What is the 13F Pro Quality Score for AZO?

13F Pro ranks AUTOZONE INC (AZO) on the 13F Pro Quality Score, a 0–100 composite of 32 fundamental signals including return on invested capital, free cash flow consistency, balance-sheet strength, earnings quality, growth durability, and valuation discipline. The score refreshes after each 10-K and 10-Q filing on SEC EDGAR. View AZO's current score at https://13fpro.ai/company/AZO (free sign-up required for the full ranking).

Which hedge funds own the most AZO stock?

Based on the most recent Form 13F-HR filings on SEC EDGAR, the largest reported institutional holders of AZO include JPMORGAN CHASE & CO, BlackRock,, VANGUARD CAPITAL MANAGEMENT. Holdings are reported quarterly within 45 days of quarter-end and updated on https://13fpro.ai/company/AZO as soon as new 13F filings post.

Where does 13F Pro source AZO data?

All AUTOZONE INC fundamentals and ownership data come directly from SEC EDGAR. AUTOZONE INC files with the SEC under CIK 866787. 13F Pro ingests XBRL financial facts from 10-K and 10-Q filings, Form 13F-HR institutional holdings, and Form 4 insider transactions, with no third-party rewrites or estimates.

What sector is AZO in?

AUTOZONE INC (AZO) is classified in the Consumer Discretionary sector. 13F Pro publishes sector-level fund flow analysis and quality leaders at https://13fpro.ai/research/sector/consumer-discretionary.

What drives AZO's revenue?

Per AUTOZONE INC's latest 10-Q filed with the SEC on 2026-06-12, the biggest revenue drivers are: Domestic commercial sales ($1.4B, +10.4% YoY); New store net sales ($129.0M). Figures are extracted from the filing text and machine-verified against the document. Full breakdown at https://13fpro.ai/company/AZO.

How often is AZO research updated on 13F Pro?

AZO's fundamentals refresh within hours of each new 10-K or 10-Q filing on SEC EDGAR. Institutional ownership updates after each quarterly 13F filing window. Insider transactions update after each Form 4 filing. The 13F Pro Quality Score recalculates after every fundamentals refresh.

AUTOZONE INC(AZO)Stock Analysis

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Consumer Discretionary →NYSElarge

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SEC EDGAR: CIK 866787 AZO stock profile & AI dashboard →

13F Pro Quality Score

66.2/100

Rank #433 of 2,961 stocksTOP 25%

View Consumer Discretionary peers →

Rankings refresh quarterly once 80% of peers have filed (~45 days after quarter-end). Next update: ~Nov 14, 2026.

Revenue Growth

60.6/100

Profitability

66.3/100

Balance Sheet

89.7/100

Earnings Quality

36.6/100

Free Cash Flow

51.0/100

Institutional Flow

87.8/100

Revenue Scale

92.5/100

Dilution Risk

68.5/100

Email me the moment this company reports earnings

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Why AZO Scores 66/100

exact factor attribution · 2026-09-11

AZO's composite is driven by scale and capital efficiency, held back by earnings quality. Bars show each factor's exact push vs. a median company, using the same weights the ranking engine applies.

Scale

+6.4 pts

93th pct

Capital efficiency

+4.0 pts

90th pct

Profitability

+2.4 pts

66th pct

Revenue growth

+2.1 pts

61th pct

Institutional flow

+1.9 pts

88th pct

Shareholder dilution

+0.9 pts

69th pct

Free cash flow

+0.1 pts

51th pct

Earnings growth

-0.3 pts

43th pct

Earnings quality

-1.3 pts

37th pct

Factor percentiles are cross-sectional ranks across the ~2,800-stock scored universe, computed from SEC EDGAR filings. Not investment advice.

AZO Stock Analysis & AI Quality Score

Data updated 2026-09-11

AI stock analysis and institutional research for AUTOZONE INC (AZO), a Consumer Discretionary sector company. 13F Pro's AI-powered ranking engine scores AZO at 66.2/100 on a 32-signal composite quality model, placing it at rank #433 of 2,961 stocks — the top 25% of the AI-ranked universe. AZO scores in the top quartile across revenue scale (92.5), balance sheet strength (89.7), institutional flow (87.8). Areas of concern include earnings quality (36.6), which score below median versus the broader universe. Based on the latest XBRL financial filings (Q1 2026), AUTOZONE INC reports quarterly revenue of $4.8B, net income of $641.5M, an operating margin of 19.1%. Top institutional holders of AZO by reported 13-F value include JPMORGAN CHASE, BlackRock, VANGUARD CAPITAL MANAGEMENT, based on the most recent SEC filings. AZO trades on the NYSE exchange and files with the SEC under CIK 866787. 13F Pro's AI research platform runs 10 specialized AI analysts — value, growth, momentum, macro, and activist specialists — that debate AZO daily and publish AI-generated analysis with cited SEC sources. The platform aggregates historical XBRL financial facts, 10-Q and 10-K filings, insider Form 4 transactions, and institutional 13-F holdings for AUTOZONE INC directly from SEC EDGAR. AUTOZONE INC's 13F Pro composite quality score has ranged between 61 and 78 since 2021, currently 66.2 — a declining long-term trajectory across 67 quarterly and live scoring snapshots.

What's Driving AZO's Business? Latest 10-Q Breakdown

✓ 24/24 datapoints verified

AI-extracted from AUTOZONE INC's 10-Q filed 2026-06-12 — Q3 FY2026 (quarter ended May 9, 2026). Every figure is machine-verified against the filing text on SEC EDGAR.

AutoZone's Q3 FY2026 net sales rose 8.4% YoY to $4.84B on 5.5% total-company same store sales growth, but gross margin slipped to 52.2% from 52.7% on a 77bp unfavorable non-cash LIFO impact tied to tariff-driven inflation.

Biggest Revenue Drivers

Domestic commercial sales$1.4B+10.4% YoY

Commercial sales program provides prompt delivery and commercial credit to repair garages, dealers, fleet owners and other accounts

New store net sales$129.0M

Net sales contribution from new domestic and international stores opened during the period

Biggest Revenue Drivers

Total revenue: $4.84B+8.4% YoY

Domestic commercial sales$1.4B+10.4% YoY

Commercial sales program provides prompt delivery and commercial credit to repair garages, dealers, fleet owners and other accounts

New store net sales$129.0M

Net sales contribution from new domestic and international stores opened during the period

Largest Expense Items

Cost of sales, including warehouse and delivery expenses$2.3B

Gross margin decline driven by a 77 basis point unfavorable net non-cash LIFO impact, partially offset by other margin improvements

Operating, selling, general and administrative expenses$1.6B

Fell to 33.1% of sales from 33.3%, primarily driven by strong top line sales growth

Income tax expense$171.8Meffective rate 21.1% vs 19.4% YoY

Increase primarily due to a reduced benefit from stock options exercised ($4.0M vs $22.7M prior year)

Margins: Gross margin fell to 52.2% from 52.7% on a 77bp unfavorable non-cash LIFO impact ($36.0M net unfavorable to operating profit); OSG&A leverage improved to 33.1% of sales from 33.3% on strong sales growth.

Watch Items from the Filing

LIFO credit reserve jumped to $260.0M at May 9, 2026 from $83.0M at August 30, 2025, driven by tariff-driven inflation on merchandise purchases.
Following the Supreme Court's invalidation of IEEPA tariffs, the President introduced new tariffs under different authority; scope, duration and legal outcome remain uncertain, and no potential refunds have been recognized.
Total stockholders' deficit was $(2.78)B as of May 9, 2026, reflecting $1.3 billion of treasury stock repurchases over the thirty-six weeks; $0.8B remains under the $40.7B repurchase authorization.
Effective income tax rate rose to 21.1% from 19.4% YoY due to a reduced benefit from stock option exercises.
International same store sales swung to +16.6% (+1.6% constant currency) from -9.2% in the prior-year quarter, indicating volatility in the international business.

AI-extracted and verified against SEC EDGAR filing text. Not investment advice.

Read the full 10-Q on SEC EDGAR →Share on X

Revenue

Q1 2026

$4.8B

Net Income

Q1 2026

$641.5M

Free Cash Flow

Q1 2026

$456.5M

Operating Margin

Q1 2026

19.1%

ROIC

Q1 2026

58.9%

Period

Revenue & Net Income

Earnings Per Share

Key Financials Over Time

Export Financial Table · Pro

Revenue

+2.4% YoY

$18.94BFY 2025

FY22 $16.25BFY23 $17.46BFY24 $18.49BFY25 $18.94B

Net Income

-6.2% YoY

$2.50BFY 2025

FY22 $2.43BFY23 $2.53BFY24 $2.66BFY25 $2.50B

Operating Income

-4.7% YoY

$3.61BFY 2025

FY22 $3.27BFY23 $3.47BFY24 $3.79BFY25 $3.61B

EPS (Diluted)

-3.1% YoY

$144.87FY 2025

FY22 $117.19FY23 $132.36FY24 $149.55FY25 $144.87

Total Assets

+12.7% YoY

$19.36BFY 2025

FY22 $15.28BFY23 $15.99BFY24 $17.18BFY25 $19.36B

Total Debt

-2.5% YoY

$8.85BFY 2025

FY22 $6.15BFY23 $7.71BFY24 $9.08BFY25 $8.85B

Op. Cash Flow

+3.8% YoY

$3.12BFY 2025

FY22 $3.21BFY23 $2.94BFY24 $3.00BFY25 $3.12B

Free Cash Flow

-7.3% YoY

$1.79BFY 2025

FY22 $2.54BFY23 $2.14BFY24 $1.93BFY25 $1.79B

Metric	FY 2025	FY 2024	FY 2023	FY 2022	FY 2021	FY 2020
Revenue	$18.94B +2.4%	$18.49B +5.9%	$17.46B +7.4%	$16.25B +11.1%	$14.63B +15.8%	$12.63B
Net Income	$2.50B -6.2%	$2.66B +5.3%	$2.53B +4.1%	$2.43B +11.9%	$2.17B +25.2%	$1.73B
Operating Income	$3.61B -4.7%	$3.79B +9.1%	$3.47B +6.2%	$3.27B +11.1%	$2.94B +21.8%	$2.42B
EPS (Diluted)	$144.87 -3.1%	$149.55 +13.0%	$132.36 +12.9%	$117.19 +23.1%	$95.19 +32.3%	$71.93
Total Assets	$19.36B +12.7%	$17.18B +7.4%	$15.99B +4.7%	$15.28B +5.2%	$14.52B +0.6%	$14.42B
Total Debt	$8.85B -2.5%	$9.08B +17.8%	$7.71B +25.3%	$6.15B +16.1%	$5.30B -4.5%	$5.55B
Operating Cash Flow	$3.12B +3.8%	$3.00B +2.2%	$2.94B -8.4%	$3.21B -8.7%	$3.52B +29.4%	$2.72B
Free Cash Flow	$1.79B -7.3%	$1.93B -9.9%	$2.14B -15.5%	$2.54B -12.4%	$2.90B +28.0%	$2.26B

AI Insight: AZO Financial Trends

AutoZone cut net debt by $1.9B over two years while maintaining operating leverage, but Q2 2026 cash flow trails prior-year pace.

• Total debt fell from $9,080M (Q3 2024) to $9,058M (Q2 2026); equity deficit narrowed from -$4,750M to -$2,785M, improving capital structure.

• Operating margin stable: Q3 2025 at 19.1%, Q2 2026 at 19.1%. Consistent operational performance across cycles.

• Operating cash flow in Q2 2026 ($802M) below Q2 2025 ($769M equivalent); Q1 2026 declined sharply to $373M versus $584M prior year.

⚠ Q1 2026 operating cash flow dropped 36% YoY to $373M—lowest in trailing 8 quarters. Investigate working capital or timing drivers.

⚠ Net income margin compressed: Q2 2025 13.6% vs Q2 2026 13.2%. Sequential softness despite stable op margins suggests higher tax or financing drag.

AI Insight: AZO Ratio Trends

Operating margin and ROIC have deteriorated since Q3 2025 peak, with Q1 2026 marking the weakest profitability in the dataset.

• Operating margin compressed from 20.9% in Q3 2024 to 16.3% in Q1 2026, the lowest point in the dataset.

• ROIC peaked at 88.0% in Q3 2025, then fell sharply to 46.2% in Q1 2026, a 41.8pp decline.

• Q2 2026 shows partial recovery with OpMargin at 19.1% and ROIC at 58.9%, but still below Q3 2025 highs.

⚠ Q1 2026 weakness (16.3% OpMargin, 9.2% ROA) may signal seasonal trough; Q2 rebound suggests cyclical pattern.

⚠ Sustained OpMargin below 17% would indicate structural margin pressure requiring investigation.

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Available Research

13F Pro tracks comprehensive data for AUTOZONE INC including:

SEC EDGAR filings (10-K, 10-Q, 8-K)

XBRL financial facts (revenue, EPS, margins)

Insider transactions (Form 4)

Institutional 13F holdings

Quality rankings (32 signals)

AI analyst debates & daily meetings

Historical financial trends

Peer comparison & sector analysis

Top Institutional Holders of AZO

JPMORGAN CHASE & CO
$4.0B1,253,632 sh
BlackRock, Inc.
$3.9B1,232,366 sh
VANGUARD CAPITAL MANAGEMENT LLC
$3.4B1,078,476 sh
VANGUARD PORTFOLIO MANAGEMENT LLC
$2.4B765,406 sh
STATE STREET CORP
$2.3B718,693 sh
GEODE CAPITAL MANAGEMENT, LLC
$1.3B416,591 sh
PRICE T ROWE ASSOCIATES INC /MD/
$1.3B400,861 sh
MORGAN STANLEY
$1.3B398,036 sh
SUSQUEHANNA INTERNATIONAL GROUP, LLP
$1.0B313,900 sh
ROYAL BANK OF CANADA
$993.9M310,982 sh

Fund	Value	Shares
JPMORGAN CHASE & CO	$4.0B	1,253,632
BlackRock, Inc.	$3.9B	1,232,366
VANGUARD CAPITAL MANAGEMENT LLC	$3.4B	1,078,476
VANGUARD PORTFOLIO MANAGEMENT LLC	$2.4B	765,406
STATE STREET CORP	$2.3B	718,693
GEODE CAPITAL MANAGEMENT, LLC	$1.3B	416,591
PRICE T ROWE ASSOCIATES INC /MD/	$1.3B	400,861
MORGAN STANLEY	$1.3B	398,036
SUSQUEHANNA INTERNATIONAL GROUP, LLP	$1.0B	313,900
ROYAL BANK OF CANADA	$993.9M	310,982

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Is AZO a good stock to buy?

13F Pro's AI-powered analysis of AUTOZONE INC (AZO) draws on SEC EDGAR-sourced fundamentals, institutional 13F holdings, and insider Form 4 transactions in the Consumer Discretionary sector (listed on NYSE). The 32-signal AI Quality Score, current rank, and full bull/bear verdict for AZO are available on the AZO stock profile dashboard — with the same data, AI insights, ratios, and institutional activity refreshed after every 10-K, 10-Q, 13F, and Form 4 filing. AZO is classified as a large company.

Which hedge funds own AZO?

Institutional investors are required to disclose their holdings quarterly via SEC Form 13F. 13F Pro aggregates these filings to show which hedge funds, mutual funds, and asset managers are buying or selling AZO. Combined with insider transaction data from Form 4 filings and AI-powered analysis from 10 specialized research agents, 13F Pro provides a comprehensive view of AUTOZONE INC's investment landscape.