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Inferra AI / Company / AZO

AutoZone

AZO · Consumer Discretionary

Last earnings Sep 22, 2026

Key results

Gross marginquarter

$80 million

The decrease in gross margin was driven by a 128 basis point non-cash LIFO impact ($80 million LIFO charge in the current quarter versus none in the prior year), partially offset by higher merchandise margins.

SEC original ↗AutoZone — Earnings release (8-K exhibit)EX-99Sep 23, 2025

Net incomequarter

$837.0 million

Net income for the quarter was $837.0 million compared to $902.2 million in the prior year, while diluted earnings per share decreased 5.6% to $48.71.

SEC original ↗AutoZone — Earnings release (8-K exhibit)EX-99Sep 23, 2025

The decrease in gross margin was impacted by a 55 basis point non-cash LIFO impact ($64 million LIFO charge in the current year versus $40 million LIFO benefit in the prior year).

SEC original ↗AutoZone — Earnings release (8-K exhibit)EX-99Sep 23, 2025

EPSquarter

3.1%

Operating profit decreased 4.7% to $3.6 billion, net income decreased 6.2% to $2.5 billion and diluted earnings per share decreased 3.1% to $144.87 from $149.55.

SEC original ↗AutoZone — Earnings release (8-K exhibit)EX-99Sep 23, 2025

Revenuequarter

$6,242,726 thousand

Net sales $ 6,242,726 $ 6,205,380

SEC original ↗AutoZone — Earnings release (8-K exhibit)EX-99Sep 23, 2025

AI analysis

Q4 2025 · reported Sep 23, 2025

Based on: Earnings release + parent 8-K + 10-Q — transcript not held

Revenue · Q4 2025
$6,242,726 thousand
EX-99 · Sep 23, 2025
Net income · Q4 2025
$837.0M
-7.2% -$65M vs year ago computed from stated figures
EX-99 · Sep 23, 2025
Gross margin · Q4 2025
$80M
EX-99 · Sep 23, 2025

Headline figures

MetricQ4 2025Prior qtrYear ago
Gross margin$80 million——
Net income$837.0 million—$902.2 million
EPS3.1%——
Revenue$6,242,726 thousand——

EX-99 · Sep 23, 2025

Guidance · company-stated

No guidance located in the held release

Next earningsNo verified date on fileNo date is estimated or imported

Margin

Gross margin$80M

Capital allocation

Under its share repurchase program, AutoZone repurchased 117 thousand shares of its common stock during the fourth quarter, at an average price per share of $3,821, for a total investment of $446.7 million.

For the fiscal year, the Company repurchased 447 thousand shares of its common stock, at an average price of $3,425, for a total investment of $1.5 billion.

General educational research only — not investment advice.Every figure is as stated in the held documents; values marked “computed from stated figures” are arithmetic on those stated figures. Guidance shown is the company’s own stated guidance. No price targets, no recommendations, no consensus estimates.

Event summary

Net income for the quarter was $837.0 million compared to $902.2 million in the prior year, while diluted earnings per share decreased 5.6% to $48.71

Based on: Earnings release + parent 8-K + 10-Q — transcript not held

Guidance & outlook

No guidance located in the held release

Capital allocation

Under its share repurchase program, AutoZone repurchased 117 thousand shares of its common stock during the fourth quarter, at an average price per share of $3,821, for a total investment of $446.7 million.

SEC original ↗AutoZone — Earnings release (8-K exhibit)EX-99Sep 23, 2025

For the fiscal year, the Company repurchased 447 thousand shares of its common stock, at an average price of $3,425, for a total investment of $1.5 billion.

SEC original ↗AutoZone — Earnings release (8-K exhibit)EX-99Sep 23, 2025

At year end, the Company had $632.3 million remaining under its current share repurchase authorization.

SEC original ↗AutoZone — Earnings release (8-K exhibit)EX-99Sep 23, 2025

These non-GAAP measures include adjustments to exclude the additional week in the prior year s fourth quarter and fiscal year, return on invested capital, adjusted debt and adjusted debt to earnings before interest, taxes, depreciation, amortization, rent and share-based expense ( EBITDAR ).

SEC original ↗AutoZone — Earnings release (8-K exhibit)EX-99Sep 23, 2025

The Company believes this is important information for the management of its debt levels and share repurchases.

SEC original ↗AutoZone — Earnings release (8-K exhibit)EX-99Sep 23, 2025

Fair values of the marketable debt securities, by asset class, are described in Note E Marketable Debt Securities.

SEC original ↗AutoZone — 10-Q Quarterly report10-QJun 12, 2026

Strategy & priorities

Deleverage was primarily driven by investments to support our growth initiatives.

SEC original ↗AutoZone — Earnings release (8-K exhibit)EX-99Sep 23, 2025

The Company s inventory increased 14.1% over the same period last year, driven primarily by growth initiatives.

SEC original ↗AutoZone — Earnings release (8-K exhibit)EX-99Sep 23, 2025

We continue to be pleased with the results of our strategies to grow both our domestic and international DIY and Commercial sales.

SEC original ↗AutoZone — Earnings release (8-K exhibit)EX-99Sep 23, 2025

We expect to aggressively open stores in the new year as we continue to focus on growing our market share over time.

SEC original ↗AutoZone — Earnings release (8-K exhibit)EX-99Sep 23, 2025

Forward-looking statements typically use words such as believe, anticipate, should, intend, plan, will, expect, estimate, project, positioned, strategy, seek, may, could and similar expressions.

SEC original ↗AutoZone — Earnings release (8-K exhibit)EX-99Sep 23, 2025

Risks & headwinds

These and other risks and uncertainties are discussed in more detail in the Risk Factors section contained in Item 1A under Part 1 of our Annual Report on Form 10-K for the year ended August 31, 2024.

SEC original ↗AutoZone — Earnings release (8-K exhibit)EX-99Sep 23, 2025

Events described above and in the Risk Factors could materially and adversely affect our business.

SEC original ↗AutoZone — Earnings release (8-K exhibit)EX-99Sep 23, 2025

Legal Proceedings 29 Item 1A.

SEC original ↗AutoZone — 10-Q Quarterly report10-QJun 12, 2026

Due to price changes on the Company s merchandise purchases, primarily due to inflation driven by tariffs, the Company s LIFO credit reserve balance was $ 260.0 million at May 9, 2026, and $ 83.0 million at August 30, 2025.

SEC original ↗AutoZone — 10-Q Quarterly report10-QJun 12, 2026

Note H Litigation The Company is involved in various legal proceedings incidental to the conduct of its business, including, but not limited to, claims and allegations related to wage and hour violations, unlawful termination, employment practices, product liability, privacy and cybersecurity, environmental matters, intellectual property rights or regulatory compliance.

SEC original ↗AutoZone — 10-Q Quarterly report10-QJun 12, 2026

Supreme Court invalidated tariffs imposed under the International Emergency Economic Powers Act ( IEEPA ).

SEC original ↗AutoZone — 10-Q Quarterly report10-QJun 12, 2026

Competitors

Competitors & peers

Same GICS sector — classification peers, not declared competitors

Amazon (AMZN) Consumer DiscretionaryTesla, Inc. (TSLA) Consumer DiscretionaryAlibaba Group (BABA) Consumer DiscretionaryeBay Inc. (EBAY) Consumer DiscretionaryToyota Motor (TM) Consumer DiscretionaryO'Reilly Automotive (ORLY) Consumer DiscretionaryLi Auto Inc. (LI) Consumer DiscretionaryV F Corp (VFC) Consumer Discretionary
Documents

Filings

68 documents

Earnings releases

18 documents

Presentations

0 documents

No presentations for AutoZone are held in this edition of the library.

Transcripts

0 documents

No transcripts for AutoZone are held in this edition of the library.

Mentioned by

1 company

Other tracked companies whose held documents mention AutoZone by name or ticker. A mention is counted once per document, from the document text the library holds.

See also the earnings calendar for every tracked company’s next earnings date.