AutoZone plans an aggressive store expansion with 53 new locations opened globally in the latest quarter, bringing total to 7,710 stores as auto parts retailer grows.
AutoZone, Inc. ( AZO ) Q1 2026 Earnings Call December 9, 2025 10:00 AM EST Company Participants Philip Daniele - CEO, President & Director Jamere Jackson - Chief Financial Officer of Customer Satisfaction Conference Call Participants Bret Jordan - Jefferies LLC, Research Division Barath Rao - JPMorgan Chase & Co, Research Division Skylar Tennant - Morgan Stanley, Research Division Ariana Warden - Citigroup Inc. Exchange Research Mark Jordan - Goldman Sachs Group, Inc., Research Division Michael Montani - Evercore ISI Institutional Equities, Research Division Yanjun Liu - BofA Securities, Research Division Justin Kleber - Robert W. Baird & Co. Incorporated, Research Division Presentation Operator Good day, everyone, and welcome to AutoZone's 2026 Q1 Earnings Release Conference Call.
AutoZone (AZO) remains a defensive, all-weather compounder, now retracing after missing Q1 2026 revenue and EPS estimates. Despite modest 2.4% growth and slower buybacks, AZO's international comps and cash generation remain strong, with $1.7B in repurchase authorization. Inflationary pressures and higher input costs reduced gross margin by 200 bps, while operating expenses rose to 34% of sales.
Although the revenue and EPS for AutoZone (AZO) give a sense of how its business performed in the quarter ended November 2025, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers.
The car parts retailer's revenue grew but profit fell due to continued higher costs due to tariffs.
AutoZone (AZO) came out with quarterly earnings of $31.04 per share, missing the Zacks Consensus Estimate of $32.24 per share. This compares to earnings of $32.52 per share a year ago.
Evaluate the expected performance of AutoZone (AZO) for the quarter ended November 2025, looking beyond the conventional Wall Street top-and-bottom-line estimates and examining some of its key metrics for better insight.
AutoZone (AZO) is evolving into a structurally stronger compounder, with commercial, DIY, and international segments all contributing to robust growth. Short-term LIFO-related margin headwinds obscure healthy underlying profitability; these distortions are expected to reverse, driving significant EPS power in FY27. Commercial (DIFM) growth is structural and sustainable, DIY remains stable, and international expansion—especially in Mexico—adds a diversified growth layer.
In the most recent trading session, AutoZone (AZO) closed at $3, indicating a -3.05% shift from the previous trading day.
AutoZone (AZO) possesses the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.
AutoZone (AZO) has been one of the stocks most watched by Zacks.com users lately. So, it is worth exploring what lies ahead for the stock.
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