
The end of the earnings season is always a good time to take a step back and see who shined (and who not so much). Let’s take a look at how automotive and marine retail stocks fared in Q4, starting with MarineMax (NYSE: HZO).
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 12 automotive and marine retail stocks we track reported a mixed Q4. As a group, revenues beat analysts’ consensus estimates by 0.5%.
Amidst this news, share prices of the companies have had a rough stretch. On average, they are down 5.6% since the latest earnings results.
MarineMax (NYSE: HZO)
Appropriately headquartered in Clearwater, Florida, MarineMax (NYSE: HZO) sells boats, yachts, and other marine products.
MarineMax reported revenues of $505.2 million, up 7.8% year on year. This print exceeded analysts’ expectations by 4.6%. Despite the top-line beat, it was still a slower quarter for the company with a significant miss of analysts’ EBITDA and gross margin estimates.
“As anticipated, retail margin pressure persisted across the recreational boating industry in the December quarter, reflecting continued uncertainty and competitive dynamics, including elevated promotional activity, as the industry continues to right-size inventory,” said Brett McGill, CEO and President of MarineMax.

MarineMax pulled off the biggest analyst estimates beat of the whole group. Unsurprisingly, the stock is up 12% since reporting and currently trades at $30.08.
Read our full report on MarineMax here, it’s free.
Best Q4: 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 $5.79 billion, down 6.9% year on year, outperforming analysts’ expectations by 3.3%. The business had a stunning quarter with a beat of analysts’ EPS estimates and a solid beat of analysts’ EBITDA estimates.

The market seems content with the results as the stock is up 3.5% since reporting. It currently trades at $42.50.
Is now the time to buy CarMax? Access our full analysis of the earnings results here, it’s free.
Weakest Q4: 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 $6.01 billion, up 4.1% year on year, falling short of analysts’ expectations by 0.8%. It was a softer quarter as it posted full-year EPS guidance missing analysts’ expectations significantly and a significant miss of analysts’ EBITDA estimates.
As expected, the stock is down 20.9% since the results and currently trades at $116.48.
Read our full analysis of Genuine Parts’s results here.
OneWater (NASDAQ: ONEW)
A public company since early 2020, OneWater Marine (NASDAQ: ONEW) sells boats, yachts, and other marine products.
OneWater reported revenues of $380.6 million, up 1.3% year on year. This print was in line with analysts’ expectations. It was a strong quarter as it also put up a beat of analysts’ EPS and EBITDA estimates.
OneWater delivered the highest full-year guidance raise among its peers. The stock is down 7.9% since reporting and currently trades at $12.18.
Read our full, actionable report on OneWater 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 $4.63 billion, up 8.2% year on year. This result met analysts’ expectations. Taking a step back, it was a slower quarter as it recorded a miss of analysts’ EBITDA and EPS estimates.
AutoZone pulled off the fastest revenue growth among its peers. The stock is down 2.8% since reporting and currently trades at $3,660.
Read our full, actionable report on AutoZone here, it’s free.
Want to invest in winners with rock-solid fundamentals? Check out our Top 6 Stocks and add them to your watchlist. These companies are poised for growth regardless of the political or macroeconomic climate.
StockStory’s analyst team — all seasoned professional investors — uses quantitative analysis and automation to deliver market-beating insights faster and with higher quality.