Company Dossier · Consumer Discretionary
AutoZone
- S&P 500
- Russell 1000
What AutoZone is doing, read from its filings, its own words and the news, with every figure dated and sourced. Not investment advice: no ratings, no price targets.
Open the full company record in Palanor: guidance, KPIs, ownership, calls, prices →
The latest read
Computed from the data on Oct 22, 2026. Every figure links back to its source in the sections below.
- Share buybacks in the fiscal year to August 30, 2025: $1.58 billion.SEC EDGAR filings (10-K)
- Long-term debt issued in the fiscal year to August 30, 2025: $0.50 billion.SEC EDGAR filings (10-K)
- Latest earnings call or results release (September 22, 2026): sentiment 0.30 on a −1 to +1 scale (mixed), confidence 0.60 of 1.Palanor Discourse
- Latest annual report (filed October 27, 2025): 1 risk factor added, 0 removed.Risk Factor Changes (10-K Item 1A)
- Insiders were net sellers in Q3 2026: $4.5 million on the open market.SEC Form 4
- 1,275 institutional managers reported a position at June 30, 2026 (−24 on the quarter before).SEC Form 13F
- H-1B filings certified in Q2 2026: 38 (33 a year earlier).U.S. Department of Labor (OFLC)
Risk events (12 months): 1 — latest OSHA inspection, Apr 9, 2026 →
Company Posture
How Company Posture is measured →What AutoZone is doing, on three axes, from its filings and its own words, as of 2026-10-22. A description, not a rating: Company Posture never says whether to buy.
Expanding ↔ Retrenching
Withheld: 50% of the evidence is readable at this date (needs 60%).
- Capital spending—
- Debt raised—
- Buybacks vs capex—
- Hiring filings46th pct
- Deals and private raises48th pct
- Patent publications52nd pct
Confident ↔ Hedging
Mixed
- Call sentiment58th pct
- Call confidence27th pct
- Guidance changes37th pct
- Risk factors added22nd pct
- Insider open-market trades90th pct
- + Insider open-market trades
- − Call confidence
- − Risk factors added
Pressure
Components only: Not yet shown as a score: in the back-test it did not add to a naive reader's forecast of impairment, debt acceleration or bankruptcy filings (8-K 2.06, 2.04, 1.03) (not enough events (17 in half 1; needs 20)).
- Fails-to-deliver18th pct
- Stress filings50th pct
Credit
How these are built →AutoZone's borrowing from its SEC filings: the bonds it priced and the debt on its latest balance sheet. A description, not a rating.
Debt on the balance sheet
$9.0B
- Due within a year $0.0B
- Longer term $9.0B
- Default point $4.5B (short + ½ long)
Finance leases included · May 9, 2026 filing
Bonds priced, last 12 months
$0.9B
U.S. dollar tranches with a term sheet on EDGAR. Deals sold under Rule 144A file none and are not counted.
| Priced | Amount | Coupon | Matures | Spread | Yield |
|---|---|---|---|---|---|
| Jul 7, 2026 | $850M | 4.950% | 2031 (5y) | +72bp | 4.971% |
| Apr 10, 2025 | $500M | 5.125% | 2030 (5y) | +115bp | 5.136% |
| Jun 24, 2024 | $600M | 5.100% | 2029 (5y) | +85bp | 5.124% |
| Jun 24, 2024 | $700M | 5.400% | 2034 (10y) | +117bp | 5.423% |
From the pricing term sheets AutoZone filed with the SEC. Spread is to the benchmark Treasury (or Bund, Gilt) at pricing.
Charts
Live charts: each one redraws from today’s data and has an image link to paste into a document or slide.
Capital returned and raised
What the company says
Hiring and ownership
Filings and records
The last two years of notable 8-Ks, offerings, annual reports, federal awards, lobbying reports, patents and other public records, newest first.
- Oct 9, 20268-KDirector or officer changeItem 5.02
- Jul 14, 20268-KMaterial agreement signedItem 1.01
- Jul 9, 20268-KMaterial agreement signedItem 1.01
- Apr 9, 2026Risk event
- Dec 19, 20258-KShareholder vote resultsItem 5.07
- Oct 27, 202510-KAnnual report (10-K)1 risk factors added, 0 removed
- Oct 8, 20258-KDirector or officer changeItem 5.02
- Oct 3, 2025Risk event
- Sep 22, 2025Risk event
- Aug 28, 20258-KDirector or officer changeItem 5.02
- Jul 22, 2025Risk event
- May 28, 20258-KDirector or officer changeItem 5.02
- Apr 23, 20258-KDirector or officer changeItem 5.02
- Apr 14, 20258-KMaterial agreement signedItem 1.01
- Feb 7, 2025Risk event
- Jan 14, 2025Risk event
- Dec 20, 20248-KShareholder vote resultsItem 5.07
- Oct 28, 202410-KAnnual report (10-K)0 risk factors added, 1 removed
- Feb 13, 2024Patent
- Oct 24, 202310-KAnnual report (10-K)0 risk factors added, 0 removed
- Nov 30, 2021Patent
Peers
Companies in the same industry in the S&P 500, Russell 1000 or MidCap 400, closest in revenue first. Trailing twelve months, from SEC filings.
| Company | Revenue | Free cash flow | Through |
|---|---|---|---|
| AutoNation AN | $27.4B | $0.0B | Jun 30, 2026 |
| Carvana CVNA | $25.1B | $0.9B | Jun 30, 2026 |
| CarMax KMX | $27.6B | $1.1B | Aug 31, 2026 |
| Lithia Motors LAD | $37.9B | −$0.5B | Jun 30, 2026 |
| O'Reilly Automotive ORLY | $18.6B | $2.2B | Jun 30, 2026 |
| Airbnb Inc. ABNB | $13.2B | — | Jun 30, 2026 |
| ADT Inc. ADT | $5.2B | $2.0B | Jun 30, 2026 |
| Autoliv ALV | $11.1B | $0.8B | Jun 30, 2026 |