AutoZone (AZO) Lags Q4 Earnings Estimates

Group 1: Earnings Performance - AutoZone reported quarterly earnings of $48.71 per share, missing the Zacks Consensus Estimate of $50.52 per share, representing an earnings surprise of -3.58% [1] - The company posted revenues of $6.24 billion for the quarter ended August 2025, surpassing the Zacks Consensus Estimate by 0.35%, compared to year-ago revenues of $6.21 billion [2] - Over the last four quarters, AutoZone has not been able to surpass consensus EPS estimates [2] Group 2: Stock Performance and Outlook - AutoZone shares have increased approximately 28.7% since the beginning of the year, outperforming the S&P 500's gain of 13.8% [3] - The current consensus EPS estimate for the coming quarter is $36.84 on $4.55 billion in revenues, and for the current fiscal year, it is $167.37 on $20.18 billion in revenues [7] - The estimate revisions trend for AutoZone was mixed ahead of the earnings release, resulting in a Zacks Rank 3 (Hold) for the stock, indicating expected performance in line with the market [6] Group 3: Industry Context - The Automotive - Retail and Wholesale - Parts industry is currently in the bottom 26% of over 250 Zacks industries, which may impact AutoZone's stock performance [8] - Empirical research indicates a strong correlation between near-term stock movements and trends in earnings estimate revisions, suggesting that investors should monitor these revisions closely [5]