AutoZone (AZO) Q4 2025 10-Q Quarterly Report
Filed: Dec 19, 2025Period ending Nov 22, 2025
Consumer Discretionary
Retail-Auto & Home Supply StoresSEC EDGAR AutoZone (AZO) 10-Q quarterly report for Q4 2025, filed with SEC EDGAR on Dec 19, 2025 for the fiscal period ending Nov 22, 2025. This page provides AI-powered analysis including management discussion & analysis (MD&A), risk factor updates, and key quarterly financial data such as revenue and net income extracted from XBRL.
AutoZone Q4 2025 10-Q Analysis
Management Discussion & Analysis
- • Revenue $4.6B, up 8.2% YoY from $4.25B; domestic commercial sales up 14.5% to $1.3B
- • Operating profit $784.2M, down 6.8% YoY; gross margin 51.0% vs 53.0% YoY due to 212 bps LIFO impact
- • Best segment: Domestic commercial sales $1.3B, 14.5% growth; worst: Operating profit declined due to LIFO
- • Operating cash flow $944.2M, up from $811.8M; CapEx $314.2M vs $247.0M prior year; 53 new stores opened
- • Management expects increased investments for growth, with focus on new stores and hub expansions; macroeconomic headwinds noted
Risk Factors
- • No material changes in risk factors from fiscal 2025 10-K filing
- • Supply chain disruptions risk due to reliance on third-party suppliers carried forward
- • Increased competition risk in automotive aftermarket with evolving technology landscape carried forward
- • Currency exchange rate fluctuations affecting international operations risk carried forward
- • Liquidity management risk with existing debt maturity profiles carried forward
AutoZone Q4 2025 Quarterly FinancialsXBRL
Revenue
$4.6B
▲ +8.2% YoY
Net Income
$531M
▼ -6.0% YoY
Gross Margin
51.0%
▼ -202bp YoY
Operating Margin
16.9%
▼ -271bp YoY
Net Margin
11.5%
▼ -173bp YoY
ROE
-16.4%
▼ -435bp YoY
Total Assets
$19.7B
▲ +12.6% YoY
EPS (Diluted)
$31.04
▼ -4.6% YoY
Operating Cash Flow
$944M
▲ +16.3% YoY
Source: XBRL data from AutoZone Q4 2025 10-Q filing on SEC EDGAR. All figures in USD.
Other AutoZone Quarterly Reports
Get deeper insights on AutoZone
Access full AI analysis, insider trading data, fund holdings, and cross-signal detection on SignalX.