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Screener / SEC EDGAR /CIK 0000866787 /10-K filed Oct 26, 2026, compared with Oct 27, 2025 /Numbers from the XBRL of the 10-Ks
Consumer discretionary peers:
DASHAPTVRCLAZOMGMORLY
NYSE Consumer discretionary · Auto Parts Retail

AutoZone AZO

AZO quote by TradingView

AutoZone, Inc. (“AutoZone,” the “Company,” “we,” “our” or “us”) is a leading retailer and distributor of automotive replacement parts and accessories in the Americas. 10-K, Item 1

Headquarters
Memphis, TN
CEO
Philip B. Daniele
Next results
around Dec 8, 2026
Compare with peers Embed

Where each dollar of revenue went, FY2026

Revenue of $20.3B through the costs to a net profit of $2.6B · income statement of the 10-K

18% operating margin
Revenue to Gross profit: $10.6BRevenue to Cost of revenue: $9.7BGross profit to Operating profit: $3.7BGross profit to Operating expenses: $6.9BOperating profit to Net profit: $2.6BOperating profit to Tax & other: $1.2B Revenue: $20.3B REVENUE $20.3B +7% Y/Y Gross profit: $10.6B · 52% margin GROSS PROFIT $10.6B 52% margin · +7% Y/Y Cost of revenue: $9.7B · 48% of revenue COST OF REVENUE $9.7B 48% of revenue Operating profit: $3.7B · 18% margin OPERATING PROFIT $3.7B 18% margin · +3% Y/Y Operating expenses: $6.9B · 34% of revenue OPERATING EXPENSES $6.9B 34% of revenue Net profit: $2.6B · 13% margin NET PROFIT $2.6B 13% margin · +3% Y/Y Tax & other: $1.2B · 6% of revenue TAX & OTHER $1.2B 6% of revenue
Gross profit $10.6B 52% margin · +7% Y/Y
Operating profit $3.7B 18% margin · +3% Y/Y
Net profit $2.6B 13% margin · +3% Y/Y
The full income statement, year by year

AZO among Consumer discretionary peers

Six ratios from the latest 10-K. Each corner is the share of 46 peers the company is above, not a score.

Compare
Revenue growth: 7.4%, above 59% of 46 peers (their median 5.2%) REVENUE GROWTH 7.4% · above 59% Gross margin: 52.3%, above 70% of 30 peers (their median 40.7%) GROSS MARGIN 52.3% · above 70% Operating margin: 18.3%, above 62% of 39 peers (their median 15.8%) OPERATING MARGIN 18.3% · above 62% Net margin: 12.6%, above 65% of 46 peers (their median 10.8%) NET MARGIN 12.6% · above 65% FCF margin: 8.9%, above 48% of 44 peers (their median 9.5%) FCF MARGIN 8.9% · above 48%
AZO Peer median Below the median

What changed

3 new risk paragraphs. 10-K filed Oct 26, 2026 against Oct 27, 2025.

Risk factors
3 new paragraphs, nothing like them in the previous 10-K
10-K Item 1A
Accounting checks
11 other checks clear
10-K · XBRL
Insiders
No open-market buys in the last 90 days
Form 4
Filings
2 in the last 30 days
EDGAR

Each row opens the detail with the quote and the filing. A row is a change worth reading, not a verdict.

Accounting checks

11 checks on the latest 10-K. Checks, not verdicts.

How it works

0facts worth reading about all 11 checks found nothing to note

  • Receivables +12.7% vs revenue +7.4% (+5.3 pts)
  • Cash from operations $3.2B vs net income $2.6B (FY ending Aug 29, 2026)
  • Inventory +10.1% vs revenue +7.4% (+2.7 pts)
8 more checks with nothing to note
  • Same auditor in both 10-Ks: Ernst & Young LLP
  • No statement of substantial doubt about going concern
  • No 8-K item 4.02 in the last 2 years
  • No NT 10-K or NT 10-Q in the last 2 years
  • The same matters as last year: Valuation of Self-insurance Reserves
  • No sentence in the 10-K concludes that controls were not effective because of a material weakness
  • No 8-K item 2.06 in the last 2 years
  • No 8-K item 1.03 in the last 2 years

In their words

3 paragraphs in Risk Factors that were not in the 10-K filed Oct 27, 2025. Quoted as filed.

All 3 new paragraphs
  1. Item 1A · new paragraph · not in the 10-K filed Oct 27, 2025 10-K, ITEM 1A
    Although we believe we compete effectively, our competitors may have greater financial resources allowing them to invest more in their businesses, greater sourcing capabilities allowing them to sell merchandise at lower prices,
  2. Item 1A · new paragraph · not in the 10-K filed Oct 27, 2025 10-K, ITEM 1A
    The rapid evolution and increased adoption of AI, including generative and agentic AI, may create new or heightened risks for our business. If we are unsuccessful in developing, deploying, or governing these technologies, or if competitors adopt them more effectively, our competitive position, customer experience, operations,…

New risk paragraphs, against peers

Latest 10-K of each, Consumer discretionary companies closest in revenue

Paragraphs in Risk Factors with nothing like them in the company's 10-K the year before. A count of text, not of risk.

Financial performance

Last 4 fiscal years · 10-K XBRL

All years
MetricFY2023FY2024FY2025FY2026
Revenue$17.5B$18.5B$18.9B$20.3B
Net income$2.5B$2.7B$2.5B$2.6B
Operating cash flow$2.9B$3.0B$3.1B$3.2B
Free cash flow$2.1B$1.9B$1.8B$1.8B

Revenue, FY2017 to FY2026

Ten fiscal years, each from its own 10-K · XBRL · USD

$20.3B ▲ 7.4% in FY2026

FY2017FY2018FY2019FY2020FY2021FY2022FY2023FY2024FY2025FY2026
Every number, year by year

Recent filings

2 filings in the last 30 days · SEC EDGAR

All filings
New risks3 new paragraphs in Risk Factors in the new 10-K
  • OfficerOct 26, 2026
    CFO change (the "Company") that he has resigned from his position as Chief Financial Officer of the Company effective November 25, 2026 (the “Effective Date”) for a professional opportunity outside of the automotive aftermarket industry.
  • 10-KOct 26, 2026
    Annual report (10-K) period ended Aug 29, 2026

About the company

AutoZone, Memphis, TN · from the 10-K filed Oct 26, 2026

AutoZone, Inc. (“AutoZone,” the “Company,” “we,” “our” or “us”) is a leading retailer and distributor of automotive replacement parts and accessories in the Americas. We began operations in 1979 and at August 29, 2026, operated 6,863 stores in the United States (“U.S.”), 1,001 stores in Mexico and 167 stores in Brazil. Each store carries an extensive product line for cars, sport utility vehicles, vans and light duty trucks, including new and remanufactured automotive hard parts, maintenance items, accessories and non-automotive products.

Headquarters
Memphis, TN
Country
United States
Listed on
NYSE
Fiscal year ends
August 29
Last results
Sep 22, 2026
Incorporated in
NV

Email alerts

Sources

The 10-K filed Oct 26, 2026 (open at SEC), compared with the 10-K filed Oct 27, 2025. Numbers from the XBRL of the 10-Ks; filings from SEC EDGAR.

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