AutoZone's just-released fiscal Q4 2026 results, reported September 22 before the open, delivered GAAP EPS of $56.05 against consensus estimates near $54.10–$54.54, producing a 3.5% beat and marking the third consecutive quarter of outperformance. Gross margin expanded 182 basis points to 53.3%, supported by a 145-basis-point contribution from tariff refunds and a 105-basis-point non-cash LIFO benefit, which more than offset a modest revenue shortfall of $6.59 billion versus the $6.7 billion expectation. Domestic commercial sales rose 8.6% while same-store sales grew 1.6% domestically. With results now public and aligned with the beat outcome, trader consensus at 100% implied probability for a positive resolution reflects the realized data rather than forward estimates, though any post-release adjustments to non-GAAP metrics could still warrant monitoring ahead of the 10 a.m. conference call.