus Estimate of $2.31 per share, and showing an increase from $1.96 per share a year ago, resulting in an earnings surprise of +13.42% [1] - The company achieved revenues of $543.74 million for the quarter ended September 2025, surpassing the Zacks Consensus Estimate by 0.63% and up from $503.77 million year-over-year [2] - Dorman Products has consistently outperformed consensus EPS and revenue estimates over the last four quarters [2] Earnings Outlook - The future performance of Dorman Products' stock will largely depend on management's commentary during the earnings call and the sustainability of the recent price movements [3][4] - The current consensus EPS estimate for the upcoming quarter is $2.37, with projected revenues of $578.62 million, and for the current fiscal year, the EPS estimate is $8.75 on revenues of $2.17 billion [7] Industry Context - The Automotive - Replacement Parts industry, to which Dorman Products belongs, is currently ranked in the top 26% of over 250 Zacks industries, indicating a favorable outlook for the sector [8] - Empirical research suggests a strong correlation between near-term stock movements and trends in earnings estimate revisions, which can be tracked by investors [5][6]

Core Insights - Aptiv PLC (APTV) has shown significant year-to-date performance, gaining approximately 41.5%, which is substantially higher than the average gain of 9.4% in the Auto-Tires-Trucks sector [4] - The Zacks Rank for Aptiv PLC is 2 (Buy), indicating a favorable outlook based on earnings estimate revisions and improving earnings outlooks [3] Company Performance - Aptiv PLC is part of the Auto-Tires-Trucks group, which consists of 99 companies and currently ranks 10 in the Zacks Sector Rank [2] - The Zacks Consensus Estimate for Aptiv's full-year earnings has increased by 4.6% over the past three months, reflecting improved analyst sentiment [4] - In comparison, Standard Motor Products (SMP) has also outperformed the sector with a year-to-date return of 31.9% and a Zacks Rank of 2 (Buy) [5] Industry Context - Aptiv PLC belongs to the Automotive - Original Equipment industry, which includes 51 companies and is currently ranked 73 in the Zacks Industry Rank, with an average gain of 3.7% this year [6] - In contrast, Standard Motor Products is part of the Automotive - Replacement Parts industry, which has seen a decline of 8.6% year to date and consists of 7 stocks currently ranked 27 [6]

Core Viewpoint - Autoliv, Inc. (ALV) has significantly outperformed its peers in the Auto-Tires-Trucks sector this year, with a year-to-date return of 25.8% compared to the sector average of 7.7% [4]. Company Performance - Autoliv, Inc. is currently ranked 11 in the Zacks Sector Rank for the Auto-Tires-Trucks group, which consists of 99 companies [2]. - The Zacks Rank for Autoliv, Inc. is 2 (Buy), indicating a positive earnings outlook, with a 3.7% increase in the consensus estimate for full-year earnings over the past quarter [3]. - The stock has shown a year-to-date performance of 25.8%, significantly higher than the average gain of 7.7% in the Auto-Tires-Trucks sector [4]. Industry Context - Autoliv, Inc. operates within the Automotive - Original Equipment industry, which includes 51 stocks and is currently ranked 68 in the Zacks Industry Rank [5]. - The Automotive - Original Equipment industry has seen a year-to-date gain of 2.1%, indicating that Autoliv, Inc. is outperforming its immediate industry peers [5]. - In contrast, Dorman Products, another stock in the Auto-Tires-Trucks sector, has returned 10.4% year-to-date and belongs to the Automotive - Replacement Parts industry, which has declined by 11.5% this year [4][6].

Core Viewpoint - Standard Motor Products (SMP) has shown strong stock performance, with a 33.4% increase since the beginning of the year, outperforming both the Zacks Auto-Tires-Trucks sector and the Zacks Automotive - Replacement Parts industry [1][2]. Performance Summary - The stock has increased by 3.3% over the past month and reached a new 52-week high of $41.75 [1]. - SMP has consistently beaten earnings estimates, reporting an EPS of $1.29 against a consensus estimate of $0.97 in its last earnings report [2]. Earnings Forecast - For the current fiscal year, SMP is expected to post earnings of $3.7 per share with revenues of $1.75 billion, reflecting a 16.72% change in EPS and a 19.75% change in revenues [3]. - The next fiscal year projections indicate earnings of $4.26 per share on $1.8 billion in revenues, representing a year-over-year change of 15.05% in EPS and 2.54% in revenues [3]. Valuation Metrics - SMP has a Value Score of A, with Growth and Momentum Scores of C and D, respectively, resulting in a VGM Score of B [6]. - The stock trades at 11.2X current fiscal year EPS estimates, below the peer industry average of 12.5X, and at 8.6X trailing cash flow compared to the peer group's average of 9.5X [7]. Zacks Rank - SMP holds a Zacks Rank of 2 (Buy), supported by favorable earnings estimate revisions from analysts [8]. - The combination of a Zacks Rank of 1 or 2 and Style Scores of A or B suggests that SMP shares may have potential for further growth in the near future [9].