AZO

AZO's Q4 earnings beat estimates as gross margin gains lift profit, while sales fall short despite stronger commercial growth.

AutoZone NYSE: AZO is struggling with consumer headwinds, like every other retailer. However, its recent earnings results reflected the company's strengths, including sustained growth, geographic expansion, robust cash flow, and capital returns.

AutoZone opened 374 stores in fiscal 2026. Tariff refunds and buybacks boosted AutoZone's earnings per share.

AutoZone, Inc. (AZO) Q4 2026 Earnings Call Transcript

AutoZone (NYSE:AZO | AZO Price Prediction) delivered a fourth quarter that beat on profit but missed on sales, and the reaction is running through auto parts retailers rather than through consumer discretionary as a whole.

AutoZone NYSE: AZO reported fiscal 2026 fourth-quarter sales growth of 5.6% to $6.6 billion, while diluted earnings per share rose 15.1% to $56.05. The company said its results included a $96 million benefit from tariff refunds and a $15 million non-cash LIFO charge.

A grand total of zero monthly or quarterly economic reports have come out so far this week.

While the top- and bottom-line numbers for AutoZone (AZO) give a sense of how the business performed in the quarter ended August 2026, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.

Autozone Inc (NYSE:AZO), the automotive parts retailer, reported fourth-quarter net sales of $6.6 billion on Tuesday, up 5.6% from the same period last year. Diluted earnings per share rose to $56.05 from $48.71 in the fourth quarter of fiscal 2025.

AutoZone (AZO) came out with quarterly earnings of $56.05 per share, beating the Zacks Consensus Estimate of $54.54 per share. This compares to earnings of $48.71 per share a year ago.