The 30% EPS miss is a significant negative surprise that will likely pressure the stock. Monitor the upcoming Q4 earnings release on September 22 for guidance and any commentary on demand trends. The stock's historical underperformance following analyst reports suggests caution.
Price Chart
Executive Summary
AutoZone reported Q3 2026 EPS of $38.07, a 30.2% miss versus the $54.54 consensus estimate, with revenue of $6.73B in line with expectations. This marks a significant earnings miss for the auto parts retailer, though the filing is actually a notice of upcoming Q4 results rather than a Q3 earnings release. The stock has historically underperformed following analyst reports on this ticker, with a 30% win rate and average -2.64% T+20 return.
Key Financial Metrics
Key Facts
- EPS of $38.07 missed consensus of $54.54 by 30.2%
- Revenue of $6.73B was in line with $6.73B consensus
- Filing is a notice of upcoming Q4 2026 earnings release on September 22, 2026
- AutoZone operates 7,856 stores across the U.S., Mexico, and Brazil as of May 26, 2026
- Historical analyst reports on AZO have a 30% win rate with average -2.64% T+20 return
Financial Impact
EPS miss of $16.47 per share (30.2% below consensus), representing approximately $2.9B in missed net income on a diluted share basis
Risk Factors
- Further downside if Q4 guidance is weak or withdrawn
- Potential for negative analyst revisions following the miss
- Macro headwinds in auto parts retail could persist
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 1 press release from GlobeNewswire.
| Document | Accession Number |
|---|---|
| PRESS-RELEASE Data (Synthetic) | press-3350126 |
Track record builds as more directional reports settle.
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Aug 24, 2026 5w ago | Press Release | $3,027.34 $2,803.25 | ▲ +7.40% | ▲ +8.64% | $2,801.28 (+7.47%) |
Jul 9, 2026 12w ago | 8-K | $3,072.64 $3,127.29 | ▲ +1.78% | ▼ −0.65% | $2,801.28 (−8.83%) |
Jul 7, 2026 12w ago | 424B5 | $3,074.86 $2,990.27 | ▼ −2.75% | ▼ −4.08% | $2,801.28 (−8.90%) |
Jul 7, 2026 12w ago | S-3ASR | $3,074.86 $2,990.27 | ▼ −2.75% | ▼ −4.08% | $2,801.28 (−8.90%) |
Jun 16, 2026 15w ago | 8-K | $3,059.63 $3,062.16 | ▲ +0.08% | ▼ −1.23% | $2,801.28 (−8.44%) |
May 26, 2026 18w ago | 8-K | $3,100.10 $3,046.46 | ▼ −1.73% | ▲ +0.54% | $2,801.28 (−9.64%) |
Mar 3, 2026 30w ago | Press Release | $3,623.59 $3,363.73 | ▼ −7.17% | ▼ −2.77% | $2,801.28 (−22.69%) |
Feb 28, 2026 30w ago | Institutional Cluster | $3,878.63 $3,334.47 | ▼ −14.03% | ▼ −6.09% | $2,801.28 (−27.78%) |
Feb 6, 2026 34w ago | Court Ruling | $3,681.26 $3,672.68 | ▼ −0.23% | ▲ +1.56% | $2,801.28 (−23.90%) |
Feb 6, 2026 34w ago | Court Ruling | $3,681.26 $3,672.68 | ▼ −0.23% | ▲ +1.56% | $2,801.28 (−23.90%) |
US Market Status
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