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Side-by-side financial comparison of AutoZone (AZO) and Pool Corporation (POOL), based on the latest 10-Q / 10-K filings. Click either name above to swap in a different company.
AutoZone is the larger business by last-quarter revenue ($4.3B vs $982.2M, roughly 4.4× Pool Corporation). AutoZone runs the higher net margin — 11.0% vs 3.2%, a 7.8% gap on every dollar of revenue. On growth, AutoZone posted the faster year-over-year revenue change (8.1% vs -0.5%). Pool Corporation produced more free cash flow last quarter ($71.9M vs $35.6M). Over the past eight quarters, AutoZone's revenue compounded faster (0.5% CAGR vs -6.4%).
AutoZone, Inc., doing business as AutoZone, is an American retailer of aftermarket automotive parts and accessories, the largest in the United States. Founded in 1979, AutoZone has 7,140 stores across the United States, Mexico, Puerto Rico, Brazil, and the US Virgin Islands. The company is based in Memphis, Tennessee.
Pool Corporation, doing business as POOLCORP, is the largest distributor of supplies, equipment, and machinery for swimming pools worldwide. The company is organized in Delaware and headquartered in Covington, Louisiana. It serves approximately 125,000 customers and operates 439 sales centers in North America, Europe and Australia. The company receives over half of its revenue from the California, Texas, Florida, and Arizona markets and has benefited from population shifts to warmer climates....
AZO vs POOL — Head-to-Head
Income Statement — Q2 2026 vs Q4 2025
| Metric | | |
|---|---|---|
| Revenue | $4.3B | $982.2M |
| Net Profit | $468.9M | $31.6M |
| Gross Margin | 52.5% | 30.1% |
| Operating Margin | 16.3% | 5.3% |
| Net Margin | 11.0% | 3.2% |
| Revenue YoY | 8.1% | -0.5% |
| Net Profit YoY | -3.9% | -15.3% |
| EPS (diluted) | $27.63 | $0.86 |
Green = leading value per metric. Periods may differ when fiscal calendars don't align — see 8-quarter trend below.
8-Quarter Revenue & Profit Trend
Side-by-side quarterly history — bar widths are scaled to the larger of the two companies so you can eyeball the size gap and growth trajectory without doing math. Quarters aligned by calendar period (report date) so offset fiscal years line up.
| Q1 26 | $4.3B | — | ||
| Q4 25 | $4.6B | $982.2M | ||
| Q3 25 | $6.2B | $1.5B | ||
| Q2 25 | $4.5B | $1.8B | ||
| Q1 25 | $4.0B | $1.1B | ||
| Q4 24 | $4.3B | $987.5M | ||
| Q3 24 | $6.2B | $1.4B | ||
| Q2 24 | $4.2B | $1.8B |
| Q1 26 | $468.9M | — | ||
| Q4 25 | $530.8M | $31.6M | ||
| Q3 25 | $837.0M | $127.0M | ||
| Q2 25 | $608.4M | $194.3M | ||
| Q1 25 | $487.9M | $53.5M | ||
| Q4 24 | $564.9M | $37.3M | ||
| Q3 24 | $902.2M | $125.7M | ||
| Q2 24 | $651.7M | $192.4M |
| Q1 26 | 52.5% | — | ||
| Q4 25 | 51.0% | 30.1% | ||
| Q3 25 | 51.5% | 29.6% | ||
| Q2 25 | 52.7% | 30.0% | ||
| Q1 25 | 53.9% | 29.2% | ||
| Q4 24 | 53.0% | 29.4% | ||
| Q3 24 | 52.5% | 29.1% | ||
| Q2 24 | 53.5% | 30.0% |
| Q1 26 | 16.3% | — | ||
| Q4 25 | 16.9% | 5.3% | ||
| Q3 25 | 19.2% | 12.3% | ||
| Q2 25 | 19.4% | 15.3% | ||
| Q1 25 | 17.9% | 7.2% | ||
| Q4 24 | 19.7% | 6.1% | ||
| Q3 24 | 20.9% | 12.3% | ||
| Q2 24 | 21.3% | 15.3% |
| Q1 26 | 11.0% | — | ||
| Q4 25 | 11.5% | 3.2% | ||
| Q3 25 | 13.4% | 8.8% | ||
| Q2 25 | 13.6% | 10.9% | ||
| Q1 25 | 12.3% | 5.0% | ||
| Q4 24 | 13.2% | 3.8% | ||
| Q3 24 | 14.5% | 8.8% | ||
| Q2 24 | 15.4% | 10.9% |
| Q1 26 | $27.63 | — | ||
| Q4 25 | $31.04 | $0.86 | ||
| Q3 25 | $48.70 | $3.40 | ||
| Q2 25 | $35.36 | $5.17 | ||
| Q1 25 | $28.29 | $1.42 | ||
| Q4 24 | $32.52 | $1.00 | ||
| Q3 24 | $51.42 | $3.27 | ||
| Q2 24 | $36.69 | $4.99 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest filing — the kind of financial-strength check premium terminals charge for.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $285.5M | — |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $-2.9B | $1.2B |
| Total Assets | $20.4B | $3.6B |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period so offset fiscal years match up.
| Q1 26 | $285.5M | — | ||
| Q4 25 | $287.6M | — | ||
| Q3 25 | $271.8M | — | ||
| Q2 25 | $268.6M | — | ||
| Q1 25 | $300.9M | — | ||
| Q4 24 | $304.0M | — | ||
| Q3 24 | $298.2M | — | ||
| Q2 24 | $275.4M | — |
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | $1.0B | ||
| Q2 25 | — | $1.2B | ||
| Q1 25 | — | $968.0M | ||
| Q4 24 | — | — | ||
| Q3 24 | — | $879.1M | ||
| Q2 24 | — | $1.1B |
| Q1 26 | $-2.9B | — | ||
| Q4 25 | $-3.2B | $1.2B | ||
| Q3 25 | $-3.4B | $1.4B | ||
| Q2 25 | $-4.0B | $1.3B | ||
| Q1 25 | $-4.5B | $1.2B | ||
| Q4 24 | $-4.7B | $1.3B | ||
| Q3 24 | $-4.7B | $1.4B | ||
| Q2 24 | $-4.8B | $1.4B |
| Q1 26 | $20.4B | — | ||
| Q4 25 | $19.7B | $3.6B | ||
| Q3 25 | $19.4B | $3.5B | ||
| Q2 25 | $18.6B | $3.7B | ||
| Q1 25 | $18.1B | $3.7B | ||
| Q4 24 | $17.5B | $3.4B | ||
| Q3 24 | $17.2B | $3.4B | ||
| Q2 24 | $17.1B | $3.6B |
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | 0.76× | ||
| Q2 25 | — | 0.93× | ||
| Q1 25 | — | 0.78× | ||
| Q4 24 | — | — | ||
| Q3 24 | — | 0.61× | ||
| Q2 24 | — | 0.75× |
Cash Flow & Capital Efficiency
How much cash each business actually produces after reinvestment. Net income can be massaged; cash flow is harder to fake.
| Metric | | |
|---|---|---|
| Operating Cash FlowLast quarter | $373.4M | $80.1M |
| Free Cash FlowOCF − Capex | $35.6M | $71.9M |
| FCF MarginFCF / Revenue | 0.8% | 7.3% |
| Capex IntensityCapex / Revenue; lower = less reinvestment burden | 7.9% | 0.8% |
| Cash ConversionOCF / Net Profit; >1× = earnings back up with cash | 0.80× | 2.54× |
| TTM Free Cash FlowTrailing 4 quarters | $1.6B | $309.5M |
8-quarter trend — quarters aligned by calendar period so offset fiscal years match up.
| Q1 26 | $373.4M | — | ||
| Q4 25 | $944.2M | $80.1M | ||
| Q3 25 | $952.8M | $287.3M | ||
| Q2 25 | $769.0M | $-28.8M | ||
| Q1 25 | $583.7M | $27.2M | ||
| Q4 24 | $811.8M | $170.6M | ||
| Q3 24 | $1.1B | $316.5M | ||
| Q2 24 | $669.5M | $26.7M |
| Q1 26 | $35.6M | — | ||
| Q4 25 | $630.0M | $71.9M | ||
| Q3 25 | $511.1M | $266.6M | ||
| Q2 25 | $423.1M | $-42.9M | ||
| Q1 25 | $291.0M | $13.9M | ||
| Q4 24 | $564.8M | $157.0M | ||
| Q3 24 | $723.5M | $305.5M | ||
| Q2 24 | $434.4M | $8.8M |
| Q1 26 | 0.8% | — | ||
| Q4 25 | 13.6% | 7.3% | ||
| Q3 25 | 8.2% | 18.4% | ||
| Q2 25 | 9.5% | -2.4% | ||
| Q1 25 | 7.4% | 1.3% | ||
| Q4 24 | 13.2% | 15.9% | ||
| Q3 24 | 11.7% | 21.3% | ||
| Q2 24 | 10.3% | 0.5% |
| Q1 26 | 7.9% | — | ||
| Q4 25 | 6.8% | 0.8% | ||
| Q3 25 | 7.1% | 1.4% | ||
| Q2 25 | 7.7% | 0.8% | ||
| Q1 25 | 7.4% | 1.2% | ||
| Q4 24 | 5.8% | 1.4% | ||
| Q3 24 | 5.6% | 0.8% | ||
| Q2 24 | 5.6% | 1.0% |
| Q1 26 | 0.80× | — | ||
| Q4 25 | 1.78× | 2.54× | ||
| Q3 25 | 1.14× | 2.26× | ||
| Q2 25 | 1.26× | -0.15× | ||
| Q1 25 | 1.20× | 0.51× | ||
| Q4 24 | 1.44× | 4.57× | ||
| Q3 24 | 1.19× | 2.52× | ||
| Q2 24 | 1.03× | 0.14× |
Financial Flow Comparison
Sankey diagram of revenue → gross profit → operating profit → net profit for each company. Charts shown full-width and stacked so both segment hierarchies are readable side-by-side on desktop and mobile.
