AZO Earnings
Tuesday, May 26 2026
EPS Estimate
$36.03
$34.92 – $38.05
Revenue Estimate
$4.9B
Current Price
$3594.08
Our Position
neutralAutoZone Stock Surges 3,500%, Owes $8.1B Debt
est. revisions stable
(-0.3pp / 30d)
The outsized stock return masks balance sheet risk from heavy debt and aggressive buybacks, raising concerns on financial flexibility despite strong market performance.
Watch: Monitor management’s strategy on debt reduction and buyback pace amid margin pressures for clues on sustainability.
Data Signal Summary
2 bullish
1 bearish
Insider buying cluster
Put/call 0.2 (bullish skew)
Price downtrend
Key Context
Insider Activity
mixed
Price Trend
downtrend
From 52w High
0.0%
P/E Ratio
24.8
Est. Revisions (30d)
+0.0% 10up/9dn
Analyst Target (mean)
$4205 $3000–$4800 +17%
Options P/C Ratio
0.23 1C/0P unusual
Est. Dispersion
9% 22 analysts
Insider Cluster
strong buy (officer)
Fund Convergence
strong Citadel, D.E. Shaw, Renaissance, Two Sigma
Recent Activity
insider trades
131 transactions
Award
·
JAYCOX KENNETH E (Officer)
·1 shares
·$3,378
Award
·
BORNINKHOF MICHELLE K (Chief Technology Officer)
·4 shares
·$10,133
Award
·
MURPHY JOHN SCOTT (Officer)
·5 shares
·$13,511
Award
·
BEDSOLE JENNA M (Officer)
·5 shares
·$13,511
Award
·
DANIELE PHILIP B. III (Chief Executive Officer)
·12 shares
·$33,778
126 more
Award
·
JACKSON JAMERE
·1 shr
·$3,378
Sell
·
SMITH RICHARD CRAIG
·5,910 shr
·$21,867,000
Exercise
·
SMITH RICHARD CRAIG
·5,910 shr
·$3,469,938
Sell
·
SMITH RICHARD CRAIG
·3,190 shr
·$11,165,000
Exercise
·
SMITH RICHARD CRAIG
·3,190 shr
·$2,376,072
Sell
·
MRKONIC GEORGE R JR
·96 shr
·$323,538
Sell
·
GRAVES EARL G JR
·250 shr
·$823,750
Award
·
RHODES WILLIAM C III
·156 shr
Award
·
MRKONIC GEORGE R JR
·94 shr
Award
·
GOODSPEED LINDA A
·91 shr
Award
·
JAYCOX KENNETH E
·3 shr
·$6,783
Award
·
BORNINKHOF MICHELLE K
·4 shr
·$10,174
Award
·
LERICHE DENNIS W
·4 shr
·$10,174
Award
·
MCDONOUGH CLAIRE
·86 shr
Award
·
MURPHY JOHN SCOTT
·6 shr
·$16,958
Award
·
HANNASCH BRIAN
·92 shr
Award
·
BEDSOLE JENNA M
·5 shr
·$13,566
Award
·
MONTESINOS CONSTANTINO SPAS
·86 shr
Award
·
DANIELE PHILIP B. III
·15 shr
·$44,090
Award
·
KING GALE V.
·82 shr
Award
·
SOLTAU JILL A.
·82 shr
Award
·
GRAVES EARL G JR
·88 shr
Award
·
GEORGE MICHAEL A
·86 shr
Award
·
JACKSON JAMERE
·2 shr
·$6,783
Buy
·
GEORGE MICHAEL A
·145 shr
·$492,729
Other
·
NEWBERN THOMAS B.
·44 shr
Buy
·
HANNASCH BRIAN
·147 shr
·$498,784
Other
·
DANIELE PHILIP B. III
·500 shr
Exercise
·
DANIELE PHILIP B. III
·500 shr
·$293,565
Buy
·
JACKSON JAMERE
·55 shr
·$187,742
Other
·
SMITH RICHARD CRAIG
·300 shr
Sell
·
BORNINKHOF MICHELLE K
·300 shr
·$1,132,500
Exercise
·
BORNINKHOF MICHELLE K
·300 shr
·$455,886
Sell
·
DANIELE PHILIP B. III
·2,533 shr
·$10,184,893
Exercise
·
DANIELE PHILIP B. III
·2,533 shr
·$1,487,200
Other
·
DANIELE PHILIP B. III
·646 shr
Award
·
JAYCOX KENNETH E
·4 shr
·$12,871
Award
·
BORNINKHOF MICHELLE K
·4 shr
·$12,871
Award
·
LERICHE DENNIS W
·2 shr
·$8,580
Award
·
MURPHY JOHN SCOTT
·2 shr
·$8,580
Award
·
BEDSOLE JENNA M
·4 shr
·$12,871
Award
·
DANIELE PHILIP B. III
·9 shr
·$34,322
Award
·
HACKNEY WILLIAM R
·1 shr
·$4,290
Award
·
JACKSON JAMERE
·2 shr
·$8,580
Sell
·
MURPHY JOHN SCOTT
·2,860 shr
·$11,942,494
Exercise
·
MURPHY JOHN SCOTT
·2,860 shr
·$1,868,456
Sell
·
SMITH RICHARD CRAIG
·3,000 shr
·$11,627,700
Exercise
·
SMITH RICHARD CRAIG
·3,000 shr
·$2,234,550
Award
·
BORNINKHOF MICHELLE K
·4 shr
·$11,137
Award
·
LERICHE DENNIS W
·4 shr
·$11,137
Award
·
MURPHY JOHN SCOTT
·5 shr
·$14,849
Award
·
BEDSOLE JENNA M
·5 shr
·$14,849
Award
·
DANIELE PHILIP B. III
·14 shr
·$44,547
Award
·
HACKNEY WILLIAM R
·1 shr
·$3,712
Award
·
JACKSON JAMERE
·2 shr
·$7,424
Sell
·
BORNINKHOF MICHELLE K
·750 shr
·$2,697,850
Exercise
·
BORNINKHOF MICHELLE K
·750 shr
·$1,139,715
Other
·
RHODES WILLIAM C III
·3,493 shr
Sell
·
RHODES WILLIAM C III
·27,500 shr
·$101,995,724
Exercise
·
RHODES WILLIAM C III
·27,500 shr
·$29,172,275
Other
·
RHODES WILLIAM C III
·1,993 shr
Sell
·
JACKSON JAMERE
·2,612 shr
·$9,737,671
Exercise
·
JACKSON JAMERE
·2,962 shr
·$3,343,950
Award
·
MONTESINOS CONSTANTINO SPAS
·45 shr
Sell
·
HURTADO DOMINGO
·4,800 shr
·$17,568,000
Exercise
·
HURTADO DOMINGO
·4,800 shr
·$5,471,952
Award
·
MCDONOUGH CLAIRE
·55 shr
Sell
·
GOULD ERIC S
·1,500 shr
·$5,700,000
Exercise
·
GOULD ERIC S
·1,500 shr
·$1,117,275
Award
·
BORNINKHOF MICHELLE K
·2 shr
·$7,626
Award
·
LERICHE DENNIS W
·4 shr
·$11,438
Award
·
MURPHY JOHN SCOTT
·4 shr
·$11,438
Award
·
BEDSOLE JENNA M
·4 shr
·$11,438
Award
·
DANIELE PHILIP B. III
·11 shr
·$34,315
Award
·
HACKNEY WILLIAM R
·1 shr
·$3,813
Award
·
JACKSON JAMERE
·1 shr
·$3,813
Sell
·
DANIELE PHILIP B. III
·2,000 shr
·$7,600,020
Exercise
·
DANIELE PHILIP B. III
·2,000 shr
·$1,489,700
Sell
·
SMITH RICHARD CRAIG
·2,850 shr
·$10,288,500
Exercise
·
SMITH RICHARD CRAIG
·2,850 shr
·$2,139,681
Sell
·
BORNINKHOF MICHELLE K
·135 shr
·$481,575
Sell
·
LERICHE DENNIS W
·1,575 shr
·$5,670,000
Exercise
·
LERICHE DENNIS W
·1,575 shr
·$924,730
Sell
·
CHILDRESS BAILEY L
·160 shr
·$568,000
Exercise
·
CHILDRESS BAILEY L
·160 shr
·$182,398
Award
·
MRKONIC GEORGE R JR
·96 shr
Sell
·
MRKONIC GEORGE R JR
·336 shr
·$1,075,968
Award
·
GOODSPEED LINDA A
·93 shr
Award
·
BORNINKHOF MICHELLE K
·4 shr
·$9,606
Award
·
LERICHE DENNIS W
·4 shr
·$9,606
Award
·
MURPHY JOHN SCOTT
·6 shr
·$16,010
Award
·
HANNASCH BRIAN
·95 shr
Award
·
BEDSOLE JENNA M
·1 shr
·$3,202
Award
·
DANIELE PHILIP B. III
·15 shr
·$41,626
Award
·
HACKNEY WILLIAM R
·1 shr
·$3,202
Award
·
KING GALE V.
·84 shr
Award
·
SOLTAU JILL A.
·84 shr
Award
·
GRAVES EARL G JR
·90 shr
Award
·
GEORGE MICHAEL A
·89 shr
Award
·
JACKSON JAMERE
·2 shr
·$6,404
Other
·
NEWBERN THOMAS B.
·16 shr
Other
·
DANIELE PHILIP B. III
·802 shr
Other
·
RHODES WILLIAM C III
·1,818 shr
Sell
·
RHODES WILLIAM C III
·13,000 shr
·$40,392,888
Exercise
·
RHODES WILLIAM C III
·13,000 shr
·$10,046,400
Sell
·
RHODES WILLIAM C III
·2,435 shr
·$7,563,047
Exercise
·
RHODES WILLIAM C III
·300 shr
·$231,840
Sell
·
RHODES WILLIAM C III
·11,065 shr
·$34,284,200
Exercise
·
RHODES WILLIAM C III
·13,200 shr
·$10,200,960
Award
·
LERICHE DENNIS W
·4 shr
·$9,450
Award
·
MURPHY JOHN SCOTT
·5 shr
·$12,600
Award
·
BEDSOLE JENNA M
·1 shr
·$3,150
Award
·
DANIELE PHILIP B. III
·14 shr
·$37,800
Award
·
HACKNEY WILLIAM R
·1 shr
·$3,150
Award
·
JACKSON JAMERE
·2 shr
·$6,300
Sell
·
MURPHY JOHN SCOTT
·1,580 shr
·$4,910,149
Exercise
·
MURPHY JOHN SCOTT
·1,580 shr
·$1,176,500
Other
·
GOULD ERIC S
·7 shr
Award
·
BORNINKHOF MICHELLE K
·4 shr
·$8,892
Award
·
LERICHE DENNIS W
·5 shr
·$11,856
Award
·
MURPHY JOHN SCOTT
·5 shr
·$11,856
Award
·
DANIELE PHILIP B. III
·15 shr
·$38,533
Award
·
HACKNEY WILLIAM R
·2 shr
·$5,928
Award
·
JACKSON JAMERE
·4 shr
·$8,892
Buy
·
BEDSOLE JENNA M
·36 shr
·$99,256
Sell
·
GRAVES EARL G JR
·50 shr
·$173,936
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