ORLY · O Reilly Automotive Inc · Webcasts, Transcripts & Audio
$92.19
+0.63 (+0.69%)
At close · Nov 13
Return incl. dividend (before tax)
Play latest call
Q3 2026 earnings call transcript
Market Cap
$73.94B
Shares
802.05M
Volume · Nov 13
4.62M
Avg daily vol (3M)
5.97M
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O Reilly Automotive Inc Webcasts
Earnings calls, investor updates, investor days and conferences for O Reilly Automotive Inc (ORLY), with available transcripts, audio replays and slides. Earnings calls also include available highlights, earnings releases and periodic filings.
Pull transcripts and briefs through the earnings call transcript API or MCP →
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Earnings call
FY26 · Q3
2026-10-29
O Reilly Automotive Inc (ORLY) Q3 2026 Earnings Call Transcript
Confident tone
Gross-margin pressures and tariff refunds
Consumer demand and pricing
Comparable sales and market-share gains
Revenue
$5.12B
▲ 8.8% YoY Diluted EPS
$0.97
▲ 14.1% YoY Gross margin
52.4%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Capital Markets Day
Investor event
2026-09-17
O Reilly Automotive Inc (ORLY) September 17, 2026 Capital Markets Day Transcript
No reported result — non-financial event
Audio
Transcript
Slides
Earnings call
FY26 · Q2
2026-07-30
O Reilly Automotive Inc (ORLY) Q2 2026 Earnings Call Transcript
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
Annual General Meeting
Investor event
2026-05-14
O Reilly Automotive Inc (ORLY) May 14, 2026 Annual General Meeting Transcript
No reported result — non-financial event
Audio
Transcript
Slides
Earnings call
FY26 · Q1
2026-04-30
O Reilly Automotive Inc (ORLY) Q1 2026 Earnings Call Transcript
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 (ORLY) Q4 2025 Earnings Call Transcript
Positive tone
2026 guidance and outlook
DIY vs professional business mix
Comparable store sales performance
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 (ORLY) Q3 2025 Earnings Call Transcript
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 (ORLY) Q2 2025 Earnings Call Transcript
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 (ORLY) Q1 2025 Earnings Call Transcript
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 (ORLY) Q4 2024 Earnings Call Transcript
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 (ORLY) Q3 2024 Earnings Call Transcript
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 (ORLY) Q2 2024 Earnings Call Transcript
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 (ORLY) Q1 2024 Earnings Call Transcript
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 (ORLY) Q4 2023 Earnings Call Transcript
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 (ORLY) Q3 2023 Earnings Call Transcript
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 (ORLY) Q2 2023 Earnings Call Transcript
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 (ORLY) Q1 2023 Earnings Call Transcript
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 (ORLY) Q4 2022 Earnings Call Transcript
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 (ORLY) Q3 2022 Earnings Call Transcript
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 (ORLY) Q2 2022 Earnings Call Transcript
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 (ORLY) Q1 2022 Earnings Call Transcript
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 (ORLY) Q4 2021 Earnings Call Transcript
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 (ORLY) Q3 2021 Earnings Call Transcript
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 (ORLY) Q2 2021 Earnings Call Transcript
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 (ORLY) Q1 2021 Earnings Call Transcript
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 (ORLY) Q4 2020 Earnings Call Transcript
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 (ORLY) Q3 2020 Earnings Call Transcript
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 (ORLY) Q2 2020 Earnings Call Transcript
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 (ORLY) Q1 2020 Earnings Call Transcript
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 (ORLY) Q4 2019 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
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