O'Reilly Automotive, Inc. · ORLY · Next earnings

O'Reilly Automotive, Inc. reports Wednesday, Feb 3, 2027

ORLY reports after market close with consensus EPS at $0.77 and revenue at $4.70B. Last quarter: O'Reilly raises guidance as comparable sales accelerate

Reports After market close91 days awayDate estimated Consumer Cyclical

What the street expects

Consensus for the coming report
Consensus EPS $0.77 Calendar consensus
Consensus revenue $4.70B Calendar consensus
Report date Feb 3, 2027 Wednesday, date estimated
Session After market close 91 days away

Where ORLY left off: FY2026 Q3

Full report

O'Reilly raises guidance as comparable sales accelerate

EPS surprise +4.3% Reported $0.97 vs $0.93
Revenue surprise +2.1% Reported $5.12B vs $5.02B
Stock move -2.7% Event window
Subsequent drift 0.0% Up to 20 sessions

Management raised full-year sales, EPS and operating-margin guidance; the analysis does not provide the revised figures.

What to watch on the call

Carried forward from the last transcript

Risks management flagged

  • Tariff-refund benefits may not recur, leaving underlying margin pressure more visible.
  • Petroleum-category pricing and commodity volatility could pressure margins.
  • Higher SG&A, weather variability and leverage are ongoing watchpoints.

Questions analysts left open

  • How durable tariff-refund support is for gross margin.
  • Whether petroleum-category pricing pressure limits margin recovery.
  • How weather and consumer conditions affect DIY demand.

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Recent ORLY quarters

All ORLY earnings
-2.7%FY2026 Q3-3.6%FY2026 Q2+8.4%FY2026 Q1-4.0%FY2025 Q4

Sources

  1. FN2 corporate events calendar, resolved from the earnings calendar feed
  2. FN2 earnings calendar analyst consensus
  3. Earnings call transcript analysis, FY2026 Q3

Methodology

The report date comes from FN2's resolved corporate-events calendar and is marked estimated until the company confirms it. Consensus figures are the calendar's latest analyst estimates for the fiscal period and are not an FN2 forecast.

Risks and open questions are carried forward verbatim from FN2's structured analysis of the previous earnings call. Missing values stay missing and are never estimated.

By FN2 Research · Updated . For educational purposes only; not investment advice.