How does AZO's Q3 2025 EPS forecast align with historical patterns?
3/29/2025 03:44pm
AutoZone's Q3 2025 EPS forecast of $36.77 is slightly below the EPS of $38.88 projected by William Blair, but above the EPS of $36.84 anticipated by DA Davidson. Considering the historical trends:
1. **Consistent Growth Trend**: The EPS has shown a consistent upward trend over the past five years, increasing from $71.93 in 2020 to $149.55 in 2024.
|code|Ticker|Name|Date|Diluted EPS YoY|Diluted EPS|market_code|
|---|---|---|---|---|---|---|
|AZO|AZO.N|Autozone|2024 Q3|7.532239155920283|36.69|169|
|AZO|AZO.N|Autozone|2025 Q1|-0.09216589861749319|32.52|169|
|AZO|AZO.N|Autozone|2025 Q2|-2.0768431983385303|28.29|169|
2. **Yearly Variations**: There have been yearly variations in EPS, with a significant jump from $95.19 in 2021 to $132.36 in 2023, followed by a more modest increase to $149.55 in 2024.
3. **Market Expectations**: The current forecast of $36.77 for Q3 2025 is slightly below the historical average of $38.88 (based on the midpoint of DA Davidson and William Blair's estimates), suggesting a more conservative outlook for the upcoming quarter.
4. **Challenges and Uncertainties**: The EPS forecast for Q3 2025 reflects the potential impact of foreign exchange rates and other external factors that can affect profitability.
In summary, AutoZone's Q3 2025 EPS forecast aligns with a general upward trend in EPS over the past five years, but it acknowledges potential challenges and uncertainties that could affect short-term performance.