O’Reilly Automotive (NASDAQ:ORLY) Issues Quarterly Earnings Results, Hits Estimates

O’Reilly Automotive (NASDAQ:ORLY) announced its quarterly earnings results on Wednesday. The specialty retailer reported $0.86 EPS for the quarter, hitting analysts’ consensus estimates of $0.86, Zacks reports. The firm had revenue of $4.89 billion during the quarter, compared to analysts’ expectations of $4.86 billion. O’Reilly Automotive had a net margin of 14.27% and a negative return on equity of 291.77%. The company’s revenue for the quarter was up 8.1% compared to the same quarter last year. During the same quarter last year, the company earned $0.78 earnings per share. O’Reilly Automotive updated its FY 2026 guidance to 3.200-3.300 EPS.

O’Reilly Automotive Stock Up 2.0%

ORLY traded up $1.72 during trading on Friday, hitting $89.08. The company’s stock had a trading volume of 2,518,250 shares, compared to its average volume of 6,793,964. The firm’s 50 day moving average price is $88.22 and its two-hundred day moving average price is $91.69. O’Reilly Automotive has a 12 month low of $82.59 and a 12 month high of $108.71. The stock has a market capitalization of $73.82 billion, a price-to-earnings ratio of 28.37, a price-to-earnings-growth ratio of 2.00 and a beta of 0.51.

Trending Headlines about O’Reilly Automotive

Here are the key news stories impacting O’Reilly Automotive this week:

• Positive Sentiment: Q2 results showed resilient demand. Revenue rose 8.1% year over year to $4.89 billion, exceeding the $4.86 billion consensus estimate. Diluted EPS increased 10% to $0.86, in line with some estimates and above the $0.78 reported a year earlier. Comparable-store sales grew 6.0%, while sales to professional customers also strengthened. O’Reilly Automotive Second Quarter 2026 Results
• Positive Sentiment: Share repurchases are supporting per-share value. O’Reilly repurchased approximately $2.4 billion of stock, and recent coverage indicates the company is completing an existing authorization while ramping up additional repurchases. Buybacks can provide support for EPS and signal management’s confidence in the company’s valuation. O’Reilly Is Ramping Up Repurchases
• Positive Sentiment: Analysts see upside despite a target adjustment. Morgan Stanley maintained an “overweight” rating and reduced its price target from $112 to $108, still implying substantial potential upside. Other analysis argues that ORLY may be undervalued following the earnings update and buyback activity. Is O’Reilly Automotive Undervalued?
• Neutral Sentiment: Full-year guidance is broadly consistent with expectations. O’Reilly forecast FY 2026 EPS of $3.20-$3.30 and revenue of $18.9-$19.2 billion, ranges that largely bracket consensus estimates of $3.25 EPS and $19.1 billion in revenue. The outlook is supportive, but does not represent a major upward surprise. O’Reilly Q2 Earnings Beat

Wall Street Analysts Forecast Growth

ORLY has been the topic of several analyst reports. Truist Financial set a $108.00 price objective on O’Reilly Automotive in a research note on Thursday, April 30th. Morgan Stanley decreased their price target on O’Reilly Automotive from $112.00 to $108.00 and set an “overweight” rating on the stock in a research note on Thursday. Wolfe Research set a $98.00 price target on O’Reilly Automotive in a research report on Wednesday, July 15th. Roth Capital reiterated a “buy” rating and set a $111.00 price objective on shares of O’Reilly Automotive in a research note on Friday. Finally, UBS Group reissued a “buy” rating on shares of O’Reilly Automotive in a report on Friday. One analyst has rated the stock with a Strong Buy rating, fifteen have assigned a Buy rating and three have assigned a Hold rating to the company’s stock. According to data from MarketBeat, O’Reilly Automotive has an average rating of “Moderate Buy” and an average target price of $108.44.

Insider Buying and Selling

In related news, Director Thomas Hendrickson sold 1,200 shares of O’Reilly Automotive stock in a transaction dated Friday, May 29th. The stock was sold at an average price of $88.32, for a total value of $105,984.00. Following the completion of the transaction, the director directly owned 19,675 shares of the company’s stock, valued at $1,737,696. The trade was a 5.75% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is available through the SEC website. Also, CEO Brad W. Beckham sold 13,635 shares of the company’s stock in a transaction dated Friday, May 8th. The stock was sold at an average price of $95.00, for a total transaction of $1,295,325.00. Following the transaction, the chief executive officer owned 12,250 shares in the company, valued at approximately $1,163,750. This trade represents a 52.68% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. In the last quarter, insiders have sold 105,730 shares of company stock valued at $9,815,388. Insiders own 0.77% of the company’s stock.

Institutional Investors Weigh In On O’Reilly Automotive

Several hedge funds and other institutional investors have recently added to or reduced their stakes in ORLY. Wilkerson Advisory Group LLC bought a new position in O’Reilly Automotive in the 4th quarter worth approximately $27,000. Kemnay Advisory Services Inc. bought a new position in O’Reilly Automotive in the 4th quarter valued at $30,000. Kelleher Financial Advisors acquired a new stake in shares of O’Reilly Automotive in the 3rd quarter valued at $42,000. BNP Paribas raised its position in shares of O’Reilly Automotive by 1,400.0% during the second quarter. BNP Paribas now owns 390 shares of the specialty retailer’s stock worth $35,000 after acquiring an additional 364 shares during the last quarter. Finally, Darwin Wealth Management LLC bought a new stake in shares of O’Reilly Automotive during the second quarter worth $38,000. Institutional investors and hedge funds own 85.00% of the company’s stock.

O’Reilly Automotive Company Profile

O’Reilly Automotive, Inc is a leading retailer and distributor in the automotive aftermarket, supplying parts, tools, supplies and accessories for both professional service providers and do‑it‑yourself (DIY) customers. The company’s product assortment covers replacement parts, maintenance items, performance parts, collision components and shop equipment, complemented by diagnostic tools, batteries, chemicals and consumables. O’Reilly serves customers through company-operated retail stores, commercial sales programs for repair shops and maintenance fleets, and digital channels that support parts lookup, ordering and fulfillment.

The company operates a broad supply chain that includes regional distribution centers to support rapid replenishment of store inventory and commercial deliveries.