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Percentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions.
| Analyst | Firm | Questions · challengingPercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|
| Bret Jordan | Jefferies | 16 questions · 0% challenging |
| Michael Lasser | UBS | 14 questions · 50% challenging |
| Chris Horvers | JPMorgan | 14 questions · 0% challenging |
| Steven Zaccone | Citigroup | 12 questions · 17% challenging |
| Steve Forbes | Guggenheim | 10 questions · 10% challenging |
| Scot Ciccarelli | Truist Securities | 9 questions · 22% challenging |
| Brian Nagel | Oppenheimer | 8 questions · 0% challenging |
| Zach Fadem | Wells Fargo | 8 questions · 0% challenging |
| Simeon Gutman | Morgan Stanley | 6 questions · 0% challenging |
| Seth Sigman | Barclays | 6 questions · 0% challenging |
| Firm | Analysts | Questions · challengingPercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|
| UBS | 2 analysts | 16 questions · 44% challenging |
| Jefferies | 1 analyst | 16 questions · 0% challenging |
| JPMorgan | 2 analysts | 16 questions · 0% challenging |
| Citigroup | 1 analyst | 12 questions · 17% challenging |
| Morgan Stanley | 3 analysts | 11 questions · 0% challenging |
| Truist Securities | 2 analysts | 10 questions · 20% challenging |
| Guggenheim | 1 analyst | 10 questions · 10% challenging |
| Wells Fargo | 1 analyst | 8 questions · 0% challenging |
AutoZone delivered its strongest revenue quarter in three years with total sales up 8.4% to $4.8 billion, driven by domestic same-store sales growth of 4.1% and commercial sales surging 10.4%. The mega hub expansion strategy continues to outperform expectations at 156 locations (targeting 300), fueling double-digit growth in both national account and up-and-down-the-street commercial segments. A $20 million LIFO charge versus a $16 million credit last year compressed reported margins, with full-year LIFO charges expected at $207 million versus $64 million in FY25. Late-quarter softness from unseasonably cool weather pulled the final two weeks' comps to 1.3%, though management expects a normal-to-hot summer to support Q4.
Revenue Growth | Competitive Dynamics | Demand | Capex Investment | Pricing | Margin | Cost Pressure | Trade Tariffs | |
|---|---|---|---|---|---|---|---|---|
| 2025Q1 | 4 | 6 | 3 | 5 | 3 | 2 | 1 | 3 |
| 2025Q2 | 4 | 5 | 5 | 2 | 3 | 3 | 4 | |
| 2025Q3 | 4 | 8 | 1 | 4 | 3 | 5 | 3 | 4 |
| 2025Q4 | 4 | 2 | 5 | 2 | 5 | 3 | 3 | 4 |
| 2026Q1 | 5 | 3 | 4 | 3 | 3 | 2 | 4 | 1 |
| 2026Q2 | 8 | 4 | 7 | 5 | 3 | 2 | 2 | 1 |
| 2026Q3 | 11 | 5 | 5 | 5 | 6 | 3 | 3 | 1 |
| '25Q1 | '25Q2 | '25Q3 | '25Q4 | '26Q1 | '26Q2 | '26Q3 | |
|---|---|---|---|---|---|---|---|
| Revenue Growth | 4 | 4 | 4 | 4 | 5 | 8 | 11 |
| Competitive Dynamics | 6 | 5 | 8 | 2 | 3 | 4 | 5 |
| Demand | 3 | 5 | 1 | 5 | 4 | 7 | 5 |
| Capex Investment | 5 | 2 | 4 | 2 | 3 | 5 | 5 |
| Pricing | 3 | 3 | 5 | 3 | 3 | 6 | |
| Margin | 2 | 3 | 5 | 3 | 2 | 2 | 3 |
| Cost Pressure | 1 | 3 | 3 | 3 | 4 | 2 | 3 |
| Trade Tariffs | 3 | 4 | 4 | 4 | 1 | 1 | 1 |
Calendar quarter Q2 2026Earnings call May 26, 2026
FY2026 Q3 in brief
AutoZone delivered its strongest revenue quarter in three years with total sales up 8.4% to $4.8 billion, driven by domestic same-store sales growth of 4.1% and commercial sales surging 10.4%.
Newest quarter FY2026 Q4 is part of Pro · see what Pro adds →
Sources. Tellvest earnings-call sentiment score for AutoZone (AZO), FY2026 Q3: 7/10. Scores: AutoZone’s public earnings-call transcripts and SEC-reported results — the base band is anchored to reported GAAP revenue growth; transcript, EPS and guidance adjustments are applied separately (documented exceptions apply to a few issuers). Price: AZO daily closing prices for the trailing year; dots mark earnings calls, colored by that quarter’s score; the newest quarter’s score is part of Tellvest Pro. How to read a company earnings-call score.
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| Quarter | Revenue | Rev YoY | EPS | EPS YoY | Gross margin | Op margin | Net margin | FCF |
|---|---|---|---|---|---|---|---|---|
| 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 Q3Selected | $4.84B | +8.4% | $38.07 | +7.7% | 52.2% | 19.1% | 13.3% | $456M |
| FY2026 Q4 | $6.59B | +5.6% | $55.81 | +14.6% | 53.3% | 20.0% | 14.1% | $0 |
Management’s own words, often on a non-GAAP, constant-currency, or adjusted basis — so these can differ from the GAAP figures above (e.g. constant-currency revenue growth excludes currency swings).
GAAP revenue YoY +8.44% → base 7. The base score is anchored to the GAAP revenue YoY band before transcript, EPS, and guidance adjustments.
No 8-K events recorded for this window.
| Company | Score | Trend | Rev YoY |
|---|---|---|---|
AZO AutoZone | 7 | +8.4% | |
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