AutoZone Inc. First‑Quarter Financial Results
AutoZone Inc. (NASDAQ: AZO) released its first‑quarter 2026 earnings on 12 December 2025. The retailer of automotive replacement parts and accessories reported the following key figures:
| Metric | 2025 Q1 | 2024 Q1 | 2025 Q1 vs. 2024 Q1 |
|---|---|---|---|
| Net revenue | $4.63 billion | – | ↓ $10 million (≈ −0.2 %) |
| Earnings per share (GAAP) | $31.04 | $32.52 | ↓ $1.48 (≈ −4.6 %) |
| Same‑store sales (total company) | +4.7 % | – | ↑ 4.7 % |
| Same‑store sales (domestic) | +4.8 % | – | ↑ 4.8 % |
Revenue and Profitability
AutoZone’s revenue for the quarter was $4.63 billion, missing analyst estimates by $10 million. Earnings per share fell to $31.04, below the consensus of $32.71 and lower than the prior year’s $32.52. The decline in profit was attributed to margin pressure and a modest revenue shortfall.
Same‑Store Sales Growth
The company’s same‑store sales, a primary measure of organic performance, increased 4.7 % across all locations and 4.8 % within the domestic market. This growth was driven by a 5.5 % year‑over‑year increase in comparable sales, largely concentrated in the United States.
Market Reaction
Following the earnings announcement, AutoZone’s share price closed at $3,766.96 on the New York Stock Exchange. This represented a −1.38 % decline from the previous trading session, reflecting investor concerns over earnings miss and margin deterioration.
Industry Context
AutoZone operates in the Consumer Discretionary sector, specializing in Specialty Retail. Its product portfolio includes new and remanufactured automotive hard parts, maintenance items, accessories, and non‑automotive products for cars, SUVs, vans, and light trucks. The company serves customers in the United States, Puerto Rico, Brazil, and Mexico, and trades under ticker AZO.
Analyst Outlook
Prior to the release, 24 analysts projected an EPS of $32.71 for the quarter. Post‑release, several analysts have adjusted their forecasts downward, citing the earnings shortfall and margin concerns. Market analysts are monitoring AutoZone’s subsequent quarters for signs of operational turnaround.
All figures are taken from AutoZone’s 12 December 2025 earnings release and related financial news sources.
