Looking back on automotive and marine retail stocks’ Q1 earnings, we examine this quarter’s best and worst performers, including OneWater (NASDAQ: ONEW) and its peers.

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 10 automotive and marine retail stocks we track reported a satisfactory Q1. As a group, revenues missed analysts’ consensus estimates by 1.9%.

In light of this news, share prices of the companies have held steady. On average, they are relatively unchanged 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 $442.3 million, down 8.5% year on year. This print fell short of analysts’ expectations by 8.3%. Overall, it was a softer quarter for the company with a significant miss of analysts’ revenue and EBITDA estimates.

OneWater achieved the highest full-year guidance raise of the whole group. Unsurprisingly, the stock is up 3.2% since reporting and currently trades at $10.43.

Read our full report on OneWater here, it’s free.

Best Q1: 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 $5.95 billion, flat year on year, outperforming analysts’ expectations by 3.9%. The business had a stunning quarter with a beat of analysts’ EPS and EBITDA estimates.

CarMax achieved the biggest analyst estimate beat among its peers. Although it had a fine quarter compared to its peers, the market seems unhappy with the results as the stock is down 3.8% since reporting. It currently trades at $47.22.

Is now the time to buy CarMax? 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.

As expected, the stock is down 11.3% since the results and currently trades at $14.69.

Read our full analysis of Monro’s results here.

Penske Automotive Group (NYSE: PAG)

With a diverse global network spanning the US, UK, Canada, Germany, Italy, Japan, and Australia, Penske Automotive Group (NYSE: PAG) operates automotive and commercial truck dealerships across the globe, selling new and used vehicles while providing service, parts, and financing options.

Penske Automotive Group reported revenues of $7.86 billion, down 1.1% year on year. This result surpassed analysts’ expectations by 2.8%. Overall, it was a very strong quarter as it also produced an impressive beat of analysts’ revenue and EBITDA estimates.

The stock is up 6.5% since reporting and currently trades at $172.10.

Read our full, actionable report on Penske Automotive Group here, it’s free.

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. This print topped analysts’ expectations by 1.1%. It was a strong quarter as it also put up a beat of analysts’ EPS estimates and a solid beat of analysts’ EBITDA estimates.

The stock is up 13.9% since reporting and currently trades at $58.36.

Read our full, actionable report on Advance Auto Parts 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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