O'Reilly Auto Parts is an American auto parts retailer that provides automotive aftermarket parts, tools, supplies, equipment, and accessories in the United States serving both the professional service providers and do-it-yourself customers.
| Revenue (TTM) | $18.99B |
| Gross Profit (TTM) | $9.83B |
| EBITDA | $4.30B |
| Operating Margin | 21.40% |
| Return on Equity | 58.60% |
| Return on Assets | 13.90% |
| Revenue/Share (TTM) | $22.90 |
| Book Value | $-2.60 |
| Price-to-Book | 206.18 |
| Price-to-Sales (TTM) | 3.81 |
| EV/Revenue | 4.409 |
| EV/EBITDA | 19.38 |
| Quarterly Earnings Growth (YoY) | 13.40% |
| Quarterly Revenue Growth (YoY) | 8.80% |
| Shares Outstanding | $804.61M |
| Float | $796.86M |
| % Insiders | 0.51% |
| % Institutions | 90.00% |
Volatility is currently expanding
O'Reilly's Q3 2026 earnings beat estimates on robust sales and tariff refunds, while strong professional demand and margin gains fueled a higher 2026 outlook.
O'Reilly Automotive remains a Hold as robust fundamentals are offset by a stretched valuation. Q3 saw strong 7.2% U.S. comp sales growth and 10%+ professional segment gains, but margin expansion was aided by a one-off tariff refund. International expansion, especially in Mexico and Canada, offers a long growth runway, though near-term impact is limited.
O'Reilly Automotive, Inc. ( ORLY ) Q3 2026 Earnings Call October 29, 2026 11:00 AM EDT Company Participants Jeremy Fletcher - Executive VP & CFO Brad Beckham - Chief Executive Officer Brent Kirby - President Conference Call Participants Scot Ciccarelli - Truist Securities, Inc., Research Division David Bellinger - Mizuho Securities USA LLC, Research Division Simeon Gutman - Morgan Stanley, Research Division Katharine McShane - Goldman Sachs Group, Inc., Research Division Michael Lasser - UBS Investment Bank, Research Division Steven Forbes - Guggenheim Securities, LLC, Research Division Presentation Operator Welcome to the O'Reilly Automotive, Inc. Third Quarter 2026 Earnings Call. My name is Tom, and I will be your operator for today's call.
O'Reilly Automotive NASDAQ: ORLY reported third-quarter 2026 comparable store sales growth of 7.2%, exceeding management's expectations and prompting the automotive-parts retailer to raise its full-year sales, margin, operating-profit and earnings guidance.
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SPRINGFIELD, Mo., Oct. 28, 2026 (GLOBE NEWSWIRE) -- O'Reilly Automotive, Inc. (the “Company” or “O'Reilly”) ( Nasdaq: ORLY), a leading retailer in the automotive aftermarket industry, today announced record revenue and earnings for its third quarter ended September 30, 2026.
After reaching an important support level, O'Reilly Automotive (ORLY) could be a good stock pick from a technical perspective. ORLY surpassed resistance at the 200-day moving average, suggesting a long-term bullish trend.
Besides Wall Street's top-and-bottom-line estimates for O'Reilly Automotive (ORLY), review projections for some of its key metrics to gain a deeper understanding of how the company might have fared during the quarter ended September 2026.
O'Reilly Automotive (ORLY) possesses the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.
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