AutoZone said net sales for the 12 weeks ended November 22, 2025 increased $349.0 million to $4.6 billion, a 8.2% increase over the prior year period. The company cited same store sales of 4.7% on a constant currency basis and net sales of $110.6 million from new stores as the primary drivers.

1. 01

   AutoZone said net sales for the 12 weeks ended November 22, 2025 increased $349.0 million to $4.6 billion, a 8.2% increase over the prior year period. The company cited same store sales of 4.7% on a constant currency basis and net sales of $110.6 million from new stores as the primary drivers.

2. 02

   AutoZone said operating profit for the 12 weeks decreased 6.8% to $784.2 million, net income decreased 6.0% to $530.8 million, and diluted earnings per share decreased 4.6% to $31.04. The company said operating profit comparisons were negatively impacted by an unfavorable non-cash LIFO impact of $98.0 million.

3. 03

   AutoZone said gross profit as a percentage of sales for the 12 weeks was 51.0%, compared with 53.0% in the prior year period, with an unfavorable non-cash LIFO impact of 212 basis points as the primary driver of the decrease. Operating, selling, general and administrative expenses as a percentage of sales were 34.0%, compared with 33.3% in the comparable prior year period, and the company cited investments to support its growth initiatives as the reason.

4. 04

   AutoZone said net cash flows from operating activities for the 12 weeks were $944.2 million, compared with $811.8 million in the prior year period, capital expenditures were $314.2 million, and stock repurchases were $427.2 million. As of November 22, 2025, the company held $287.6 million in cash and cash equivalents and $2.2 billion in undrawn capacity on its Revolving Credit Agreement.

Key figures

Quarter ended November 22, 2025

Revenue

$4.6B

Operating income

$784M

Net income

$531M

EPS

$31.04

Gross profit

$2.4B

Operating cash flow

$944M

Analysis scope · Management's discussion (MD&A)We analyzed the Management's Discussion and Analysis (MD&A) section. Other sections of the report, such as the notes to the financial statements and risk factors, were not reviewed.

AI summarized the filing and translated the summary into English; it may differ from the original. For reference only, not investment advice. AI translated the published Korean report into English. Figures are copied as filed, not recalculated.

Original filing

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