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AZO · NYSE · Specialty Retail

AutoZone (AZO)

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

$2,926.90
vs last close+123.64 (+4.41%)
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AutoZone, Inc.AZO
Consumer 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

Market cap$45.76B
EPS (ttm)$145.45
P/E (ttm)19.27
ROE
P/B
P/S2.29
Dividend yieldDiv yield
Beta0.13vs XLY 0.63

Price target$3,605.00+28.6%Average of 45 analysts
ConsensusBuy33 of 45 analysts
Ratings

Target rangeAs of Sep 21, 2026

Latest analyst notes

DateFirmActionPriorCurrent
Sep 21, 2026Evercore ISITarget
Target: $4,100
Target: $3,500
Sep 18, 2026OppenheimerReiterate
Rating: Target: $2,600
Rating: OutperformTarget: $3,500
Sep 10, 2026Wells FargoReiterate
Rating: Target: $4,500
Rating: OverweightTarget: $3,500
Aug 31, 2026Piper SandlerTarget
Target:
Target: $3,500
Aug 4, 2026BarclaysReiterate
Rating: Target: $3,880
Rating: OverweightTarget: $3,637

EPSReportedEstimate

Dec '24Mar '25May '25Sep '25Dec '25Mar '26May '26Sep '26
Reported$32.52$28.29$35.36$48.71$31.04$27.63$38.07$0.56
Estimate$33.56$29.05$37.11$50.73$32.75$27.15$36.22$0.54
Surprise−3.1%−2.6%−4.7%−4.0%−5.2%+1.8%+5.1%+4.5%

RevenueReportedEstimate

Dec '24Mar '25May '25Sep '25Dec '25Mar '26May '26Sep '26
Reported$4.28B$3.95B$4.46B$6.24B$4.63B$4.27B$4.84B$6.59B
Estimate$4.30B$3.98B$4.42B$6.25B$4.64B$4.31B$4.86B$6.67B
Surprise−0.5%−0.8%+1.0%−0.1%−0.2%−0.8%−0.4%−1.1%
Estimate$0.54
Reported$0.56+4.5%
Estimate$6.67B
Reported$6.59B−1.1%
View details

Current ratio89.00%

ProfitabilityRevenueNet incomeNet margin

Q4 FY24Q1 FY25Q2 FY25Q3 FY25Q4 FY25Q1 FY26Q2 FY26Q3 FY26
Revenue$6.21B$4.28B$3.95B$4.46B$6.24B$4.63B$4.27B$4.84B
Net income$902.2M$564.9M$487.9M$608.4M$837.0M$530.8M$468.9M$641.5M
Net margin14.5%13.2%12.3%13.6%13.4%11.5%11.0%13.3%

GrowthOperating income

Q4 FY24Q1 FY25Q2 FY25Q3 FY25Q4 FY25Q1 FY26Q2 FY26Q3 FY26
Operating income$1.30B$841.1M$706.8M$866.2M$1.20B$784.2M$698.5M$923.8M
YoY growth+6.1%−0.9%−4.9%−3.8%−7.8%−6.8%−1.2%+6.6%

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

Revenue
$4.84B
Operating income
$923.8M
Net income
$641.5M
View details

No dividends on record.

Institutions99.86%16.30M shares
1,313 holders · as of Jun 30, 2026
Insiders0.25%40.1K shares
26 holders · as of Sep 1, 2026
Adds to100.11%

16.33M company shares as of Sep 22, 2026 · institutions as of Jun 30, 2026 · holders as of their latest filing

These groups come from separate filings that can overlap, so they add to 100.11%; nothing is left for Other.

Top shareholders13F · 13D/G · Form 4

HolderStakeSharesDate
JPMorgan Chase & CoInstitution
7.68%1.25Mas of Jun 30, 2026
BlackRock, Inc.Institution
7.55%1.23Mas of Jun 30, 2026
Vanguard Capital Management LLCInstitution
6.61%1.08Mas of Jun 30, 2026
Vanguard Portfolio Management LLCInstitution
4.69%765,406as of Jun 30, 2026
State Street CorpInstitution
4.40%718,693as of Jun 30, 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

  • 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.

Compare

CompanyPriceChange
AutoZone$2,926.90+4.41%$45.76B19.316.72.3+5.6%
O'Reilly Automotive$86.24+4.05%$68.68B26.424.93.7+8.1%
Advance Auto Parts$43.24+5.43%$2.47B29.911.80.3−0.5%
Genuine Parts$129.92+2.74%$17.43B526.916.20.7+6.0%
Amazon$256.93−0.59%$2.78T20.827.53.6+19.6%
Walmart$108.02+0.54%$855.02B38.836.11.2+5.9%
Median29.924.91.2+6.0%