AZOAutoZone

Consumer discretionary · Auto Parts Retail · NYSE

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

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The biggest changes in the 10-K filed 2026-10-26, this fiscal year against the last, and the sentences in the MD&A (Item 7) where management explains them, quoted word for word. Tickdelta picks sentences that name the line, a direction and a cause. It does not write explanations of its own.

Operating margin

19.1% → 18.3% (-0.8 pts) FY to 2026-08-29 vs 2025-08-30

“The increase in operating expenses as a percentage of sales was primarily driven by investments to support our growth initiatives.”
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Revenue

+7.4% FY to 2026-08-29 vs 2025-08-30

The MD&A has no sentence that names a cause for this change. That can be worth a question: ask about the filing.

Cash from operations

+4.2% FY to 2026-08-29 vs 2025-08-30

“Cash flows from operations increased over last year primarily due to increased net income and favorable changes in accounts receivable and inventory.”
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Net income

+3.0% FY to 2026-08-29 vs 2025-08-30

“Net income for fiscal 2026 increased by 3.0% to $2.6 billion compared to fiscal 2025 due to the factors set forth above, and diluted earnings per share increased 5.3% to $152.55 from $144.87 in fiscal 2025.”
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Gross margin

52.6% → 52.3% (-0.3 pts) FY to 2026-08-29 vs 2025-08-30

“The decrease in gross margin was driven by 61 basis points ($192.0 million charge in the current year versus $64.0 million charge in the prior year) from non-cash LIFO impact.”
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Changes are computed from the XBRL figures in the same 10-K. Hover a number to see the line item. Open the 10-K ↗

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