O'Reilly reports USD 5.12 billion sales. O'Reilly Automotive stock costs EUR 83.83
Published on 10/29/2026 at 12:52 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWSQuarterly growth and updated guidance
- O'Reilly reported third-quarter sales of USD 5.12 billion on October 28, 2026.
- Full-year comparable-store sales guidance rose to 5.5 percent to 6.5 percent for 2026.
- O'Reilly Automotive stock traded at EUR 83.83 at 12:42 p.m. Berlin time on October 29, 2026.
O'Reilly Automotive (ISIN US67103H1077) reported record third-quarter sales of USD 5.12 billion and raised its full-year 2026 outlook in a release dated October 28, 2026. The company said revenue for the quarter ended September 30 increased 9 percent from USD 4.71 billion a year earlier, while diluted earnings per share rose 14 percent to USD 0.97 from USD 0.85, according to the O'Reilly Automotive release.
Sales growth reaches both customers
Comparable-store sales increased 7.2 percent in the third quarter, after rising 5.6 percent in the same period of 2025. Management said the two-year comparable-sales increase reached 12.8 percent, with double-digit growth in the professional business and mid-single-digit growth in do-it-yourself sales.
Gross profit increased 10 percent to USD 2.68 billion, lifting gross margin to 52.4 percent from 51.9 percent. Operating income rose 13 percent to USD 1.10 billion, while operating margin increased to 21.4 percent from 20.7 percent. Net income reached USD 785.6 million, up from USD 725.9 million.
What does the new outlook include?
O'Reilly raised full-year comparable-store sales guidance to 5.5 percent to 6.5 percent. It also set gross margin guidance at 51.6 percent to 52.1 percent and operating profit guidance at 19.5 percent to 20.0 percent for 2026.
The updated outlook includes revenue of USD 19.0 billion to USD 19.3 billion and diluted earnings per share of USD 3.25 to USD 3.35. The company also expects to open 225 to 235 net new stores during 2026 after opening 173 stores in the first nine months.
Buybacks and the next company date
O'Reilly repurchased 11.8 million shares for USD 1.03 billion during the third quarter. The company said approximately USD 727 million remained under its current authorization at the date of the release. A conference call to discuss the results and future expectations was scheduled for October 29, 2026, at 10:00 a.m. Central Time.
Stock trades at EUR 83.83
O'Reilly Automotive's latest reported quarter combines 9 percent sales growth with a higher operating margin and a broader full-year outlook. The tariff refund benefit of USD 39 million also contributed to the earnings performance, making the margin guidance and underlying sales trends important context for the updated targets.
The stock was trading at EUR 83.83 at Lang & Schwarz on October 29, 2026 at 12:42 p.m. Berlin time.
The further course of trading is shown by the continuously updated real-time quote of O'Reilly Automotive stock.
O'Reilly Automotive key facts
- Company: O'Reilly Automotive, Inc.
- ISIN: US67103H1077
- Ticker: ORLY
- Primary exchange: Nasdaq
- Price Lang & Schwarz as of October 29, 2026, 12:42 p.m. Berlin time: EUR 83.83
- Sector / Industry: Consumer Cyclical / Specialty Retail
Market context: Market report S&P 500.
