AutoZone Inc
AZO
$3 822.66 -0.46%
Exchange: NYSE | Sector: Consumer Cyclical | Industry: Auto Parts
Q1 2025
Published: Dec 20, 2024

Earnings Highlights

  • Revenue of $4.28B up 10.9% year-over-year
  • EPS of $32.52 increased by 9.4% from previous year
  • Gross margin of 53.0%
  • Net income of 564.93M
  • "FX rates weakened 13% versus the U.S. dollar for the quarter, resulting in a $58 million headwind to sales, a $17 million headwind to EBIT and a $0.68 a share drag on EPS." - Jamere Jackson
AZO
Company AZO

Executive Summary

AutoZone reported Q1 FY2025 revenue of $4.2796 billion, up 2.1% year over year on a total sales basis, aided by stronger international performance but pressured by foreign exchange headwinds. Management highlighted that the first quarter would be similar to the prior quarter with muted domestic DIY comps and FX-driven pressure on reported results. Domestic DIY was down 0.4%, while domestic commercial grew 3.2% and, on a two-year basis, commercial was up 9%. International sales grew strongly in local currencies (about 14% in constant currency), but reported results were damped by roughly 1,300 basis points of FX headwind. The company indicated ongoing investment in store formats (hub and mega-hub expansion), inventory proximity to customers, and IT/capex as levers to drive future growth. Management signaled modest sequential improvements in DIY and commercial trends in Q2 as easier year-over-year comparisons appear, with a broader long-term plan to invest over $1 billion in capital expenditures to accelerate growth. Free cash flow remained robust at $565 million for the quarter, supporting a continued buyback program (about $505 million repurchased in the quarter) and a remaining authorization of $1.7 billion. The earnings call underscored a disciplined approach to capital allocation, a focus on WOW! Customer Service, and confidence in gaining market share across DIY, commercial, and international channels.

Key Performance Indicators

Revenue
Increasing
4.28B
QoQ: -31.03% | YoY: 10.90%
Gross Profit
Increasing
2.27B
53.00% margin
QoQ: -30.38% | YoY: 9.06%
Operating Income
Increasing
841.15M
QoQ: -35.13% | YoY: 13.17%
Net Income
Increasing
564.93M
QoQ: -37.38% | YoY: 9.69%
EPS
Increasing
32.52
QoQ: -38.62% | YoY: 9.35%

Revenue Trend

Margin Analysis

Historical Earnings Comparison

PeriodRevenue ($M)EPS ($)YoY GrowthReport
Q3 2025 4,464.34 35.36 +5.4% View
Q2 2025 3,952.01 28.29 -6.7% View
Q1 2025 4,279.64 32.52 +10.9% View
Q4 2024 6,205.38 51.88 +48.1% View
Q3 2024 4,235.48 36.69 -25.6% View