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AutoZone (IT:1AZO)
:1AZO
Italy Market

AutoZone (1AZO) Earnings Dates, Call Summary & Reports

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Earnings Data

Report Date
May 26, 2026
Before Open (Confirmed)
Period Ending
2026 (Q3)
Consensus EPS Forecast
Last Year’s EPS
24.2
Same Quarter Last Year
Based on 19 Analysts Ratings

Earnings Call Summary

Q2 2026
Earnings Call Date:Mar 03, 2026|
% Change Since:
|
Earnings Call Sentiment|Positive
The call highlights healthy top-line growth, accelerating store expansion, strong commercial momentum, FX tailwinds, and disciplined long-term investments that are already delivering share gains and improved productivity. Key near-term negatives are sizeable non-cash LIFO charges materially depressing reported margins and EPS, a notable decline in quarterly free cash flow (timing and higher CapEx), traffic weakness, and SG&A deleverage as investments ramp. Management emphasized adjusted earnings growth, confidence in the investment payoff, and expectations for recovery in transactions and margins as stores mature, leading to a generally constructive outlook despite identifiable near-term accounting and timing headwinds.
Company Guidance
AutoZone guided that Q3 will absorb a roughly $60 million non‑cash LIFO charge (they expect ~ $60M LIFO each remaining quarter, ~$277M for FY‑26 vs $64M last year), which management said would reduce EBIT by about $60M, compress gross margin ~125 basis points and lower EPS by ~$2.75; conversely, if current FX holds they expect ~+$75M to revenue, ~+$20M to EBIT and ~+$0.85 to EPS in Q3, and they suggested modeling a Q3 tax rate of ~22.9% and interest expense near $112M (vs $111M last year). Other guideposts: Q3 net new store openings of ~90–95 (350–360 for FY vs 304 last year), FY CapEx of nearly $1.6B (and similar next year), continued expectation that average ticket growth will run sequentially through Q3 and peak in Q4, and the company reiterated strong liquidity/leverage (~2.5x EBITDAR) and ~$1.4B remaining on its buyback authorization after $311M repurchased in Q2.
Top-Line Revenue Growth
Total sales of $4.3 billion, up 8.1% year-over-year; total company same store sales +3.3% on a constant currency basis.
Strong Domestic Performance
Domestic same store sales +3.4%; domestic commercial sales +9.8%; domestic DIY same store sales +1.5%; commercial represented ~32% of domestic auto parts and ~27% of total company sales.
International Results and FX Tailwind
International same store sales +2.5% constant currency; unadjusted international comps +17.1% (FX positively impacted comps by ~15 points); peso strength provided a $74M sales tailwind, $23M EBIT tailwind and ~$0.95 EPS benefit versus prior year.
Store Growth and Productivity
Opened 64 stores in the quarter (vs 45 a year ago); company now has 6,709 U.S., 913 Mexico and 152 Brazil stores; trailing four-quarter openings 342 vs 241 prior; on track to open ~350–360 stores for the full year (vs 304 prior year). New stores are exceeding sales models.
Commercial Programs & Mega Hub Expansion
6,310 total commercial programs (programs in 94% of domestic stores); average weekly sales per program $15,400, up 4.8%; opened 5 Mega Hubs in the quarter (142 total) with plans to target ~300 at full build-out; Mega Hubs and hubs improving parts availability and driving share gains.
Adjusted Earnings Strength
Reported EPS $27.63, down 2.3% GAAP; excluding a $59M non-cash LIFO charge, EPS would have been up ~7.1% and EBIT would have grown ~7.2% (LIFO was a material non-cash drag).
Capital Investment and Shareholder Returns
Investing nearly $1.6B in CapEx for FY2026 (similar planned for next year) to accelerate store and supply-chain growth; repurchased $311M of stock in the quarter and $1.4B remaining authorization.
Operational Leverage and Supply-Chain Progress
Ongoing supply-chain investments (new DCs in Brazil and Monterrey), Supply Chain 2030 project near completion, improvements in delivery times and satellite store inventory driving commercial growth and service levels.

AutoZone (IT:1AZO) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

IT:1AZO Earnings History

Report Date
Fiscal Quarter
Forecast / EPS
Last Year's EPS
EPS YoY Change
Press Release
Slides
Play Transcript
May 26, 2026
2026 (Q3)
- / -
24.198
Mar 03, 2026
2026 (Q2)
23.22 / 23.63
24.198-2.33% (-0.56)
Dec 09, 2025
2026 (Q1)
28.01 / 26.55
27.817-4.55% (-1.27)
Sep 23, 2025
2025 (Q4)
43.39 / 41.67
41.1521.25% (+0.51)
May 27, 2025
2025 (Q3)
31.74 / 30.25
24.71222.40% (+5.53)
Mar 04, 2025
2025 (Q2)
24.85 / 24.20
24.712-2.08% (-0.51)
Dec 10, 2024
2025 (Q1)
28.71 / 27.82
27.842-0.09% (-0.03)
Sep 24, 2024
2024 (Q4)
45.85 / 41.15
39.743.55% (+1.41)
May 21, 2024
2024 (Q3)
22.46 / 24.71
21.07617.25% (+3.64)
Feb 27, 2024
2024 (Q2)
- / -
23.48
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

IT:1AZO Earnings-Related Price Changes

Report Date
Price 1 Day Before
Price 1 Day After
Percentage Change
Dec 09, 2025
€3243.00€3012.00-7.12%
Sep 23, 2025
€3534.00€3397.00-3.88%
May 27, 2025
€3402.00€3260.00-4.17%
Mar 04, 2025
€3324.00€3312.00-0.36%
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.

FAQ

When does AutoZone (IT:1AZO) report earnings?
AutoZone (IT:1AZO) is schdueled to report earning on May 26, 2026, Before Open (Confirmed).
    What is AutoZone (IT:1AZO) earnings time?
    AutoZone (IT:1AZO) earnings time is at May 26, 2026, Before Open (Confirmed).
      Where can I see when companies are reporting earnings?
      You can see which companies are reporting today on our designated earnings calendar.
        What companies are reporting earnings today?
        You can see a list of the companies which are reporting today on TipRanks earnings calendar.
          What is the P/E ratio of AutoZone stock?
          The P/E ratio of AutoZone is N/A.
            What is IT:1AZO EPS forecast?
            Currently, no data Available

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