O`Reilly Automotive Inc NASDAQ:ORLY Price, Chart, News & Insight

O'Reilly Automotive Stock Slips 1.4% Despite Strong Q2 Results and Higher 2026 Outlook

O'Reilly Automotive (NASDAQ: ORLY) shares fell 1.4% in premarket trading on Thursday despite reporting record second-quarter revenue and earnings and raising its full-year 2026 outlook, suggesting investors had already priced in much of the company's strong operating performance.

Second-quarter revenue increased 8% year-over-year to a record $4.89 billion, supported by a robust 6.0% comparable store sales increase. Operating income rose 8% to $986 million, while net income climbed 7% to $715 million. Diluted earnings per share increased 10% to $0.86, benefiting from continued earnings growth and aggressive share repurchases.

Strong Demand Drives Sales Growth

O'Reilly continued to gain market share across both its professional and do-it-yourself customer segments. Comparable store sales increased 6.0%, building on 4.1% growth in the same quarter last year, reflecting resilient demand for automotive aftermarket parts and the company's dual-market strategy.

The company also remained highly active in returning capital to shareholders. During the first half of 2026, O'Reilly repurchased $2.43 billion of its shares and generated approximately $2.0 billion in operating cash flow, continuing one of the most aggressive capital return programs in the retail sector.

Guidance Raised for 2026

Management raised its full-year comparable store sales outlook to a range of 4% to 6% and reaffirmed plans to open 225 to 235 net new stores across North America this year. O'Reilly now expects full-year revenue between $18.9 billion and $19.2 billion, with diluted earnings per share projected at $3.20 to $3.30.

The updated guidance reflects management's confidence in continued demand for automotive maintenance and repair products despite an uncertain consumer spending environment.

What to Watch

The modest premarket decline indicates investors may have been expecting even stronger results after O'Reilly's consistent history of outperforming expectations. Going forward, the market will watch comparable sales trends, new store expansion and continued market share gains as aging vehicle fleets and steady repair demand remain supportive of the automotive aftermarket industry.

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European Investor 07-30-26

O’Reilly Automotive reported strong first-quarter 2026 results, driven by solid demand across both professional and DIY segments.

Revenue increased 10% year-over-year to $4.56 billion, while comparable store sales rose a robust 8.1%, exceeding expectations. Profitability also improved, with operating income up 14% to $842 million and net income rising 12% to $604 million.

Diluted EPS climbed 16% to $0.72, supported by strong sales execution and disciplined cost management. The company also generated strong cash flow, with $1 billion in operating cash year-to-date.

O’Reilly continued to return capital to shareholders, repurchasing approximately $923 million in stock during the quarter, with additional buybacks completed after quarter-end.

The results reflect stable demand in the automotive aftermarket sector and continued market share gains.

Source: GlobeNewswire

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Global Finance News 04-30-26

O’Reilly Automotive, Inc. will release its first quarter 2026 results as Wednesday, April 29, 2026

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Global Finance News 04-03-26

O’Reilly Automotive, Inc. announces the release date for its fourth quarter and full-year 2025 results as Wednesday, February 4, 2026, with a conference call to follow on Thursday, February 5, 2026.

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WS Investor 02-03-26

O’Reilly Automotive boosts share repurchase authorization by 2 billion dollars

O’Reilly Automotive (ORLY) disclosed that its board has approved a 2 billion dollar increase to the company’s ongoing share repurchase program. The total authorization under the program now rises to 29.75 billion dollars.

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Global Finance News 11-19-25

O’Reilly Automotive, Inc. (Nasdaq: ORLY) reported record third-quarter 2025 results, driven by strong comparable store sales and steady profit growth, though overall performance largely met market expectations rather than exceeding them.

The auto parts retailer posted sales of $4.71 billion, up 8% from a year earlier, while comparable store sales grew 5.6%. Operating income rose 9% to $976 million, and net income increased 9% to $726 million. Diluted earnings per share climbed 12% to $0.85, reflecting higher profitability and ongoing share repurchases.

CEO Brad Beckham credited disciplined execution and customer service for the results, noting solid growth across both professional and DIY segments. However, analysts said O’Reilly’s margins — with gross profit at 51.9% of sales and SG&A at 31.1% — showed limited expansion, suggesting cost pressures remain in focus.

For the first nine months of 2025, revenue grew 6% to $13.37 billion, and net income rose 5% to $1.93 billion. O’Reilly also repurchased $420 million in stock during the quarter and raised its full-year comparable sales outlook to 4–5%, signaling confidence in steady, though moderate, growth for the remainder of the year.

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European Investor 10-22-25

O’Reilly Automotive Q2 2025 Earnings Rise 11%, Lifts Sales Outlook

O’Reilly Automotive (Nasdaq: ORLY) reported strong second-quarter 2025 results, with comparable store sales up 4.1% and diluted EPS rising 11% to $0.78. Quarterly revenue increased 6% year-over-year to $4.53 billion, and net income reached $669 million.

Key figures:
• Gross profit: $2.33B (51.4% of sales)
• Operating income: $914M (20.2% of sales)
• YTD net cash from operations: $1.51B
• 13.3M shares repurchased YTD for $1.18B

Citing strong H1 performance, the company raised its full-year comp sales guidance to 3%–4.5% and reaffirmed its target of 200–210 new stores in 2025, including its 100th location in Mexico.

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European Investor 07-24-25

O'Reilly Automotive reports first quarter 2025 results

O’Reilly Automotive reported first quarter 2025 revenue of $4.14 billion, up 4% from $3.98 billion a year earlier. Comparable store sales rose 3.6%, with mid-single digit growth in professional sales and low-single digit growth in DIY. Gross profit increased to $2.12 billion, or 51.3% of sales.

Operating income decreased 1% to $741 million, and net income declined 2% to $538 million. Despite this, diluted earnings per share rose 2% to $9.35 due to a lower share count.

O’Reilly opened 38 net new stores during the quarter and reaffirmed its full-year comparable store sales growth forecast of 2.0% to 4.0%. The company cited continued strength in demand and solid execution by its over 93,000 team members.

Operating cash flow for the quarter was $755 million. O’Reilly repurchased 0.4 million shares for $559 million during the quarter, and an additional 0.1 million shares for $122 million post-quarter. Total repurchases since 2011 have reached 96.5 million shares, totaling $25.94 billion. As of the release date, $1.81 billion remained under the current repurchase authorization.

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European Investor 04-24-25

O’Reilly Automotive Reports Solid Q1 2025 Results with 4% Revenue Growth and $755 Million in Operating Cash Flow

Springfield, MO – O’Reilly Automotive, Inc. (Nasdaq: ORLY), a leading retailer in the automotive aftermarket sector, today announced strong financial results for the first quarter ended March 31, 2025. The company posted record first-quarter revenue of $4.14 billion, a 4% increase compared to $3.98 billion in the same period last year.

Comparable store sales rose 3.6%, driven by growth across both the professional and DIY segments, which saw mid-single-digit and low-single-digit increases respectively. CEO Brad Beckham attributed the results to strong execution and resilient demand fundamentals, praising the commitment of O’Reilly’s 93,000+ team members.

Gross profit rose 4% to $2.12 billion, representing a margin of 51.3%, slightly above the 51.2% margin a year ago. However, operating income dipped 1% to $741 million as selling, general and administrative expenses increased by 8% year-over-year to $1.38 billion. Net income totaled $538 million, down 2% from $547 million last year, though diluted earnings per share increased 2% to $9.35, reflecting a lower share count.

Share Buybacks Continue
During Q1 2025, O’Reilly repurchased 0.4 million shares for a total of $559 million, at an average price of $1,297.15 per share. An additional $122 million in buybacks were made after the quarter ended. Since the inception of its share repurchase program in 2011, the company has repurchased a cumulative 96.5 million shares for $25.94 billion. $1.81 billion remains authorized for future repurchases.

Full-Year 2025 Guidance Reaffirmed
The company maintained its previous guidance for the full year, including:

Total revenue: $17.4 billion to $17.7 billion

Comparable store sales growth: 2.0% to 4.0%

Diluted EPS: $42.90 to $43.40

Operating income margin: 19.2% to 19.7%

Free cash flow: $1.6 billion to $1.9 billion

Capital expenditures: $1.2 billion to $1.3 billion

Beckham acknowledged macroeconomic uncertainties, including shifting tariffs, but expressed confidence in the company’s operational resilience and long-term growth prospects.

Network Expansion and Operational Metrics
O’Reilly opened a net 38 new stores during the first quarter, bringing the total store count to 6,416 across the U.S., Puerto Rico, Mexico, and Canada.

The company also reported $755 million in operating cash flow, a 7% increase from the prior year, and generated $455 million in free cash flow after investments.

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ME NEWS 04-24-25

O’Reilly Automotive Announces 15-for-1 Stock Split
March 13, 2025 – O’Reilly Automotive, Inc. (NASDAQ: ORLY) has announced a 15-for-1 stock split, pending shareholder approval of an amendment to its Articles of Incorporation to increase authorized shares.

Key Details:
Stock Split Structure: Shareholders of record as of June 2, 2025, will receive 14 additional shares for each share held.
Distribution Date: New shares will be distributed after market close on June 9, 2025.
Post-Split Trading: Adjusted trading is expected to begin on June 10, 2025.
If approved, the stock split will also result in proportionate adjustments to stock awards, equity incentive plans, and buyback programs. The move aims to enhance stock accessibility and increase liquidity for investors.

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ME NEWS 03-17-25

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