ORLY · O Reilly Automotive Inc · Earnings Call Transcripts & Audio
$85.41
-0.66 (-0.77%)
At close · Sep 30
Return incl. dividend (before tax)
Market Cap
$69.66B
Shares
808.96M
Volume · Sep 30
4.14M
Avg daily vol (3M)
6.69M
O Reilly Automotive Inc Earnings Call Transcripts
Quarterly earnings calls for O Reilly Automotive Inc (ORLY), with available speaker-labelled transcripts, captured audio replays, call highlights, 8-K earnings releases and periodic filings. 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
Capital Markets Day
Investor event
2026-09-17
O Reilly Automotive Inc (ORLY) September 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 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 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 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
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 (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 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 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 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 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 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 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 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 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 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 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 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 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 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 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 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 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 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 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 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 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 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 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 Gross margin
53.3%
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Showing 1–29 of 29 earnings calls
Key facts
CIK
898173
CUSIP
67103H107
13F (30d)
29 filings
19 filers
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