NYSE$AZO

Autozone Inc · Q3 2024 earnings

Q3 2024 earnings · · Investor relations

Briefing

AutoZone's third quarter results for fiscal year 2024 showed increased net sales and earnings per share.

AutoZone reported a 3.5% increase in net sales, reaching $4.2 billion. EPS increased by 7.5% to $36.69. The company opened 45 net new stores during the quarter.

  • Net sales increased by 3.5% to $4.2 billion.
  • Earnings per share increased by 7.5% to $36.69.
  • Gross profit margin increased by 102 basis points to 53.5%.
  • 45 net new stores were opened, including 32 in the U.S., 12 in Mexico, and 1 in Brazil.

Headline financials

Total Revenue

$4.24B

Previous: $4.09B+3.5%
EPS

$36.69

Previous: $34.12+7.5%
Gross Margin

53.5%

Previous: 52.5%+1.8%
Operating Expense Ratio

32.2%

Previous: 31.5%+2.2%
Capital Expenditures

-$726M

Previous: -$430M-68.6%
Free Cash Flow

-$74.2M

Previous: $217M-134.1%
Net Income

$652M

Previous: $648M+0.6%
Operating Income

$900M

Previous: $858M+4.9%
Gross Profit

$2.27B

Previous: $2.15B+5.6%
Cash & Equivalents

$275M

Previous: $275M+0.2%
Total Assets

$17.1B

Previous: $15.6B+9.7%

Revenue & EPS history

Autozone · Revenue · Quarterly

$4.24B

Q3 2024+3.5%vs Q3 2023
Beat estimate in 7 of 15 quarters(47%)
ActualEstimate

Revenue by segment

Autozone · $1.4B total across 1 segment · Q3 2026

  • Domestic Commercial
    $1.4B

Forward guidance

AutoZone is focused on enhancing inventory availability, accelerating the domestic commercial business, and providing great customer service during the summer selling season. They remain committed to increasing operating earnings and cash flow, and delivering strong shareholder value.

Tailwinds

  • Enhancing inventory availability
  • Accelerating domestic Commercial business
  • Providing great customer service
  • Increasing operating earnings
  • Increasing cash flow

Headwinds

  • Sales performance was negatively impacted by the timing of tax refunds.
  • Cooler than usual weather across several areas of the country negatively impacted results.
  • Risks associated with product demand due to changes in fuel prices, miles driven or otherwise.
  • Potential impacts from inflation, including wage inflation.
  • Possible disruptions in the supply chain.

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 19 quarterly earnings reports · overlaid with Q3 2024

Historical avgQ3 2024

+0.2%

Avg return

Earnings day

+0.7%

Avg return

5 days after

+1.1%

Avg return

30 days after

62%

44 / 71 earnings

Positive

+8.8%

Q3 2022

Best reaction

-10.4%

Q3 2017

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q3 2026
Q2 2026-1.1%-6.2%-12.4%
Q1 2026-7.3%-8.5%-12.0%
Q4 2025+0.5%+1.9%-6.6%
Q3 2025-3.6%-2.4%-8.0%
Q2 2025-0.1%+3.9%+10.0%
Q1 2025+0.6%+1.4%-0.6%
Q4 2024+2.0%+4.8%+3.4%
Q3 2024-5.2%-4.5%+2.9%
Q2 2024+8.7%+9.6%+13.8%
Q1 2024+1.7%-1.6%-4.0%
Q4 2023+2.4%+1.9%-1.1%
Q3 2023-7.5%-6.1%-6.9%
Q2 2023-4.5%-2.9%-6.5%
Q1 2023-2.8%-2.8%-4.4%
Q4 2022-1.6%-3.2%+5.7%
Q3 2022+8.8%+13.9%+16.8%
Q2 2022+0.8%+1.5%+9.7%
Q1 2022+5.8%+6.5%+9.7%
Q4 2021+6.2%+6.9%+14.0%
Q3 2021-2.7%-2.9%+0.4%
Q2 2021+0.9%+4.3%+21.3%
Q1 2021-1.8%-0.2%+7.7%
Q4 2020-4.8%-4.3%-0.9%
Q3 2020+3.7%+2.2%-1.7%
Q2 2020+1.1%+1.3%-24.1%
Q1 2020+6.5%+5.7%-2.0%
Q4 2019-4.7%-5.4%-2.0%
Q3 2019+6.8%+7.6%+15.4%
Q2 2019+2.5%+4.5%+13.0%
Q1 2019+5.4%+5.5%+2.6%
Q4 2018+0.9%+3.0%-2.3%
Q3 2018-6.5%-4.7%+3.5%
Q2 2018-9.7%-9.9%-11.9%
Q1 2018-1.6%+1.7%+7.3%
Q4 2017-3.5%+1.9%+5.7%
Q3 2017-10.4%-6.7%-12.1%
Q2 2017-0.3%-2.1%-2.9%
Q1 2017+4.3%+3.4%+2.0%
Q4 2016-0.9%+3.7%-0.6%
Q3 2016+3.4%+3.2%+2.8%
Q2 2016+0.8%
Q1 2016+4.2%
Q4 2015+2.4%
Q3 2015-1.2%
Q2 2015+0.5%
Q1 2015+3.0%
Q4 2014-3.5%
Q3 2014-1.4%
Q2 2014+0.5%
Q1 2014+2.3%
Q4 2013+1.8%
Q3 2013+2.1%
Q2 2013-0.5%
Q1 2013-4.7%
Q4 2012+3.9%
Q3 2012+1.2%
Q2 2012+2.3%
Q1 2012-1.5%
Q4 2011+0.1%
Q3 2011-0.0%
Q2 2011+0.6%
Q1 2011+1.8%
Q4 2008+0.8%
Q4 2010+0.8%
Q4 2009+0.8%
Q3 2010+0.5%
Q3 2009+0.5%
Q2 2010+0.2%
Q2 2009+0.2%
Q1 2009+0.2%
Q1 2010+0.2%

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