Brief: Autozone Q4 EPS USD 48.71 Vs. IBES Estimate USD 51

Autozone

23/09/2025 11:56

Overview

AutoZone fiscal Q4 (16 weeks) ended August 30 net sales rise 0.6%, adjusted sales up 6.9% yr/yr

Net income, EPS, and operating profit missed analyst expectations, per LSEG data

Co repurchased 117,000 shares in Q4, totaling $446.7 mln investment

Outlook

Company plans to aggressively open new stores in the new year

Company aims to grow market share over time

AutoZone did not provide specific financial guidance for the next qtr in the release

Company continues to focus on growth initiatives

Result Drivers

SALES GROWTH - Adjusted sales rose 6.9% excluding the additional week in last year's qtr

SAME STORE SALES - Domestic same store sales increased 4.8%, international constant currency sales rose 7.2%

GROSS MARGIN IMPACT - Gross margin fell due to a 128 basis point non-cash LIFO impact, partially offset by higher merchandise margins

Key Details

Metric
Beat/Miss
Actual
Consensus Estimate
Q4 Sales
Meet
$6.24 bln
$6.24 bln (21 Analysts)
Q4 EPS
Miss
$48.71
$50.8 (23 Analysts)
Q4 Net Income
Miss
$836.95 mln
$864.20 mln (19 Analysts)
Q4 Operating profit
Miss
$1.20 bln
$1.25 bln (21 Analysts)
Q4 Gross Profit
$3.22 bln
Q4 Pretax Profit
$1.05 bln


Analyst Coverage

The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 24 "strong buy" or "buy", 5 "hold" and no "sell" or "strong sell"

The average consensus recommendation for the auto vehicles, parts & service retailers peer group is "buy"

Wall Street's median 12-month price target for Autozone Inc is $4,507.00, about 8.6% above its September 22 closing price of $4,121.00

The stock recently traded at 25 times the next 12-month earnings vs. a P/E of 23 three months ago

Press Release: ID:nGNXb3s3FT

(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)