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

O'Reilly Automotive, Inc. reports Wednesday, Oct 28, 2026

ORLY reports after market close with consensus EPS at $0.92 and revenue at $5.00B. Last quarter: ORLY Q1 2026: Comp Sales Surge 8.1%, EPS Guidance Raised on Broad-Based Demand

Reports After market close38 days awayDate estimated Consumer Cyclical

What the street expects

Consensus for the coming report
Consensus EPS $0.92 Calendar consensus
Consensus revenue $5.00B Calendar consensus
Report date Oct 28, 2026 Wednesday, date estimated
Session After market close 38 days away

Where ORLY left off: FY2026 Q1

Full report

ORLY Q1 2026: Comp Sales Surge 8.1%, EPS Guidance Raised on Broad-Based Demand

EPS surprise +3.6% Reported $0.72 vs $0.69
Revenue surprise +2.3% Reported $4.56B vs $4.46B
Stock move +8.4% Event window
Subsequent drift -12.6% Up to 20 sessions

Full-year 2026 EPS guidance raised to $3.15-$3.25 from $3.10-$3.20. Revenue ($18.7-$19B), comparable store sales (3-5%), gross margin (51.5-52%), and capex ($1.3-$1.4B) all maintained.

What to watch on the call

Carried forward from the last transcript

Risks management flagged

  • Rising fuel prices could reduce consumer mileage and discretionary spending on auto parts.
  • Inflation pressure on same-SKU costs and SG&A expenses, including wage and fuel cost increases.
  • Tariff uncertainty and the absence of tariff refunds could affect cost of goods and pricing.
  • Supply-chain constraints from geopolitical events affecting motor-oil pricing.
  • The sustainability of tax-refund and weather-driven demand is uncertain; spend may have been pulled forward from later quarters.

Questions analysts left open

  • Sustainability of market-share gains versus independent and WD competitors.
  • Trajectory of same-SKU inflation and its effect on margins.
  • Whether tax-refund and weather-driven demand will pull forward spend from later quarters.
  • Potential SG&A cost pressure from rising wages and fuel costs.

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Recent ORLY quarters

All ORLY earnings
+8.4%FY2026 Q1

Sources

  1. FN2 corporate events calendar, resolved from the earnings calendar feed
  2. FN2 earnings calendar analyst consensus
  3. Earnings call transcript analysis, FY2026 Q1

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.