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O'Reilly AutomotiveORLY · Auto Parts
ORLY · October 28, 2026After close · Since the same-day regular close
+3.72%Session snapshot

O'Reilly Automotive (ORLY) Q3 2026 Earnings Review

Earnings results

  • EPS beat

    Actual: $0.97 · Cons.: $0.93.

  • Revenue beat

    Actual: $5.121B · Cons.: $5.02B.

  • Guidance raised

    2026 profit/share $3.25–$3.35 vs. $3.20–$3.30.

By Stocks To Buy Now AI ResearchPublished

20
THE CATALYST

What the company reported

Strong professional repair demand drove 7.2% comparable store sales growth and an earnings beat, prompting higher annual profit and revenue guidance, while tariff refunds supported margins.

AT A GLANCE

Q3 2026 earnings recap

O'Reilly Automotive shares rose about 3.7% after results as strong repair-shop demand lifted sales and management raised its full-year profit outlook.

  • Revenue grew 9% to $5.12 billion, above the $5.02 billion consensus, while diluted profit per share of $0.97 beat the $0.93 estimate.
  • Sales at established US stores rose 7.2%, with double-digit growth from professional repair customers pointing to continued demand for replacement parts.
  • Operating margin rose to 21.4% from 20.7%, although $39 million in tariff refunds helped profits and should not be assumed to recur.
  • Management raised its 2026 profit-per-share outlook to $3.25–$3.35 from $3.2–$3.3 and lifted expected same-store sales growth to 5.5%–6.5% from 4%–6%.
  • Operating cash flow reached $2.6 billion over nine months, while share repurchases helped profit per share grow faster than net income.
  • The $90.44 pre-results close valued shares at about 28 times trailing profit, and the after-close rise carried them above recent highs near $92.

Watch the October 29 earnings call for demand and margin expectations, with weaker consumer spending and the loss of one-time refund benefits the key risks.

THE VISUAL RESEARCH

Financials, technicals and earnings

Charts through Oct 28, 2026.

Financials
Technicals
Earnings & peers
WHAT TO WATCH

Technical setup and risks

Shares traded above recent highs near $92 after results; the next regular session will test whether the breakout holds, with $88.4–$89.5 the earlier support area.

AI-assisted earnings research with verified issuer results. Charts use the stated completed session. Educational information; investing involves risk.

EXPLORE COMPANY RESEARCH

O'Reilly Automotive: the full stock picture

Earnings history, financials, price action and peer comparisons — all below.
Open ORLY stock page ↗

EXPLORE THE COMPANY

O'Reilly Automotive (ORLY)

Explore earnings, price action, financials and industry comparisons.

Symbol
ORLY
Sector
Consumer Cyclical
Industry
Auto Parts
Instrument type
EQUITY

Profile information from our saved company catalog. This is not a live quote or confirmation of current listing status.

EARNINGS & COMPANY RESEARCH

ORLY earnings, valuation & price action

View in calendar ↗
NEXT EXPECTED REPORTOct 28 2026After close · ET
EPS ESTIMATE0.93
REVENUE ESTIMATE5.02B

Expected dates may change. Estimates use the source’s reporting currency. Quotes and research are snapshots, not live prices.

Loading ORLY earnings research…

ORLY earnings previews and market catalysts

October 28, 2026: Microsoft and Alphabet earnings put paid AI adoption to the test
2026-10-28 · Microsoft and Alphabet lead the evening earnings watch. ServiceNow’s new Google Cloud integrations add a concrete test of paid AI adoption, while KLA, T-Mobile, Fortinet, Equinix and O’Reilly face distinct demand and margin questions.

October 28, 2026 earnings watch: Microsoft, Alphabet and the return on AI spending
2026-10-28 · Microsoft and Alphabet lead the after-close earnings watch. Focus on cloud growth, AI spending and cash flow, alongside subscription demand, chip investment, wireless customers and auto-parts sales.

All upcoming earnings catalysts →

02 / FINANCIALS

O'Reilly Automotive financials

Revenue, earnings, cash flow and financial strength in one view.

Reporting currency unconfirmed.

Revenue
Net income
Gross profit
Operating income
EBITDA
Operating cash flow
Capital expenditure
Cash
Total assets
Total liabilities
Shareholder equity
Total debt
Net profit margin
Gross margin
Short interest: days to cover
How to read these financial metrics

Figures use the app’s saved statements for the displayed period, not a trailing-year total. Margins divide profit by revenue; quick ratio uses current assets less inventory divided by current liabilities. Compare dates and currencies before comparing companies.

03 / WHAT COMES NEXT

O'Reilly Automotive event catalysts

Company earnings and scheduled market events that may change expectations.

2026-10-28

ORLY earnings

Watch reported results, management’s outlook and the share-price reaction.

See earnings expectations ↑
2026-10-282:00 PM ET

FOMC rate decision

Watch the statement and rate outlook; the first market reaction can reverse during the press conference.

Release schedule ↗Scheduled
2026-10-282:30 PM ET

Fed chair press conference

Listen for changes in the outlook for inflation, employment and future policy.

Release schedule ↗Scheduled
2026-10-298:30 AM ET

Initial jobless claims

Use the multiweek trend to distinguish normal volatility from a sustained increase in layoffs.

Release schedule ↗Scheduled
2026-10-298:30 AM ET

PCE inflation & consumer spending

Compare core PCE and real spending with expectations to assess inflation alongside demand.

Release schedule ↗Scheduled
2026-10-298:30 AM ET

Q3 GDP · advance estimate

Separate consumer demand from inventory and trade effects; revisions can change the growth picture.

Release schedule ↗Scheduled
2026-10-308:30 AM ET

Employment Cost Index

Persistent compensation pressure can affect margins and the inflation outlook.

Release schedule ↗Scheduled
2026-10-30Market close

Russell indexes · rank day

A ranking checkpoint, not an announcement that a particular stock has been included.

Release schedule ↗Scheduled
2026-11-0210:00 AM ET

ISM manufacturing PMI

Watch new orders and prices paid for the balance between demand and inflation.

Release schedule ↗Scheduled

Dates use U.S. Eastern time and can change. Calendar events provide context; they do not determine the direction of a stock move.

04 / SIDE BY SIDE

Compare ORLY with its peers

Industry · Compare valuation, financial strength and price performance.

Companies with valuation data0
Peer median positive P/E
ORLY P/E
ORLY peer comparison: valuation
CompanyPriceMarket capP/EForward P/EP/SForward P/S
ORLYO'Reilly Automotive

The peer median excludes the selected stock and is based on 0 available positive multiples. P/E median excludes negative or missing earnings multiples. Peer reports can have different fiscal periods and currencies; values are not currency-converted.

05 / PEER ANALYSIS

Explore ORLY alongside its peers

Auto Parts · 11 companies · Cached market data

Comparison

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ORLYO'Reilly Automotive

Market cap: 73.26B
Price / sales:

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0 of 11 companies have both plotted values.

P/S distribution

Trailing price-to-sales multiples · 0 companies

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11 companies excluded from P/S statistics because sales are non-positive or the saved multiple is missing. Statistics include all valid positive values, including those outside the focused chart range.

Companies

Showing 8 of 11 matching companies · Largest market cap first

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  • Market cap 48.82BP/E P/S Forward P/E Forward P/S Catalog snapshot
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  • Market cap 18.48BP/E P/S Forward P/E Forward P/S Catalog snapshot
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  • Market cap 17.72BP/E P/S Forward P/E Forward P/S Catalog snapshot
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  • Market cap 12.11BP/E P/S Forward P/E Forward P/S Catalog snapshot
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  • Market cap 5.91BP/E P/S Forward P/E Forward P/S Catalog snapshot
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  • Market cap 3.28BP/E P/S Forward P/E Forward P/S Catalog snapshot
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How this comparison works

Uses the saved companies from the same industry and listing market, including ORLY, ordered by cached market cap. Company snapshots can have different dates; the web cache may cover fewer metrics and periods than the app.

Periods end at each company’s dated price snapshot. Change compares the latest saved observation with one at or before the selected period’s start. A daily price change uses consecutive saved sessions. Financial data updates quarterly, so short periods may show no change. Missing history and zero starting values are excluded; a negative starting value uses its absolute value as the denominator.

Metrics use saved ratios and percentages. Market caps use the listing market’s reporting currency; underlying financial statements may use different currencies. Circle sizes have a minimum for touch visibility, and an outlined circle indicates a missing market cap. These comparisons describe data, not recommendations or price predictions.

Related research

Company research, movers, earnings and options results.

INDUSTRY COMPARISON

ORLY industry peers

Auto Parts · Oct 16, 2026 · Closing-price performance

No industry peers are available in the current heatmap coverage.