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Side-by-side financial comparison of ADVANCE AUTO PARTS INC (AAP) and VALMONT INDUSTRIES INC (VMI). Click either name above to swap in a different company.
ADVANCE AUTO PARTS INC is the larger business by last-quarter revenue ($2.0B vs $1.0B, roughly 1.9× VALMONT INDUSTRIES INC). VALMONT INDUSTRIES INC runs the higher net margin — 10.5% vs 0.3%, a 10.2% gap on every dollar of revenue. On growth, ADVANCE AUTO PARTS INC posted the faster year-over-year revenue change (130.1% vs 6.2%). Over the past eight quarters, VALMONT INDUSTRIES INC's revenue compounded faster (-0.5% CAGR vs -15.7%).
Advance Auto Parts, Inc. is an American automotive aftermarket parts provider. Headquartered in Raleigh, North Carolina, it serves professional installer and do it yourself (DIY) customers.
Valmont Industries, Inc. is a large, publicly held American manufacturer of Valley center pivot and linear irrigation equipment, windmill support structures, lighting and traffic poles and steel utility poles.
AAP vs VMI — Head-to-Head
Income Statement — Q4 FY2025 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $2.0B | $1.0B |
| Net Profit | $6.0M | $108.0M |
| Gross Margin | 44.1% | 30.8% |
| Operating Margin | 2.2% | 15.1% |
| Net Margin | 0.3% | 10.5% |
| Revenue YoY | 130.1% | 6.2% |
| Net Profit YoY | 101.4% | 23.8% |
| EPS (diluted) | $0.10 | $5.51 |
Green = leading value per metric. Periods may differ when fiscal calendars don't align.
8-Quarter Revenue & Profit Trend
Side-by-side quarterly history. Quarters aligned by calendar period so offset fiscal years line up.
| Q1 26 | $2.0B | $1.0B | ||
| Q4 25 | $2.0B | $1.0B | ||
| Q3 25 | $2.0B | $1.0B | ||
| Q2 25 | $2.6B | $1.1B | ||
| Q1 25 | — | $969.3M | ||
| Q4 24 | $2.1B | $1.0B | ||
| Q3 24 | $2.2B | $1.0B | ||
| Q2 24 | $2.8B | $1.0B |
| Q1 26 | $6.0M | $108.0M | ||
| Q4 25 | $-1.0M | $168.0M | ||
| Q3 25 | $15.0M | $99.0M | ||
| Q2 25 | $24.0M | $-4.0M | ||
| Q1 25 | — | $87.3M | ||
| Q4 24 | $-6.0M | $77.7M | ||
| Q3 24 | $45.0M | $83.1M | ||
| Q2 24 | $40.0M | $99.7M |
| Q1 26 | 44.1% | 30.8% | ||
| Q4 25 | 43.3% | 29.8% | ||
| Q3 25 | 43.5% | 30.4% | ||
| Q2 25 | 42.9% | 30.6% | ||
| Q1 25 | — | 30.0% | ||
| Q4 24 | 42.3% | 30.2% | ||
| Q3 24 | 43.6% | 29.6% | ||
| Q2 24 | 43.4% | 30.8% |
| Q1 26 | 2.2% | 15.1% | ||
| Q4 25 | 1.1% | 11.2% | ||
| Q3 25 | 1.1% | 13.5% | ||
| Q2 25 | -5.1% | 2.8% | ||
| Q1 25 | — | 13.2% | ||
| Q4 24 | — | 11.6% | ||
| Q3 24 | 2.5% | 12.3% | ||
| Q2 24 | 1.9% | 14.2% |
| Q1 26 | 0.3% | 10.5% | ||
| Q4 25 | -0.0% | 16.2% | ||
| Q3 25 | 0.7% | 9.5% | ||
| Q2 25 | 0.9% | -0.4% | ||
| Q1 25 | — | 9.0% | ||
| Q4 24 | -0.3% | 7.5% | ||
| Q3 24 | 2.1% | 8.1% | ||
| Q2 24 | 1.4% | 9.6% |
| Q1 26 | $0.10 | $5.51 | ||
| Q4 25 | $-0.02 | $9.02 | ||
| Q3 25 | $0.25 | $4.98 | ||
| Q2 25 | $0.40 | $-1.53 | ||
| Q1 25 | — | $4.32 | ||
| Q4 24 | $-0.10 | $3.85 | ||
| Q3 24 | $0.75 | $4.11 | ||
| Q2 24 | $0.67 | $4.91 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $3.1B | $160.2M |
| Total DebtLower is stronger | $3.4B | — |
| Stockholders' EquityBook value | $2.2B | $1.7B |
| Total Assets | $11.8B | $3.4B |
| Debt / EquityLower = less leverage | 1.55× | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $3.1B | $160.2M | ||
| Q4 25 | $3.2B | $187.1M | ||
| Q3 25 | $1.7B | $226.1M | ||
| Q2 25 | $1.7B | $208.5M | ||
| Q1 25 | — | $184.4M | ||
| Q4 24 | $464.5M | $164.3M | ||
| Q3 24 | $479.4M | $200.5M | ||
| Q2 24 | $451.0M | $163.1M |
| Q1 26 | $3.4B | — | ||
| Q4 25 | $3.4B | $795.7M | ||
| Q3 25 | $1.8B | — | ||
| Q2 25 | $1.8B | — | ||
| Q1 25 | — | — | ||
| Q4 24 | $1.8B | $730.6M | ||
| Q3 24 | $1.8B | — | ||
| Q2 24 | $1.8B | — |
| Q1 26 | $2.2B | $1.7B | ||
| Q4 25 | $2.2B | $1.6B | ||
| Q3 25 | $2.2B | $1.6B | ||
| Q2 25 | $2.2B | $1.5B | ||
| Q1 25 | — | $1.6B | ||
| Q4 24 | $2.6B | $1.5B | ||
| Q3 24 | $2.6B | $1.5B | ||
| Q2 24 | $2.6B | $1.5B |
| Q1 26 | $11.8B | $3.4B | ||
| Q4 25 | $12.1B | $3.4B | ||
| Q3 25 | $10.5B | $3.4B | ||
| Q2 25 | $10.6B | $3.3B | ||
| Q1 25 | — | $3.4B | ||
| Q4 24 | $12.5B | $3.3B | ||
| Q3 24 | $12.3B | $3.5B | ||
| Q2 24 | $12.2B | $3.5B |
| Q1 26 | 1.55× | — | ||
| Q4 25 | 1.55× | 0.49× | ||
| Q3 25 | 0.81× | — | ||
| Q2 25 | 0.81× | — | ||
| Q1 25 | — | — | ||
| Q4 24 | 0.69× | 0.47× | ||
| Q3 24 | 0.69× | — | ||
| Q2 24 | 0.70× | — |
Cash Flow & Capital Efficiency
How much cash each business actually produces after reinvestment. Cash flow is harder to manipulate than net income.
| Metric | | |
|---|---|---|
| Operating Cash FlowLast quarter | $72.0M | — |
| Free Cash FlowOCF − Capex | $-21.0M | — |
| FCF MarginFCF / Revenue | -1.1% | — |
| Capex IntensityCapex / Revenue | 4.7% | — |
| Cash ConversionOCF / Net Profit | 12.00× | — |
| TTM Free Cash FlowTrailing 4 quarters | $-298.0M | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $72.0M | — | ||
| Q4 25 | $-12.0M | $111.2M | ||
| Q3 25 | $50.0M | $112.5M | ||
| Q2 25 | $-156.0M | $167.6M | ||
| Q1 25 | — | $65.1M | ||
| Q4 24 | $70.0M | $193.4M | ||
| Q3 24 | $85.0M | $225.1M | ||
| Q2 24 | $3.0M | $130.8M |
| Q1 26 | $-21.0M | — | ||
| Q4 25 | $-76.0M | $70.4M | ||
| Q3 25 | $-3.0M | $70.6M | ||
| Q2 25 | $-198.0M | $135.6M | ||
| Q1 25 | — | $34.8M | ||
| Q4 24 | $27.0M | $167.8M | ||
| Q3 24 | $44.0M | $204.6M | ||
| Q2 24 | $-43.0M | $112.5M |
| Q1 26 | -1.1% | — | ||
| Q4 25 | -3.7% | 6.8% | ||
| Q3 25 | -0.1% | 6.7% | ||
| Q2 25 | -7.7% | 12.9% | ||
| Q1 25 | — | 3.6% | ||
| Q4 24 | 1.3% | 16.2% | ||
| Q3 24 | 2.0% | 20.1% | ||
| Q2 24 | -1.6% | 10.8% |
| Q1 26 | 4.7% | — | ||
| Q4 25 | 3.1% | 3.9% | ||
| Q3 25 | 2.6% | 4.0% | ||
| Q2 25 | 1.6% | 3.0% | ||
| Q1 25 | — | 3.1% | ||
| Q4 24 | 2.0% | 2.5% | ||
| Q3 24 | 1.9% | 2.0% | ||
| Q2 24 | 1.7% | 1.8% |
| Q1 26 | 12.00× | — | ||
| Q4 25 | — | 0.66× | ||
| Q3 25 | 3.33× | 1.14× | ||
| Q2 25 | -6.50× | — | ||
| Q1 25 | — | 0.75× | ||
| Q4 24 | — | 2.49× | ||
| Q3 24 | 1.89× | 2.71× | ||
| Q2 24 | 0.07× | 1.31× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
AAP
Segment breakdown not available.
VMI
| Infrastructure | $803.2M | 78% |
| Agriculture | $226.0M | 22% |
