AAP at a glance
ADVANCE AUTO PARTS INC (AAP, SEC CIK 1158449) filed its latest 10-K annual report on February 13, 2026, a 10-Q quarterly report on August 20, 2026, an 8-K current report on August 20, 2026 and Form 4 insider filings as recently as September 22, 2026. SignalX summarizes each filing with AI and tracks the company's insider trades and institutional holders.
- For the fiscal year ended January 3, 2026 (FY2025), ADVANCE AUTO PARTS INC (AAP) reported revenue of $8.6 billion (down 5.4% from FY2024) and net income of $44.0 million. Diluted EPS was $0.73.
- As of June 30, 2026, 31 institutional investment managers tracked by SignalX reported holding ADVANCE AUTO PARTS INC (AAP) shares worth $2.4 billion in 13F-HR filings.
Source: SEC EDGAR (XBRL financial data, 13F-HR and Form 4 filings).
- Revenue · FY2025
- $8.6B
- −5.4% vs prior year
- Insiders · 90 days
- 0 buys · 0 sells
- No open-market trades
- 13F holders
- 31 funds
- $2.4B · −1 vs prior quarter
- Latest 8-K
- Aug 20, 2026
- Item 2.02
AI 10-K Annual Report Analysis
Latest 10-K, fiscal year ended Jan 3, 2026
Business Overview
- Core business: automotive aftermarket parts provider to professional installers, DIY customers, and independent operators in North America
- New product: launched owned oil and fluids brand ARGOS® in January 2026 targeting affordable auto care products
- Strategic shift: completed sale of Worldpac business for $1.44 billion, focusing more on Advance blended-box model and reshaped store footprint with 522 closures
- Quantitative metric: reduced store count to 4,305 from 4,788 after 39 store openings and 522 closures under 2024 Restructuring Plan
- Workforce: total 54,007 employees with 87.4% in store operations and 1.7% union representation as of January 3, 2026
Management Discussion & Analysis
- Restructuring expenses $204M in fiscal 2025 vs $309M in 2024 and $16M in 2023, showing a decrease in restructuring costs
- Excess and obsolete inventory reserve $68M as of Jan 3, 2026 vs $302M Dec 28, 2024 including $18M vs $256M related to 2024 Restructuring Plan
- Self-insurance reserves $156M as of Jan 3, 2026 vs $141M Dec 28, 2024; a 10% change would affect expense by ~$16M in 2025
- No forward-looking revenue guidance or profitability outlook provided; key risks include inventory demand shifts, vendor bankruptcies, and actuarial assumptions impacting reserves
AI summary of the AAP 10-K filed . Generated from the filing text; verify against the original.View on SEC EDGARHow to read a 10-K
AI 10-Q Quarterly Report Analysis
Latest 10-Q, quarter ended Jul 18, 2026
Risk Factors
- No material risk-factor changes since the 2025 Form 10-K, except matters disclosed in the “Business and Risks Update”
- Carried-forward business and financial risks could adversely affect operations, cash flows, prospects, and common-stock price
- No newly added regulatory, legal, or compliance risk identified in the provided section
- No specific operational, competitive, market, liquidity, debt, currency, or concentration updates provided
AI summary of the AAP 10-Q filed . Generated from the filing text; verify against the original.View on SEC EDGAR10-K vs 10-Q vs 8-K
AI 8-K Current Report Analysis
The most recent material events, by 8-K item
Item 2.02: Results of Operations and Financial Condition
- Q2 fiscal 2026 results for quarter ended July 18, 2026
- Press release issued August 20, 2026
Item EX-99.1: Item EX-99.1
- Q2 sales $2.0B, down 0.5% comparable; DIY weakness offset low-single-digit Pro growth amid tighter household budgets
- Adjusted operating margin 5.6% vs 3.0%; tariff refunds contributed $26M to gross profit and approximately $0.31 to adjusted EPS
Item 5.02: Departure/Appointment of Directors or Principal Officers
- Chief Human Resources Officer Kristen L. Soler departing for other opportunities
- Executive transition effective June 26, 2026
Item 5.07: Submission of Matters to a Vote of Security Holders
- All 10 director nominees elected, preserving board continuity through the 2027 annual meeting
- Eugene I. Lee Jr. received weakest support, with 43,991,451 votes for and 8,250,306 against
AI summaries of AAP 8-K current reports filed with the SEC. What 8-K item codes mean
SignalX for AAP
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- Fund moves. Which tracked funds opened, added or cut AAP, by share count.
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Recent Insider Transactions (Form 4)
Latest reported trades by officers, directors and 10% owners
| Insider | Type | Date | Shares | Price |
|---|---|---|---|---|
| OKelly Shane M | F | Sep 18, 2026 | 11,437 | $42.55 |
| Smith Gregory L | A | Jul 24, 2026 | 43.353 | $55.80 |
| Ferraro John Francis | A | Jul 24, 2026 | 118.618 | $55.80 |
| Windom Brent | A | Jul 24, 2026 | 43.353 | $55.80 |
| JAMISON CYNTHIA T | A | Jul 24, 2026 | 16.514 | $55.80 |
| Hilson Joan M | A | Jul 24, 2026 | 57.971 | $55.80 |
| Seboldt Thomas W | A | Jul 24, 2026 | 44.661 | $55.80 |
| Bailo Carla Jean | A | Jul 24, 2026 | 65.221 | $55.80 |
Financial SummaryXBRL
| Metric | FY2023 | FY2024 | FY2025 |
|---|---|---|---|
| Profitability | |||
| Revenue | - | $9.1B | $8.6B |
| Gross Profit | - | $3.4B | $3.7B |
| Operating Income | - | -$713.3M | -$43.0M |
| Net Income | - | -$335.8M | $44.0M |
| Gross Margin | - | 37.5% | 43.4% |
| Op. Margin | - | -7.8% | -0.5% |
| Net Margin | - | -3.7% | 0.5% |
| Balance Sheet | |||
| Total Assets | $12.3B | $10.8B | $11.8B |
| Equity | $2.5B | $2.2B | $2.2B |
| ROE | - | -15.5% | 2.0% |
| Per Share | |||
| EPS | - | $-5.61 | $0.73 |
| Cash Flow | |||
| Operating CF | - | $84.6M | -$46.0M |
| CapEx | - | $180.8M | $252.0M |
Source: XBRL data in ADVANCE AUTO PARTS INC (AAP)'s 10-K filings on SEC EDGAR, in USD. Compare across companies →
13F Fund Holdings: Quarterly Trend
Latest: Q2 2026Aggregate AAP share value held by 13F filers tracked by SignalX, by quarter.
Quarterly totals table
| Quarter | Funds | Total value |
|---|---|---|
| Q2 2026 | 31 | $2.36B |
| Q1 2026 | 32 | $1.94B |
| Q4 2025 | 30 | $1.47B |
| Q3 2025 | 33 | $2.27B |
| Q2 2025 | 30 | $1.81B |
| Q1 2025 | 26 | $879.4M |
| Q4 2024 | 25 | $992.4M |
| Q3 2024 | 18 | $431.5M |
- Goldman Sachs Group+1.07M (+104%)
- Dimensional Fund Advisors+935.4K (+44%)
- Morgan Stanley+505.8K (+100%)
- T. Rowe Price Group+443.9K (+6%)
- BlackRock+426.3K (+5%)
- FMR LLC (Fidelity)−1.27M (-99%)
- Ameriprise Financial−735.1K (-52%)
- Wells Fargo & Co−381.9K (-84%)
- Bank of America Corp−98.0K (-9%)
- Fifth Third Bancorp−8.2K (-16%)
- Allstate+4.8K
- OLD NATIONAL BANCORP /IN/+3.3K
- Citadel Advisors LLC−344.0K
- Millennium Management−245.8K
- Bridgewater Associates LP−26.7K
Source: 13F-HR filings on SEC EDGAR (aggregated from 225 fund-quarter rows). Reflects only 13F filers tracked by SignalX, not the full institutional ownership universe. How 13F filings work
AAP filing archive
AI analysis pages for each 10-K, 10-Q and 8-K
10-K annual reports
10-Q quarterly reports
Latest 2026 SEC Filings: 10-K, 10-Q, 8-K & Form 4
| Form | Filing date | Period | Analysis | SEC |
|---|---|---|---|---|
| 4 | Sep 22, 2026 | - | - | - |
| 10-Q | Aug 20, 2026 | Jul 18, 2026 | Analysis | |
| 8-K | Aug 20, 2026 | - | Analysis | - |
| SC 13G | Aug 14, 2026 | - | - | |
| 4 | Jul 28, 2026 | - | - | - |
| 4 | Jul 28, 2026 | - | - | - |
| 4 | Jul 28, 2026 | - | - | - |
| 4 | Jul 28, 2026 | - | - | - |
| 4 | Jul 28, 2026 | - | - | - |
| 4 | Jul 28, 2026 | - | - | - |
| 4 | Jul 28, 2026 | - | - | - |
| 4 | Jul 28, 2026 | - | - | - |
| 4 | Jul 28, 2026 | - | - | - |
| 4 | Jul 28, 2026 | - | - | - |
| SC 13G | Jul 14, 2026 | - | - | |
| 4 | Jun 30, 2026 | - | - | - |
| 8-K | Jun 26, 2026 | - | Analysis | - |
| 4 | Jun 16, 2026 | - | - | - |
| 4 | Jun 4, 2026 | - | - | |
| 4 | Jun 4, 2026 | - | - | |
| 4 | Jun 4, 2026 | - | - | |
| 4 | Jun 4, 2026 | - | - | |
| 4 | Jun 4, 2026 | - | - | |
| 4 | Jun 4, 2026 | - | - | |
| 4 | Jun 4, 2026 | - | - |
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AAP SEC filings: frequently asked questions
Which institutions hold AAP stock?
As of June 30, 2026, the largest ADVANCE AUTO PARTS INC (AAP) holders among the 13F filers tracked by SignalX were BlackRock ($581.9 million), T. Rowe Price Group ($524.4 million), Vanguard Portfolio Management LLC ($232.7 million), Dimensional Fund Advisors ($190.6 million), Vanguard Capital Management LLC ($169.2 million). 13F-HR reports are filed up to 45 days after each quarter ends.
What was AAP's revenue in fiscal year 2025?
For the fiscal year ended January 3, 2026 (FY2025), ADVANCE AUTO PARTS INC (AAP) reported revenue of $8.6 billion (down 5.4% from FY2024) and net income of $44.0 million. Diluted EPS was $0.73. The figures come from the XBRL data in the 10-K.
What did AAP report in its latest 8-K?
ADVANCE AUTO PARTS INC (AAP) filed an 8-K on August 20, 2026 reporting Item 2.02 (Results of Operations and Financial Condition). Q2 fiscal 2026 results for quarter ended July 18, 2026.
What are the latest AAP SEC filings?
ADVANCE AUTO PARTS INC (AAP) filed its latest 10-K annual report on February 13, 2026, a 10-Q quarterly report on August 20, 2026, an 8-K current report on August 20, 2026 and a Form 4 insider filing on September 22, 2026.
What is AAP's SEC CIK number?
ADVANCE AUTO PARTS INC (AAP)'s SEC Central Index Key (CIK) is 1158449. EDGAR lists every AAP filing under that number.
Ask anything about AAP
The research agent reads AAP's filings, financials, insider trades and 13F holders, then answers with sources.