Article Resultados Resultados Financieros de AutoZone (Q4 2025)

$AZO (AutoZone Inc)

[ AUTOZONE, INC — Executive Summary of Results: Q4 FY2025
Period: Fourth fiscal quarter ended August 30, 2025 | Reported: September 23, 2025
Current Context: September 22, 2025

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Key Financial Results (Verified Official Data)

Concept	Q4 FY2025	Q4 FY2024	YoY variation
Net Sales / Total Revenue	US$ 6.24 billion	US$ 6.205 billion	▲ +0.6 %
Diluted EPS (GAAP)	US$ 48.71	US$ 51.58	▼ -5.6 %
Adjusted EPS (non-GAAP)	US$ 48.71	US$ 48.11	▲ +1.3 %
Adjusted Operating Margin	≈ 19.2 %	≈ 21.0 %	▼ -170 pb aprox.

• Exceeded consensus expectations:
• Expected sales: ~US$ 6.22B → slightly exceeded
• Expected adjusted EPS: ~US$ 50.90 → not reached

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Breakdown by Business Segment

Segment	Q4 FY2025 Sales	YoY Change (Organic / Adjusted for Extra Week)
Total Comparable Sales (“Same-Store Sales”) – Domestic	Part of Total US$ 6.24B	▲ +4.8%
Total Comparable Sales – International	Included in Total US$ 6.24B	▲ +2.1%
Total Company Same-Store Sales	Part of total	▲ +5.1 %

Strong Segment Comment
Strong growth in comparable sales, both domestic and international, showing resilient demand.

Weak Segment Comment
Operating and net margin pressured by operating costs, impact of LIFO charges and lower gross margins.

Stable Segment Comment
Total sales grew slightly; store expansion is ongoing.

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Indicador	Q4 FY2025
Margen Bruto (GAAP)	51.5 %
Margen Bruto Ajustado	≈ similar ajustado sin semana extra
SG&A como % de ventas	32.4 %
Impacto extraordinario en EPS	US$ 80 millones por cargo LIFO → afecta EPS (~US$ 3.57)

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Risks and Relevant Factors

• Cost and margin pressures: LIFO charges, gross margin impairment.
• Increased operating expenses: Investment in store openings, high SG&A.
• Dependence on comparable and international sales: Exchange rate fluctuations impact the report.

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Official FY2026 Guidance (Updated in Q4)

Concept	Previous Range	Updated Range
Number of net new stores	—	≈ 325-350 new stores in the Americas
Estimated Total Sales	—	—

Guidance Note and Strategic Context

AutoZone continues to target aggressive store growth with financial discipline; comparable and international sales growth expected to offset margin pressure.

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Executive Conclusion

• AutoZone achieved modestly positive growth in total revenue (+0.6%) despite a challenging environment.
• GAAP diluted EPS fell 5.6%, reflecting cost pressures and one-time charges.
• Comparable sales, especially domestic sales, showed strength; the store expansion strategy continues to be a key driver.

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Upcoming Key Milestones

• Q1 FY2026: Comparable sales, margins, and net new store growth report.
• End of 2025: Follow-through on store openings guidance and operating efficiency.
• International Strategy: Foreign exchange impact and market performance outside the U.S.

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