AutoZone Inc
AZO
$3 780.94 -1.09%
Exchange: NYSE | Sector: Consumer Cyclical | Industry: Auto Parts
Q3 2024
Published: Apr 30, 2024

Earnings Highlights

  • Revenue of $4.24B down 25.6% year-over-year
  • EPS of $36.69 decreased by 21.1% from previous year
  • Gross margin of 53.5%
  • Net income of 651.73M
  • "β€œFor the third quarter, our total company same store sales were 0.9% on a constant currency basis. As we have mentioned, international has become a more important part of our growth story in this quarter. We delivered another strong quarter, up over 9.3% on a constant currency basis.”" - Phil Daniele
AZO
Company AZO

Executive Summary

AutoZone delivered a solid QQ3 2024 performance characterized by a modest total sales increase and meaningful margin expansion, supported by ongoing international growth and a ramp in commercial initiatives. The quarter showcased: (1) 3.5% total sales growth to approximately $4.2 billion with domestic comps flat and international comps up strongly (9.3% in constant currency), (2) gross margin of 53.5% driven by core gross margin improvements and a favorable LIFO credit backdrop that contributed roughly 102 basis points to gross margin, and (3) robust free cash flow generation ($434 million) and a sizable share repurchase (~$735 million) alongside disciplined capital allocation. The company also advanced key capacity projects (two US distribution centers nearing completion for FY25 and expansion of international DCs in Mexico and Monterrey) and expanded its mega hub network (103 mega hubs, with a plan to exceed 200 at full build-out). Management framed the results within a cautious near-term outlook, highlighting weather and tax-refund timing as near-term headwinds but remaining confident in longer-term growth through domestic commercial expansion, improved parts availability, faster delivery, and international scale." ,

Key Performance Indicators

Revenue
Decreasing
4.24B
QoQ: 0.00% | YoY: -25.57%
Gross Profit
Decreasing
2.27B
53.49% margin
QoQ: 0.00% | YoY: -24.47%
Operating Income
Decreasing
900.18M
QoQ: 0.00% | YoY: -26.37%
Net Income
Decreasing
651.73M
QoQ: 0.00% | YoY: -24.64%
EPS
Decreasing
37.73
QoQ: 0.00% | YoY: -21.12%

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