O'Reilly Automotive, Inc.

(NASDAQ Global Select)

Top News rankings and signal summaries are processed using AI and may contain errors.

1
Very Bullish +85

O'Reilly Automotive, Inc. Reports First Quarter 2026 Results

AI-generated analysis

O'Reilly Automotive, Inc. (NASDAQ: ORLY) reported its first quarter 2026 results on April 29, 2026, marking a period of record revenue and earnings driven by strong operational performance. The company achieved an 8.1% increase in comparable store sales for the quarter ended March 31, 2026,...

Bullish Signals

  • O'Reilly reported record Q1 revenue and earnings.
  • Q1 comparable sales grew 8.1% exceeding expectations.
  • Diluted EPS increased 16% to $0.72.
  • Total quarterly revenue jumped 10% to $4.56B.
  • Gross profit margin expanded to 51.5% of sales.

Bearish Signals

  • Sales decelerate from prior single-digit growth; Q1 same-store up only 8.1%.
  • Cost inflation outpaces revenue as SGA expenses rise despite profit gains.
  • Share buybacks consume most cash flow, limiting funds for growth or dividends.
  • CapEx commitment exceeds modest free cash flow guidance by significant margin.
  • 22.6% tax rate miss from volatility could severely impact net income and EPS.
2
Very Bullish +80

O’Reilly Automotive, Inc. Reports First Quarter 2026 Results

AI-generated analysis

O'Reilly Automotive, Inc. announced record revenue and earnings for its first quarter ended March 31, 2026, highlighting a robust performance in the automotive aftermarket industry. The company reported an 8.1% increase in comparable store sales and a 16% rise in diluted earnings per share (EPS)...

Bullish Signals

  • O'Reilly Automotive reported record revenue and earnings for its first quarter ended March 31, 2026, with comparable store sales growth of 8.1%.
  • Diluted earnings per share increased 16% to $0.72, demonstrating strong profitability driven by double-digit growth in the professional business and mid-single digit growth in DIY.
  • Sales for the first quarter increased 10% to $4.56 billion, while gross profit margins improved to 51.5% of sales from 51.3% a year ago.
  • The company generated $1 billion in net cash provided by operating activities year-to-date, providing strong liquidity for share buybacks and future investments.
  • O'Reilly repurchased an additional 3.6 million shares at an average price of $92.83 following the quarter, with approximately $1.14 billion remaining under its current share repurchase authorization.
  • The company raised its full-year 2026 diluted earnings per share guidance to a range of $3.15 to $3.25, signaling management confidence in sustained demand and operational execution.
  • Full-year revenue guidance was updated to between $18.7 billion and $19.0 billion, representing potential growth from the prior year.
  • Operating income margins are guided to expand to a range of 19.3% to 19.8%, reflecting successful expense management and productivity gains.
  • Free cash flow guidance is strengthened to a range of $1.8 billion to $2.1 billion, indicating robust capital generation capabilities.

Bearish Signals

  • Share repurchases reduced shares outstanding by 13.6 million in Q1 2026, with $923 million invested in just the first quarter and an additional $338 million subsequent to the period, raising potential capital allocation concerns.
  • Comparable store sales guidance for full-year 2026 is modest at 3.0% to 5.0%, representing a significant slowdown compared to the 8.1% growth achieved in Q1 and the 3.6% from Q1 2025.
  • Capital expenditures are guided between $1.3 billion to $1.4 billion for 2026, which may pressure free cash flow generation relative to operating cash flow of $3.1 billion to $3.5 billion.
  • The company repurchased a total of 1.48 billion shares since 2011, indicating aggressive use of excess cash that could limit financial flexibility for future acquisitions or economic downturns.
3
Very Bullish +78

O'Reilly Automotive stock: Q3 growth and insider filing in focus

Earnings report Insider transaction Store expansion AI-generated analysis

O'Reilly Automotive reported robust third-quarter performance, driven by strong sales growth and a strategic focus on store expansion. The company posted quarterly sales of $5.12 billion for the period ended September 30, 2026, representing a 9% increase year-over-year. Diluted earnings per share climbed 14% to...

Bullish Signals

  • Q3 sales rose 9% to $5.12 billion.
  • EPS surged 14% to $0.97.
  • Comparable-store sales grew 7.2%.
  • Raised full-year comparable-store sales guidance.
  • Gross-margin guidance lifted to 51.6%-52.1%.
4
Very Bullish +85

O’Reilly Automotive, Inc. Reports Third Quarter 2026 Results

Earnings report Guidance raised Share buyback AI-generated analysis

O'Reilly Automotive reported record third-quarter results for the period ended September 30, 2026, driven by robust comparable store sales growth and strong operational performance. Third quarter comparable store sales increased 7.2%, contributing to a total revenue increase of $416 million, or 9%, year-over-year to reach...

Bullish Signals

  • Revenue hit record $5.12B, up 9% year-over-year.
5
Very Bullish +82

O'Reilly (ORLY) Q1 2026 Earnings Call Transcript

AI-generated analysis

O'Reilly Auto Parts reported strong first quarter results for 2026, driven by an 8.1% increase in comparable store sales that exceeded expectations and a double-digit total sales growth of 10.2%. The company attributes this performance to robust contributions from both its professional and DIY business...

Bullish Signals

  • Comparable store sales increased 8.1% in the first quarter, surpassing company expectations and driving double-digit total sales growth of 10.2% when including new stores and international contributions.
  • Operating profit rose 14% due to a strategic focus on profitable growth and rigorous expense control, demonstrating strong operational efficiency.
  • Diluted earnings per share grew 16% in the quarter, further enhanced by the return of excess capital through an active share repurchase program.
  • The professional business segment delivered a third consecutive quarter of double-digit comparable store sales, indicating sustained momentum in this key segment.
  • First quarter results were driven by better-than-expected growth in ticket counts across both DIY and professional segments, exceeding initial expectations.
  • Favorable industry tailwinds, including warm and dry winter weather combined with larger income tax refunds, supported consumer spending and vehicle maintenance activity.
  • Company management maintains confidence that the sales momentum reflects genuine share gains being won on both sides of the business, not just seasonal effects.
  • Growth in average ticket was a mid-single-digit contributor to comps, aligning well with inflation expectations for same-SKU items.
  • Broad-based strength was observed across many undercar hard part categories, coupled with continued healthy performance in maintenance categories like oil, filters, and fluids.

Bearish Signals

  • Consumer caution remains evident despite broad-based strength, with management explicitly warning that future results assume a continuation of this uncertain consumer stance.
  • Discretionary categories are showing relative weakness compared to historical precedents, though this is partially attributed to soft prior-year comparisons rather than pure demand deterioration.
  • The company's growth strategy relies heavily on the front half of 2026 benefiting from same-SKU inflation of approximately 6%, which introduces a dependency on persistent inflation to drive comparable store sales.
  • First quarter results are subject to significant seasonal volatility driven by winter weather patterns and the timing of tax refunds, complicating the assessment of underlying business trends.
6
Bullish +75

O'Reilly Automotive (ORLY) Down 10.2% Since Last Earnings Report: Can It Rebound?

AI-generated analysis

O'Reilly Automotive (ORLY) shares have declined 10.2% since its first-quarter 2026 earnings release, underperforming the S&P 500 over the past month. Despite the recent stock dip, the company reported adjusted EPS of $0.72 for the quarter, beating analyst estimates by 4.18% and showing a sequential...

Bullish Signals

  • EPS beats Zacks estimate by 4.18% at 72 cents.
  • Quarterly revenues reach $4.56 billion, beating estimates.
  • Comparable store sales rise 8.1%, outperforming segments.
  • Free cash flow totals $785.1 million, supporting capital return.

Bearish Signals

  • Shares lost 10.2% since last earnings report.
  • Momentum Score: D grade (bottom 40%).
  • Inventory rose sharply to $5.81 billion.
  • Long-term debt increased to $6.2 billion.
  • Consensus estimate shifted -8.66%.
7
Bullish +75

O'Reilly Automotive stock gets lift from Q3 growth and outlook

Earnings report Store expansion AI-generated analysis

O'Reilly Automotive reported record third-quarter revenue and earnings for the period ended September 30, 2026, driven by strong demand across its professional and do-it-yourself businesses. Third-quarter comparable-store sales increased 7.2 percent, resulting in a two-year stack of 12.8 percent. Professional customer sales grew at a...

Bullish Signals

  • Q3 revenue hit $5.12B with net income of $786M.
  • Comparable-store sales rose 7.2% in Q3.
  • Raised full-year 2026 comparable-store sales outlook to 5.5-6.5%.
  • Gross margin expanded to 52.4% in Q3.

Bearish Signals

  • $39M tariff refund masks true Q4 margin sustainability.
  • Margin expansion may not persist without one-time benefits.
8
Bullish +72

Barclays PLC Acquires 332,783 Shares of O'Reilly Automotive, Inc. $ORLY - MarketBeat

AI-generated analysis

Barclays PLC significantly increased its stake in O'Reilly Automotive (ORLY) by 12% during the fourth quarter, acquiring an additional 332,783 shares. This move brought Barclays' total holding to 3.11 million shares, valued at approximately $283.5 million, representing about 0.37% of the company's outstanding stock. O'Reilly...

Bullish Signals

  • Barclays increased investment by 12% in Q4.
  • Beat EPS expectations with $0.72 vs $0.69 consensus.
  • Revenue grew 10.2% YoY to $4.56 billion.
  • Top analysts issue outperform ratings with higher targets.
  • Consensus target of $112.25 shows upside from $91.

Bearish Signals

  • Insiders sold over 105,000 shares in last three months.
  • CEO reduced direct ownership by more than half to 52.68%.
  • Stock trades below 50-day ($91.60) and 200-day ($93.33) averages.
9
Very Bullish +80

O’Reilly Automotive Delivers Robust Q1, Lifts EPS Outlook

AI-generated analysis

O’Reilly Automotive reported robust first-quarter results with comparable store sales rising 8.1% year over year, driven by both professional and do-it-yourself customer segments. Total sales grew 10.2%, adding $424 million in revenue, supported by new store openings including international operations which contributed $91 million. Operating...

Bullish Signals

  • Comparable store sales rose 8.1% driven by ticket growth.
  • Total sales jumped 10.2% to $424 million.
  • Operating profit surged 14% with margins hitting 51.5%.
  • Diluted EPS grew 16% aided by a $923M buyback.
  • Free cash flow hit $785 million versus last year's $455M.
  • Private labels now cover over half of total revenue.
  • Opened 59 net new stores in Q1 for expansion.
  • Guidance remains at 3% to 5% for full-year comparable sales.
  • Capital expenditures stay on schedule for major projects.

Bearish Signals

  • Rising fuel prices threaten consumer spending and volatility.
  • Distribution costs may challenge current profitability outlooks.
  • Geopolitical risks could raise freight costs and hurt margins.
  • Q1 results rely on cyclical tailwinds that may fade.
  • Increased inventory reduces cash conversion flexibility if sales slow.
  • Working capital strain risks the year-end targets.
10
Bullish +70

O'Reilly Q1 Earnings Surpass Estimates on Strong Comps Growth

AI-generated analysis

O'Reilly Automotive reported first-quarter adjusted earnings per share of 72 cents, surpassing the consensus estimate of 69 cents and marking a significant increase from 62 cents in the same quarter last year. The company also exceeded revenue expectations with $4.56 billion reported against an estimate...

Bullish Signals

  • EPS beat estimates, rising 4.18% year-over-year to 72 cents.
  • Revenues hit $4.56 billion, exceeding analyst expectations.
  • Comparable store sales grew 8.1% with 59 new openings.
  • Gross margin held firm at 51.5% despite cost pressures.
  • Operating income climbed to $841.6 million, improving margins.
  • Funds aggressive buybacks: 13.6M shares for $1.26B.
  • Cash grew to $252.6 million supporting expansion.
  • Lifted EPS guidance to $3.15-$3.25 range.
  • Raised operating margin outlook to 19.3%-19.8%.

Bearish Signals

  • Zacks Rank #4 (Sell) indicates unattractive valuations for O'Reilly Automotive.
  • Long-term debt rose to $6.2 billion, increasing financial leverage.
  • Inventory jumped to $5.81 billion, risking high carrying costs.
  • Accounts payable surged to $7.24 billion, relying heavily on suppliers.
  • Browser incompatibility issues may hinder access for legacy users.
11
Bullish +75

O'Reilly Automotive jumps over 6% after Q1 beat

AI-generated analysis

O'Reilly Automotive (ORLY) shares rose more than 6% in early Thursday trading following the retailer's report of a first quarter that significantly outperformed analyst expectations. The automotive aftermarket parts supplier posted GAAP earnings per share of $0.72, which exceeded forecasts by $0.02, while revenue for...

Bullish Signals

  • Shares jumped 6% on strong Q1 performance.
  • GAAP EPS of $0.72 beat estimates by $0.02.
  • Revenue reached $4.56 billion, exceeding expectations.
12
Bullish +75

O'Reilly Automotive stock trades at EUR 77.48 before quarterly results

Earnings report AI-generated analysis

O'Reilly Automotive reported strong second-quarter financial performance with revenue reaching USD 4.89 billion, representing an 8.10 percent year-over-year increase. Diluted earnings per share rose to USD 0.86 from the previous period's USD 0.78, driven by solid operational growth across its retail footprint. Key growth metrics...

Bullish Signals

  • Revenue grew 8.10% YoY to $4.89B in Q2 2026.
  • Diluted EPS reached $0.86, showing improved profitability.
  • Professional sales expanded 12.50% for the fourth quarter.
  • Comparable-store sales rose 6.00%, indicating strong performance.
  • Fiscal 2026 guidance projects EPS between $3.20-$3.30.
13
Bullish +65

IFP Advisors Inc Increases Stake in O'Reilly Automotive, Inc. $ORLY - MarketBeat

AI-generated analysis

IFP Advisors Inc. significantly increased its stake in O'Reilly Automotive (ORLY) by 30.3% during the fourth quarter, adding 10,943 shares to a total holding of 47,086 shares valued at approximately $4.3 million. This move aligns with broader institutional interest, as other firms like Welch Group...

Bullish Signals

  • IFP Advisors increased stake by 30.3% in Q4.
  • Beat EPS $0.72 with 10.2% revenue growth to $4.56B.
  • UBS raised target to $120; DA Davidson to $114.
  • FY 2026 guidance of $3.15-$3.25 EPS aligns with expectations.
  • Institutional ownership remains high at 85%.

Bearish Signals

  • CEO and Director sold over $1.8M in last three months.
  • JPMorgan lowered price target from $114 to $108.
  • Stock trades below 200-day moving average of $94.27.
14
Bullish +75

Roth Capital Lifts PT on O’Reilly Automotive (ORLY) Stock - Insider Monkey

AI-generated analysis

Roth Capital Partners has raised its price target on O'Reilly Automotive (ORLY) to $109 from $108, maintaining a 'Buy' rating. The analyst firm cites the company's strong Q1 2026 performance and management's raised full-year guidance as key drivers for this constructive outlook. O'Reilly reported an...

Bullish Signals

  • Roth Capital raised price target to $109.
  • Full-year diluted EPS guidance raised to $3.15-$3.25.
  • Q1 2026 comparable store sales rose 8.1%.
  • Diluted EPS grew 16% in Q1 2026.
15
Somewhat Bullish +50

ORLY Q1 Deep Dive: Market Share Gains and Consumer Demand Drive Upside

AI-generated analysis

Auto parts and accessories retailer O’Reilly Automotive (NASDAQ:ORLY) reported strong first-quarter results for calendar year 2026, beating Wall Street revenue expectations with sales rising 10.2% year over year to $4.56 billion against estimates of $4.46 billion. The company's GAAP profit per share reached $0.72, surpassing...

Bullish Signals

  • O'Reilly Automotive reported Q1 revenue of $4.56 billion, surpassing analyst estimates of $4.46 billion with a year-over-year growth rate of 10.2%.
  • GAAP profit per share reached $0.72, exceeding the consensus estimate by 3.3%, while Adjusted EBITDA beat expectations by 4.7%.
  • Same-store sales demonstrated strong momentum, rising 8.1% year over year compared to 3.6% in the prior quarter.
  • The company expanded its physical footprint, increasing its total location count to 6,644 from 6,416 in the previous quarter.
  • The professional segment delivered double-digit comparable sales growth for the third consecutive quarter, securing new customers and deepening existing relationships.
  • Private label products now account for over 50% of total revenue, providing enhanced margin flexibility and supply chain agility.
  • Management achieved 34 basis points of SG&A leverage despite elevated volumes through disciplined expense management and productivity gains.
  • O'Reilly is actively winning market share from smaller competitors and independent auto parts retailers facing cost pressures.
  • CEO Brad Beckham emphasized that sales momentum reflects share gains being won on both professional and DIY sides of the business.

Bearish Signals

  • Full-year revenue guidance of $18.85 billion at the midpoint came in 0.6% below analysts' estimates, indicating conservative expectations despite Q1 beat.
  • CEO Brad Beckham stressed ongoing consumer caution and potential cost headwinds, specifically warning that rapid increases in fuel costs could impact spending even in nondiscretionary sectors.
  • Management remains alert to the potential for sudden demand pullbacks affecting volumes, particularly among lower- and middle-income customers driven by sustained inflation and fuel price spikes.
  • While O'Reilly aims to manage costs, it remains cautious about passing along higher domestic freight or fuel costs unless inflation becomes broad-based, which could compress margins if not passed through.
  • CFO Jeremy Fletcher emphasized the need to maintain service quality and inventory availability to sustain share gains, highlighting execution risks in a volatile macro environment.
  • The stockStory team explicitly identifies sustaining transaction growth in both segments and maintaining SG&A leverage as key upcoming watch points, suggesting potential vulnerabilities in these areas.
16
Bullish +75

ORLY Q1 Deep Dive: Market Share Gains and Consumer Demand Drive Upside

AI-generated analysis

Auto parts retailer O'Reilly Automotive reported first-quarter fiscal year 2026 results that surpassed Wall Street's revenue expectations while posting adjusted earnings per share that beat analyst estimates. The company recorded total revenue of $4.56 billion, representing a 10.2% year-over-year increase compared to the previously estimated...

17
Bullish +65

O'Reilly Automotive Details Supply Chain Edge, Store Growth and Canada Plans

Store expansion Supply chain changes AI-generated analysis

O'Reilly Automotive executives highlighted the company's robust supply chain and internal promotion culture as key competitive advantages during a recent investor presentation. CEO Brad Beckham emphasized that their five-night-a-week replenishment cycle, supported by 32 metro-area distribution centers, enables average delivery times of under 25 minutes...

Bullish Signals

  • Store openings increased by 40%.
  • Parts delivered in under 25 minutes.
  • Maintains accretive gross margins despite costs.
18
Slightly Bullish +25

O'Reilly Automotive sets third-quarter date for O'Reilly Automotive stock

Analyst upgrade Earnings report AI-generated analysis

O'Reilly Automotive has scheduled the release of its third-quarter 2026 financial results for October 28, 2026, following a conference call on October 29. The company previously reported strong second-quarter performance with revenue reaching USD 4.89 billion, an increase of 8.10% year over year, and net...

Bullish Signals

  • Revenue hit $4.89B, beating the $4.86B consensus.
  • Revenue grew 8.10% year-over-year in Q2.
  • Net income reached $715.06 million for Q2.

Bearish Signals

  • EPS matched estimates exactly, leaving no room for error.
  • Bernstein price target of $94 is below consensus.
19
Bullish +65

Banque Transatlantique SA Grows Stake in O'Reilly Automotive, Inc ...

AI-generated analysis

Banque Transatlantique SA significantly increased its stake in O'Reilly Automotive, Inc. (NASDAQ:ORLY) by 54.5% during the fourth quarter, acquiring an additional 220,801 shares to hold a total of 625,744 shares valued at $57.2 million. This position represents 1.4% of Banque Transatlantique's total holdings and ranks...

Bullish Signals

  • Banque Transatlantique SA position surged 54.5% in Q4.
  • O'Reilly Automotive beat EPS with $0.72 vs $0.69 estimate.
  • Revenue hit $4.56 billion, up 10.2% year-over-year.
  • FY 2026 guidance of $3.15-$3.25 EPS matches consensus.
  • Major brokerages issued Buy ratings and raised targets.
  • Institutional ownership stands high at 85.00%.
  • Net margin remains strong at 14.30%.

Bearish Signals

  • SVP sold 84,600 shares, reducing stake by 97.94%.
  • Director sold 1,200 shares, decreasing ownership by 5.75%.
  • Insiders sold 105,730 shares worth $9.8 million recently.
  • Negative ROE of -263.22% indicates high leverage.
20
Bullish +65

O'Reilly Automotive, Inc. $ORLY Shares Acquired by Resources Management Corp CT ADV - MarketBeat

AI-generated analysis

Resources Management Corp CT ADV significantly increased its stake in O'Reilly Automotive (ORLY) by 240.2% in the fourth quarter, ending with 92,240 shares valued at approximately $8.4 million. This move represents roughly 1.1% of the fund's portfolio and marks ORLY as the fund's 20th largest...

Bullish Signals

  • Beat Q1 EPS ($0.72) and revenue ($4.56B) estimates.
  • FY2026 guidance of $3.15–$3.25 EPS matches analyst forecast.
  • Institutional stake rose 240% with major funds adding.
  • Consensus 'Moderate Buy' rating with $112.25 price target.
  • Net margin reached 14.30% despite macro headwinds.

Bearish Signals

  • Insiders sold 105,730 shares worth $9.8 million last quarter.
  • Negative return on equity stands at -263.22% for the quarter.
  • SVP Hopper and Director Murphy significantly reduced their holdings.