The company delivered its third consecutive quarter of positive Adjusted EBITDA and modest revenue growth, signaling stabilization. Watch for continued progress on A-Premium and JC Whitney partnerships, and any update on the path to sustained free cash flow.
Price Chart
Executive Summary
CarParts.com reported Q3 2026 net sales of $129.3M, up 1.2% YoY, and a GAAP net loss of ($4.1M) or ($0.53) per share, improving from a ($10.9M) loss a year ago. Adjusted EBITDA was positive $1.0M, the third consecutive quarter of positive Adjusted EBITDA. The company beat the consensus EPS estimate of ($0.76) and revenue estimate of $124.0M.
Key Financial Metrics
Key Facts
- Net sales increased 1.2% YoY to $129.3 million.
- GAAP net loss was ($4.1) million, or ($0.53) per share, compared to a net loss of ($10.9) million, or ($1.87) per share, in the year-ago quarter.
- Adjusted EBITDA was $1.0 million, compared to ($2.5) million in the year-ago quarter.
- Gross margin improved 30 basis points to 33.4%.
- Cash balance was $33.8 million with no revolver borrowings as of October 3, 2026.
- A-Premium partnership annualized revenue run rate reached approximately $55 million.
- JC Whitney annualized revenue run rate increased to approximately $3 million.
- Last mile network delivered over 6,000 packages in the quarter, roughly double Q2.
- Launched CarParts+ Rewards loyalty program with more than 200,000 members enrolled.
- Partnered with Klarna to offer buy-now-pay-later financing.
Financial Impact
Revenue beat consensus by $5.3M (4.3%); EPS beat consensus by $0.23 (30.3%).
Risk Factors
- Revenue growth remains modest at 1.2% YoY, with year-to-date revenue down 7.1%.
- Company is still generating GAAP net losses, though narrowing.
- Cash balance declined from $37.9M at Q1 end to $33.8M at Q3 end.
- Convertible notes payable of $25.5M remain outstanding.
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 6 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| 8-K Filing (Primary) | 0001378950-26-000084 |
| Document: prts-20261029x8k.htm | 0001378950-26-000084 |
| Document: 0001378950-26-000084-index-headers.html | 0001378950-26-000084 |
| Document: 0001378950-26-000084-index.html | 0001378950-26-000084 |
| Document: 0001378950-26-000084.txt | 0001378950-26-000084 |
| 8-K Data (Synthetic) | 0001378950-26-000084 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Oct 29, 2026 3d ago | 8-K | No price | awaiting T+1 | awaiting T+1 | No price |
Oct 29, 2026 3d ago | Press Release | $8.40 | awaiting T+1 | awaiting T+1 | $6.90 (−17.86%) |
Sep 10, 2026 7w ago | Insider Cluster | $9.31 $8.98 | ▼ −3.54% | ▼ −3.10% | $6.90 (−25.89%) |
Sep 9, 2026 7w ago | Insider Cluster | $8.69 $9.31 | ▲ +7.13% | ▲ +6.28% | $6.90 (−20.60%) |
Aug 31, 2026 8w ago | Insider Cluster | $7.48 $7.97 | ▲ +6.55% | ▲ +6.11% | $6.90 (−7.75%) |
Aug 6, 2026 12w ago | Press Release | $6.75 $6.32 | ▼ −6.37% | ▼ −6.34% | $6.90 (+2.22%) |
Jun 17, 2026 19w ago | EFFECT | $6.41 $6.34 | ▲ +1.17% | ▲ +1.95% | $6.90 (−7.64%) |
Jun 16, 2026 19w ago | 8-K | $6.41 $6.34 | ▼ −1.17% | ▼ −1.95% | $6.90 (+7.64%) |
Jun 8, 2026 20w ago | S-3 | $5.95 $5.95 | · 0.00% | ▲ +1.58% | $6.90 (+15.97%) |
May 21, 2026 23w ago | 8-K | $6.40 $6.20 | ▼ −3.13% | ▼ −3.57% | $6.90 (+7.81%) |
US Market Status
Subscribe to SecBot
Get Real-Time SEC Filing Intelligence
Comprehensive SEC filing analysis delivered the moment filings hit EDGAR. Sentiment scoring, impact analysis, and actionable insights for every material event.
Create a free account Live analysis, Telegram alerts, watchlists and the MCP server for subscribers