AZ

AutoZone, Inc. stock research

Feb 14, 2026

FY2026 Q2

AutoZone (AZO) Gross Margin — Quarter Ended Feb 14, 2026

Revenue and gross profit decreased from the prior quarter but increased compared to the same quarter last year. Gross margin improved sequentially but weakened year-over-year, reflecting a mixed performance.

Gross margin takeaway

Quarter ended Feb 14, 2026 · FY2026 Q2

Revenue and gross profit decreased from the prior quarter but increased compared to the same quarter last year. Gross margin improved sequentially but weakened year-over-year, reflecting a mixed performance.

  • The sequential improvement in gross margin was accompanied by a lower cost of revenue relative to revenue, while the year-over-year decline was associated with a higher cost of revenue proportion.
  • Compared to the prior quarter, revenue and gross profit were lower, but gross margin was higher. Compared to the same quarter last year, revenue and gross profit were higher, but gross margin was lower.

Gross margin snapshot

The selected quarter's reported revenue, gross profit, direct costs, and margin comparisons.

Gross margin

52.5%

Gross profit

$2.2B

Revenue

$4.3B

Cost of revenue

$2.0B

Quarter-over-quarter change

+1.5 pts

Year-over-year change

-1.4 pts

Quarterly gross margin trend

A four-quarter view of the revenue and direct-cost bridge behind gross margin.

PeriodRevenueGross profitCost of revenueGross margin
Feb 15, 2025$4.0B$2.1B$1.8B53.9%
May 10, 2025$4.5B$2.4B$2.1B52.7%
Nov 22, 2025$4.6B$2.4B$2.3B51.0%
Feb 14, 2026$4.3B$2.2B$2.0B52.5%

Quarterly comparisons

Compare the selected margin with the preceding quarter and the same fiscal quarter one year earlier.

Previous-quarter change

Nov 22, 2025

+1.5 pts

Year-over-year change

Feb 15, 2025

-1.4 pts

What the margin says

Filing-constrained interpretation of margin direction, comparisons, and what to monitor next.

The sequential improvement in gross margin was accompanied by a lower cost of revenue relative to revenue, while the year-over-year decline was associated with a higher cost of revenue proportion.

Compared to the prior quarter, revenue and gross profit were lower, but gross margin was higher. Compared to the same quarter last year, revenue and gross profit were higher, but gross margin was lower.

Monitor merchandise inventory levels, as they represent a significant asset and may influence future cost of revenue.