AutoZone (AZO) Research | Aerarium Research

Forward Estimates

EPS Estimates

Current Qtr

$36.17

$34.92$38.05

vs $35.36+2.3%

22 analysts

Next Qtr

$54.52

$51.46$56.97

vs $48.71+11.9%

20 analysts

Current Yr

$151.03

$148.00$153.70

vs $144.87+4.3%

22 analysts

Next Yr

$175.24

$163.80$183.11

vs $151.03+16.0%

22 analysts

Revenue Estimates

Current Qtr

$4.86B

$4.79B$4.92B

vs $4.46B+8.9%

21 analysts

Next Qtr

$6.73B

$6.64B$6.84B

vs $6.24B+7.8%

20 analysts

Current Yr

$20.47B

$20.39B$20.59B

vs $18.94B+8.1%

23 analysts

Next Yr

$21.98B

$21.08B$22.43B

vs $20.47B+7.4%

24 analysts

SEC filings →

View all 10-K, 10-Q, and 8-K filings for AZO on EDGAR.

AZO filing events and research context
Filed	Item	Context
Mar 20, 2026	mda_quarterly	Net sales for the twelve weeks ended February 14, 2026, increased 8.1% to $4.3 billion, driven by 3.3% constant currency same-store sales and a 9.8% rise in domestic commercial sales. Operating profit decreased 1.2% to $698.5 million, primarily due to a 138 basis point unfavorable non-cash LIFO charge that reduced gross margin to 52.5%. Net income fell 3.9% to $468.9 million. Failure and maintenance categories comprise 85% of the sales mix. Market growth remains tied to the average U.S. vehicle age of 12.8 years and a 0.9% increase in miles driven. Capital expenditures totaled $652 million over twenty-four weeks, focusing on new stores and hub and mega hub expansions. Liquidity is supported by $285.5 million in cash and $2.2 billion in undrawn revolving credit, facilitating $741.7 million in share repurchases over twenty-four weeks. Adjusted ROIC declined to 37.6% from 45.5% year-over-year, while the adjusted debt to EBITDAR ratio held steady at 2.5:1. Key risks include macroeconomic inflation, consumer debt levels, and uncertainty surrounding new U.S. tariffs following recent Supreme Court invalidations.
Dec 19, 2025	mda_quarterly	AutoZone reported net sales of $4.6 billion for the twelve weeks ended November 22, 2025, an 8.2% increase driven by 4.7% constant currency same-store sales growth and a 14.5% surge in domestic commercial sales to $1.3 billion. Despite revenue growth, operating profit declined 6.8% to $784.2 million, primarily due to a $98 million unfavorable non-cash LIFO impact. Net income fell 6.0% to $530.8 million, with diluted EPS at $31.04. Failure and maintenance categories continue to dominate the sales mix at 86%. Long-term growth remains correlated with the average light vehicle age of 12.8 years and a 1.0% increase in U.S. miles driven. Capital expenditures rose to $314.2 million, focused on new store openings and hub and mega hub expansions. While liquidity is supported by $2.2 billion in undrawn revolving credit, adjusted ROIC decreased to 39.6% from 47.7% year-over-year. The company maintains a high accounts payable to inventory ratio of 115.6% to optimize working capital. Primary risks include inflation, consumer debt levels, and potential credit rating downgrades that could limit supplier financing arrangements.
Oct 27, 2025	business	AutoZone is a leading retailer and distributor of automotive replacement parts and accessories, operating 7,657 stores across the U.S., Mexico, and Brazil as of August 30, 2025. The company’s business model relies on a high-service approach, offering an extensive product line for light-duty vehicles, including hard parts, maintenance items, and accessories. A significant portion of revenue is generated through its commercial sales program, which serves repair garages, dealers, and fleet owners. Financial performance is closely correlated with two key industry metrics: the number of miles driven and the population of vehicles seven years or older. As of fiscal 2025, the company reported annual revenues of $18.9 billion. Growth is driven by same-store sales, new store openings, and the expansion of commercial programs. Key risks include intense competition from online and multi-channel retailers, potential supply chain disruptions, and the need to manage a large, labor-intensive workforce. The company faces ongoing pressure to maintain competitive wages and navigate potential unionization efforts. Additionally, AutoZone is subject to cybersecurity risks, complex regulatory environments, and macroeconomic volatility, including inflation and interest rate fluctuations. The company maintains an investment-grade credit rating and utilizes a robust share repurchase program to return capital to shareholders.

Filed

Item

Context

Mar 20, 2026

mda_quarterly

Net sales for the twelve weeks ended February 14, 2026, increased 8.1% to $4.3 billion, driven by 3.3% constant currency same-store sales and a 9.8% rise in domestic commercial sales. Operating profit decreased 1.2% to $698.5 million, primarily due to a 138 basis point unfavorable non-cash LIFO charge that reduced gross margin to 52.5%. Net income fell 3.9% to $468.9 million. Failure and maintenance categories comprise 85% of the sales mix. Market growth remains tied to the average U.S. vehicle age of 12.8 years and a 0.9% increase in miles driven. Capital expenditures totaled $652 million over twenty-four weeks, focusing on new stores and hub and mega hub expansions. Liquidity is supported by $285.5 million in cash and $2.2 billion in undrawn revolving credit, facilitating $741.7 million in share repurchases over twenty-four weeks. Adjusted ROIC declined to 37.6% from 45.5% year-over-year, while the adjusted debt to EBITDAR ratio held steady at 2.5:1. Key risks include macroeconomic inflation, consumer debt levels, and uncertainty surrounding new U.S. tariffs following recent Supreme Court invalidations.

Dec 19, 2025

mda_quarterly

AutoZone reported net sales of $4.6 billion for the twelve weeks ended November 22, 2025, an 8.2% increase driven by 4.7% constant currency same-store sales growth and a 14.5% surge in domestic commercial sales to $1.3 billion. Despite revenue growth, operating profit declined 6.8% to $784.2 million, primarily due to a $98 million unfavorable non-cash LIFO impact. Net income fell 6.0% to $530.8 million, with diluted EPS at $31.04. Failure and maintenance categories continue to dominate the sales mix at 86%. Long-term growth remains correlated with the average light vehicle age of 12.8 years and a 1.0% increase in U.S. miles driven. Capital expenditures rose to $314.2 million, focused on new store openings and hub and mega hub expansions. While liquidity is supported by $2.2 billion in undrawn revolving credit, adjusted ROIC decreased to 39.6% from 47.7% year-over-year. The company maintains a high accounts payable to inventory ratio of 115.6% to optimize working capital. Primary risks include inflation, consumer debt levels, and potential credit rating downgrades that could limit supplier financing arrangements.

Oct 27, 2025

business

AutoZone is a leading retailer and distributor of automotive replacement parts and accessories, operating 7,657 stores across the U.S., Mexico, and Brazil as of August 30, 2025. The company’s business model relies on a high-service approach, offering an extensive product line for light-duty vehicles, including hard parts, maintenance items, and accessories. A significant portion of revenue is generated through its commercial sales program, which serves repair garages, dealers, and fleet owners. Financial performance is closely correlated with two key industry metrics: the number of miles driven and the population of vehicles seven years or older. As of fiscal 2025, the company reported annual revenues of $18.9 billion. Growth is driven by same-store sales, new store openings, and the expansion of commercial programs. Key risks include intense competition from online and multi-channel retailers, potential supply chain disruptions, and the need to manage a large, labor-intensive workforce. The company faces ongoing pressure to maintain competitive wages and navigate potential unionization efforts. Additionally, AutoZone is subject to cybersecurity risks, complex regulatory environments, and macroeconomic volatility, including inflation and interest rate fluctuations. The company maintains an investment-grade credit rating and utilizes a robust share repurchase program to return capital to shareholders.

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AZO filing events and research context

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