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AutoNation: Built To Withstand Auto Tariff Challenges (NYSE:AN)
Seeking Alpha· 2025-09-23 14:35
Shares of AutoNation, Inc. (NYSE: AN ) have been a strong performer over the past year, gaining over 20%. While auto tariffs have created meaningful uncertainty around new car sales, enduring service demand and ongoing capital returns have continued to support AN’s results. Additionally, the impactOver fifteen years of experience making contrarian bets based on my macro view and stock-specific turnaround stories to garner outsized returns with a favorable risk/reward profile. If you want me to cover a speci ...
AutoNation: Built To Withstand Auto Tariff Challenges
Seeking Alpha· 2025-09-23 14:35
Shares of AutoNation (NYSE: AN ) have been a strong performer over the past year, gaining over 20%. While auto tariffs have created meaningful uncertainty around new car sales, enduring service demand and ongoing capital returns have continued to support AN’s results. Additionally, the impact ofOver fifteen years of experience making contrarian bets based on my macro view and stock-specific turnaround stories to garner outsized returns with a favorable risk/reward profile. If you want me to cover a specific ...
AutoZone(AZO) - 2025 Q4 - Earnings Call Presentation
2025-09-23 14:00
业绩总结 - 第四季度净销售额为62.43亿美元,同比增长0.6%[9] - 第四季度毛利率为51.5%,较去年同期下降98个基点[9] - 第四季度营业利润(EBIT)为11.96亿美元,同比下降7.8%[9] - 第四季度净收入为8.37亿美元,同比下降7.2%[9] - 第四季度稀释每股收益(EPS)为48.71美元,同比下降5.6%[9] - 2025财年净销售额为189.39亿美元,同比增长2.4%[18] 用户数据 - 2025财年国际同店销售额增长9.3%(按固定汇率计算)[20] - 国内商业销售在第四季度增长6.0%,达到17.62亿美元[31] 市场扩张 - 公司在2025财年新开设了304家净新店,同比增长42.7%[29] 资产与负债 - 截至2025年8月30日,库存总额为7,026百万美元,较2024年8月31日的6,155百万美元增长14.1%[34] - 每家门店的库存为918千美元,较去年同期的837千美元增长9.6%[34] - 净应付账款后的库存为(1,000)百万美元,较去年同期的(1,200)百万美元改善16.7%[34] - 每家门店的净应付账款后的库存为(131)千美元,较去年同期的(163)千美元改善20.0%[34] - 工作资本为(1,178)百万美元,较去年同期的(1,407)百万美元改善16.3%[34] - 净物业和设备总额为7,063百万美元,较去年同期的6,184百万美元增长14.2%[34] - 总债务为8,800百万美元,较去年同期的9,024百万美元下降2.5%[34] - 股东赤字为(3,414)百万美元,较去年同期的(4,750)百万美元改善28.1%[34] 股票回购 - 在2025财年,公司回购了价值15亿美元的股票[20]
Here’s Brown Advisory Global Leaders Strategy’s Comment on AutoZone (AZO)
Yahoo Finance· 2025-09-23 12:00
Brown Advisory, an investment management company, released its “Brown Advisory Global Leaders Strategy” second-quarter 2025 investor letter. A copy of the letter can be downloaded here. The strategy focused on delivering strong long-term performance by investing in a focused portfolio of companies that solve customer problems and provide good returns for shareholders. The strategy outperformed its benchmark during the quarter, driven by investment selection within Information Technology and Industrials. In ...
Dow Futures Steady Ahead of Powell Comments
WSJ· 2025-09-23 10:56
Investors await earnings from AutoZone and Micron Technology to gauge the impact of tariffs and a slowing labor market. ...
AutoZone 4th Quarter Total Company Same Store Sales Increase 5.1%; Domestic Same Store Sales Increase 4.8%; 4th Quarter EPS of $48.71; Annual Sales of $18.9 Billion
Globenewswire· 2025-09-23 10:55
MEMPHIS, Tenn., Sept. 23, 2025 (GLOBE NEWSWIRE) -- AutoZone, Inc. (NYSE: AZO) today reported net sales of $6.2 billion for its fourth quarter (16 weeks) ended August 30, 2025, an increase of 0.6% from the fourth quarter of fiscal 2024 (17 weeks). Excluding sales from the additional week included in last year’s quarter, adjusted sales were up 6.9%. Same store sales, or sales for our domestic and international stores open at least one year, are computed on a 16-week and 52-week basis and are as follows: Co ...
Gear Up for CarMax (KMX) Q2 Earnings: Wall Street Estimates for Key Metrics
ZACKS· 2025-09-22 14:16
Analysts on Wall Street project that CarMax (KMX) will announce quarterly earnings of $1.03 per share in its forthcoming report, representing an increase of 21.2% year over year. Revenues are projected to reach $7.05 billion, increasing 0.6% from the same quarter last year.Over the last 30 days, there has been an upward revision of 0.1% in the consensus EPS estimate for the quarter, leading to its current level. This signifies the covering analysts' collective reconsideration of their initial forecasts over ...
AutoNation Opens State-of-the-Art Porsche Newport Beach Location
Prnewswire· 2025-09-19 21:19
NEWPORT BEACH, Calif. , Sept. 19, 2025 /PRNewswire/ --Â AutoNation, Inc. Â (NYSE:AN), one of the largest automotive retailers in the United States, today announced the grand re-opening of its Porsche Newport Beach retail and service center following a ground-up redevelopment designed to deliver an unparalleled luxury automotive experience. ...
AutoZone Gears Up For Q4 Print; Here Are The Recent Forecast Changes From Wall Street's Most Accurate Analysts - AutoZone (NYSE:AZO)
Benzinga· 2025-09-18 07:49
AutoZone, Inc. AZO will release earnings for the fourth quarter, before the opening bell on Tuesday, Sept. 23.Analysts expect the Memphis, Tennessee-based company to report quarterly earnings at $50.95 per share. That's down from $51.58 per share in the year-ago period. AutoZone projects quarterly revenue of $6.25 billion, compared to $6.21 billion a year earlier, according to data from Benzinga Pro.On May 27, the company reported third-quarter earnings per share of $35.36, missing the analyst consensus est ...
AutoNation Expands Footprint with Audi and Mercedes-Benz Stores in Chicago
Prnewswire· 2025-09-16 12:00
收购交易 - 公司收购芝加哥两家豪华汽车经销店 Fletcher Jones Audi 和 Mercedes-Benz of Chicago 于2025年9月15日生效 [1] - 被收购门店年收入约3.25亿美元 年零售新车和二手车销量达4500辆 [1] - 此次收购使公司在芝加哥大都会区的门店数量增至10家 包括2家奥迪店、3家奔驰店、1家宝马店、3家进口车店和1家碰撞中心 [1] 战略影响 - 收购将增强公司豪华品牌组合 加强在关键市场的存在感 并通过规模效应提升客户体验和股东价值 [1] - 公司首席执行官Mike Manley表示欢迎220名新员工及客户加入 [1] 公司业务 - 公司是美国最大汽车零售商之一 提供创新产品和卓越服务 包括新车和二手车销售、客户融资、零部件及专业维修保养服务 [1] - 通过DRV PNK项目已为癌症相关事业筹集超过4000万美元资金 [1] 财务表现 - 2025年第二季度收入达70亿美元 较去年同期增长8% [4] - 公司计划于2025年7月25日发布第二季度财务业绩并召开电话会议 [5] 信息披露 - 公司在其官网和投资者关系网站披露更多业务及运营信息 [2] - 新闻稿包含前瞻性声明 涉及收购整合能力、经济条件、关税、消费需求等多重因素 [2]