As the Q1 earnings season wraps, let’s dig into this quarter’s best and worst performers in the auto parts retailer industry, including Genuine Parts (NYSE: GPC) and its peers.

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.

While some auto parts retailer stocks have fared somewhat better than others, they have collectively declined. On average, share prices are down 4.5% since the latest earnings results.

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 print exceeded analysts’ expectations by 1.4%. Overall, it was a satisfactory quarter for the company with a narrow beat of analysts’ revenue estimates.

"The GPC team delivered first quarter results ahead of expectations, driven by solid sales growth and operating discipline across our business segments," said Will Stengel, Chair-Elect and Chief Executive Officer.

The stock is down 12.7% since reporting and currently trades at $98.33.

Is now the time to buy Genuine Parts? 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 10.7% since reporting. It currently trades at $56.71.

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. As expected, the stock is down 5.9% since the results and currently trades at $15.59.

Read our full analysis of Monro’s results here.

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 result topped analysts’ expectations by 2.3%. More broadly, it was a satisfactory quarter as it also recorded an impressive beat of analysts’ EBITDA estimates but full-year EPS guidance slightly missing analysts’ expectations.

O'Reilly delivered the biggest analyst estimate beat and fastest revenue growth, but had the weakest full-year guidance update among its peers. The stock is down 4.4% since reporting and currently trades at $87.68.

Read our full, actionable report on O'Reilly 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 number missed analysts’ expectations by 0.6%. Zooming out, it was a satisfactory quarter as it also logged a solid beat of analysts’ EBITDA estimates but a slight miss of analysts’ revenue estimates.

The stock is down 10.3% since reporting and currently trades at $3,057.

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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