AZO · NYSE · Specialty Retail

AutoZone

Retailer and distributor of replacement parts for DIY customers and professional repair shops.

$2,961.96
After-hours close−1.45 (−0.05%)
At close$2,963.41(+1.06%)
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Profile

AutoZone, Inc.AZOConsumer Discretionary

Sells automotive replacement parts, maintenance products and accessories through stores and digital channels across the Americas, serving DIY customers and commercial repair accounts. Hub-based distribution and prompt delivery support parts availability, while ALLDATA adds professional repair software; the business does not perform repair or installation services.

Sells new and remanufactured replacement parts, maintenance products, accessories and tools for cars and light trucks through more than 7,800 stores and digital channels. The network is concentrated in the United States, with stores in Mexico and Brazil, and serves do-it-yourself customers alongside professional repair shops, dealers and fleet accounts.

AutoZone Commercial provides prompt parts delivery, online ordering and commercial credit, while ALLDATA supplies diagnostic, repair, collision and shop-management software. Duralast and other exclusive brands span the assortment. Hub and mega-hub stores, frequent distribution-center replenishment and vehicle-specific electronic catalogs support local parts availability.

Demand is tied to miles driven, vehicle age and weather, while execution depends on product sourcing, labor, transportation and information systems; international operations add currency and trade-policy exposure. It does not perform vehicle repair or installation.

Company facts

CEOPhilip B. Daniele III
ListedApr 2, 1991
ExchangeNYSE
HeadquartersMemphis, TN
CountryUnited States
Employees130,000
CIK0000866787
ISINUS0533321024

Key statistics

Market cap$48.36B
EPS (ttm)$145.45
P/E (ttm)20.36
ROE-80.4%
P/B−17.52
P/S2.42
Dividend yield
Beta0.15vs XLY 0.61

Year to date −10.3% · Average volume (30d) 193.0K

Analysts

Price target, next 12 months$3,817.00+28.9%Median of 45 analysts · vs the Aug 28 close
ConsensusBuy33 of 45 analysts rate it buy or better

Ratings

Target range

Latest analyst notes

DateFirmActionPrior ratingRatingPrior targetTarget
Aug 4, 2026BarclaysReiterateOverweight$3,880$3,637
May 27, 2026Truist FinancialTarget$3,700$3,817
May 27, 2026DA DavidsonReiterateBuy$4,300$3,750
May 27, 2026Roth CapitalReiterateBuy$4,650$4,023
May 27, 2026Morgan StanleyReiterateOverweight$4,000$3,605

Earnings

EPS

Estimate$54.53
ReportedDue Sep 22, 2026

Revenue

Estimate$6.72B
ReportedDue Sep 22, 2026

History

Report dateEPS estEPSSurpriseRevenue estRevenueSurpriseNext session
May 26, 2026Q3 FY26$36.22$38.07+5.1%$4.86B$4.84B−0.4%−2.34%
Mar 3, 2026Q2 FY26$27.15$27.63+1.8%$4.31B$4.27B−0.8%+2.19%
Dec 9, 2025Q1 FY26$32.75$31.04−5.2%$4.64B$4.63B−0.2%−2.16%
Sep 23, 2025Q4 FY25$50.73$48.71−4.0%$6.25B$6.24B−0.1%+1.38%
View details

Financial highlights

12 quartersQ2 FY25Q3 FY25Q4 FY25Q1 FY26Q2 FY26Q3 FY26
Revenue$3.95B$4.46B$6.24B$4.63B$4.27B$4.84B
Gross profit$2.13B$2.35B$3.22B$2.36B$2.24B$2.52B
Operating income$706.8M$866.2M$1.20B$784.2M$698.5M$923.8M
Net income$487.9M$608.4M$837.0M$530.8M$468.9M$641.5M
Diluted EPS$28.29$35.36$48.71$31.04$27.63$38.07
Gross margin53.9%52.7%51.5%51.0%52.5%52.2%
Operating margin17.9%19.4%19.2%16.9%16.3%19.1%

Fiscal years (4-quarter sums)FY21 $14.63B · FY22 $16.25B · FY23 $17.46B · FY24 $18.49B · FY25 $18.94B

Revenue by product · Q3 FY26

Auto Parts Locations$4.84B · 100%

Revenue by geography · FY25

United States$16.67B · 88%
Non-US$2.27B · 12%

Balance sheet, May 9, 2026Cash & short-term investments $253.7M · Total debt $12.63B · Total assets $20.92B · Shareholders' equity −$2.78B

Dividends

No dividends on record.

Ownership

Institutions 587.77%Insiders 0.22%

A 13F quarter can total more than the shares outstanding — sub-advisers file the same block twice, and a filer's own share count can be a quarter stale. No split is drawn from it.

Shares outstanding 16.33M · Float 16.27M · 99.7% free float

Top shareholders13F · 13D/G · Form 4

HolderShares% outstandingFormFiled
JPMorgan Chase & Co1.25M7.68%13FAug 12, 2026
BlackRock, Inc.1.23M7.55%13FAug 7, 2026
Vanguard Capital Management LLC1.08M6.61%13FAug 13, 2026
Vanguard Portfolio Management LLC765.4K4.69%13FAug 13, 2026
State Street Corp718.7K4.40%13FAug 7, 2026

Insider tradesForm 4

DateInsiderRoleSharesAvg price
Aug 7, 2026Dennis W. LeRicheofficer: Sr. Vice President−1,455$3,100.00
May 29, 2026Brian Hannaschdirector+165$2,987.00
Apr 10, 2026Earl G. Jr Gravesdirector−50$3,478.72
Dec 31, 2024George R. Jr Mrkonicdirector−336$3,202.00
Jan 23, 2026Richard Craig Smithofficer: Sr. Vice President−5,910$3,700.00
View details

Peers

  • O'Reilly Automotive

    Largest direct peer; dual DIY + commercial model across 6,585 stores.

  • Advance Auto Parts

    Third-largest US parts retailer; mid-restructuring, 4,305 stores.

  • Genuine Parts

    NAPA brand owner; wholesale-first network serving professional installers.

  • Amazon

    E-commerce challenger in DIY parts, accessories, and consumables.

  • Walmart

    Mass-merchandise rival in basic DIY consumables: oil, wipers, batteries.

CompareAfter-hours close

CompanyPriceChange
AutoZone$2,961.96−0.05%$48.36B20.417.72.4+8.4%
O'Reilly Automotive$89.30+0.88%$73.34B28.225.63.9+8.1%
Advance Auto Parts$43.00+0.19%$2.59B31.311.60.3−0.5%
Genuine Parts$139.42+1.46%$18.96B573.017.10.8+6.0%
Amazon$266.10−0.11%$2.87T21.428.53.7+19.6%
Walmart$103.07−0.03%$820.40B37.234.51.1+5.9%
Median31.325.61.1+6.0%