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Aug 30
Autozone Q4 2025 Earnings Report
AutoZone reported Q4 2025 results with modest revenue growth, higher same-store sales, but lower profitability versus last year.
Key Takeaways
AutoZone delivered Q4 2025 results with revenue of $6.24B and EPS of $48.71. Same-store sales rose, supported by strong domestic and international performance, while net income declined year-over-year due to margin pressure from LIFO charges.
Revenue reached $6.24B, up 0.6% from last year.
EPS was $48.71, down 5.6% year-over-year.
Net income declined to $837M from $902M in Q4 2024.
Same-store sales grew 5.1% on a constant currency basis.
Autozone
Autozone
Forward Guidance
Management highlighted strong sales momentum, store expansion, and continued investments, but noted margin pressures and higher expenses.
Positive Outlook
- Domestic DIY and Commercial sales improved sequentially.
- International same-store sales grew 7.2% constant currency.
- 141 net new stores opened in the quarter.
- 304 net new stores opened for the full year.
- Management expects strong shareholder value creation from disciplined growth.
Challenges Ahead
- Gross margin declined due to an $80M LIFO charge.
- Operating profit fell 7.8% year-over-year.
- Net income declined by $65M compared to last year.
- Higher operating expenses driven by growth investments.
- Inventory increased 14.1% year-over-year.