AutoZone (AZO): FY26 Q4 earnings call, Sep 22, 2026
On its Sep 22, 2026 earnings call (FY26 Q4), AutoZone said 15 of the 18 words Kalshi and Polymarket listed; Parrot’s count agreed with all 18 settlements. Quotes below are at most 25 words each, with timed clips.
UpdatedMarkets
18 words · 15 settled yes · our count agreed on 18 of 18- Kalshi: company speakers + operator
Kalshi - Polymarket: anyone
Polymarket
backtest The probabilities on settled rows are a walk-forward backtest: the model as of before each event, computed after Parrot went live; they were not published at the time.
| Word | Result | Our count | All speakers | Agrees | Probability | Clip | Market |
|---|---|---|---|---|---|---|---|
| Quarter 15+ times | Yes | 80 | 80 | ✓ | 89%transcripts from the transcript model | Hear it 0:01, Quarter 15+ times | – |
| Customer 10+ times | Yes | 42 | 42 | ✓ | 83%transcripts from the transcript model | Hear it 1:39, Customer 10+ times | – |
| Mega-Hub / Mega Hub | Yes | 25 | 27 | ✓ | 96%transcripts from the transcript model | Hear it 7:45, Mega-Hub / Mega Hub | – |
| Same Store Sales | Yes | 14 | 16 | ✓ | 93%transcripts from the transcript model | Hear it 4:32, Same Store Sales | – |
| Tariff | Yes | 11 | 13 | ✓ | 92%transcripts from the transcript model | Hear it 3:42, Tariff | – |
| Refund | Yes | 11 | 11 | ✓ | 71%transcripts from the transcript model | Hear it 3:41, Refund | – |
| Tailwind | Yes | 7 | 7 | ✓ | 89%transcripts from the transcript model | Hear it 13:19, Tailwind | – |
| Brazil | Yes | 6 | 7 | ✓ | 87%transcripts from the transcript model | Hear it 8:42, Brazil | – |
| Distribution Center | Yes | 5 | 5 | ✓ | 89%transcripts from the transcript model | Hear it 4:14, Distribution Center | – |
| Buyback / Buy Back | Yes | 4 | 4 | ✓ | 84%transcripts from the transcript model | Hear it 21:08, Buyback / Buy Back | – |
| Foreign Exchange / FX | Yes | 1 | 1 | ✓ | 81%transcripts from the transcript model | Hear it 13:08, Foreign Exchange / FX | – |
| Duralast | Yes | 1 | 1 | ✓ | 76%transcripts from the transcript model | Hear it 7:49, Duralast | – |
| Used Car | Yes | 1 | 1 | ✓ | 71%transcripts from the transcript model | Hear it 16:02, Used Car | – |
| 8000 / 8k | Yes | 1 | 1 | ✓ | 26%transcripts from the transcript model | Hear it 25:10, 8000 / 8k | – |
| Headwind | Yes | 0 | 1 | ✓ | 88%transcripts from the transcript model | – | |
| Pricing | No | 0 | 0 | ✓ | 65%transcripts from the transcript model | – | |
| Tax Refund | No | 0 | 0 | ✓ | 62%transcripts from the transcript model | – | |
| Interest Rate | No | 0 | 0 | ✓ | 23%transcripts from the transcript model | – |
Market prices are mid quotes from Kalshi and Polymarket, shown for context, may be delayed by several minutes and are not a signal. Quotes as of Oct 21, 2026 04:22 UTC.
Transcript
quotes of at most 25 wordsSpeaker-labelled transcript · Source and credits · Used to count words; quotes of at most 25 words.
7 matches for “Tailwind”; 5 quoted, at least 25 words apart.
…strengthened almost 9% versus the US dollar, resulting in a $70 million tailwind to sales, a $21 million tailwind to EBIT, and an $0.87 a…
…a challenging new and used car sales market, which typically provides a tailwind for our business. However, transactions are soft as the customer experiences high…
…impact for reporting purposes. As mentioned earlier, foreign currency resulted in a tailwind to revenue and EPS this quarter. If yesterday's spot rates held for…
…sentiment gets better. The last thing that I'll say is that the tailwinds driving the industry are there. You've got higher rates, you've got more…
The one last thing that I think is important for the tailwinds is, even though gas prices and oil prices have been higher, we haven't…
Where the listed words were said
Good day everyone, and welcome to AutoZone's 2026 fourth quarter earnings release conference call. At this time, all participants are placed on a listen-only mode.…
…to thank our more than 130,000 AutoZoners across the company for continuing their relentless commitment to delivering on our pledge to always put customers first.
…by our improved satellite store inventory availability, significant improvements in hub and Mega Hub coverage, the continued strength of our Duralast brand, and execution on…
…DC, which will come online in late FY 2028 to support our international expansion. Let me touch on some same-store sales highlights for the quarter.
…a $96 million, or $4.43 share benefit from the refunds of IEEPA tariffs. Finally, we opened 175 new stores this quarter. For the year, we…
…our EPS was up 15.1%. Our results included a $96 million tariff refund and a $15 million LIFO charge this quarter. Excluding the $15 million…
…1,000th store in Mexico and finished the quarter with 1,001 locations. In Brazil, we now have 167 stores, bringing our total international store count to…
…increase again in FY 2027. We opened our new expanded Monterrey, Mexico, distribution center and broke ground on another planned DC in Mexico. This expanded…
…growth and robust returns to the shareholder in the form of share buybacks. Regarding our balance sheet, our liquidity position remains very strong and our…
Agents: this page as TSV at /api/v1/appearances/autozone:2026-09-22:earnings_call · words: /api/v1/brief?appearance=autozone:2026-09-22:earnings_call · columnar JSON in #parrot-data · llms.txt · MCP