As the craze of earnings season draws to a close, here’s a look back at some of the most exciting (and some less so) results from Q2. Today, we are looking at automotive and marine retail stocks, starting with OneWater (NASDAQ: ONEW).
At their essence, cars and boats get you from point A to point B, but the former is usually a necessity in everyday life while the latter is a luxury or leisure product. The retailers that sell these vehicles therefore cater to different needs and populations. There are also retailers that may not sell cars and boats themselves but the parts and accessories needed to keep these complex machines in tip top shape.
The 11 automotive and marine retail stocks we track reported a mixed Q2. As a group, revenues missed analysts’ consensus estimates by 3.6%.
Amidst this news, share prices of the companies have had a rough stretch. On average, they are down 5.5% since the latest earnings results.
OneWater (NASDAQ: ONEW)
A public company since early 2020, OneWater Marine (NASDAQ: ONEW) sells boats, yachts, and other marine products.
OneWater reported revenues of $530.7 million, down 4% year on year. This print fell short of analysts’ expectations by 4.9%. Overall, it was a mixed quarter for the company with an impressive beat of analysts’ EBITDA estimates but full-year revenue guidance missing analysts’ expectations.
OneWater delivered the weakest full-year guidance update among its peers. The market seems disappointed with the results as the stock is down 24.3% since reporting and currently trades at $9.62.
Is now the time to buy OneWater? Access our full analysis of the earnings results here, it’s free.
Best Q2: CarMax (NYSE: KMX)
Known for its transparent, customer-centric approach and wide selection of vehicles, Carmax (NYSE: KMX) is the largest automotive retailer in the United States.
CarMax reported revenues of $8.01 billion, up 6.2% year on year, outperforming analysts’ expectations by 8.2%. The business had a stunning quarter with a beat of analysts’ EPS estimates.
CarMax pulled off the biggest analyst estimate beat in the group. The market seems happy with the results as the stock is up 12.1% since reporting. It currently trades at $58.41.
Is now the time to buy CarMax? Access our full analysis of the earnings results here, it’s free.
Weakest Q2: America's Car-Mart (NASDAQ: CRMT)
With a strong presence in the Southern and Central US, America’s Car-Mart (NASDAQ: CRMT) sells used cars to budget-conscious consumers.
America's Car-Mart reported revenues of $144.2 million, down 57.6% year on year, falling short of analysts’ expectations by 36%. It was a disappointing quarter as it posted a significant miss of analysts’ EPS estimates.
America's Car-Mart delivered the weakest performance against analyst estimates and slowest revenue growth of the whole group. As expected, the stock is down 28.7% since the results and currently trades at $1.78.
Read our full analysis of America's Car-Mart’s results here.
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 billion, flat year on year. This result came in 1.9% below analysts’ expectations. Taking a step back, it was a satisfactory quarter as it also recorded a beat of analysts’ EPS estimates but full-year revenue guidance slightly missing analysts’ expectations.
The stock is down 25.2% since reporting and currently trades at $42.04.
Read our full, actionable report on Advance Auto Parts here, it’s free.
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 $287.1 million, down 4.6% year on year. This print was in line with analysts’ expectations. Taking a step back, it was a softer quarter as it recorded a significant miss of analysts’ EPS estimates and a slight miss of analysts’ gross margin estimates.
The stock is down 28.7% since reporting and currently trades at $12.27.
Read our full, actionable report on Monro here, it’s free.
Market Update
Over the past year, investors have been forced to repeatedly answer the same question: what is the market’s biggest risk? The answer has changed several times, and each shift has reshaped market leadership.
Late in 2025 and early 2026, artificial intelligence became the market’s primary uncertainty. Investors questioned whether AI would erode software pricing power and weaken competitive moats as AI made it easier to replicate once-differentiated products.
By the spring, technology took a back seat to geopolitics. The U.S. conflict with Iran briefly became the market’s dominant narrative, raising concerns about oil prices, inflation, and global growth. But as energy markets remained orderly and fears of a prolonged supply disruption faded, investors quickly turned their focus back to fundamentals.
Want to invest in winners with rock-solid fundamentals? Check out our Strong Momentum Stocks and add them to your watchlist. These companies are poised for growth regardless of the political or macroeconomic climate.
