AutoZone, Inc.

Informe acción NYSE:AZO

Capitalización de mercado: US$55.2b

AutoZone Resultados de beneficios anteriores

Pasado controles de criterios 2/6

AutoZone ha aumentado sus beneficios a una tasa media anual de 3.8%, mientras que los beneficios de la industria de Specialty Retail han experimentado un descenso anual de 3.1%. Los ingresos han ido creciendo a una tasa media de 6.5% al año.

Información clave

3.77%

Tasa de crecimiento de los beneficios

10.20%

Tasa de crecimiento del BPA

Crecimiento de la industria Specialty Retail 26.64%
Tasa de crecimiento de los ingresos6.55%
Rentabilidad financieran/a
Margen neto12.47%
Próxima actualización de resultados26 May 2026

Actualizaciones de resultados anteriores recientes

Recent updates

Seeking Alpha May 19

AutoZone Q3 Preview: Watching For Spring Tune Ups

Summary AutoZone, Inc. (AZO) will be releasing its Q3 print on Tuesday, May 26. Shares have struggled over the last six months, including since its Q2, where results were negatively impacted by the winter weather. With winter out of the way, I’m expecting AutoZone to benefit from deferred maintenance carried into its Spring reporting months. I view shares as a ‘hold’ at current trading levels. Read the full article on Seeking Alpha
Actualización de narrativa May 12

AZO: DIFM Execution And Weather Normalization Will Support Future Profit Inflection

Narrative Update: AutoZone Analyst Price Target Shift The consolidated analyst price target for AutoZone has moved slightly lower to around $4,205, as analysts fine-tune models following weather-affected Q2 results. They are still pointing to improving DIFM execution, easing cost pressures, and potential profit and sales inflections ahead.
Actualización de narrativa Apr 28

AZO: DIFM Share Gains And Weather Normalization Will Support Future Returns

Analysts have made a modest downward adjustment to the consolidated price target for AutoZone, trimming it by a few dollars to around $4,205 as they balance confidence in DIFM and commercial sales initiatives with calls for clearer visibility on revenue and margin trends following weather affected recent results. Analyst Commentary Recent research on AutoZone clusters around a similar price target range but splits into two camps, with one group emphasizing execution strengths and another highlighting near term uncertainties in revenue trends and comparable sales.
Actualización de narrativa Apr 14

AZO: DIFM Share Gains And Weather Recovery Are Expected To Drive Returns

AutoZone's fair value estimate has edged down by about $21 to $4,204.74, as analysts tweak their models to reflect slightly higher discount rates and modestly adjusted growth and margin assumptions, while still highlighting cost pressures easing and profit and DIFM commercial initiatives gaining traction. Analyst Commentary Street research around AutoZone has been active, with several firms adjusting price targets in a relatively tight band and focusing on execution around commercial growth, margins, and the impact of recent weather disruptions on same store sales.
Actualización de narrativa Mar 31

AZO: DIFM Share Gains And Weather Rebound Are Expected To Drive Returns

AutoZone's analyst price targets have been adjusted within a relatively tight band around $4,200, as analysts balance confidence in commercial initiatives, DIFM share gains and easing cost pressures with calls for clearer visibility on revenue and margin trends following weather impacted results. Analyst Commentary Recent research on AutoZone clusters around a tight valuation range, with most price targets grouped between roughly $3,600 and $4,526.
Actualización de narrativa Mar 17

AZO: DIFM Momentum And Weather Recovery Are Expected To Drive Returns

AutoZone's updated fair value estimate edges up to $4,225.38 from $4,205.75. This reflects analysts' slightly higher long term profit margin and P/E assumptions, even as they weigh recent mixed same store sales trends and weather related volatility against improving DIFM momentum and easing cost pressures.
Actualización de narrativa Mar 03

AZO: Mixed Rating Shifts And Completed Buybacks Will Shape Future Returns

We are nudging our AutoZone fair value estimate slightly higher to $4,205.75 from $4,196.38, reflecting modest tweaks to growth and margin assumptions that align with recent analyst price target changes across the Street. Analyst Commentary Recent Street research on AutoZone presents a mixed picture, with some firms lifting price targets and others trimming or downgrading, which helps frame the risk and reward trade off around our updated valuation.
Actualización de narrativa Feb 16

AZO: Mixed Rating Shifts And Ongoing Buybacks Will Shape Future Return Profile

The analyst price target on AutoZone has been trimmed by about $14 to $4,196, as analysts recalibrate their models following mixed target changes across the Street and modest adjustments to growth, margin and P/E assumptions. Analyst Commentary Recent research has highlighted a split view on AutoZone, with some firms lifting targets and others trimming them, which feeds directly into differing opinions on execution, growth potential and valuation support at current levels.
Actualización de narrativa Feb 02

AZO: Do It For Me Strength Will Support Upside After Recent Pullback

Narrative Update: AutoZone Analyst Targets Edge Lower Analysts have nudged their AutoZone fair value estimate slightly lower to about US$4,210 from roughly US$4,213, reflecting recent price target cuts from firms that remain generally constructive on the stock and its do-it-for-me business, while acknowledging adjusted expectations for growth and valuation multiples. Analyst Commentary Recent research on AutoZone shows a mix of optimism about long term execution and caution around near term valuation and demand trends.
Actualización de narrativa Jan 19

AZO: Do It For Me Strength Will Counter Recent Caution On Do It Yourself

Narrative Update Analysts have trimmed their AutoZone fair value estimate by about $118 to $4,213, reflecting slightly higher discount rate assumptions, a modestly lower profit margin outlook, and a higher future P/E input following recent price target resets and sector views from major research firms. Analyst Commentary Street research on AutoZone has turned more mixed recently, with some firms trimming price targets while others see an improved risk and reward profile after the stock's pullback.
Actualización de narrativa Jan 05

AZO: Do It For Me Strength Will Offset Temporary Do It Yourself Softness

Narrative Update on AutoZone Analysts have lifted their price target on AutoZone to $4,262 from $4,090, pointing to what they describe as an attractive risk/reward setup following the recent selloff and continued strength in the domestic do-it-for-me business, while expecting any pressure on do-it-yourself demand to be largely temporary. Analyst Commentary Bullish Takeaways Bullish analysts see the new US$4,262 price target as reflecting what they view as an attractive balance between valuation and execution risk after the recent selloff.
Actualización de narrativa Dec 15

AZO: Commercial Share Gains Will Drive Strength As Temporary Margin Pressures Recede

Analysts modestly trim their AutoZone fair value estimate to approximately $4,369 from about $4,579, reflecting slightly higher discount rate and lower margin assumptions, even as they highlight resilient same-store sales, ongoing share gains in the do it for me and commercial channels, and largely temporary margin headwinds from LIFO and growth investments. Analyst Commentary Street research remains broadly constructive on AutoZone, with most firms maintaining Buy or equivalent ratings and price targets that cluster around or above the current fair value estimate, even as several modestly trim targets to reflect near term margin pressure and a higher rate environment.
Actualización de narrativa Nov 29

AZO: Ongoing Share Gains Will Drive Strength As Margin Headwinds Ease

AutoZone’s analyst price target has edged lower by $4 to $4,579, as analysts point to persistent, though largely temporary, margin pressures following mixed quarterly results. This comes despite ongoing share gains and long-term growth initiatives.
Actualización de narrativa Nov 15

AZO: Market Share Gains Will Drive Outperformance Despite Margin Headwinds

Analysts have modestly raised AutoZone's fair value estimate to $4,583 from $4,570. They cite opportunities for market share gains, ongoing store expansion, and resilience in core demand despite near-term margin headwinds.
Actualización de narrativa Nov 01

AZO: Accelerated Store Expansion Will Drive Continued Market Share Gains

Analysts have slightly lowered their average price target on AutoZone, trimming it by less than $50 per share to reflect mixed quarterly results and temporary margin pressures. However, they are maintaining a positive outlook based on ongoing store expansion and continued market share gains.
Actualización de narrativa Oct 18

International Expansion And Technology Investments Will Strengthen Future Operations

AutoZone’s analyst price target saw a modest increase, with new estimates rising by $14 to $4,570. Analysts highlight persistent industry share gains and resilient sales momentum, despite ongoing margin pressures.
Actualización de narrativa Oct 04

International Expansion And Technology Investments Will Strengthen Future Operations

AutoZone's analyst price target increased from approximately $4,420 to $4,556 per share, as analysts cite accelerating revenue growth and market share gains, despite recent margin pressures. Analyst Commentary Recent Street research reveals a spectrum of views on AutoZone, reflecting both confidence in long-term opportunities and ongoing caution regarding near-term headwinds.
Actualización de narrativa Sep 19

International Expansion And Technology Investments Will Strengthen Future Operations

Analysts have raised AutoZone’s price target from $4,202 to $4,420, citing sustained market share gains, accelerating same-store sales, and robust demand supported by successful growth initiatives and an improved macro backdrop. Analyst Commentary Bullish analysts highlight AutoZone's continued market share gains, especially in the do-it-for-me segment, driven by successful initiatives and expansion efforts.
Actualización de narrativa Sep 04

International Expansion And Technology Investments Will Strengthen Future Operations

Analysts remain optimistic on AutoZone due to strong Q2 performance, sustained demand, and improved financial outlook despite policy risks, resulting in the consensus price target holding steady at $4,202. Analyst Commentary Bullish analysts anticipate continued sales momentum driving higher top-line growth.
Artículo de análisis Jul 07

The Trend Of High Returns At AutoZone (NYSE:AZO) Has Us Very Interested

What trends should we look for it we want to identify stocks that can multiply in value over the long term? In a...
Artículo de análisis May 21

Does This Valuation Of AutoZone, Inc. (NYSE:AZO) Imply Investors Are Overpaying?

Key Insights AutoZone's estimated fair value is US$3,055 based on 2 Stage Free Cash Flow to Equity AutoZone's US$3,880...
Seeking Alpha Mar 26

AutoZone: Ramping Up Store Growth

Summary AutoZone's defensive business model and high returns on capital have driven a 20% compound growth rate for over 30 years. Management plans to accelerate store count growth, targeting 500 new stores annually by 2028, focusing on international expansion. Despite short-term risks like tariffs and reduced discretionary spending, AZO's long-term investment thesis remains strong due to its market leadership and scale efficiencies. Current shareholders should hold, while potential investors might wait for a slight decline to $3,480 to start a position. Read the full article on Seeking Alpha
Seeking Alpha Jan 24

AutoZone: A Wide-Moat Enterprise Experiencing A Slowdown In Earnings

Summary AutoZone boasts a wide economic moat due to its extensive store network, excellent customer service, and strong brand presence in the automotive parts industry. Despite robust long-term prospects, recent first-quarter results showed flat same-store sales and a slight contraction in operating margins, raising short-term probabilities for downward pressure on the stock. The valuation appears steep with a 16% overvaluation based on DCF analysis. AutoZone remains a hold as despite its strong fundamentals and profitability, the current overvaluation and earnings slowdown warrant caution. Read the full article on Seeking Alpha
Seeking Alpha Jan 15

AutoZone: Potential Sales Re-Acceleration Bolsters Bullish Case

Summary AutoZone's consistent revenue growth and aggressive share buybacks make it a long-term compounder, despite recent sales growth deceleration. AZO's sales growth is expected to re-accelerate due to expanding Mega-Hub networks, aging U.S. car fleet, and stabilizing consumer purchasing power. Wall Street projects strong double-digit EPS growth for fiscal 2026 and 2027, supported by an upcoming acceleration in sales and margin improvements. Read the full article on Seeking Alpha
Seeking Alpha Dec 16

AutoZone Is A Buy Breaking Out To New Highs (Technical Analysis)

Summary AZO's price action is bullish, trading above its 30-week EMA and hitting new highs, indicating strong upward momentum. Momentum indicators show both short-term and long-term bullish trends, with the PPO line well above zero and the signal line. Volume analysis reveals institutional buying, especially post-earnings, suggesting smart money confidence in AZO's future performance. Relative strength is neutral but improving, with recent gains above the 30-week EMA; consider a stop loss to protect capital. Read the full article on Seeking Alpha
Seeking Alpha Dec 10

AutoZone: Stick With This Winning Compounder

Summary AutoZone remains a favorite long-term holding due to its consistent growth, international expansion, and robust buyback program enhancing shareholder value. Despite a rare double-line earnings miss in fiscal Q1, AutoZone's comparable sales and gross margins are still growing, with international comps surging 13.7%. The company's aggressive share repurchase program has significantly boosted EPS, with $1.7 billion remaining under current authorization, ensuring continued shareholder returns. Looking ahead, we expect 2-5% sales growth and near 10% EPS growth in fiscal 2025, making any dip toward $3,000 a solid entry point. Read the full article on Seeking Alpha
Seeking Alpha Nov 27

AutoZone And O'Reilly: Poised For Continued Growth And Long-Term Compounding

Summary AutoZone and O’Reilly lead the automotive aftermarket retail sector, boasting strong market capitalizations, consistent revenue growth, and aggressive share buybacks, outperforming competitors. Increasing vehicle miles traveled and aging vehicles drive demand for auto parts, benefiting AutoZone and O’Reilly due to their extensive store networks and efficient operations. The industry is consolidating, with the top four players commanding 45% market share, and AutoZone and O’Reilly gaining from economies of scale and superior service. Valuation is not cheap by historical measures. Recommend hold and accumulate on pullbacks. Read the full article on Seeking Alpha
Seeking Alpha Oct 03

AutoZone: Buy On Weakness Pattern (Technical Analysis)

Summary AutoZone exhibits a buy-on-weakness pattern, favored by portfolio managers who buy during pullbacks and avoid chasing price spikes. The PM Buy Pattern report identifies stocks with buy-on-weakness signals, though AZO currently lacks this signal post-earnings pop. Both Wall St. and SA analysts rate AZO a Buy, supported by strong Profitability and Momentum, despite weak Valuation and Growth scores. We recommend adding AZO to our Model Portfolio, anticipating a bounce back to its previous high, bolstered by recent strong earnings. Read the full article on Seeking Alpha
Seeking Alpha Sep 25

AutoZone: Likely To Remain A Long-Term Winner

Summary AutoZone has shown strong historical performance through excellent capital allocation and aggressive share buybacks, despite recent slower revenue growth rates. The company is in a transition phase, focusing on commercial expansion and international growth, particularly in Mexico and Brazil. Despite increased debt, AutoZone's negative cash conversion cycle and shareholder-friendly capital allocation remain positive indicators. Read the full article on Seeking Alpha
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Nueva narrativa Sep 25

Enhancing Market Share And Revenue Through Mega-Hubs, IT Upgrades, And International Expansion

Expanding inventory hubs and IT enhancements aim to boost revenue, market share, and efficiency in DIY and commercial sectors.
Seeking Alpha Aug 27

AutoZone: Buybacks Increase As Sales Slow - A Conservative Approach To Challenging Times

Summary AutoZone's stock surged 25% YTD despite flat same-store sales, driven by aggressive share buybacks and strong management. The company boasts a 65.75% average ROIC over five years, highlighting exceptional capital allocation and internal compounding. Free cash flow has declined significantly since 2021, raising concerns despite management's prudent debt use and ongoing hub expansions. Valuation appears stretched; projected 8.1% annual return over five years based on earnings, with a target price of $4,625 by 2029. Read the full article on Seeking Alpha
Seeking Alpha Aug 01

AutoZone Is Now One Of My Largest Positions - Here's Why

Summary AutoZone stock has outperformed the S&P 500 YTD and shown a lack of correlation with the overall market. Despite concerns about EVs impacting auto parts sales, AZO's robust outlook is supported by the aging fleet of gasoline cars. The Company's consistent revenue growth, even during industry-specific challenging times like the COVID-19 pandemic, affirms the strengths of this rationale. AutoZone remains reasonably valued, with Wall Street likely underestimating its earnings growth potential. Read the full article on Seeking Alpha
Seeking Alpha May 28

Aging Cars, Soaring Profits: How AutoZone Is Crushing The Consumer Market

Summary The U.S. consumer plays a crucial role in the overall economy, with consumption spending making up two-thirds of the U.S. economy. AutoZone, a major consumer stock, has seen significant growth due to the elevated average age of American cars, driving demand for auto parts. Despite its strong performance, AutoZone's current valuation may be a concern, and a further price correction may be needed before considering an investment. Read the full article on Seeking Alpha
Seeking Alpha May 16

AutoZone: Continuing On The Path To Success

Summary AutoZone's balance sheet remains in a healthy financial position, but interest coverage should be monitored. Q2 earnings showed growth in net income and diluted EPS, with the commercial segment expected to be a long-term growth driver. AutoZone differentiates itself from the competition through high returns on capital and superior capital allocation. Read the full article on Seeking Alpha
Seeking Alpha Apr 08

AutoZone: Solid Parts, But Valuation Needs A Tune-Up

Summary AutoZone is a high-quality retailer with a strong competitive position in the automotive aftermarket industry. The company has favorable industry tailwinds and a wide moat that is difficult for competitors to replicate. While AutoZone has a long runway for growth, its current valuation is expensive and lacks a sufficient margin of safety. Read the full article on Seeking Alpha

Desglose de ingresos y gastos

Cómo gana y gasta dinero AutoZone. Basado en los últimos beneficios reportados, en base a los últimos doce meses (LTM).


Historial de beneficios e ingresos

NYSE:AZO Ingresos, gastos y beneficios (USD Millions)
FechaIngresosBeneficiosGastos G+AGastos de I+D
14 Feb 2619,6102,4456,6280
22 Nov 2519,2882,4646,5050
30 Aug 2518,9392,4986,3560
10 May 2518,9012,5646,2970
15 Feb 2518,6732,6076,1750
23 Nov 2418,5802,6346,0900
31 Aug 2418,4902,6626,0280
04 May 2417,9762,6255,8440
10 Feb 2417,8312,6215,7670
18 Nov 2317,6622,5835,6900
26 Aug 2317,4572,5285,5960
06 May 2317,1152,4745,4710
11 Feb 2316,8902,4185,4040
19 Nov 2216,5682,4145,3030
27 Aug 2216,2522,4305,2020
07 May 2215,8172,4055,0770
12 Feb 2215,6032,4094,9660
20 Nov 2115,1442,2834,8410
28 Aug 2114,6302,1704,7300
08 May 2114,2622,1254,5890
13 Feb 2113,3901,8724,4030
21 Nov 2012,9931,8254,3290
29 Aug 2012,6321,7334,2690
09 May 2012,0741,5584,2400
15 Feb 2012,0781,6214,2600
23 Nov 1912,0151,6164,2270
31 Aug 1911,8641,6174,1490
04 May 1911,4341,4523,9860
09 Feb 1911,3111,4133,9180
17 Nov 1811,2741,4083,8720
25 Aug 1811,2211,3383,8390
05 May 1811,1751,3713,8000
10 Feb 1811,1341,3363,7710
18 Nov 1711,0101,2843,7140
26 Aug 1710,8891,2813,6600
06 May 1710,7751,2743,6040
11 Feb 1710,7501,2703,5900
19 Nov 1610,7171,2613,5760
27 Aug 1610,6361,2413,5480
07 May 1610,5271,2153,5150
13 Feb 1610,4271,1973,4700
21 Nov 1510,3131,1803,4210
29 Aug 1510,1871,1603,3740

Ingresos de calidad: AZO tiene ganancias de alta calidad.

Margen de beneficios creciente: Los actuales márgenes de beneficio(12.5%) de AZO son inferiores a los del año pasado (14%).


Análisis del flujo de caja libre vs. Beneficios


Análisis del crecimiento de los beneficios en el pasado

Tendencia de beneficios: Los beneficios de AZO han crecido un 3.8% al año en los últimos 5 años.

Acelerando crecimiento: AZO ha tenido un crecimiento negativo de los beneficios en el último año, por lo que no puede compararse con su media de 5 años.

Beneficios vs. Industria: AZO tuvo un crecimiento negativo de los beneficios (-6.2%) durante el año pasado, lo que dificulta la comparación con la media de la industria Specialty Retail (-2.3%).


Rentabilidad financiera

Alta ROE: El pasivo de AZO supera su activo, por lo que es difícil calcular su rentabilidad financiera.


Rentabilidad económica


Rendimiento del capital invertido


Descubre empresas con buenos resultados en el pasado

Análisis de la empresa y estado de los datos financieros

DatosÚltima actualización (huso horario UTC)
Análisis de la empresa2026/05/20 05:46
Precio de las acciones al final del día2026/05/20 00:00
Beneficios2026/02/14
Ingresos anuales2025/08/30

Fuentes de datos

Los datos utilizados en nuestro análisis de empresas proceden de S&P Global Market Intelligence LLC. Los siguientes datos se utilizan en nuestro modelo de análisis para generar este informe. Los datos están normalizados, lo que puede introducir un retraso desde que la fuente está disponible.

PaqueteDatosMarco temporalEjemplo Fuente EE.UU. *
Finanzas de la empresa10 años
  • Cuenta de resultados
  • Estado de tesorería
  • Balance
Estimaciones del consenso de analistas+3 años
  • Previsiones financieras
  • Objetivos de precios de los analistas
Precios de mercado30 años
  • Precios de las acciones
  • Dividendos, escisiones y acciones
Propiedad10 años
  • Accionistas principales
  • Información privilegiada
Gestión10 años
  • Equipo directivo
  • Consejo de Administración
Principales avances10 años
  • Anuncios de empresas

* Ejemplo para valores de EE.UU., para no EE.UU. se utilizan formularios y fuentes normativas equivalentes.

A menos que se especifique lo contrario, todos los datos financieros se basan en un periodo anual, pero se actualizan trimestralmente. Esto se conoce como datos de los últimos doce meses (TTM) o de los últimos doce meses (LTM). Más información.

Modelo de análisis y copo de nieve

Los detalles del modelo de análisis utilizado para generar este informe están disponibles en nuestra página de Github, también tenemos guías sobre cómo utilizar nuestros informes y tutoriales en Youtube.

Conozca al equipo de talla mundial que diseñó y construyó el modelo de análisis Simply Wall St.

Métricas industriales y sectoriales

Simply Wall St calcula cada 6 horas nuestras métricas sectoriales y de sección. Los detalles de nuestro proceso están disponibles en Github.

Fuentes analistas

AutoZone, Inc. está cubierta por 48 analistas. 24 de esos analistas presentaron las estimaciones de ingresos o ganancias utilizadas como datos para nuestro informe. Las estimaciones de los analistas se actualizan a lo largo del día.

AnalistaInstitución
null nullArgus Research Company
Craig KennisonBaird
Justin KleberBaird