earnings
confidence high
sentiment negative
materiality 0.70
AutoZone Q3 sales up 5.4% to $4.5B; EPS $35.36, down 3.6% YoY
AUTOZONE INC
2025-Q3 EPS
reported $96.17
vs consensus $51.30
▲ beat
(+87.4%)
- Net sales $4.5B (+5.4% YoY); domestic same store sales +5.0%, international constant currency +8.1%.
- Diluted EPS $35.36, down 3.6%; net income $608.4M, down 6.6%.
- Gross margin 52.7%, down 77 bps from higher shrink, commercial mix, and LIFO impact.
- Operating expenses deleveraged to 33.3% of sales from 32.2%, driven by self-insurance and growth investments.
- Repurchased 70k shares for $250.3M at avg $3,571; opened 84 net new stores.