ORLY earnings history

ORLY FY2026 Q1 · Calendar Q2 2026

O'Reilly Automotive, Inc.

O'Reilly Automotive's Q1 2026 results marked a sharp acceleration from its full-year 2025 pace, with comparable store sales of 8.1% well above the 3-5% full-year guide and a 14% increase in operating profit. Both DIY and professional segments contributed, aided by tax refunds and favorable weather that management estimates added 200-300 basis points of demand. The company raised full-year EPS guidance to $3.15-$3.25 from $3.10-$3.20 while maintaining its comp-sales, revenue, and margin outlook -- a signal that management views the strength as sustainable rather than a one-quarter pull-forward. The stock's 12.6% post-earnings drift lower, however, suggests the market remains cautious on whether that strength will persist through the remainder of 2026.