AutoZone reported fourth-quarter fiscal 2026 earnings per share of $56.05, up 15.1% year over year and ahead of the Zacks Consensus Estimate of $54.54 by 2.8%, though net sales rose 5.6% to $6.60 billion and missed the consensus mark of $6.69 billion by 1.4%. Gross margin expanded 182 basis points year over year to 53.3%, a gain that included a 145-basis-point benefit from tariff refunds and a 105-basis-point favorable net non-cash LIFO impact, partly offset by a higher commercial sales mix, and the quarter carried a $15 million LIFO charge versus $80 million a year earlier. Operating profit rose 10.1% to $1.32 billion and net income increased 11.3% to $931.59 million, with operating margin up 81 basis points to 20%. Domestic commercial sales reached $1.91 billion, up 8.6%, and the company ended the quarter with 6,443 domestic commercial programs, up 5.7% year over year and available in 94% of domestic stores. AutoZone opened 175 stores in the quarter, including 97 in the United States, 68 in Mexico and 10 in Brazil, bringing the global store count to 8,031 from 7,657 a year earlier, and repurchased 223,000 shares for $697.50 million at an average price of $3,125 per share, leaving $1.61 billion under its repurchase authorization.
AutoZone IncQ4 EPS of $56.05 beat estimates by 2.8% with operating profit up 10.1% and net income up 11.3%.
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