Every material Form 8-K AutoZone filed with the SEC in 2025, read and summarized by AI: what happened, the key figures, whether it reads positive or negative for shareholders, and how big a deal it is (impact 1-5). Newest first; each brief links to its own page and to the filing on SEC.gov.
AutoZone reported first-quarter fiscal 2026 results for the 12 weeks ended November 22, 2025, with net sales up 8.2% to $4.6 billion and total company same store sales up 4.7% in constant currency. Profit declined: operating profit fell 6.8% to $784.2 million and diluted EPS was $31.04 versus $32.52, as gross margin dropped 203 basis points largely due to a non-cash LIFO impact, and the filing gives no updated guidance.
Net sales were $4.6 billion, up 8.2% from the prior year; domestic same store sales rose 4.8% and total company same store sales rose 4.7% in constant currency.
Gross profit margin was 51.0%, down 203 basis points, driven by a 212 basis point non-cash LIFO impact; operating expenses were 34.0% of sales versus 33.3% last year.
Net income was $530.8 million versus $564.9 million, and the company repurchased $431.1 million of stock in the quarter, with $1.7 billion remaining under its authorization.
The company opened 53 net new stores globally in the quarter, bringing its total store count to 7,710.
AutoZone's board authorized an additional $1.5 billion of share repurchases, which the company says brings total authorizations to $40.7 billion since the program began in 1998. The board also approved William C. Rhodes, III's move from Executive Chairman to Chairman, effective January 2026, for which he will receive $250,000 a year in immediately vested restricted stock units. The buyback authorization is the main item for shareholders, while the filing gives no share count or execution timeline.
Board authorized an additional $1.5 billion of common stock repurchases, announced October 8, 2025
Total repurchase authorizations since 1998 program inception: $40.7 billion, per the press release
William C. Rhodes, III moves from Executive Chairman to Chairman effective January 2026
Rhodes to receive $250,000 annually in immediately vested restricted stock units for Chairman service
AutoZone reported fourth-quarter results for the 16 weeks ended August 30, 2025. Reported net sales rose 0.6% to $6.2 billion, but the prior-year quarter had 17 weeks; excluding that extra week, adjusted sales rose 6.9%. GAAP diluted EPS fell 5.6% to $48.71 and net income fell to $837.0 million from $902.2 million, as gross margin declined and a $80 million LIFO charge weighed on results.
Q4 total company same store sales rose 4.5% on a reported basis and 5.1% at constant currency; domestic same store sales rose 4.8%.
Operating profit fell 7.8% to $1.2 billion; gross margin was 51.5%, down 98 basis points, including an $80 million LIFO charge.
Full-year net sales were $18.9 billion, up 2.4%, while full-year diluted EPS fell 3.1% to $144.87.
The company repurchased $446.7 million of stock in Q4 and had $632.3 million remaining under its authorization at year end.
AutoZone said Executive Vice President Bill Hackney will retire effective November 7, 2025, and named Eric Gould, currently Senior Vice President, Supply Chain, as his successor effective August 25, 2025. The filing also discloses that Senior Vice President Human Resources Rick Smith will retire in January 2026, with Eric Leef joining from Hertz to succeed him. The changes affect senior management succession rather than reported financial results.
Bill Hackney, EVP Merchandising, Marketing and Supply Chain, Customer Satisfaction, retires effective November 7, 2025
Eric Gould, a 33-year AutoZone employee, appointed EVP Merchandising, Marketing and Supply Chain, effective August 25, 2025
Rick Smith, SVP Human Resources, retires in January 2026; Eric Leef, formerly EVP Human Resources at Hertz, will succeed him
Denise McCullough promoted to Senior Vice President, Supply Chain
AutoZone's board appointed Constantino Spas Montesinos, CEO of the Proximity Americas and Mobility Division of FEMSA, as a director on May 28, 2025, and placed him on the Audit and Nominating and Corporate Governance Committees. The filing describes a board appointment with no financial results or guidance included, so it does not directly change the company's reported performance.
Appointed to the board on May 28, 2025; with this addition, AutoZone has 11 board members.
Elected to the Audit and Nominating and Corporate Governance Committees.
Compensated under the company's standard non-employee director policy, as described in the 2024 proxy statement filed October 30, 2024.
As of May 10, 2025, AutoZone operated 7,516 stores: 6,537 in the U.S., 838 in Mexico and 141 in Brazil.
AutoZone reported third-quarter results for the 12 weeks ended May 10, 2025, with net sales up 5.4% to $4.5 billion. Diluted earnings per share fell 3.6% to $35.36 and net income fell 6.6% to $608.4 million, as gross margin declined 77 basis points to 52.7% of sales.
Total company same store sales rose 5.4% on a constant currency basis, and domestic same store sales rose 5.0%.
Gross margin fell 77 basis points to 52.7%, and operating profit fell 3.8% to $866.2 million.
Diluted EPS fell 3.6% to $35.36 and net income fell 6.6% to $608.4 million.
The company repurchased $250.3 million of its stock in the quarter and had $1.1 billion left under its current authorization.
AutoZone appointed Claire Rauh McDonough, currently Chief Financial Officer of Rivian Automotive, to its Board of Directors on April 21, 2025. She was also named to the Audit and Compensation Committees, and the board now has 10 members.
Appointed to the board on April 21, 2025, and announced in a press release dated April 23, 2025.
Serves on the Audit and Compensation Committees.
Compensated under the standard non-employee director policy described in the 2024 proxy statement filed October 30, 2024.
Filing states no related-party transactions or family relationships requiring disclosure.
AutoZone completed the sale of $500 million of 5.125% senior unsecured notes due June 15, 2030, under an underwriting agreement dated April 10, 2025. The filing adds a new direct financial obligation of that amount, with semi-annual interest payments beginning December 15, 2025.
Principal amount: $500,000,000 of 5.125% Notes due 2030, sold to underwriters led by BofA Securities, J.P. Morgan, U.S. Bancorp Investments and Wells Fargo Securities
Sale completed April 14, 2025; interest payable June 15 and December 15, starting December 15, 2025
Notes are senior unsecured, carry covenants on liens, sale and leaseback transactions and mergers, and are redeemable by the company before maturity
AutoZone reported results for its second quarter, the 12 weeks ended February 15, 2025. Net sales rose 2.4% to $4.0 billion, but operating profit fell 4.9% to $706.8 million, net income fell 5.3% to $487.9 million, and diluted earnings per share fell 2.1% to $28.29. Revenue growth was offset by lower profit, with operating expenses rising to 36.0% of sales from 34.6% a year earlier.
Net sales were $4.0 billion, up 2.4% from the prior-year quarter; total company same store sales rose 0.5%, or 2.9% at constant currency.
Domestic same store sales rose 1.9% for the quarter.
Operating expenses were 36.0% of sales versus 34.6% last year, which the company said reflected investments in growth initiatives.
As of the quarter end, $1.3 billion remained under the share repurchase authorization, and the company repurchased shares for $329.4 million during the quarter.
Briefs are written by AI from the filing text (each brief's own page names the model) and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the model's reading of the filing for shareholders, not a price forecast. Not investment advice.
Only material 8-Ks get a brief: results, deals, executive changes, restructuring, impairments, delisting notices, restatements, cybersecurity incidents and other disclosed events. Routine filings (vote results, exhibits only) are skipped. Every AutoZone filing is on SEC EDGAR ↗. 8-K briefs of other companies →