The earnings call highlighted strong sales growth, particularly in the commercial and international segments, and expansion of MegaHubs. However, there were notable challenges, including a decline in earnings per share, foreign exchange headwinds, and increased operating expenses, resulting in some pressure on margins.

Company Guidance

During AutoZone’s 2025 Q3 earnings call, several key metrics and guidance details were highlighted. The company reported a 5.4% growth in total sales, reaching $4.5 billion, while domestic same-store sales improved by 5%, and international constant currency comps increased by 8.1%. The domestic commercial sales exhibited strong momentum, growing by 10.7%, marking a significant achievement as the first double-digit growth since Q2 FY '23. However, earnings per share decreased by 3.6%, impacted by a $1.10 per share drag due to foreign exchange headwinds. Despite these challenges, AutoZone opened 54 new domestic stores and 30 international stores, demonstrating commitment to expansion. The company remains optimistic about sustaining solid trends into Q4, driven by improved execution, strategic growth initiatives, and a robust customer service focus. AutoZone continues to invest in its strategic priorities, with a planned capital expenditure of $1.3 billion, emphasizing store growth and supply chain enhancements.

Commercial Sales Growth

Domestic commercial sales grew 10.7% for the quarter, marking the first double-digit growth since Q2 FY '23. Commercial transactions increased by 9.8% year-over-year on a same-store basis.

International Store Expansion

AutoZone opened 30 new international stores during the quarter, bringing the total to 979. Same-store sales internationally grew 8.1% on a constant currency basis.

Domestic Retail Growth

Domestic retail comp growth was over 3%, the best retail growth reported since the second quarter of FY '22. Total company same-store sales grew 5.4% on a constant currency basis.

MegaHub Expansion

AutoZone opened 8 MegaHubs this quarter, reaching a total of 119, with plans to open at least 10 more next quarter. These MegaHubs are growing much faster than the rest of the commercial business.

Strong Free Cash Flow and Share Repurchase

Generated $423 million in free cash flow and repurchased $250 million of stock in the quarter.

AutoZone (AZO) Earnings, Revenues Date & History

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AZO Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Sep 23, 2025	2025 (Q4)	51.05 / -	48.11	―	―	―
May 27, 2025	2025 (Q3)	37.11 / 35.36	28.89	22.40% (+6.47)
Mar 04, 2025	2025 (Q2)	29.05 / 28.29	28.89	-2.08% (-0.60)
Dec 10, 2024	2025 (Q1)	33.56 / 32.52	32.55	-0.09% (-0.03)
Sep 24, 2024	2024 (Q4)	53.60 / 48.11	46.46	3.55% (+1.65)
May 21, 2024	2024 (Q3)	26.25 / 28.89	24.64	17.25% (+4.25)
Feb 27, 2024	2024 (Q2)	- / -	27.45	―
Dec 05, 2023	2024 (Q1)	31.57 / 32.55	27.45	18.58% (+5.10)
Sep 19, 2023	2023 (Q4)	45.17 / 46.46	40.51	14.69% (+5.95)
May 23, 2023	2023 (Q3)	- / 34.12	22.3	53.01% (+11.82)

The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.

Beat

Missed

AZO Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
May 27, 2025	$3826.46	$3695.66	-3.42%
Mar 04, 2025	$3477.76	$3473.66	-0.12%
Dec 10, 2024	$3324.01	$3347.16	+0.70%
Sep 24, 2024	$3048.82	$3043.97	-0.16%

Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.