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AutoZone Q4: Solid Sales Momentum, Weaker Margins, Reiterate Hold (NYSE:AZO)
Seeking Alpha· 2025-09-24 08:37
I am an avid investor with a major focus on small cap companies with experience in investing in US, Canadian, and European markets. My investment philosophy to generating great returns on the stock market revolves around identifying mispriced securities by understanding the drivers behind a company's financials, and ultimately, most often revealed by a DCF model valuation. This methodology doesn't limit an investor into rigid traditional value, dividend, or growth investing, but rather accounts for all of a ...
AutoZone Q4: Solid Sales Momentum, Weaker Margins, Reiterate Hold
Seeking Alpha· 2025-09-24 08:37
I am an avid investor with a major focus on small cap companies with experience in investing in US, Canadian, and European markets. My investment philosophy to generating great returns on the stock market revolves around identifying mispriced securities by understanding the drivers behind a company's financials, and ultimately, most often revealed by a DCF model valuation. This methodology doesn't limit an investor into rigid traditional value, dividend, or growth investing, but rather accounts for all of a ...
AutoZone Earnings Preview: Commercial Momentum And Durable Growth Drivers In Focus
Seeking Alpha· 2025-09-24 07:34
I view AutoZone (NYSE: AZO ) as an attractive long-term compounder, beginning FY26 with better structural drivers than in previous cycles. The commercial (DIFM) segment is now the definitive growth engine, with hub density and maturityI have over 13 years of diverse financial analysis experience across various sectors, including Auto, Industrials, and IT. Worked in a Ford and Caterpillar treasury, and managed Investor relations and Strategic finance of a listed IT company of market cap ~USD 2.5bn. My early ...
AutoZone: Commercial Momentum And Durable Growth Drivers In Focus
Seeking Alpha· 2025-09-24 07:34
I view AutoZone (NYSE: AZO ) as an attractive long-term compounder, beginning FY26 with better structural drivers than in previous cycles. The commercial (DIFM) segment is now the definitive growth engine, with hub density and maturityI have over 13 years of diverse financial analysis experience across various sectors, including Auto, Industrials, and IT. Worked in a Ford and Caterpillar treasury, and managed Investor relations and Strategic finance of a listed IT company of market cap ~USD 2.5bn. My early ...
Wall Street indexes end lower as investors digest Powell comments
The Economic Times· 2025-09-24 01:53
The Nasdaq led declines, with shares of Nvidia down after rising in the previous session, when the chipmaker said it plans to invest up to $100 billion in OpenAI. Amazon.com, Microsoft and Apple also were lower, while shares of AutoZone were down after it reported fourth-quarter profit that missed estimates. In comments Tuesday, Powell offered little hint of when he thinks the Fed might next cut interest rates. The Fed last week cut rates for the first time this year and indicated further cuts may be comin ...
AutoZone outlines accelerated store growth to 325–350 locations for FY 2026 while targeting expanded market share (NYSE:AZO)
Seeking Alpha· 2025-09-23 19:15
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AutoZone, Inc. (NYSE: AZO) Earnings Report Summary
Financial Modeling Prep· 2025-09-23 17:00
Earnings per share (EPS) of $48.71 was below the estimated $50.52.Revenue of approximately $6.24 billion, slightly missing the estimated $6.25 billion.Gross profit margin decreased to 51.5%, impacted by a non-cash LIFO charge.AutoZone, Inc. (NYSE:AZO) is a leading retailer and distributor of automotive replacement parts and accessories in the United States. The company operates a vast network of stores across the U.S., Mexico, and Brazil, catering to both do-it-yourself customers and professional service pr ...
AutoZone Shares Fall 3% As Earnings Miss Estimates On LIFO Charge
Financial Modeling Prep· 2025-09-23 16:12
财务表现 - 第四季度调整后每股收益48.71美元 低于市场共识预期的50.93美元[1][2] - 季度收入62.4亿美元 符合分析师预期 剔除去年季度额外一周影响后销售额同比增长6.9%[2] - 同店销售额按固定汇率计算增长5.1% 其中国内门店增长4.8%[2] - 毛利率下降98个基点至51.5% 主要受8000万美元非现金LIFO费用影响[3] - 运营费用占销售额比例从31.6%上升至32.4% 反映对增长计划的投资[3] - 2025财年净销售额189亿美元 同比增长2.4% 年度每股收益下降3.1%至144.87美元[4] 运营数据 - 全球净新增141家门店 门店总数达到7,657家[4] - 库存同比增长14.1%[4] 市场反应 - 盘前交易股价下跌超过3% 因业绩低于华尔街预期[1]
AutoZone: We See It Heading To $5,000 (NYSE:AZO)
Seeking Alpha· 2025-09-23 15:54
The Pioneer Of Seeking Alpha's BAD BEAT Investing, Quad 7 Capital is a team of 7 analysts with a wide range of experience sharing investment opportunities for nearly 12 years. They are best known for their February 2020 call to sell everything & go short, & have been on average 95% long 5% short since May 2020. The broader company has expertise in business, policy, economics, mathematics, game theory, & the sciences. They share both long & short trades & invest personally in equities they discuss within the ...
AutoZone: We See It Heading To $5,000
Seeking Alpha· 2025-09-23 15:54
The Pioneer Of Seeking Alpha's BAD BEAT Investing, Quad 7 Capital is a team of 7 analysts with a wide range of experience sharing investment opportunities for nearly 12 years. They are best known for their February 2020 call to sell everything & go short, & have been on average 95% long 5% short since May 2020. The broader company has expertise in business, policy, economics, mathematics, game theory, & the sciences. They share both long & short trades & invest personally in equities they discuss within the ...