AutoZone 過去の業績
過去 基準チェック /26
AutoZoneは3.8%の年平均成長率で業績を伸ばしているが、Specialty Retail業界はdecliningで3.1%毎年増加している。売上は成長しており、年平均6.5%の割合である。
主要情報
3.77%
収益成長率
10.20%
EPS成長率
| Specialty Retail 業界の成長 | 26.64% |
| 収益成長率 | 6.55% |
| 株主資本利益率 | n/a |
| ネット・マージン | 12.47% |
| 次回の業績アップデート | 26 May 2026 |
最近の業績更新
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
ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.分析記事 • 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...分析記事 • 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 AlphaSeeking 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 AlphaSeeking 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 AlphaSeeking 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 AlphaSeeking 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 AlphaSeeking 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 AlphaSeeking 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 AlphaSeeking 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
新しいナラティブ • 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 AlphaSeeking 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 AlphaSeeking 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 AlphaSeeking 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 AlphaSeeking 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収支内訳
収支内訳
AutoZone の稼ぎ方とお金の使い方。LTMベースの直近の報告された収益に基づく。
収益と収入の歴史
| 日付 | 収益 | 収益 | G+A経費 | 研究開発費 |
|---|---|---|---|---|
| 14 Feb 26 | 19,610 | 2,445 | 6,628 | 0 |
| 22 Nov 25 | 19,288 | 2,464 | 6,505 | 0 |
| 30 Aug 25 | 18,939 | 2,498 | 6,356 | 0 |
| 10 May 25 | 18,901 | 2,564 | 6,297 | 0 |
| 15 Feb 25 | 18,673 | 2,607 | 6,175 | 0 |
| 23 Nov 24 | 18,580 | 2,634 | 6,090 | 0 |
| 31 Aug 24 | 18,490 | 2,662 | 6,028 | 0 |
| 04 May 24 | 17,976 | 2,625 | 5,844 | 0 |
| 10 Feb 24 | 17,831 | 2,621 | 5,767 | 0 |
| 18 Nov 23 | 17,662 | 2,583 | 5,690 | 0 |
| 26 Aug 23 | 17,457 | 2,528 | 5,596 | 0 |
| 06 May 23 | 17,115 | 2,474 | 5,471 | 0 |
| 11 Feb 23 | 16,890 | 2,418 | 5,404 | 0 |
| 19 Nov 22 | 16,568 | 2,414 | 5,303 | 0 |
| 27 Aug 22 | 16,252 | 2,430 | 5,202 | 0 |
| 07 May 22 | 15,817 | 2,405 | 5,077 | 0 |
| 12 Feb 22 | 15,603 | 2,409 | 4,966 | 0 |
| 20 Nov 21 | 15,144 | 2,283 | 4,841 | 0 |
| 28 Aug 21 | 14,630 | 2,170 | 4,730 | 0 |
| 08 May 21 | 14,262 | 2,125 | 4,589 | 0 |
| 13 Feb 21 | 13,390 | 1,872 | 4,403 | 0 |
| 21 Nov 20 | 12,993 | 1,825 | 4,329 | 0 |
| 29 Aug 20 | 12,632 | 1,733 | 4,269 | 0 |
| 09 May 20 | 12,074 | 1,558 | 4,240 | 0 |
| 15 Feb 20 | 12,078 | 1,621 | 4,260 | 0 |
| 23 Nov 19 | 12,015 | 1,616 | 4,227 | 0 |
| 31 Aug 19 | 11,864 | 1,617 | 4,149 | 0 |
| 04 May 19 | 11,434 | 1,452 | 3,986 | 0 |
| 09 Feb 19 | 11,311 | 1,413 | 3,918 | 0 |
| 17 Nov 18 | 11,274 | 1,408 | 3,872 | 0 |
| 25 Aug 18 | 11,221 | 1,338 | 3,839 | 0 |
| 05 May 18 | 11,175 | 1,371 | 3,800 | 0 |
| 10 Feb 18 | 11,134 | 1,336 | 3,771 | 0 |
| 18 Nov 17 | 11,010 | 1,284 | 3,714 | 0 |
| 26 Aug 17 | 10,889 | 1,281 | 3,660 | 0 |
| 06 May 17 | 10,775 | 1,274 | 3,604 | 0 |
| 11 Feb 17 | 10,750 | 1,270 | 3,590 | 0 |
| 19 Nov 16 | 10,717 | 1,261 | 3,576 | 0 |
| 27 Aug 16 | 10,636 | 1,241 | 3,548 | 0 |
| 07 May 16 | 10,527 | 1,215 | 3,515 | 0 |
| 13 Feb 16 | 10,427 | 1,197 | 3,470 | 0 |
| 21 Nov 15 | 10,313 | 1,180 | 3,421 | 0 |
| 29 Aug 15 | 10,187 | 1,160 | 3,374 | 0 |
質の高い収益: AZOは 高品質の収益 を持っています。
利益率の向上: AZOの現在の純利益率 (12.5%)は、昨年(14%)よりも低くなっています。
フリー・キャッシュフローと収益の比較
過去の収益成長分析
収益動向: AZOの収益は過去 5 年間で年間3.8%増加しました。
成長の加速: AZOは過去 1 年間の収益成長がマイナスであったため、5 年間の平均と比較することはできません。
収益対業界: AZOは過去 1 年間で収益成長率がマイナス ( -6.2% ) となったため、 Specialty Retail業界平均 ( -2.3% ) と比較することが困難です。
株主資本利益率
高いROE: AZOの負債は資産を上回っているため、自己資本利益率を計算することは困難です。
総資産利益率
使用総資本利益率
過去の好業績企業の発掘
企業分析と財務データの現状
| データ | 最終更新日（UTC時間） |
|---|---|
| 企業分析 | 2026/05/20 07:15 |
| 終値 | 2026/05/20 00:00 |
| 収益 | 2026/02/14 |
| 年間収益 | 2025/08/30 |
データソース
企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。
| パッケージ | データ | タイムフレーム | 米国ソース例 |
|---|---|---|---|
| 会社財務 | 10年 |
| |
| アナリストのコンセンサス予想 | +プラス3年 |
|
|
| 市場価格 | 30年 |
| |
| 所有権 | 10年 |
| |
| マネジメント | 10年 |
| |
| 主な進展 | 10年 |
|
* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。
特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。
分析モデルとスノーフレーク
本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。
シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。
業界およびセクターの指標
私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。
アナリスト筋
AutoZone, Inc. 24 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。48
| アナリスト | 機関 |
|---|---|
| null null | Argus Research Company |
| Craig Kennison | Baird |
| Justin Kleber | Baird |