Live Nasdaq Composite: Micron Lifts Market Boat Alongside Mixed Economic Signals
Q4 25 EPS
$48.71
MISS 3.88%
Est. $50.68
Q4 25 Revenue
$6.24B
MISS 0.01%
Est. $6.24B
vs S&P Since Q4 25
-34.8%
TRAILING MARKET
AZO -24.4% vs S&P +10.4%
Full Year 2025 Results
FY 25 EPS
$144.87
FY 25 Revenue
$18.94B
Market Reaction
Did AZO Beat Earnings? Q4 2025 Results
AutoZone delivered a mixed fiscal fourth quarter, missing earnings expectations despite underlying sales momentum that was partially obscured by a calendar quirk. Diluted EPS came in at $48.71, falling 3.88% short of the $50.68 consensus estimate, wh… Read more AutoZone delivered a mixed fiscal fourth quarter, missing earnings expectations despite underlying sales momentum that was partially obscured by a calendar quirk. Diluted EPS came in at $48.71, falling 3.88% short of the $50.68 consensus estimate, while revenue of $6.24 billion essentially matched forecasts but rose only 0.6% year-over-year, a figure that flatters the comparison given Q4 2024 included an extra week. The single biggest drag on the bottom line was an $80 million non-cash LIFO charge, which alone compressed gross margin by 128 basis points to 51.5% and had no equivalent in the prior-year period. Strip out that calendar effect, and adjusted 16-week sales grew 6.9%, with domestic same-store sales up 4.8% and international comps rising 7.2% in constant currency. Shares pulled back on the headline miss, though analyst sentiment remains broadly constructive. Looking ahead, management plans aggressive store expansion in fiscal 2026, having already opened a record 304 net new stores this year, signaling continued confidence in long-term market share gains.
Key Takeaways
- • Total company same-store sales increased 5.1% on a constant currency basis (4.5% reported)
- • Domestic same-store sales increased 4.8%
- • International same-store sales grew 7.2% on a constant currency basis
- • Domestic commercial sales grew 6.0% to $1.76 billion with average sales per program per week up 9.0%
- • Both DIY and Commercial sales improved sequentially throughout the quarter
- • Higher merchandise margins partially offset LIFO charge impact on gross margin
AZO YoY Financials
Q4 2025 vs Q4 2024, source: SEC Filings
AZO Revenue by Segment
With YoY comparisons, source: SEC Filings
“I would like to thank our entire organization for delivering another strong quarter of sales growth. We continue to be pleased with the results of our strategies to grow both our domestic and international DIY and Commercial sales. Domestically, both DIY and Commercial sales improved sequentially throughout the quarter, and we are pleased with our momentum heading into our new fiscal year. Our international business also continued to deliver strong results, growing same store sales 7.2% on a constant currency basis. We were especially pleased to have opened 141 net new stores globally in the quarter and 304 net new stores for the year. We expect to aggressively open stores in the new year as we continue to focus on growing our market share over time. As we continue to invest in our business, we expect that our disciplined approach of increasing earnings and cash flow will deliver strong shareholder value.”
— Phil Daniele, Q4 2025 Earnings Press Release
AZO Earnings Trends
AZO vs Market 30 Day Price Reactions
30-day stock return vs benchmark after each earnings
AZO EPS Trend
Earnings per share: estimate vs actual
AZO Revenue Trend
Quarterly revenue: estimate vs actual
AZO Quarterly Results
5 quarters of earnings data
| Quarter | EPS Est. | EPS Act. | Surprise | Revenue | Rev. Surprise |
|---|---|---|---|---|---|
| Q3 26 BEAT | $36.17 | $38.07 | +5.26% | $4.84B | -0.44% |
| Q2 26 BEAT | $27.29 | $27.63 | +1.24% | $4.27B | -0.77% |
| Q1 26 MISS | $32.40 | $31.04 | -4.20% | $4.63B | -0.28% |
| Q4 25 MISS FY | $50.68 | $48.71 | -3.88% | $6.24B | -0.01% |
| FY Full Year | — | $144.87 | — | $18.94B | — |
| Q3 25 BEAT | $28.97 | $35.36 | +22.06% | $4.46B | +12.06% |