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Sentiment · FY2026 Q3
As of FY2026 Q2, the Tellvest earnings-call sentiment score for AutoZone (AZO) is 6/10.
AutoZone's Q2 FY2026 delivered 8.2% revenue growth with commercial sales at 9.8%, decelerating from 14.5% partly due to severe weather impact. DIY comps remained resilient at 1.5% and the $59 million LIFO charge came in below prior expectations. FX tailwinds accelerated with peso strength while SG&A per-store growth moderated. Despite the revenue strength, EPS declined 2.3% and gross margin was flat excluding LIFO despite commercial mix headwinds.
Scored from AutoZone’s FY2026 Q2 earnings call. The newest quarter is available with Tellvest Pro.
| Quarter | Revenue | Rev YoY | EPS | EPS YoY | Gross margin | Op margin | Net margin | FCF |
|---|---|---|---|---|---|---|---|---|
| FY2024 Q4 | $6.21B | +9.0% | $51.58 | +11.0% | 52.5% | 20.9% | 14.5% | $723M |
| FY2025 Q1 | $4.28B | +2.1% | $32.52 | -0.1% | 53.0% | 19.7% | 13.2% | $565M |
| FY2025 Q2 | $3.95B | +2.4% | $28.29 | -2.1% | 53.9% | 17.9% | 12.3% | $291M |
| FY2025 Q3 | $4.46B | +5.4% | $35.36 | -3.6% | 52.7% | 19.4% | 13.6% | $423M |
| FY2025 Q4 | $6.24B | +0.6% | $48.71 | -5.6% | 51.5% | 19.2% | 13.4% | $511M |
| FY2026 Q1 | $4.63B | +8.2% | $31.04 | -4.6% | 51.0% | 16.9% | 11.5% | $629M |
| FY2026 Q2 | $4.27B | +8.1% | $27.63 | -2.3% | 52.5% | 16.3% | 11.0% | $37M |
| FY2026 Q3 | $4.84B | +8.4% | $38.07 | +7.7% | 52.2% | 19.1% | 13.3% | $456M |
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