AutoZone, Inc. (AZO) FY2026 8-K Filings and Company Events

Filings that contain financial statements

Each quarterly earnings release is furnished as Exhibit 99.1 to a Form 8-K (Item 2.02). Each holds condensed statements of operations, selected balance sheet items, selected cash-flow items (operating cash flow, capital spending, depreciation and amortization), and non-GAAP reconciliations (adjusted debt to EBITDAR, adjusted ROIC). None of them presents a full balance sheet or full cash flow statement.

• Form 8-K filed September 22, 2026, accession 0001171843-26-006159: fourth quarter (16 weeks) and full fiscal year (52 weeks) ended August 29, 2026, with prior-year comparatives. This release was issued before the Form 10-K; its headline full-year figures (net sales $20.3 billion, operating profit up 3.1% to $3.7 billion, diluted EPS $152.55) match those in the Form 10-K filed October 26, 2026 (accession 0001104659-26-118791); its cash-flow lines do not (see the cash flow bullet below).
• Form 8-K filed May 26, 2026, accession 0001171843-26-003674: third quarter (12 weeks) ended May 9, 2026.
• Form 8-K filed March 3, 2026, accession 0001171843-26-001288: second quarter (12 weeks) ended February 14, 2026.
• Form 8-K filed December 9, 2025, accession 0001171843-25-007831: first quarter (12 weeks) ended November 22, 2025.
• Form 8-K filed September 23, 2025, accession 0001171843-25-006024: fourth quarter (16 weeks) and fiscal year (52 weeks) ended August 30, 2025.
• Form 8-K filed May 27, 2025, accession 0001171843-25-003448: third quarter (12 weeks) ended May 10, 2025.

Earnings

September 22, 2026 – fourth quarter and full-year fiscal 2026 (accession 0001171843-26-006159).

• Fourth quarter (16 weeks): net sales $6.6 billion ($6,594.9 million), up 5.6% from the fourth quarter of fiscal 2025 (also 16 weeks). Total-company same-store sales rose 2.7% (1.5% in constant currency); domestic rose 1.6%. Net income was $931.6 million against $837.0 million, and diluted EPS $56.05 against $48.71.
• Fourth-quarter gross margin was 53.3%, up 182 basis points, helped by a 145 basis point effect from tariff refunds and a 105 basis point net non-cash LIFO effect. Operating expenses were 33.4% of sales against 32.4%, which the company attributed to growth initiatives. Operating profit rose 10.1% to $1.3 billion.
• Full year (52 weeks): net sales $20.3 billion ($20,338.6 million), up 7.4%. Gross margin was 52.3% against 52.6%, with a 61 basis point net non-cash LIFO effect partly offset by a 48 basis point tariff-refund benefit. Operating profit rose 3.1% to $3.7 billion, net income rose 3.0% to $2.6 billion ($2,572.8 million), and diluted EPS rose 5.3% to $152.55 from $144.87. Full-year same-store sales rose 4.5% (3.2% constant currency); domestic rose 3.3%.
• The release reports cash flow from operations of $3,302.8 million for the year ($1,183.3 million in the fourth quarter) and capital spending of $1,496.3 million ($498.8 million in the fourth quarter). These differ from the audited statement of cash flows in the Form 10-K (accession 0001104659-26-118791), which reports net cash provided by operating activities of $3,249.1 million and capital expenditures of $1,433.6 million for fiscal 2026; the filings do not explain the difference.
• Management said sales were difficult in the first eight weeks of the fourth quarter and strengthened over the last eight. It expects sales in each of its three countries to accelerate in fiscal 2027. The release gives no numeric guidance.
• AutoZone opened 175 stores in the quarter (97 in the U.S., 68 in Mexico, 10 in Brazil) and 374 in the year, ending with 8,031 stores (6,863 U.S., 1,001 Mexico, 167 Brazil).
• Year-end total debt was $9,078.3 million and adjusted debt to EBITDAR was 2.5x, unchanged from a year earlier. Adjusted after-tax ROIC was 35.8% against 41.3%. Stockholders' deficit was $2,502.5 million against $3,414.3 million.

Other fiscal 2026 quarterly releases (12-week quarters).

• Gross margin fell year on year in the first three quarters (down 203, 137 and 57 basis points), which the company attributed to non-cash LIFO charges (212, 138 and 77 basis points). Operating profit fell 6.8% in Q1 and 1.2% in Q2, then rose 6.6% in Q3 to $923.8 million.

Prior-year comparison. The fiscal 2025 fourth-quarter release (accession 0001171843-25-006024, September 23, 2025) reported net sales of $6.2 billion for 16 weeks, up 0.6% against a 17-week fourth quarter in fiscal 2024 (up 6.9% excluding the extra week). It showed fiscal 2025 diluted EPS of $144.87, down 3.1%, with an $80 million LIFO charge in the quarter.

Tariff refunds. In the fiscal 2026 Form 10-K (accession 0001104659-26-118791), the company states that the U.S. Supreme Court invalidated IEEPA tariffs on February 20, 2026, that it filed for refunds on April 20, 2026, and that it received $127.6 million of IEEPA refunds during the year. The 10-K puts the refunds' positive effect on fiscal 2026 operating profit at $96.0 million. The 10-K executive summary also says the operating profit comparison was negatively impacted by an unfavorable net non-cash LIFO impact of $128.0 million (a $192.0 million LIFO charge in fiscal 2026 versus $64.0 million in fiscal 2025); the $128.0 million is the year-over-year increase in the LIFO charge, not the amount of the fiscal 2026 charge.

Capital actions

• July 7 and 14, 2026 – $850 million notes. On July 7, 2026 AutoZone signed an underwriting agreement with BofA Securities, J.P. Morgan Securities, Truist Securities and U.S. Bancorp Investments for $850 million of 4.950% senior notes due 2031 (Form 8-K filed July 9, 2026, accession 0001104659-26-082304). The sale closed on July 14, 2026 (Form 8-K, accession 0001104659-26-083528). The notes mature July 15, 2031, pay interest each January 15 and July 15 starting January 15, 2027, and are senior unsecured. The 10-K states the proceeds were used for general corporate purposes.
• June 16, 2026 – buyback authorization. The Board authorized an additional $1.5 billion of share repurchases, bringing cumulative authorizations since 1998 to $42.2 billion (Form 8-K, accession 0001171843-26-004150).
• October 8, 2025 – buyback authorization. The Board authorized another $1.5 billion; cumulative authorizations then stood at $40.7 billion (Form 8-K, accession 0001171843-25-006358).
• Repurchases in fiscal 2026. The September 22, 2026 release reports 579 thousand shares repurchased for the year at an average price of $3,496, a total of $2.0 billion, with $1.6 billion of authorization remaining at year end (accession 0001171843-26-006159).

Management and board

• October 26, 2026 – CFO resignation. Chief Financial Officer Jamere Jackson notified the company on October 20, 2026 that he resigned effective November 25, 2026, for an opportunity outside the automotive aftermarket industry. The company's press release says he will become Chief Financial Officer of FedEx Corporation. The 8-K says his departure is not related to any disagreement over financial, operational, accounting or reporting matters. An external search has begun. From November 25, 2026, Vice President and Controller J. Scott Murphy will serve as principal financial officer and principal accounting officer until a successor is named. The release says the company believes it is on track for a solid fiscal 2027 (Form 8-K, accession 0001171843-26-006805).
• October 9, 2026 – director not standing for reelection. On October 6, 2026 director Claire R. McDonough told the Board she will not stand for reelection at the 2026 annual meeting because of a conflict with a new executive role elsewhere; the filing states it was not due to any disagreement (Form 8-K, accession 0001171843-26-006565).
• December 17, 2025 – annual meeting. Shareholders elected 11 directors, ratified Ernst & Young LLP as auditor for fiscal 2026, and approved the advisory vote on executive compensation (Form 8-K, accession 0001171843-25-008040).
• October 8, 2025 – Chairman transition. The Board approved William C. Rhodes, III moving from Executive Chairman to Chairman effective January 2026; he will then be paid under the standard non-employee director policy plus $250,000 a year in vested restricted stock units (accession 0001171843-25-006358).
• August 28, 2025 – merchandising leadership. Executive Vice President of Merchandising, Marketing and Supply Chain William Hackney gave notice of retirement effective November 7, 2025, and Eric Gould was appointed to the role effective August 25, 2025. The press release also announced the retirement of Senior Vice President of Human Resources Rick Smith in January 2026 (accession 0001171843-25-005628).
• May 28, 2025 – new director. Constantino Spas Montesinos, CEO of the Proximity Americas and Mobility Division of FEMSA, joined the Board and its Audit and Nominating and Corporate Governance Committees (accession 0001171843-25-003503).

Not found in the filings

The filings reviewed show no acquisitions, dispositions, restructurings, impairments, stock splits, dividends, or going-concern or covenant matters during the period.