The Nasdaq 100 carved out a fresh intraday record by midday Tuesday as the artificial intelligence trade powered ahead.
O'Reilly's revenue growth accelerated to 8.1% in Q2 2026, driven by 6.0% comparable store sales, while gross margin expanded 70 basis points year-over-year to 51.4%, reflecting pricing power and private-label mix. However, SG&A inflation from wage and insuranc...
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Revenue growth accelerated to 8.1% in Q2 2026 with gross margin at 51.4%, up 70 basis points year-over-year, but SG&A inflation limited operating leverage as operating income grew 7.8%, slightly below revenue growth.
O'Reilly Automotive operates 6,644 stores across 48 U.S. states, Puerto Rico, Mexico, and Canada, providing broad market coverage.
The company serves both professional service providers and do-it-yourself customers, diversifying its revenue streams.
Founded in 1957 by the O'Reilly family, the company has a long-standing reputation in the automotive parts retail industry.
Trailing total returns as of 9/24/2026, which may include dividends or other distributions. Benchmark is S&P 500 (^GSPC).
Check whether operating performance supports the current valuation.
Recent results and news deserve attention only when they alter the forward view.
| Quarter | EPS (Act vs Est) | Revenue (Act vs Est) |
|---|---|---|
Q3 2026Latest Jul 29, 2026 | $0.86-0.2% vs $0.86 | $4.9B+0.6% vs $4.9B |
Q2 2026 Apr 29, 2026 | $0.72+3.6% vs $0.69 | $4.6B+2.3% vs $4.5B |
Q1 2026 Feb 4, 2026 | $0.71-2.2% vs $0.73 | $4.4B+0.5% vs $4.4B |
Q4 2025 Oct 22, 2025 | $0.85+2.0% vs $0.83 | $4.7B+0.3% vs $4.7B |
The Nasdaq 100 carved out a fresh intraday record by midday Tuesday as the artificial intelligence trade powered ahead.
AutoZone (NYSE:AZO | AZO Price Prediction) delivered a fourth quarter that beat on profit but missed on sales, and the reaction is running through auto parts retailers rather than through consumer discretionary as a whole.
Nykredit A S acquired a new stake in O'Reilly Automotive, Inc. (NASDAQ: ORLY) in the second quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor acquired 369,634 shares of the specialty retailer's stock, valued at approximately $34,040,000. A number of other large investors
O'Reilly Automotive NASDAQ: ORLY used its 2026 Analyst Day to highlight its promote-from-within culture, distribution network, store expansion plans and opportunities in Mexico and Canada, while reiterating that it would not provide new outlook or update guidance beyond its most recent earnings release.
Benchmark ORLY against direct peers instead of judging its metrics in isolation.
Key metrics vs top competitors for O'Reilly Automotive, Inc. (ORLY)
| Company | Price | Market Cap | P/E Ratio | Rev Growth (1Y) | Net Margin | ROE | Div Yield |
|---|---|---|---|---|---|---|---|
| $85.90 | $71.19B | 28.92 | 6.42% | 14.27% | — | — | |
| $2843.34 | $46.54B | 19.63 | 2.43% | 12.4% | — | — | |
| $41.10 | $2.48B | 56.30 | -5.42% | 0.97% | 3.79% | — | |
| $128.76 | $17.75B | 273.96 | 3.46% | 0.13% | 0.72% | — | |
| $8.34 | $67.54M | -1.02 | -7.02% | -5.35% | -47.19% | — | |
| $23.43 | $5.97B | 9.97 | -3.06% | 3.37% | 7.06% | — |
O'Reilly Automotive, Inc. (ORLY) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.
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O'Reilly Automotive, Inc. (ORLY) SEC filings — annual & quarterly reports (10-K, 10-Q)
Aug 14, 2026·SEC
Aug 11, 2026·SEC
Jul 29, 2026·SEC
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O'Reilly Automotive, Inc. (ORLY) stock FAQ — growth, dividends, profitability & financials explained
O'Reilly Automotive, Inc. (ORLY) reported $18.57B in revenue for fiscal year 2025. This represents a 7065% increase from $259.2M in 1996.
O'Reilly Automotive, Inc. (ORLY) grew revenue by 6.4% over the past year. This is steady growth.
Yes, O'Reilly Automotive, Inc. (ORLY) is profitable, generating $2.65B in net income for fiscal year 2025 (14.3% net margin).
O'Reilly Automotive, Inc. (ORLY) generated $2.16B in free cash flow for fiscal year 2025. Positive FCF indicates the company can fund dividends, buybacks, or reinvestment.