Second Quarter Financial Reports: Organized by Net Sales Difference

Second Quarter Financial Reports: Organized By Net Sales Difference

Q2 2020 Q2 2019 Q2 2020 Q2 2019 Company Name Net Sales Net Sales Difference Net Income Net Income

CarParts.com $118.93 M $73.69 M +61.4% $1.57 M -$1.46 M O’Reilly Automotive $3.09 B $2.59 B +19.4% $531.67 M $353.68 M XPEL Inc. $35.81 M $30.09 M +19.0% $3.97 M $3.01 M AutoZone Inc. $4.55 B $3.99 B +14.0% $740.46 M $565.23 M Advance Auto Parts $2.50 B $2.33 B +7.3% $189.96 M $124.82 M Energizer Holdings $658.00 M $647.20 M +1.7% $29.80 M $7.40 M ------Fox Factory Holding Corp. $183.10 M $192.12 M -4.7% $13.19 M $23.36 M Valvoline Quick Lubes $199.00 M $211.00 M -5.4% $36.00 M $48.00 M Dorman Products $233.18 M $254.18 M -8.3% $13.89 M $21.50 M Polaris Inc. (Aftermarket)^ $207.50 M $228.90 M -9.3% $47.60 M $55.20 M EnerSys $704.92 M $780.23 M -9.7% $35.18 M $48.64 M Myers Industries $118.40 M $134.30 M -11.8% $8.37 M $6.61 M Motorcar Parts of America $95.36 M $109.15 M -12.6% -$3.01 M -$6.15 M Genuine Parts Company $3.82 B $4.46 B -14.2% -$564.37 M $224.43 M The Donaldson Company $617.40 M $726.90 M -15.1% $64.20 M $58.00 M Fortive Corp. $1.57 B $1.86 B -15.7% $130.00 M $174.60 M Stanley Black & Decker $3.15 B $3.76 B -16.3% $238.70 M $357.40 M Dover Corp. $1.50 B $1.81 B -17.2% $124.77 M $198.09 M Lithia Motors* $275.50 M $335.50 M -17.9% $144.40 M $170.30 M Standard Motor Products $247.94 M $305.17 M -18.8% $10.97 M $19.43 M LKQ Corp. $2.63 B $3.25 B -19.1% $118.77 M $152.11 M The Timken Company $803.50 M $1.00 B -19.7% $61.80 M $94.90 M PACCAR Parts^^ $823.70 M $1.03 B -19.7% $151.90 M $210.60 M Icahn Automotive Group*** $587.00 M $744.00 M -21.1% -$50.00 M -$38.00 M Monro Inc. $247.06 M $317.06 M -22.1% $2.99 M $22.61 M P&F Industries $11.52 M $14.80 M -22.2% -$2.38 M $5.69 M Littelfuse Inc. $307.34 M $397.88 M -22.8% -$8.99 M $43.79 M AutoNation Inc.* $689.90 M $901.50 M -23.5% $311.40 M $411.90 M Snap-on Inc. $724.30 M $951.30 M -23.9% $101.20 M $180.40 M Lincoln Electric Holdings $590.73 M $777.01 M -24.0% $27.00 M $85.45 M Asbury Automotive Group* $169.20 M $224.50 M -24.6% $100.50 M $140.60 M Lawson Products $72.15 M $96.10 M -24.9% $619,000 $1.31 M Group 1 Automotive* $282.00 M $378.20 M -25.4% $150.00 M $204.10 M Sonic Automotive* $259.06 M $355.31 M -27.1% $124.28 M $170.55 M ITT Inc. $514.70 M $719.90 M -28.5% $48.00 M $67.00 M Gates Industrial Corp. $576.50 M $809.90 M -28.8% -$27.80 M $26.70 M

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Q2 2020 Q2 2019 Q2 2020 Q2 2019 Company Name Net Sales Net Sales Difference Net Income Net Income

Illinois Tool Works $2.56 B $3.61 B -29.0% $319.00 M $623.00 M Safety-Kleen^^^ $214.56 M $305.98 M -29.9% $46.59 M $79.46 M Power Solutions International $93.06 M $138.68 M -32.9% -$17.74 M -$3.00 M Uni-Select Inc. $302.53 M $456.18 M -33.7% -$24.17 M $6.32 M Sensata Technologies $576.51 M $883.73 M -34.8% -$42.54 M $73.44 M Penske Automotive Group** $345.20 M $550.70 M -37.3% $201.20 M $328.30 M Horizon Global Corp. $120.49 M $192.65 M -37.5% -$16.72 M -$8.14 M Garrett Motion $477.00 M $802.00 M -40.5% -$9.00 M $66.00 M Tenneco Inc. $2.64 B $4.50 B -41.5% -$340.00 M $45.00 M Delphi Technologies $628.00 M $1.12 B -44.0% -$102.00 M $31.00 M BorgWarner Inc. $1.43 B $2.55 B -44.1% -$84.00 M $182.00 M Visteon Corp. $371.00 M $733.00 M -49.4% -$42.00 M $8.00 M Dana Inc. $1.08 B $2.31 B -53.3% -$173.00 M -$66.00 M Cooper-Standard Holdings $340.47 M $764.70 M -55.5% -$135.98 M $144.66 M Meritor Inc. $514.00 M $1.17 B -55.9% -$34.00 M $89.00 M Superior Industries Int’l $144.84 M $352.50 M -58.9% -$43.22 M $7.27 M American Axle & Mfg. $515.30 M $1.70 B -69.8% -$213.20 M $52.70 M

^ Only represents the sales and gross profit of Polaris Industries’ aftermarket segment, which includes Transamerican Auto Parts (TAP), as well as the brands Klim, Kolpin, ProArmor, Trail Tech and 509. ^^ Only shows the sales & revenue and pretax profit of PACCAR Parts segment of PACCAR Inc. ^^^ Only reflects direct revenue and adjusted EBITDA from the Safety-Kleen segment of Clean Harbors Inc. * Only represents the parts and service revenue and gross profit for these vehicle retailers. ** Only represents retail automotive dealership parts and service results for Penske. Commercial vehicle parts and service results not included. *** Icahn’s automotive operations no longer include the results of Federal-Mogul.

SOURCE: Auto Care Week/The Greensheet