ORLY
O REILLY AUTOMOTIVE INC
NASDAQ · Consumer Cyclical · Auto - Parts · US
$92.34
+2.61%Research · Oct 30, 2026
O'Reilly (ORLY) Q3 2026: Pro Share Gains Continue, Margin Lift Is One-Time
O'Reilly Automotive Q3 2026 comparable sales rose 7.2% and professional sales 12.7%, but a $39 million tariff refund drove the margin gain while SG&A per store kept rising.
Research · Oct 16, 2026
[ORLY] O'Reilly Automotive: Q3 2026 earnings preview on pro sales growth as tariff pricing fades
O'Reilly grew Q2 2026 sales 8% to $4.89 billion on a 6.0% comp gain; Q3 tests whether double-digit pro growth holds as the tariff price lift fades to about 2%.
Research · Sep 3, 2026
[ORLY] O'Reilly Automotive Thesis 2026: Comparable Sales Positive as Expansion Continues
O'Reilly Automotive FY25 (Dec 31, 2025) at $17.78B revenue (+6.4%). NI $2.54B; EPS $2.97 (+10%). Comp store sales +4.7% (high end revised guide). Q4 +5.6% comps. GM 51.6% / op margin 19.5%. FY26 guide: comp +3-5%, capex $1.3-$1.4B, GM 51.5-52%, EPS $3.10-$3.20 (+6.1%), FCF $1.8-$2.1B.