O'Reilly Automotive, Inc.

(NASDAQ Global Select)
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Slightly Bullish +25

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

Analyst upgrade Earnings report AI-generated analysis

πŸ“… O'Reilly Automotive has set its third-quarter 2026 earnings release date for October 28, 2026, with a conference call scheduled for October 29.

πŸ’° Second-quarter revenue reached USD 4.89 billion, representing an 8.10% year-over-year increase driven by strong store-level performance.

πŸ“ˆ Net income for the quarter ended June 30, 2026, was USD 715.06 million, with diluted earnings per share of USD 0.86.

πŸ† Revenue exceeded the USD 4.86 billion consensus estimate, though EPS matched analyst expectations at USD 0.86.

πŸͺ The company operates a network of 6,695 stores across 48 U.S. states and international markets including Mexico and Canada.

πŸ“‰ Bernstein maintained a Hold rating on O'Reilly with a price target of USD 94.00 as of October 7, 2026.

πŸ”„ MarketBeat reported that Sanford C. Bernstein upgraded the stock to Hold on October 1, 2026, with a consensus target of USD 106.50.

πŸ“Š The stock was trading at EUR 77.30 on October 12, 2026, according to Lang & Schwarz data.

Bullish Signals
  • O'Reilly Automotive reported second-quarter revenue of USD 4.89 billion, which exceeded the USD 4.86 billion consensus estimate.
  • The company achieved an 8.10% year-over-year revenue increase in the second quarter, demonstrating strong top-line growth.
  • O'Reilly generated net income of USD 715.06 million for the quarter ended June 30, 2026.
Risk Factors
  • Diluted earnings per share of USD 0.86 matched the consensus estimate exactly, leaving no room for error in the upcoming third-quarter report.
  • Bernstein maintained a Hold rating with a price target of USD 94.00, which is below the MarketBeat consensus target of USD 106.50.
Full 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 income of USD 715.06 million. Operating across 6,695 stores in the U.S., Puerto Rico, Mexico, and Canada as of June 30, 2026, O'Reilly exceeded revenue consensus estimates at USD 4.86 billion while earnings per share matched the USD 0.86 consensus. Analysts are now watching to determine if this robust revenue growth trajectory can be sustained into the third quarter. Market sentiment remains mixed ahead of the upcoming report. Bernstein maintained a Hold rating with a price target of USD 94.00, while MarketBeat noted a recent upgrade to Hold with a higher consensus target of USD 106.50. The stock was trading at EUR 77.30 on October 12, 2026, reflecting investor anticipation for the next major operating update.