As the craze of earnings season draws to a close, here’s a look back at some of the most exciting (and some less so) results from Q1. Today, we are looking at automotive and marine retail stocks, 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 10 automotive and marine retail stocks we track reported a satisfactory Q1. As a group, revenues missed analysts’ consensus estimates by 1.9%.

Thankfully, share prices of the companies have been resilient as they are up 5.2% on average 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 $527.4 million, down 16.5% year on year. This print fell short of analysts’ expectations by 14.7%, but it was still a satisfactory quarter for the company with a beat of analysts’ EPS estimates but a significant miss of analysts’ revenue estimates.

“Our fiscal second quarter results reflected ongoing industry headwinds in the retail environment for new and used boat sales; however, our higher‑margin businesses once again provided important balance, stability and growth, helping to offset much of the pressure caused by the decline in boat revenue,” said MarineMax Chief Executive Officer and President Brett McGill.

MarineMax delivered the weakest performance against analyst estimates and slowest revenue growth of the whole group. Interestingly, the stock is up 16.1% since reporting and currently trades at $34.00.

Is now the time to buy MarineMax? Access our full analysis of the earnings results 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 estimates and an impressive beat of analysts’ EBITDA estimates.

CarMax delivered the biggest analyst estimate beat among its peers. The market seems content with the results as the stock is up 3.6% since reporting. It currently trades at $50.84.

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 3.7% since the results and currently trades at $15.95.

Read our full analysis of Monro’s results here.

Camping World (NYSE: CWH)

Founded in 1966 as a single recreational vehicle (RV) dealership, Camping World (NYSE: CWH) still sells RVs along with boats and general merchandise for outdoor activities.

Camping World reported revenues of $1.35 billion, down 4.2% year on year. This print lagged analysts’ expectations by 3.7%. Taking a step back, it was still a strong quarter as it put up a beat of analysts’ EPS and EBITDA estimates.

The stock is up 15.2% since reporting and currently trades at $7.99.

Read our full, actionable report on Camping World here, it’s free.

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 number beat analysts’ expectations by 2.8%. It was a very strong quarter as it also recorded a solid beat of analysts’ revenue estimates and an impressive beat of analysts’ EBITDA estimates.

The stock is up 12% since reporting and currently trades at $180.92.

Read our full, actionable report on Penske Automotive Group 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.

Want to invest in winners with rock-solid fundamentals? Check out our Strong Momentum Stocks and add them to your watchlist. These companies are poised for growth regardless of the political or macroeconomic climate.