We use cookies to understand how you use our site and to improve your experience.
This includes personalizing content and advertising.
By pressing "Accept All" or closing out of this banner, you consent to the use of all cookies and similar technologies and the sharing of information they collect with third parties.
You can reject marketing cookies by pressing "Deny Optional," but we still use essential, performance, and functional cookies.
In addition, whether you "Accept All," Deny Optional," click the X or otherwise continue to use the site, you accept our Privacy Policy and Terms of Service, revised from time to time.
You are being directed to ZacksTrade, a division of LBMZ Securities and licensed broker-dealer. ZacksTrade and Zacks.com are separate companies. The web link between the two companies is not a solicitation or offer to invest in a particular security or type of security. ZacksTrade does not endorse or adopt any particular investment strategy, any analyst opinion/rating/report or any approach to evaluating individual securities.
If you wish to go to ZacksTrade, click OK. If you do not, click Cancel.
AutoZone Q4 Earnings Miss Expectations, Sales Increase Y/Y
Read MoreHide Full Article
Key Takeaways
AutoZone posted Q4 EPS of $48.71, missing estimates but above last year's $48.11.
Net sales rose 0.6% to $6.24B, topping expectations, with same-store sales up 4.8%.
AZO opened 142 new stores across the U.S., Mexico and Brazil, ending with 7,657 total.
AutoZone Inc. (AZO - Free Report) reported earnings of $48.71 per share for the fourth quarter of fiscal 2025 (ended Aug. 30, 2025), which missed the Zacks Consensus Estimate of $50.52. The company had reported earnings of $48.11 per share in the corresponding quarter of fiscal 2024. Net sales grew 0.6% year over year to $6.24 billion and topped the Zacks Consensus Estimate of $6.22 billion.
In the reported quarter, domestic commercial sales totaled $1.76 billion, up from $1.66 billion recorded in the year-ago period. Domestic same-store sales (sales at stores open at least for a year) were up 4.8%. Gross profit decreased to $3.22 billion from the prior-year quarter’s $3.26 billion. Operating profit decreased 7.8% year over year to $1.2 billion.
During the quarter, AutoZone opened 91 new stores in the United States. It opened 45 new stores in Mexico and six in Brazil. It exited the year with 6,627 stores in the United States, 883 in Mexico and 147 in Brazil. The total store count was 7,657 as of Aug. 30, 2025.
Its inventory increased 14.1% year over year in the reported quarter amid growth initiatives. At quarter-end, net inventory per store was negative $131,000 compared with negative $163,000 a year ago.
As of Aug. 30, 2025, AutoZone had cash and cash equivalents of $271.8 million, down from $298.2 million as of Aug. 31, 2024. Its total debt amounted to $8.8 billion as of Aug. 30, 2025, compared with $9.02 billion as of Aug. 31, 2024.
The company repurchased 117,000 shares of its common stock for $446.7 million during the fiscal fourth quarter at an average price of $3,821 per share. At year-end, it had $632.3 million remaining under its current share repurchase authorization.
Peer Releases
Advance Auto Parts (AAP - Free Report) reported second-quarter 2025 results on Aug. 14. It reported adjusted earnings of 69 cents per share for the second quarter of 2025, beating the Zacks Consensus Estimate of 59 cents. The company reported adjusted earnings of 75 cents per share in the year-ago quarter. Advance Auto generated net revenues of $2.01 billion, which beat the Zacks Consensus Estimate of $1.98 billion. Comparable store sales increased 0.1% year over year. We expected a rise of 0.2% for the same. The top line decreased from $2.68 billion generated in the year-ago quarter.
O’Reilly Automotive (ORLY - Free Report) reported second-quarter 2025 results on July 23. It reported second-quarter 2025 adjusted earnings per share (EPS) of 78 cents, which marginally beat the Zacks Consensus Estimate of 77 cents. The bottom line also increased from 70 cents in the prior-year quarter. The automotive parts retailer registered quarterly revenues of $4,525 million, missing the Zacks Consensus Estimate of $4,532 million. The top line, however, increased 6% year over year. During the quarter, comparable store sales grew 4.1%.
See More Zacks Research for These Tickers
Normally $25 each - click below to receive one report FREE:
Image: Shutterstock
AutoZone Q4 Earnings Miss Expectations, Sales Increase Y/Y
Key Takeaways
AutoZone Inc. (AZO - Free Report) reported earnings of $48.71 per share for the fourth quarter of fiscal 2025 (ended Aug. 30, 2025), which missed the Zacks Consensus Estimate of $50.52. The company had reported earnings of $48.11 per share in the corresponding quarter of fiscal 2024. Net sales grew 0.6% year over year to $6.24 billion and topped the Zacks Consensus Estimate of $6.22 billion.
AutoZone, Inc. Price, Consensus and EPS Surprise
AutoZone, Inc. price-consensus-eps-surprise-chart | AutoZone, Inc. Quote
Key Tidbits
In the reported quarter, domestic commercial sales totaled $1.76 billion, up from $1.66 billion recorded in the year-ago period. Domestic same-store sales (sales at stores open at least for a year) were up 4.8%. Gross profit decreased to $3.22 billion from the prior-year quarter’s $3.26 billion. Operating profit decreased 7.8% year over year to $1.2 billion.
During the quarter, AutoZone opened 91 new stores in the United States. It opened 45 new stores in Mexico and six in Brazil. It exited the year with 6,627 stores in the United States, 883 in Mexico and 147 in Brazil. The total store count was 7,657 as of Aug. 30, 2025.
Its inventory increased 14.1% year over year in the reported quarter amid growth initiatives. At quarter-end, net inventory per store was negative $131,000 compared with negative $163,000 a year ago.
As of Aug. 30, 2025, AutoZone had cash and cash equivalents of $271.8 million, down from $298.2 million as of Aug. 31, 2024. Its total debt amounted to $8.8 billion as of Aug. 30, 2025, compared with $9.02 billion as of Aug. 31, 2024.
The company repurchased 117,000 shares of its common stock for $446.7 million during the fiscal fourth quarter at an average price of $3,821 per share. At year-end, it had $632.3 million remaining under its current share repurchase authorization.
Peer Releases
Advance Auto Parts (AAP - Free Report) reported second-quarter 2025 results on Aug. 14. It reported adjusted earnings of 69 cents per share for the second quarter of 2025, beating the Zacks Consensus Estimate of 59 cents. The company reported adjusted earnings of 75 cents per share in the year-ago quarter. Advance Auto generated net revenues of $2.01 billion, which beat the Zacks Consensus Estimate of $1.98 billion. Comparable store sales increased 0.1% year over year. We expected a rise of 0.2% for the same. The top line decreased from $2.68 billion generated in the year-ago quarter.
O’Reilly Automotive (ORLY - Free Report) reported second-quarter 2025 results on July 23. It reported second-quarter 2025 adjusted earnings per share (EPS) of 78 cents, which marginally beat the Zacks Consensus Estimate of 77 cents. The bottom line also increased from 70 cents in the prior-year quarter. The automotive parts retailer registered quarterly revenues of $4,525 million, missing the Zacks Consensus Estimate of $4,532 million. The top line, however, increased 6% year over year. During the quarter, comparable store sales grew 4.1%.