AZO Autozone Inc.

$AZO Q4 '26 Earnings Results & Recap • Reported GAAP EPS of $56.05 up 15.07% YoY • Reported revenue of $6.59B up 5.64% YoY

$AZO AutoZone opened 97 new stores in the U.S in Q4 During the quarter ended August 29, 2026, AutoZone opened 97 new stores in the U.S., 68 in Mexico and 10 in Brazil for a total of 175 new stores. For the fiscal year, the company opened 374 new stores. As of August 29, 2026, the company had 6,863 stores in the U.S., 1,001 in Mexico and 167 in Brazil for a total store count of 8,031.

$AZO AutoZone reports Q4 total company SSS up 1.5%. Reports Q4 domestic SSS up 1.6%; International SSS up 1.3%. All figures in constant currency.

$AZO AutoZone reports Q4 EPS $56.05, consensus $53.84 Reports Q4 revenue $6.6B, consensus $6.7B. Reports total company SSS up 1.5%. "I want to thank our entire organization for delivering another quarter of sales and earnings growth. In spite of a difficult selling environment the first eight weeks of our quarter, we remained committed to executing on our strategies to grow both our domestic and international businesses. Over the last eight weeks of the quarter our sales results strengthened, and we feel we are well positioned for sales growth in fiscal 2027. We opened 175 new stores this past quarter, which included 16 new Mega Hub stores in the U.S. We continue to improve our inventory offering for both the do-it-yourself and professional customers. We continue to improve our speed of delivery and are intently focused on exceptional customer service. Based on the data we have, we continued to gain share and we expect sales in each of the three countries in which we operate to accelerate in the new fiscal year. As always, we will remain committed to a disciplined approach of driving shareholder value," said Phil Daniele, President and Chief Executive Officer.

AutoZone sells more than O'Reilly: $20.3B vs $18.6B in yearly revenue. Yet O'Reilly is worth $72B, AutoZone $49B. $AZO | $ORLY Revenue growth: 7.4% | 8.5% Op. margin: 18.3% | 19.6% ROIC: 26% | 36% P/E: 20 | 28 vs 52w high: -25% | -15% One for 10 years?

$AZO OptionsFLO flow and daily chart read. The alert snapshot shows $1.7M in the Nov 20 $3350 calls. Volume was 11.5x standing open interest at capture. Daily chart through Oct 2: last close $2,792, below its 20 and 50 day averages, with RSI at 39. The 3 month range is $2,756 to $3,172. Intraday volume does not establish whether a position was opened or held; the next settled open interest is the check.

$AZO come on you POS. If you go down with higher rates and oil you should go up when they reverse.. duh

AZO Stock Gets A Target Reduction From JPMorgan – But Analyst Believes It’s Good Time To Add To Positions At Current Levels $AZO https://stocktwits.com/news/equity/markets/azo-stock-gets-a-target-reduction-from-jp-morgan-but-analyst-believes-it-s-good-time-to-add-to-positions-at-current-levels-1/cZMS60LRBQ6

AZO Stock In Focus: Analysts Cut Targets After Q4 Results, Debate Pace Of FY27 Recovery $AZO https://stocktwits.com/news/equity/markets/azo-stock-in-focus-analysts-cut-targets-after-q4-results-debate-pace-of-fy-27-recovery/cZMEw1BRBJk

$AZO The Earnings are padded with Tarrff Rebates, and sans the LIFO & Tariffs, the EPS actually Declined YoY ... This Pop today won't last ... the Fat Cats are Bailing the F* ck out b4 they pull the rug ... Check out the Cash Outflaws today, despite the stock going up 167 bucks

$AZO — Q3 CFO: "We don't anticipate a re-acceleration in SG&A," with per-store growth slowing from 4% to 3%. Q4: total expenses up 8.9%, 101 bps of SG&A deleverage, per-store growth back to 4% — no acknowledgment that the prior guidance had changed. EPS up 15.1% on a $96M tariff refund and a LIFO charge $65M lighter than last year; excluding those swings, EBIT grew 4.4%. DIY comp went negative, traffic down more than 5%. FY2028 target cut from ~500 stores to 430 — the entire reduction falls on Brazil. #TheGapReport

$AZO Q4: EPS beat ($56.05 vs ~$54 est) but sales missed ($6.59B vs ~$6.7B est), comps only +1.5% vs ~3.8% expected. Where the beat came from: gross margin expanded 182bps to 53.3%. But tariff refunds added 145bps and a non-cash LIFO gain added 105bps. Those two alone more than explain the expansion, so the underlying merchandise margin actually shrank. OpEx also rose to 33.4% of sales. CEO said the quarter started weak and firmed over the final 8 weeks, with international comps at +10.7% a bright spot.

AZO Q4 Earnings Beat Expectations: CEO Says Firm’s Well Positioned For Sales Growth In Fiscal 2027 $AZO https://stocktwits.com/news/equity/markets/azo-q4-earnings-beat-expectations-ceo-says-firm-s-well-positioned-for-sales-growth-in-fiscal-2027/cZMPnVTRBeY

$AZO | AutoZone Q4 2026 Earnings - EPS $56.05 (est $54.03) - Net Sales $6.6B (est $6.7B) - Comp Sales +2.7% (est +4.17%) - Domestic Comp Sales +1.6% (est +3.12%) - Domestic Commercial Sales $1.91B (est $1.92B) - International Comp Sales +10.7% (est +11.1%)