AZO Earnings

AZO reported its earnings on 2026-03-03, showcasing a revenue of 4.27B against an estimate of 4.30B, resulting in a -0.6% surprise. The EPS was 27.63, surpassing the expected 27.1 by 1.96%. The stock experienced a -6.32% price change on the earnings day and a -6.21% change over the next five days, reflecting market reactions to the results.

Following AZO's earnings announcement on 2026-03-03, the stock price moved by -6.32% on the day of the release. Over the subsequent five days, it saw a -6.21% change. Historically, AZO's stock price tends to shift by an average of 0.63% in the 10 days leading up to earnings and -0.15% in the 10 days following, providing insight into potential market.

For 2026/Q3, analysts estimate AZO's annual revenue to reach 4.85B, while the EPS is projected at 36.03. These estimates reflect recent revisions, with revenue estimates revised upward by 0.15% and EPS estimates unchanged by 0% over the past three months, indicating analyst expectation in the company's performance.

The correlation between AZO's stock price and earnings forecast revisions shows that positive revisions in revenue or EPS often strengthen the stock's fundamentals. Over the past three months, revenue estimates for FY2026 were revised upward by 0.15%, while EPS estimates moved unchanged by 0%. This trend suggests that price dips could present buying opportunities for investors.

Based on historical trends, AZO's stock price typically moves by 0.63% in the 10 days before its earnings and -0.15% in the 10 days after. For the upcoming 2026/Q3 earnings, analysts expect an EPS of 36.03 and revenue of 4.85B.

The earnings call summary indicates strong sales growth expectations, aggressive store expansion, and strategic investments, especially in international markets. Despite weather-related challenges, management remains optimistic about future performance. The Q&A insights reveal no major concerns, with management addressing weather impacts and investment returns positively. The positive outlook on international growth and Mega-Hubs, coupled with anticipated gross margin improvements, supports a positive sentiment. However, weather impacts and lack of specific guidance on some metrics prevent a 'Strong positive' rating.