O'Reilly Automotive (NASDAQ:ORLY) Announces FY 2026 Earnings Guidance

Key Points

• O’Reilly raised FY 2026 guidance to EPS of $3.25–$3.35 and revenue of $19.0–$19.3 billion, broadly in line with analyst expectations.
• The company reported a strong third quarter, with EPS of $0.97 versus the $0.93 consensus, revenue of $5.12 billion, and 8.8% year-over-year sales growth. Comparable-store sales increased 7.2%.
• Analysts remain broadly positive, with a “Moderate Buy” consensus and an average price target of $107.89, though the stock faced selling pressure and trades at roughly 28 times earnings; insiders have also sold shares recently.

O'Reilly Automotive (NASDAQ:ORLY - Get Free Report) updated its FY 2026 earnings guidance on Friday morning. The company provided earnings per share guidance of 3.250-3.350 for the period, compared to the consensus estimate of 3.280. The company issued revenue guidance of $19.0 billion-$19.3 billion, compared to the consensus revenue estimate of $19.1 billion.

Wall Street Analyst Weigh In

Several analysts recently commented on the company. Roth Capital reaffirmed a "buy" rating and set a $111.00 price objective (up from $109.00) on shares of O'Reilly Automotive in a research note on Friday, July 31st. BNP Paribas Exane lowered their price target on O'Reilly Automotive from $116.00 to $115.00 and set an "outperform" rating for the company in a report on Friday, July 31st. Robert W. Baird set a $100.00 price target on O'Reilly Automotive and gave the stock a "neutral" rating in a research report on Friday, July 31st. Royal Bank Of Canada reaffirmed an "outperform" rating and set a $111.00 price target (up from $110.00) on shares of O'Reilly Automotive in a research report on Tuesday, October 20th. Finally, Bank of America assumed coverage on O'Reilly Automotive in a report on Monday. They set a "buy" rating and a $106.00 price objective on the stock. One research analyst has rated the stock with a Strong Buy rating, sixteen have given a Buy rating and three have assigned a Hold rating to the company. According to data from MarketBeat, O'Reilly Automotive currently has a consensus rating of "Moderate Buy" and a consensus price target of $107.89.

O'Reilly Automotive Price Performance

ORLY stock opened at $88.07 on Friday. O'Reilly Automotive has a one year low of $82.59 and a one year high of $102.46. The stock has a market cap of $71.25 billion, a price-to-earnings ratio of 27.74, a price-to-earnings-growth ratio of 2.18 and a beta of 0.54. The company has a fifty day moving average price of $87.21 and a two-hundred day moving average price of $90.57.

O'Reilly Automotive (NASDAQ:ORLY - Get Free Report) last released its quarterly earnings results on Wednesday, October 28th. The specialty retailer reported $0.97 earnings per share for the quarter, beating the consensus estimate of $0.93 by $0.04. O'Reilly Automotive had a net margin of 14.27% and a negative return on equity of 221.77%. The firm had revenue of $5.12 billion for the quarter, compared to analysts' expectations of $5.02 billion. During the same period in the prior year, the firm earned $0.85 EPS. The business's revenue was up 8.8% on a year-over-year basis. Research analysts anticipate that O'Reilly Automotive will post 3.28 EPS for the current fiscal year.

Insider Activity at O'Reilly Automotive

In other news, Director Thomas Hendrickson sold 1,000 shares of the firm's stock in a transaction that occurred on Friday, August 28th. The shares were sold at an average price of $87.83, for a total transaction of $87,830.00. Following the transaction, the director directly owned 18,675 shares of the company's stock, valued at approximately $1,640,225.25. This trade represents a 5.08% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this hyperlink. Also, Director Maria Sastre sold 2,000 shares of O'Reilly Automotive stock in a transaction that occurred on Wednesday, August 12th. The shares were sold at an average price of $91.85, for a total transaction of $183,700.00. Following the completion of the sale, the director owned 14,970 shares of the company's stock, valued at approximately $1,374,994.50. The trade was a 11.79% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Over the last three months, insiders have sold 6,000 shares of company stock worth $550,530. Corporate insiders own 0.77% of the company's stock.

Key Headlines Impacting O'Reilly Automotive

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

• Positive Sentiment: Solid Q3 beat: O'Reilly reported adjusted earnings of $0.97 per share, above the $0.93 consensus estimate, while revenue reached $5.12 billion versus expectations of $5.02 billion. Sales increased 8.8% year over year. O'Reilly Automotive Third Quarter 2026 Results
• Positive Sentiment: Strong comparable-store sales: Comparable sales rose 7.2%, signaling resilient demand for automotive aftermarket products and supporting management’s decision to raise full-year guidance. O'Reilly Automotive Q3 2026 Comps and Guidance
• Positive Sentiment: Analyst support: Wells Fargo raised its price target from $100 to $105 and maintained an “overweight” rating, implying meaningful upside from the referenced share price. Wells Fargo O'Reilly Automotive Rating
• Neutral Sentiment: Investor expectations were elevated: O'Reilly rallied ahead of the release on expectations for durable demand and another guidance increase, potentially limiting the positive reaction to results that otherwise exceeded estimates. O'Reilly Automotive Pre-Earnings Rally
• Negative Sentiment: Post-earnings selling pressure: The decline following the filing indicates that traders may be taking profits or viewing the beat and guidance increase as insufficient relative to the stock’s valuation, which remains elevated at roughly 28 times earnings. O'Reilly Automotive Post-Earnings Price Swing

About O'Reilly Automotive

O'Reilly Automotive, Inc is a specialty retailer of automotive aftermarket parts, tools, supplies and accessories. The company serves both do-it-yourself customers and professional service technicians, offering products used for vehicle maintenance, repair and customization. Its merchandise includes replacement parts, batteries, filters, lighting products, shop equipment, automotive chemicals and related accessories.

Founded in 1957 by the O'Reilly family, the company began as a single store in Springfield, Missouri.

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