ORLY
O REILLY AUTOMOTIVE INC
NASDAQ · Consumer Cyclical · Auto - Parts · US
$84.71
−0.21%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.