ORLY · O Reilly Automotive Inc
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AI Brief
Q2 FY26 earnings call · Jul 30, 2026TL;DR. O'Reilly raised full-year 2026 comparable store sales guidance to 4%–6% (from 3%–5%) and lifted diluted EPS guidance to $3.20–$3.30 after a strong Q2 with 6% comps and 10% EPS growth, while flagging caution that same-skew inflation tailwinds will moderate to 1%–2% in the back half.
- + Q2 comparable store sales of 6% topped expectations, including a fourth straight quarter of ~10% professional comps with mid-single-digit pro ticket count growth.
- + Q2 diluted EPS rose 10% to $0.86 and YTD EPS grew 13% to $1.58, driving operating profit dollars up 10% YTD.
- + Raised full-year comp store sales guidance to 4%–6% (from 3%–5%) and raised full-year diluted EPS guidance to $3.20–$3.30.
- + Returned $2.43B to shareholders YTD through buybacks (26.7M shares at avg $91.17) and free cash flow grew to $1.5B YTD from $904M prior year.
- + On track to open 225–235 net new stores in 2026 with $1.3B–$1.4B capex supporting growth and new distribution capacity (e.g., 690,000 sq ft Atlanta DC).
- − DIY transaction counts declined low single digits in Q2 and were below expectations, partly due to weak hot-weather categories and cool/wet late-Q2 weather.
- − Same-skew inflation expected to moderate to 1%–2% in H2 2026 from 5.5% in Q2, creating tougher comps.
- − Management cited caution on consumer response to continued economic pressure, volatile fuel prices, and potential choppiness in consumer demand.
- − Q2 SG&A per store grew 4.8%, modestly above the updated full-year range; full-year SG&A per store guidance tightened to 3.5%–4% (vs prior 'at or below 4%').
- − Adjusted debt to EBITDAR rose to 2.17x from 2.03x as the company leaned on commercial paper to fund stepped-up buybacks.
AI-generated from the earnings call and 8-K · may contain errors · not investment advice
Equibles Rating
blended score · not investment adviceBlended from price, momentum, positioning, fundamentals & volatility · daily-close · not investment advice. Market backdrop is context, not part of the score.
Guidance & track record
Guidance from company 8-Ks · delivered figures from as-reported statements · no analyst estimates involved.
Technicals
trend & momentum for long-term holders NeutralIllustrative technical + ownership context — a signal mix, not investment advice.
Key metrics
the company's own KPIs, from written earnings releases and filings| Metric | Latest | Period | YoY |
|---|---|---|---|
| Comparable store sales | 6% | the three months ended June 30, 2026 filing | — |
Figures exactly as the company stated them in writing · click a metric with a to chart its history · period links open the stating document · "filing" marks figures stated in the 10-K/10-Q · YoY needs an exactly comparable prior-year period
Versus peers
Auto Parts — same industry group| Company | Mkt cap | YTD | Rev growth Y/Y | P/E | Short % shares |
|---|---|---|---|---|---|
|
ORLY
this stock
O Reilly Automotive Inc
|
$69.66B | -5.6% | +6.4% | 27.3 | 3.2% |
|
AZO
Autozone Inc
|
$46.95B | -15.2% | +2.4% | — | 3.0% |
|
SMTOY
Sumitomo Electric Industries Ltd/Adr/
|
$43.43B | — | — | — | 0.0% |
|
HSAI
Hesai Group
|
$20.43B | -30.7% | +52.1% | — | 0.7% |
|
NGKSF
NGK Spark Plug Co., Ltd.
|
$20.13B | +18.4% | — | — | 0.4% |
Peers by industry group · P/E from as-reported trailing EPS · short % is of shares outstanding
At a glance
key data from every sectionPerformance
| 5D | 20D | 120D | MTD | YTD | |
|---|---|---|---|---|---|
| ORLY | +0.3% | -3.1% | -7.5% | -3.1% | -5.6% |
| SPY | -1.2% | -0.4% | +13.1% | -0.4% | +12.1% |
| vs SPY | +1.5% | -2.7% | -20.6% | -2.7% | -17.7% |
Capital returns
Dividends per share over the trailing 365 days by ex-date · buyback figures as last reported in SEC filings ("spent" derived as authorized − remaining; when several programs run concurrently, authorized is their combined total per the newest filing) · components shown separately — trailing-year buyback spend isn't tracked, so no combined shareholder yield is derived.