ORLY · O Reilly Automotive Inc
$91.05
-1.54 (-1.66%)
At close · Aug 14
Market Cap
$74.46B
Shares
808.96M
O Reilly Automotive Inc Earnings Call Transcripts
Every quarterly earnings call for O Reilly Automotive Inc (ORLY) — the full transcript with speaker labels, the audio replay, AI call highlights and a management-tone score, plus the matching 8-K earnings release and the quarter's 10-Q or 10-K. Investor days and conferences appear here too.
Revenue & result across quarters
Revenue Net income YoY up YoY down artefacts
▲9.2%
$3.80B
$585.44M
'22 Q3
22-10-26
▲10.7%
$3.64B
$528.57M
'22 Q4
23-02-08
▲12.5%
$3.71B
$516.88M
'23 Q1
23-04-26
▲10.8%
$4.07B
$627.37M
'23 Q2
23-07-26
▲10.7%
$4.20B
$649.83M
'23 Q3
23-10-25
▲5.1%
$3.83B
$552.50M
'23 Q4
24-02-07
▲7.2%
$3.98B
$547.24M
'24 Q1
24-04-24
▲5%
$4.27B
$622.85M
'24 Q2
24-07-24
▲3.8%
$4.36B
$665.46M
'24 Q3
24-10-23
▲6.9%
$4.10B
$551.13M
'24 Q4
25-02-05
▲4%
$4.14B
$538.49M
'25 Q1
25-04-23
▲5.9%
$4.53B
$668.60M
'25 Q2
25-07-23
▲7.8%
$4.71B
$725.90M
'25 Q3
25-10-22
▲7.8%
$4.41B
$605.23M
'25 Q4
26-02-05
▲10.2%
$4.56B
$604.18M
'26 Q1
26-04-30
LATEST
▲8.1%
$4.89B
$715.06M
'26 Q2
26-07-30
Earnings call
FY26 · Q2
2026-07-30
Second Quarter 2026 Earnings Conference Call
Positive tone
Comparable store sales and revenue momentum
Gross margin and supplier negotiations
Consumer demand and economic caution
Revenue
$4.89B
▲ 8.1% YoY Diluted EPS
$0.86
▲ 10.3% YoY Gross margin
51.4%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY26 · Q1
2026-04-30
O Reilly Automotive Inc Q1 FY2026 Earnings Call
Confident tone
Share gains and competitive landscape
Tax refund season tailwind
Fuel costs and miles driven risk
Revenue
$4.56B
▲ 10.2% YoY Diluted EPS
$0.72
▲ 16.1% YoY Gross margin
51.5%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY25 · Q4
2026-02-05
O Reilly Automotive Inc Q4 FY2025 Earnings Call
Positive tone
2026 guidance and outlook
Comparable store sales performance
DIY vs professional business mix
Revenue
$4.41B*
▲ 7.8% YoY Gross margin
51.8%
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY25 · Q3
2025-10-22
O Reilly Automotive Inc Q3 FY2025 Earnings Call
Confident tone
Comparable store sales performance
Tariffs and pricing
Supplier diversification and First Brands
Revenue
$4.71B
▲ 7.8% YoY Diluted EPS
$0.85
▲ 11.8% YoY Gross margin
51.9%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY25 · Q2
2025-07-23
O Reilly Automotive Inc Q2 FY2025 Earnings Call
Positive tone
Professional vs DIY business mix
Team members and culture
Comparable store sales performance
Revenue
$4.53B
▲ 5.9% YoY Diluted EPS
$0.78
▲ 11.4% YoY Gross margin
51.4%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY25 · Q1
2025-04-23
O Reilly Automotive Inc Q1 FY2025 Earnings Call
Positive tone
Tariffs and trade policy uncertainty
Comparable store sales and quarterly results
Gross margin and pricing approach
Revenue
$4.14B
▲ 4% YoY Diluted EPS
$0.62
▲ 1.1% YoY Gross margin
51.3%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY24 · Q4
2025-02-05
O Reilly Automotive Inc Q4 FY2024 Earnings Call
Positive tone
DIY and professional business mix
Comparable store sales performance
Macroeconomic caution and tariff risk
Revenue
$4.10B*
▲ 6.9% YoY Gross margin
51.3%
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY24 · Q3
2024-10-23
O Reilly Automotive Inc Q3 FY2024 Earnings Call
Positive tone
DIY Consumer Pressure
Tariffs and China Exposure
Professional (DIFM) Business Momentum
Revenue
$4.36B
▲ 3.8% YoY Diluted EPS
$0.76
▲ 6.3% YoY Gross margin
51.6%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY24 · Q2
2024-07-24
O Reilly Automotive Inc Q2 FY2024 Earnings Call
Cautious tone
Gross Margin and Product Acquisition Costs
Sales Performance and Comps
Professional vs DIY Business Mix
Revenue
$4.27B
▲ 5% YoY Diluted EPS
$0.70
▲ 2.7% YoY Gross margin
50.7%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY24 · Q1
2024-04-24
O Reilly Automotive Inc Q1 FY2024 Earnings Call
Confident tone
Comparable store sales performance
Mexico expansion
DIY business
Revenue
$3.98B
▲ 7.2% YoY Diluted EPS
$0.61
▲ 11.1% YoY Gross margin
51.2%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY23 · Q4
2024-02-07
O Reilly Automotive Inc Q4 FY2023 Earnings Call
Confident tone
2024 guidance and outlook
SG&A discipline and reinvestment
Comparable store sales and market outperformance
Revenue
$3.83B
▲ 5.1% YoY Diluted EPS
$0.62
▲ 10.6% YoY Gross margin
51.3%
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY23 · Q3
2023-10-25
O Reilly Automotive Inc Q3 FY2023 Earnings Call
Revenue
$4.20B
▲ 10.7% YoY Diluted EPS
$0.71
▲ 16.9% YoY Gross margin
51.4%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY23 · Q2
2023-07-26
O Reilly Automotive Inc Q2 FY2023 Earnings Call
Revenue
$4.07B
▲ 10.8% YoY Diluted EPS
$0.68
▲ 16.4% YoY Gross margin
51.3%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY23 · Q1
2023-04-26
O Reilly Automotive Inc Q1 FY2023 Earnings Call
Revenue
$3.71B
▲ 12.5% YoY Diluted EPS
$0.55
▲ 15.5% YoY Gross margin
51.0%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY22 · Q4
2023-02-08
O Reilly Automotive Inc Q4 FY2022 Earnings Call
Revenue
$3.64B
▲ 10.7% YoY Diluted EPS
$0.56
▲ 9.6% YoY Gross margin
50.9%
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY22 · Q3
2022-10-26
O Reilly Automotive Inc Q3 FY2022 Earnings Call
Revenue
$3.80B
▲ 9.2% YoY Diluted EPS
$0.61
▲ 13.6% YoY Gross margin
50.9%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY22 · Q2
2022-07-27
O Reilly Automotive Inc Q2 FY2022 Earnings Call
Revenue
$3.67B
▲ 5.9% YoY Diluted EPS
$0.59
▲ 5.4% YoY Gross margin
51.3%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY22 · Q1
2022-04-27
O Reilly Automotive Inc Q1 FY2022 Earnings Call
Revenue
$3.30B
▲ 6.6% YoY Diluted EPS
$0.48
▲ 1.6% YoY Gross margin
51.8%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY21 · Q4
2022-02-09
O Reilly Automotive Inc Q4 FY2021 Earnings Call
Revenue
$3.29B
▲ 16.4% YoY Diluted EPS
$0.51
▲ 41.5% YoY Gross margin
52.7%
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY21 · Q3
2021-10-27
O Reilly Automotive Inc Q3 FY2021 Earnings Call
Revenue
$3.48B
▲ 8.5% YoY Diluted EPS
$0.54
▲ 14.1% YoY Gross margin
52.3%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY21 · Q2
2021-07-28
O Reilly Automotive Inc Q2 FY2021 Earnings Call
Revenue
$3.47B
▲ 12.1% YoY Diluted EPS
$0.56
▲ 17.3% YoY Gross margin
52.7%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY21 · Q1
2021-04-28
O Reilly Automotive Inc Q1 FY2021 Earnings Call
Revenue
$3.09B
▲ 24.8% YoY Diluted EPS
$0.47
▲ 77.8% YoY Gross margin
53.1%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY20 · Q4
2021-02-10
O Reilly Automotive Inc Q4 FY2020 Earnings Call
Revenue
$2.83B
▲ 13.9% YoY Diluted EPS
$0.36
▲ 27.1% YoY Gross margin
52.0%
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY20 · Q3
2020-10-28
O Reilly Automotive Inc Q3 FY2020 Earnings Call
Revenue
$3.21B
▲ 20.3% YoY Diluted EPS
$0.47
▲ 39.2% YoY Gross margin
52.4%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY20 · Q2
2020-07-29
O Reilly Automotive Inc Q2 FY2020 Earnings Call
Revenue
$3.09B
▲ 19.4% YoY Diluted EPS
$0.47
▲ 57.4% YoY Gross margin
53.0%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY20 · Q1
2020-04-22
O Reilly Automotive Inc Q1 FY2020 Earnings Call
Revenue
$2.48B
▲ 2.7% YoY Diluted EPS
$0.26
▼ 2% YoY Gross margin
52.3%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY19 · Q4
2020-02-05
O Reilly Automotive Inc Q4 FY2019 Earnings Call
Revenue
$2.48B
▲ 7.3% YoY Diluted EPS
$0.28
▲ 14.2% YoY Gross margin
53.3%
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Showing 1–27 of 27 earnings calls
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