AutoZone reported third quarter 2026 net sales of $4.84 billion, an 8.4% increase year-over-year, and diluted EPS of $38.07. Total company constant currency same-store sales grew 3.9%, driven by a 4.1% increase in the domestic segment.

Key Highlights

  • Domestic commercial sales growth was a key highlight, increasing 10.4% year-over-year, surpassing analyst expectations.
  • Gross margin declined by 57 basis points to 52.2%, primarily due to a 77 basis point negative impact from LIFO accounting.
  • International same-store sales growth on a constant currency basis was 1.6%, which management described as challenged and below plan.
  • The company repurchased $586.3 million of its common stock during the quarter.