AutoZone, Inc. (AZO)

AutoZone’s revenue trailed consensus in the fourth fiscal quarter of 2026, based on preliminary results reported September 22, 2026, even as the top line still rose 5.6% year over year to about $6.6 billion. Revenue of $6.595 billion trailed the $6.702 billion estimate (-1.6%), up from $6.243 billion a year ago, as the auto-parts retailer continued to generate sales across its stores and digital channels, including replacement parts and accessories and its ALLDATA repair-software offering. Gross profit was roughly $3.5 billion, with gross margin at ~53%, while operating income of about $1.3 billion translated to an operating margin near 20%. Net income climbed 11.3% from the prior year to roughly $931.6 million (up from $837.0 million a year ago), indicating earnings growth outpaced the revenue increase for the quarter. For the next period, consensus calls for EPS of $37.70 on revenue of $4.951 billion.