O’Reilly Automotive (NASDAQ:ORLY) Posts Quarterly Earnings Results, Meets Expectations

O’Reilly Automotive (NASDAQ:ORLY) posted its quarterly earnings data on Wednesday. The specialty retailer reported $0.86 EPS for the quarter, meeting analysts’ consensus estimates of $0.86, Zacks reports. O’Reilly Automotive had a negative return on equity of 263.22% and a net margin of 14.30%.The business had revenue of $4.89 billion for the quarter, compared to analyst estimates of $4.86 billion. During the same quarter last year, the company earned $0.78 earnings per share. The business’s revenue for the quarter was up 8.1% compared to the same quarter last year. O’Reilly Automotive updated its FY 2026 guidance to 3.200-3.300 EPS.

O’Reilly Automotive Stock Performance

Shares of ORLY traded down $3.41 during trading hours on Thursday, hitting $87.22. The stock had a trading volume of 5,827,068 shares, compared to its average volume of 6,768,361. O’Reilly Automotive has a 12-month low of $82.59 and a 12-month high of $108.71. The firm has a market cap of $72.28 billion, a P/E ratio of 28.54, a P/E/G ratio of 2.01 and a beta of 0.51. The company’s fifty day simple moving average is $88.32 and its 200 day simple moving average is $91.74.

More O’Reilly Automotive News

Here are the key news stories impacting O’Reilly Automotive this week:

• Positive Sentiment: Second-quarter revenue reached a record $4.89 billion, exceeding estimates of approximately $4.86 billion and increasing 8.1% year over year. Comparable-store sales rose 6.0%, indicating continued demand for automotive aftermarket products. O’Reilly Automotive Second Quarter 2026 Results
• Positive Sentiment: Diluted EPS was $0.86, up 10% from $0.78 a year earlier and slightly above the $0.85 Zacks consensus estimate. The company also reported $2.0 billion in year-to-date operating cash flow and $2.4 billion in share repurchases, supporting per-share growth and shareholder returns. O’Reilly Automotive Q2 Earnings and Revenues Beat Estimates
• Neutral Sentiment: O’Reilly maintained fiscal 2026 EPS guidance of $3.20-$3.30 and revenue guidance of $18.9 billion-$19.2 billion. The EPS midpoint of $3.25 matches consensus, while the revenue range largely brackets the $19.1 billion analyst forecast, signaling stable expectations rather than a material upgrade. O’Reilly Q2 CY2026 Revenue Results
• Negative Sentiment: Although revenue beat estimates and earnings improved, the quarter did not produce a significant guidance increase. With shares valued at roughly 29 times earnings, investors may have been looking for a larger outlook upgrade; the in-line forecast can weigh on the stock despite healthy operating results.

Analyst Ratings Changes

A number of equities research analysts have recently commented on the stock. UBS Group lifted their price target on shares of O’Reilly Automotive from $114.00 to $120.00 and gave the stock a “buy” rating in a report on Friday, May 1st. Evercore reiterated an “outperform” rating and issued a $115.00 price target on shares of O’Reilly Automotive in a report on Friday, May 1st. Roth Capital reissued a “buy” rating and set a $109.00 price target on shares of O’Reilly Automotive in a research note on Monday, May 4th. Wells Fargo & Company set a $100.00 price objective on O’Reilly Automotive in a research report on Friday, July 24th. Finally, Wolfe Research set a $98.00 target price on O’Reilly Automotive in a research report on Wednesday, July 15th. One investment analyst has rated the stock with a Strong Buy rating, fifteen have given a Buy rating and three have assigned a Hold rating to the company. According to MarketBeat, O’Reilly Automotive has an average rating of “Moderate Buy” and an average target price of $110.22.

Insider Activity at O’Reilly Automotive

In other O’Reilly Automotive news, Director John Raymond Murphy sold 2,595 shares of O’Reilly Automotive stock in a transaction that occurred on Monday, May 18th. The shares were sold at an average price of $88.67, for a total transaction of $230,098.65. Following the transaction, the director directly owned 4,000 shares of the company’s stock, valued at $354,680. The trade was a 39.35% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is accessible through this hyperlink. Also, SVP Robert Allen Dumas sold 84,600 shares of the company’s stock in a transaction on Wednesday, May 20th. The stock was sold at an average price of $92.60, for a total transaction of $7,833,960.00. Following the sale, the senior vice president directly owned 1,782 shares of the company’s stock, valued at approximately $165,013.20. This trade represents a 97.94% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold a total of 105,730 shares of company stock valued at $9,815,388 over the last three months. Insiders own 0.77% of the company’s stock.

Institutional Investors Weigh In On O’Reilly Automotive

Several institutional investors and hedge funds have recently modified their holdings of ORLY. Wilkerson Advisory Group LLC acquired a new position in O’Reilly Automotive during the 4th quarter worth approximately $27,000. Kemnay Advisory Services Inc. purchased a new stake in shares of O’Reilly Automotive during the fourth quarter valued at approximately $30,000. BNP Paribas raised its stake in shares of O’Reilly Automotive by 1,400.0% during the second quarter. BNP Paribas now owns 390 shares of the specialty retailer’s stock valued at $35,000 after purchasing an additional 364 shares during the period. Darwin Wealth Management LLC acquired a new position in shares of O’Reilly Automotive during the second quarter worth $38,000. Finally, Wealth Watch Advisors INC lifted its position in shares of O’Reilly Automotive by 93.4% during the fourth quarter. Wealth Watch Advisors INC now owns 439 shares of the specialty retailer’s stock worth $40,000 after purchasing an additional 212 shares in the last quarter. Hedge funds and other institutional investors own 85.00% of the company’s stock.

O’Reilly Automotive Company Profile

O’Reilly Automotive, Inc is a leading retailer and distributor in the automotive aftermarket, supplying parts, tools, supplies and accessories for both professional service providers and do‑it‑yourself (DIY) customers. The company’s product assortment covers replacement parts, maintenance items, performance parts, collision components and shop equipment, complemented by diagnostic tools, batteries, chemicals and consumables. O’Reilly serves customers through company-operated retail stores, commercial sales programs for repair shops and maintenance fleets, and digital channels that support parts lookup, ordering and fulfillment.

The company operates a broad supply chain that includes regional distribution centers to support rapid replenishment of store inventory and commercial deliveries.