Recent Press Releases & News
AZO earnings at a glance
The options market is pricing a move of about ±3.6% after the report, a range of roughly $3,154.39 to $3,387.01 from today's $3,270.70. Over its last 2 reports the stock rose the next day 0 times and fell 2, moving ±6.2% on average; after the most recent report on May 26, 2026 it moved -9.0%. That means options currently expect less movement than AZO has typically delivered. AZO beat the consensus EPS estimate in 1 of its last 3 reported quarters. Implied volatility is currently 30%. The share price of $3,270.70 sits in the middle of its 52-week range.
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Overview
Earnings trends
Earnings history
| Date | Period | Actual EPS | Est | Surprise | YoY %Δ | Day react | Source |
|---|---|---|---|---|---|---|---|
| Tue May 26, 2026 | May/2026 | $38.07 | $36.18 | +5.2% | +7.7% | -9.0% | earnings |
| Sat Feb 14, 2026 | Feb 2026 | $27.63 | — | — | — | — | financials |
| Tue Sep 23, 2025 | Aug/2025 | $48.71 | $50.52 | -3.6% | — | — | earnings |
| Tue May 27, 2025 | May/2025 | $35.36 | $36.78 | -3.9% | — | -3.4% | earnings |
| Sat Feb 15, 2025 | Feb 2025 | $28.29 | — | — | — | — | financials |
| Sat Nov 23, 2024 | Nov 2024 | $32.52 | — | — | — | — | financials |
| Sat May 4, 2024 | May 2024 | $36.69 | — | — | — | — | financials |
| Sat Feb 10, 2024 | Feb 2024 | $28.89 | — | — | — | — | financials |
| Sat Nov 18, 2023 | Nov 2023 | $32.55 | — | — | — | — | financials |
| Sat May 6, 2023 | May 2023 | $34.12 | — | — | — | — | financials |
| Sat Feb 11, 2023 | Feb 2023 | $24.64 | — | — | — | — | financials |
Financials
Income statement (quarterly)
| Metric | May 2026 | Feb 2026 | Nov 2025 | Aug 2025 | May 2025 | Feb 2025 | Nov 2024 | Aug 2024 |
|---|---|---|---|---|---|---|---|---|
| Revenue | $4.84B | $4.27B | $4.63B | — | $4.46B | $3.95B | $4.28B | — |
| Cost of revenue | $2.32B | $2.03B | $2.27B | — | $2.11B | $1.82B | $2.01B | — |
| Gross profit | $2.52B | $2.24B | $2.36B | — | $2.35B | $2.13B | $2.27B | — |
| Operating income | $924M | $698M | $784M | — | $866M | $707M | $841M | — |
| Net income | $641M | $469M | $531M | — | $608M | $488M | $565M | — |
| EPS (diluted) | $38.07 | $27.63 | $31.04 | — | $35.36 | $28.29 | $32.52 | — |
Balance sheet (quarterly)
| Metric | May 2026 | Feb 2026 | Nov 2025 | Aug 2025 | May 2025 | Feb 2025 | Nov 2024 | Aug 2024 |
|---|---|---|---|---|---|---|---|---|
| Cash & equivalents | $254M | $285M | $288M | $272M | $269M | $301M | $304M | $298M |
| Inventory | — | — | — | — | — | — | — | — |
| Total current assets | $8.93B | $8.83B | $8.44B | $8.34B | $7.99B | $7.80B | $7.42B | $7.31B |
| Total assets | $20.92B | $20.44B | $19.67B | $19.36B | $18.62B | $18.12B | $17.47B | $17.18B |
| Long-term debt | $9.02B | $8.91B | $8.62B | $8.80B | $8.85B | $9.05B | $9.01B | $9.02B |
| Total liabilities | — | — | — | — | — | — | — | — |
| Total equity | $-2.78B | $-2.91B | $-3.23B | $-3.41B | $-3.97B | $-4.46B | $-4.67B | $-4.75B |
Implied volatility — last 90 days
Sector peers
AZO earnings FAQ
What is AZO's expected move for earnings?
Options currently price a move of about ±3.6%, or $116.31 per share either way from $3,270.70.
How does AZO stock usually react to earnings?
Across the last 2 reports the average next-day move was ±6.2%, up 0 times and down 2 times.
What is AZO's implied volatility?
AZO's at-the-money implied volatility is about 30% based on the latest options snapshot.