Just checked AutoZone's Q2 earnings - they beat expectations with $27.63 EPS vs the $27.1 consensus, though sales came in slightly light at $4.27B. Revenue still climbed 8.2% year-over-year though, so that's solid.

What caught my eye is the domestic commercial side - hit $1.15B, up from $1.05B last year. Same-store sales up 3.4%. They're also aggressively expanding, opened 64 new stores across the US, Mexico and Brazil in the quarter. Total store count is now 7,774 as of mid-Feb.

Interesting how this stacks against their peers though. Advance Auto Parts surprised with 86 cents adjusted EPS (beat expectations at 41 cents consensus), but their top line actually declined from the year-ago quarter. O'Reilly had a different story - revenues up 7.8% YoY with comparable store sales growing 5.6%, though their EPS came up just short of expectations at 71 cents.

AutoZone's carrying a Zacks Rank 3 (Hold) right now. The company's also returning cash - repurchased 85K shares for $310.8M at an average price of $3,666 per share during the quarter. Cash position improved to $285.5M from $271.8M six months back, though total debt sits at $8.9B. Definitely worth keeping an eye on how these automotive retailers navigate the rest of the year.