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News  ›  Investing.com

From Rust to Riches: 2 Auto Parts Names Built for 2026

Investing.com Logo Investing.com By Jeffrey Neal Johnson
From Rust to Riches: 2 Auto Parts Names Built for 2026

The aging U.S. vehicle fleet and high interest rates preventing new car purchases are creating strong tailwinds for the aftermarket auto parts industry in 2026. O'Reilly Automotive and AutoZone are positioned to benefit from increased repair demand, while Advance Auto Parts faces headwinds due to operational challenges. The sector offers recession-resistant growth as vehicle repairs remain a necessity regardless of economic conditions.

Insights
XME   neutral

Mentioned as a related investment vehicle without specific positive or negative commentary


ORLY   positive

Dominant player in the Do-It-For-Me (DIFM) market with superior distribution network delivering parts in under 45 minutes. Strong competitive moat, aggressive share buybacks, and positioned to benefit from aging vehicle fleet and high repair demand in 2026.