公司表现 - AutoZone的股价在过去五年中上涨了230%，远超过标普500指数[1] - 公司的股价表现归功于基本实力，过去10年中，公司的营收和净利润年均增长率分别为6.8%和10.3%[3] - AutoZone受益于汽车行业的持续增长和车辆寿命延长的趋势，公司在经济衰退和经济繁荣时期都表现出色[5][11]

Key TakeawaysAutoZone posted quarterly revenue and profit that exceeded analysts' expectations.The company got a lift from increased merchandise profit margins and lower supply chain expenses.The news sent shares of the auto parts retailer nearly 7% higher to their all-time high Tuesday.AutoZone (AZO) shares rose to an all-time high Tuesday after the auto parts retailer reported revenue and profit that topped analysts' expectations.The company reported second-quarter fiscal 2024 diluted earnings per share o ...

Shares of auto-parts retail chain AutoZone (AZO 6.52%) hit new all-time highs on Tuesday after the company reported financial results for its fiscal second quarter of 2024. As of 1:45 p.m. ET, AutoZone stock was up almost 6%.Another good quarter for shareholdersIn Q2 (which ended on Feb. 10), AutoZone generated net sales of $3.9 billion, which was up almost 5% from the same quarter of last year. The growth came from opening new stores and a modest 3% increase in same-store sales.AutoZone's sales were basica ...

Autozone股票表现 - Autozone发布了强劲的Q2报告，股价上涨，证实了价格走势的上涨趋势[1][2] - 股份回购支持了未来前景，并在过去12个月内将股数减少了8%[1] - 分析师和机构对这只股票持续看好[1][6][8]

AutoZone Inc. (AZO) reported earnings of $28.89 per share for second-quarter fiscal 2024 (ended Feb 10, 2024), up 17.2% year over year. Earnings surpassed the Zacks Consensus Estimate of $26.08 per share.Net sales grew 4.6% year over year to $3.86 billion. The top line marginally surpassed the Zacks Consensus Estimate of $3.85 billion.In the reported quarter, domestic commercial sales totaled $980.1 million, up from $954.6 million recorded in the year-ago period. Domestic same-store sales (sales at stores o ...

财务数据和关键指标变化 - 总销售额增长4.6%,达到39亿美元 [29] - 同店销售增长0.3%,国际同店销售增长10.6% [7] - 毛利率提升160个基点至53.9% [39] - 营业利润增长10.9%至7.43亿美元 [45] - 每股收益增长17.2%至28.89美元 [48] 各条业务线数据和关键指标变化 - 商用业务销售增长2.7%,占总销售的25% [30][31] - 商用业务平均每周销售额下降2.8% [32] - DIY业务同店销售下降0.3% [17] - DIY业务客流下降2.2%,客单价上升1.7% [22] 各个市场数据和关键指标变化 - 东北和中西部地区表现优于其他地区500个基点 [18][19] - 西部地区表现最差 [20] 公司战略和发展方向 - 加快开设Mega Hub和Hub,目标超过200个Mega Hub [34][35][60] - 优化配送网络,建设2个新的美国配送中心和1个墨西哥配送中心 [26][27] - 加快国际市场拓展,墨西哥和巴西市场表现强劲 [24][38] - 将商用业务作为最大的增长机会 [25][56][61] 管理层对经营环境和未来前景的评论 - 天气波动对本季度业绩有一定影响,但预计第三季度天气因素不会成为主要影响 [5][6][20] - 预计税收退税季节与去年相当,不会对第三季度业绩产生重大影响 [20] - 对公司未来增长前景保持乐观,将继续投资以提升执行力和客户服务水平 [58][59][60][61] 问答环节重要的提问和回答 问题1 **Chris Horvers 提问** 询问商用业务的市场增长情况和公司相对表现 [65][66][67] **Phil Daniele 回答** 受制动和悬挂等下游业务的挑战,但公司仍有很大的市场份额提升空间 [66][67] 问题2 **Bret Jordan 提问** 询问竞争对手的表现情况 [76][77][78][79][80][81] **Phil Daniele 回答** 行业整体供应链状况有所改善,但公司仍有很大的市场份额提升空间 [79][80][81] 问题3 **Michael Lasser 提问** 询问毛利率是否过高可能引发更多竞争 [94][95][96][97] **Jamere Jackson 回答** 公司一直保持谨慎的定价策略,未来毛利率水平可持续 [95][96][97]

For the quarter ended February 2024, AutoZone (AZO) reported revenue of $3.86 billion, up 4.6% over the same period last year. EPS came in at $28.89, compared to $24.64 in the year-ago quarter.The reported revenue compares to the Zacks Consensus Estimate of $3.85 billion, representing a surprise of +0.15%. The company delivered an EPS surprise of +10.77%, with the consensus EPS estimate being $26.08.While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how t ...

业绩总结 - 二季度净销售额增长4.6%[6] - 国内同店销售额增长0.3%[6] - 国际同店销售额增长10.6%[6] - 每股稀释加权平均股数较去年同期减少7.8%[6] - 毛利率为53.9%，较去年同期提高了160个基点[6] - 营业利润（EBIT）为7.43亿美元，较去年同期增长10.9%[6] - 税率为19.6%，较去年同期降低了155个基点[6] - 净利润为5.15亿美元，较去年同期增长8.1%[6] - 每股稀释收益为28.89美元，较去年同期增长17.2%[6] 新产品和新技术研发 - 美国零售（DIY）、美国商业（DIFM）和国际是公司的增长重点[10] - 在Q2 FY24，公司在美国开设了16家净新店[11] - 在墨西哥，公司的店铺数量较Q2 FY23增长了6.2%；在巴西，店铺数量自Q2 FY23以来增长了33.3%[12] - 国内商业项目销售额较Q2 FY23增长了2.7%[13] 市场扩张和并购 - 公司致力于实现稳定的每股收益增长、强大的自由现金流生成、资本分配纪律和商业和DIY领域的增长[15]

AutoZone (AZO) is slated to release second-quarter fiscal 2024 results on Feb 27, before the opening bell. The Zacks Consensus Estimate for the to-be-reported quarter’s earnings and revenues is pegged at $26.08 per share and $3.85 billion, respectively.The Zacks Consensus Estimate for AZO’s fiscal second-quarter earnings per share has moved down 10 cents in the past seven days. The bottom-line projection indicates year-over-year growth of 5.84%. The Zacks Consensus Estimate for quarterly revenues implies a ...

Zacks Premium - Zacks Premium提供多种方式帮助投资者更聪明、更自信地投资[1] Zacks Style Scores - Zacks Style Scores是与Zacks Rank一起开发的，根据价值、增长和动量特征对股票进行评级[3] VGM Score - VGM Score是所有Style Scores的组合，是与Zacks Rank一起使用的重要指标[8] 股票盈利预期 - 股票的盈利预期变化是选择购买股票时的关键因素[13] AutoZone (AZO) - AutoZone (AZO)是一家领先的汽车零部件和配件专业零售商和分销商，拥有良好的估值指标和盈利预期[15][16][17]