US · Consumer Cyclical · Auto Parts
EPS came in at 0.97 against a street estimate of 0.92 — a beat of 5.4%.
Analysts rate O’Reilly Automotive Inc a buy (23 buy, 6 hold, 0 sell out of 29) with an average price target of $106.46.
CONFIDENT O'Reilly delivered 6% comp growth, 10% EPS growth in Q2, raised full-year guidance. Strong execution across DIY and Pro segments with market-share gains. Affirmed disciplined M&A stance; prioritizing organic growth and shareholder returns. Q2 2026 Geographic expansion continues; no regional performance breakdown provided by management. Analysts pressed on DIY slowdown, M&A speculation, and tariff/inflation dynamics. Management deflected M&A rumors, attributed Q2 moderation to weather, and signaled resilient consumer fundamentals offset near-term pricing headwinds. 2026-07-30…
Full summary in the app.
| Fund | Stake |
|---|---|
| BlackRock Inc | 8.03% |
| Vanguard Capital Management, LLC | 6.73% |
| State Street Corp | 4.56% |
| Amvescap Plc. | 3.31% |
| Geode Capital Management, LLC | 3.01% |
| Vanguard Portfolio Management, LLC | 1.97% |
| Morgan Stanley - Brokerage Accounts | 1.92% |
| Principal Financial Group Inc | 1.77% |
| Document | Date |
|---|---|
| Results announced · Q4 2026 HEADLINE NUMBERS • O’Reilly Automotive reported record third-quarter 2026 revenue and earnings. • Comparable store sales increased 7.2%, following 5 | 2026-10-28 |
| Reg FD disclosure · Q4 2026 HEADLINE NUMBERS • O’Reilly Automotive filed a Form 8-K dated October 1, 2026. • The filing contains no quarterly financial results, revenue, earnin | 2026-10-01 |
| Material agreement · Q3 2026 O'REILLY AUTOMOTIVE, INC. - FORM 8-K SUMMARY HEADLINE NUMBERS • Company issued $1.6 billion in new senior notes on August 14, 2026 - $700 million | 2026-08-14 |
| Material agreement · Q3 2026 O'REILLY AUTOMOTIVE, INC. - FORM 8-K SUMMARY HEADLINE NUMBERS • Company issued $1.6 billion in senior notes across three tranches on August 10, 2026 | 2026-08-11 |
| Quarterly report · Q2 2026 O'REILLY AUTOMOTIVE, INC. — Q2 2026 10-Q SUMMARY HEADLINE NUMBERS • Q2 2026 Sales: $4.892 billion (up 8.1% vs Q2 2025: $4.525 billion) • H1 2026 Sal | 2026-08-07 |
| Results announced · Q3 2026 O'REILLY AUTOMOTIVE, INC. – Q2 2026 RESULTS SUMMARY HEADLINE NUMBERS • Q2 2026 sales: $4.89 billion (up 8% vs. $4.53 billion in Q2 2025) • Q2 2026 c | 2026-07-29 |
| Board / officer change · Q3 2026 O'REILLY AUTOMOTIVE, INC. — FORM 8-K SUMMARY July 10, 2026 --- HEADLINE NUMBERS • New Executive Vice President and Chief Supply Chain Officer appoi | 2026-07-10 |
| Quarterly report · Q1 2026 O'REILLY AUTOMOTIVE INC – Q1 2026 SUMMARY HEADLINE NUMBERS • Sales Q1 2026: $4,560,539 thousand vs. $4,136,924 thousand Q1 2025 (up 10.2%) • Net Inc | 2026-05-08 |
Readable in the app.
| Action | Detail | Date |
|---|---|---|
| Split | 15 : 1 effective Jun 10, 2025 | 2025-06-10 |
| Announcement | Date |
|---|---|
| Board approves $2.0 billion increase to share repurchase program O'Reilly Automotive announced on June 1, 2026 that its Board of Directors approved a $2.0 billion increase to its stock repurchase program, bringing total authorization to $31.75 billion. Th | 2026-06-01 |
| Board approves increase to share repurchase program authorization O'Reilly Automotive's Board of Directors approved a $2.0 billion increase to its share repurchase program on November 18, 2025, bringing the total authorization to $29.75 billion. This addit | 2025-11-18 |
Technicals, trade setups with a published hit rate, AI analysis and earnings-call summaries for O’Reilly Automotive Inc — free to start.
Open in the appGoogle PlayApp StoreData updated 2026-11-07.