AutoZone, Inc. · AZO · Next earnings

AutoZone, Inc. reports Tuesday, Sep 22, 2026

AZO reports before market open with consensus EPS at $54.08 and revenue at $6.70B. Last quarter: AutoZone Q3 FY26: EPS Beats but Revenue Misses as Mega-Hub Buildout Continues

Reports Before market open2 days awayDate estimated Consumer Cyclical

What the street expects

Consensus for the coming report
Consensus EPS $54.08 Calendar consensus
Consensus revenue $6.70B Calendar consensus
Report date Sep 22, 2026 Tuesday, date estimated
Session Before market open 2 days away

Where AZO left off: FY2026 Q3

Full report

AutoZone Q3 FY26: EPS Beats but Revenue Misses as Mega-Hub Buildout Continues

EPS surprise +5.1% Reported $38.07 vs $36.22
Revenue surprise -0.4% Reported $4.84B vs $4.86B
Stock move -9.0% Event window
Subsequent drift -0.4% Up to 20 sessions

Management maintained guidance. Q4 ticket growth is expected in the mid-4% range. A $30M LIFO charge is anticipated in Q4, bringing the FY26 total to $207M, up sharply from $64M last year. Capex remains at $1.6B for FY26 with a similar level planned for FY27. The company plans to open approximately 365 stores in FY26, including roughly 160 globally in Q4, and aims to add about 40 mega hubs in FY27 toward a 300-hub long-term target.

What to watch on the call

Carried forward from the last transcript

Risks management flagged

  • Unseasonably cool weather impacting heat-related categories and traffic counts.
  • Potential cost pressures from energy prices, steel tariffs, and higher LIFO charges.
  • Supply-chain constraints, especially in lubricants and certain SKUs.
  • Slower macroeconomic growth in Mexico and Brazil affecting international comps.

Questions analysts left open

  • Trajectory of same-SKU inflation in the second half of FY26.
  • Impact of weather on Q4 comps and traffic.
  • Future SG&A expense trends and potential re-acceleration.
  • Competitive response to AutoZone's mega-hub strategy.

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Recent AZO quarters

All AZO earnings
-9.0%FY2026 Q3

Sources

  1. FN2 corporate events calendar, resolved from the earnings calendar feed
  2. FN2 earnings calendar analyst consensus
  3. Earnings call transcript analysis, FY2026 Q3

Methodology

The report date comes from FN2's resolved corporate-events calendar and is marked estimated until the company confirms it. Consensus figures are the calendar's latest analyst estimates for the fiscal period and are not an FN2 forecast.

Risks and open questions are carried forward verbatim from FN2's structured analysis of the previous earnings call. Missing values stay missing and are never estimated.

By FN2 Research · Updated . For educational purposes only; not investment advice.