AutoZone Inc. (AZO) Earnings Analysis

AutoZone Inc. (AZO) delivered mixed results in Q3 FY2026 on revenue of $4.8B versus the $4.9B estimate (+8.4% YoY) and EPS of $38.07. The next AutoZone Inc. (AZO) earnings date is Sep 22, 2026. Below is the full AutoZone Inc. earnings breakdown — the risk-adjusted verdict, price forecast, technicals, options and hedge-fund 13F holdings, decoded in plain English.

AutoZone Inc. (AZO) Earnings Analysis — key stats

Next earnings dateSep 22, 2026
Latest reported quarterQ3 FY2026
Earnings verdictMixed
EPS beat rate1 of last 8 (quarters above estimate)
Avg next-day move±4.1% (over the last 8 reports)
Post-earnings directionUp 4 / Down 4 (of the last 8 reports)
Implied move (next report)±9.5% (options-derived · into Sep 22, 2026)
Institutional ownership76.9% (13F as of 2026-06-30)
Top 10 holders43.6% (of shares outstanding)
Insider activity2 buys / 3 sells (recent Form 4 filings)
Revenue$4.8B (vs $4.9B est · -0.4% surprise · +8.4% YoY)
EPS$38.07 (vs $36.22 est · +5.1% surprise · +7.2% YoY)
Share price$3025.00 (-0.5%)
Market cap$49.4B

AutoZone Inc. (AZO) Earnings Analysis — beat / miss history

QuarterRevenueEPSEPS surpriseNext-day moveVerdict
Q3 FY2026$4.8B vs $4.9B est$38.07 vs $36.22 est+5.1%-11.1%Mixed
Q3 FY2026$4.3B vs $4.3B est$27.63 vs $27.15 est+1.8%-4.3%In line
Q2 FY2026$4.6B vs $4.6B est$31.04 vs $32.75 est-5.2%-9.2%Mixed
Q1 FY2026$6.2B vs $6.3B est$48.71 vs $50.73 est-4.0%+1.4%Mixed
Q3 FY2025$4.5B vs $4.4B est$35.36 vs $37.11 est-4.7%-2.1%Mixed
Q3 FY2025$4.0B vs $4.0B est$28.29 vs $29.05 est-2.6%+2.2%Mixed
Q2 FY2025$4.3B vs $4.3B est$32.52 vs $33.60 est-3.2%+0.6%Mixed
Q1 FY2025$6.2B vs $6.2B est$51.58 vs $53.53 est-3.6%+2.0%Mixed

Top institutional holders

Holder% outstandingSharesValueQoQ change
Jpmorgan Chase & CO7.6%1.3M$4.0B+9.6%
Blackrock, INC.7.5%1.2M$3.9B-0.9%
Vanguard Capital Management LLC6.5%1.1M$3.4B+0.2%
Undisclosed filer4.6%765K$2.4B+40.2%
State Street Corp4.4%719K$2.3B+2.2%
Curated Wealth Partners LLC3.7%604K$134984+100.0%
Geode Capital Management, LLC2.5%417K$1.3B+0.5%
Price T Rowe Associates INC /Md/2.4%401K$1.3B+2.5%
Morgan Stanley2.4%398K$1.3B-10.8%
Susquehanna International Group, Llp1.9%314K$1.0B+52.4%

Recent insider transactions

InsiderRoleDateTypeSharesValue
LeRiche Dennis W.officer: Sr. Vice President2026-08-07Buy1K$1.5M
LeRiche Dennis W.officer: Sr. Vice President2026-08-07Sell1K$4.5M
LeRiche Dennis W.officer: Sr. Vice President2026-08-07Sell1K$1.5M
Sharpley Grace Oriansofficer: SVP, Finance2026-07-10Buy300$921792
McCullough Mary Deniseofficer: SVP Supply Chain2026-07-13Sell1
Sharpley Grace Oriansofficer: SVP, Finance2026-07-10Other0
Sharpley Grace Oriansofficer: SVP, Finance2029-10-15Other276$863819
Sharpley Grace Oriansofficer: SVP, Finance2026-03-25Other59$216662

What you'll find

Frequently asked questions

When is AutoZone Inc.'s next earnings date?
AutoZone Inc.'s (AZO) next scheduled earnings date is Sep 22, 2026. Magnisto shows the confirmed date, the options-implied expected move and the revenue and EPS estimates Wall Street is modeling into the report.
Did AutoZone Inc. (AZO) beat or miss earnings?
In Q3 FY2026, AutoZone Inc. (AZO) posted mixed results — revenue of $4.8B versus the $4.9B estimate (-0.4% surprise) and EPS of $38.07 versus $36.22 expected (+5.1% surprise). Magnisto decodes every AutoZone Inc. (AZO) report into a clear Beat, Miss, In-line or Mixed verdict and checks whether guidance was raised, held or cut.
How often does AutoZone Inc. beat earnings estimates?
Over its last 8 reported quarters, AutoZone Inc. (AZO) beat Wall Street EPS estimates 1 time, most recently a mixed result in Q3 FY2026. Magnisto tracks every AutoZone Inc. (AZO) quarter's revenue and EPS versus consensus and grades each one Beat, Miss, In-line or Mixed at a unified ±2% threshold.
How much does AutoZone Inc. stock move after earnings?
Over its last 8 quarterly reports, AutoZone Inc. (AZO) moved an average of ±4.1% the day after earnings — ranging from -11.1% (Q3 FY2026) to +2.2% (Q3 FY2025). The stock rose after 4 of those 8 reports and fell after 4. Heading into its next report on Sep 22, 2026, options-implied volatility is pricing in a move of roughly ±9.5% (derived). Magnisto tracks the realized post-earnings move for every AutoZone Inc. (AZO) quarter alongside the beat/miss verdict — past moves don't predict the next one.
Who are the largest shareholders of AutoZone Inc.?
Institutions hold about 76.9% of AutoZone Inc.'s (AZO) shares outstanding as of the 2026-06-30 13F quarter. Its largest institutional holders include Jpmorgan Chase & CO (7.6%), Blackrock, INC. (7.5%), Vanguard Capital Management LLC (6.5%). Magnisto lists AutoZone Inc.'s (AZO) top 13F holders with each stake size and its quarter-over-quarter change.
Are insiders buying or selling AutoZone Inc. (AZO)?
In the most recent Form 4 filings Magnisto tracks, AutoZone Inc. (AZO) insiders recorded 2 purchases and 3 sales — net selling. Insider transactions are one signal among many and are often routine (option exercises or scheduled 10b5-1 sales), so Magnisto shows the raw feed for you to judge.
What is the forecast for AutoZone Inc. (AZO) stock?
Magnisto blends analyst price targets, quantitative research, technical trend and options-implied moves into a scenario range for AutoZone Inc. (AZO), anchored to the current $3025.00 share price, so you can weigh the bull, base and bear cases for AutoZone Inc. side by side.
Is AutoZone Inc. (AZO) a buy right now?
Magnisto does not give buy or sell tips. It gives you the institutional-grade evidence — the verdict, valuation, risks, technicals and hedge-fund 13F flows — so you can decide whether AutoZone Inc. fits your own thesis and risk profile. This is research, not investment advice.

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Educational research, not investment advice. Figures are illustrative and may be delayed.