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Form 8-K · Current Report · Filed 2026-07-29

O'Reilly Automotive Reports Strong Second Quarter 2026 Earnings

O'Reilly Automotive, Inc. announced strong second quarter 2026 results, with a 6.0% increase in comparable store sales and a 10% increase in diluted earnings per share to $0.86. The company reported $4.89 billion in sales, up 8% year-over-year, and $715 million in net income, up 7%. O'Reilly also repurchased $2.43 billion of its common stock during the first half of 2026. The company raised its full-year 2026 comparable store sales guidance to a range of 4% to 6%.

Filer
O'Reilly Automotive Inc. ORLY · NASDAQ
Filed
Accession
0000898173-26-000042
CIK
0000898173
Signal
Medium impactConsumer Cyclical

Items reported

Item events

Reported Item

Earnings Beat Share Repurchase Program Announced General Statement

Market reaction

Close before filing

$91.17

Next session

-4.2%

Since filing

-2.0%

Latest close

$89.35

What happened, not what will happen — closing prices around the filing date.

Precedent

Previous filings from ORLY reporting the same item, with the next session's move:

About O'Reilly Automotive Inc.

O'Reilly Automotive Inc. is a prominent player in the automotive aftermarket industry, primarily operating as a retailer of automotive parts, tools, supplies, equipment, and accessories in the United States. The company’s core function involves serving both professional service providers and do-it-yourself customers by offering a wide range of replacement parts, maintenance items, and specialized tools across its extensive network of stores. O'Reilly Automotive's robust distribution system ensures that products are readily available to meet customer demand, reflecting their commitment to customer service and inventory management. Notable features of O'Reilly Automotive include its expansion strategy and acquisition history, which have allowed it to grow its market presence significantly. The company operates through a vast number of retail locations across the U.S., contributing to its substantial footprint in the automotive parts market. With a focus on furthering customer experience through technological innovation and enhanced product offerings, O'Reilly continues to uphold its reputation as a leader in the automotive aftermarket sector. Its significant role in the market underscores the critical nature of automotive parts retailers in ensuring the efficiency and longevity of vehicles nationwide.

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