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$92.19 +0.63 (+0.69%) At close · Nov 13
S&P 500 member Nasdaq-100 member Russell 1000 member Rebalance outlook locked
Market Cap
$73.94B
Shares
802.05M
Volume · Nov 13 4.62M Avg daily vol (3M) 5.97M

Price & Indicators

Drag to pan · scroll to zoom
Indicators
Price
Panels
Event markers
20d MA 50d MA 200d MA Earnings Filing Insider Congress Investor day
Close$92.19 Open$92.07 Day$91.24–92.74 52W close$82.73–101.70 Avg vol 30d6.4M Short int23.2M · 2.9% of shares · 3.8d Short vol35% Last earningsOct 29, 2026 DataJan 2020–Nov 2026 Filing10-Q · Nov 6

Up next

Next earnings call
Feb 4, 2027 Est · unconfirmed · in 12 wks
Q3 2026 earnings call transcript
call held Oct 29, 2026
Play latest call

Latest documents

2026
Nov 6
Quarterly report 10-Q FY2026 Q3, ended Sep 30
Sales rose 9% as net income increased 8%

O’Reilly Automotive, Inc. reported third-quarter sales up 9% to $5.12 billion and net income up 8% to $786 million, with domestic comparable store sales rising 7.2%.

Revenue $5.12B ▲ 8.8% Net income $785.62M ▲ 8.2% Diluted EPS $0.97 ▲ 14.1%
Read from the MD&A section
4 source passages
Unless otherwise indicated, “we,” “us,” “our,” and similar terms, as well as references to the “Company” or “O’Reilly,” refer to O’Reilly Automotive, Inc. and its subsidiaries. Sales for the three months ended September 30, 2026, increased $416 million, or 9%, to $5.12 billion from $4.71 billion for the same period one year ago. Comparable store sales increased 7.2% and 5.6% for the three months ended September 30, 2026 and 2025, respectively. As a result of the impacts discussed above, net income for the three months ended September 30, 2026, increased 8% to $786 million (or 15.3% of sales) from $726 million (or 15.4% of sales) for the same period one year ago. Open the document at this passage
Oct 29
Earnings call
Q3 2026 earnings call

O'Reilly raised full-year comparable sales guidance to 5.5% to 6.5%, EPS guidance to $3.25 to $3.35, gross margin guidance to 51.6% to 52.1%, operating profit guidance to 19.5 to 20 percent, and free cash flow guidance to $1.9 to $2.2 billion; third-quarter comparable sales increased 7.2%.

Oct 28
Current report 8-K
Financial results

O’Reilly Automotive reported record third quarter 2026 results: sales rose 9% to $5.12 billion, diluted earnings per share increased 14% to $0.97, and comparable store sales grew 7.2%. Full-year comparable sales, gross margin, and operating profit guidance were raised.

Oct 1
Current report 8-K
Regulation FD disclosure

O’Reilly Automotive, Inc. will release third quarter 2026 results after 3:30 p.m. Central Time on Wednesday, October 28, 2026, followed by a conference call on Thursday, October 29, 2026, at 10:00 a.m. Central Time.

All documents

Metrics snapshot

Useful current figures from the complete screener profile.

Revenue (TTM)
$18.99B
Trailing 12 months
Net income (TTM)
$2.71B
Trailing 12 months
Revenue growth YoY
+8.8%
Year over year
Operating margin
19.8%
Trailing 12 months
P / E (TTM)
28.2
Trailing earnings · reciprocal yield 3.5%
FCF yield
2.8%
TTM · current market cap
Return on invested capital
—
Trailing 12 months
Net cash
—
Latest balance sheet
Dividend yield
—
Trailing 12 months
Shares change YoY
-4.7%
Year over year · fewer shares
Price change (1Y)
-6.3%
Trailing year
Short interest
2.9%
Latest settlement · 3.8 days to cover
View all 125 metrics

Quarterly results

Revenue Net income Net loss
▲6.9% $4.10B $551.13M '24 Q4* ▲4% $4.14B $538.49M '25 Q1 ▲5.9% $4.53B $668.60M '25 Q2 ▲7.8% $4.71B $725.90M '25 Q3 ▲7.8% $4.41B $605.23M '25 Q4* ▲10.2% $4.56B $604.18M '26 Q1 ▲8.1% $4.89B $715.06M '26 Q2 LATEST ▲8.8% $5.12B $785.62M '26 Q3

* Q4 derived as the full year minus Q1 to Q3.

AI Brief

Q3 FY26 earnings call · Oct 29, 2026
Q3 FY26

TL;DR. O’Reilly delivered strong third-quarter growth, with comparable store sales up 7.2%, diluted EPS up 14%, and gross margin up 54 basis points, while raising full-year comparable-sales, gross-margin, operating-margin, EPS and free-cash-flow guidance and accelerating store growth and buybacks. Risks include a one-time tariff-refund benefit, petroleum-category margin pressure, elevated SG&A, higher leverage, moderating inflation benefits and pressure on DIY transaction counts.

Bullish
  • + Third-quarter comparable store sales increased 7.2% and sales increased $416 million, or 9%, to $5.12 billion. new
  • + Third-quarter gross margin reached 52.4%, up 54 basis points from last year. new
  • + Third-quarter diluted EPS increased 14% to $0.97. new
  • + Full-year free-cash-flow guidance increased to $1.9 billion to $2.2 billion. new
Bearish
  • − Petroleum-based product mix and pricing-rate dynamics created approximately 40 basis points of gross-margin pressure. new
  • − Low-single-digit pressure on DIY transaction counts indicates some consumer weakness, although higher average tickets offset it. new

AI-generated from the earnings call and 8-K · may contain errors · not investment advice

Equibles Rating

blended score · not investment advice
Overall
Buy
SellHoldBuy
Technical Buy Momentum Very Strong Sentiment Bearish Fundamentals Strong Quant / Vol Moderate
Market backdrop VIX 19.3 · elevated Equity put/call 0.63
Technical
price trend
Buy
50 / 200-day cross No cross
Price vs 200-day avg +2%
above
Price vs 50-day avg +5%
above
RSI (14) 60
neutral
MACD trend Positive
52-week position 50%
mid-range
Momentum
relative strength
Very Strong
1-month return +3%
trailing
6-month return +3%
trailing
YTD return +1%
this year
Relative strength +2%
vs S&P · 6-mo
Sentiment
smart money
Bearish
Trend (MA cross) No cross
50d $88 › 200d $90 — 200d above 50d
Institutional flow Distributing
1,484 of 1,682 funds reported for Sep 30 · net -9.5M sh shares · +95 new
Insider flow Distributing
Net -$14.6M over 90 days · 100% sells
Short interest Rising
2.90% of shares out · ▲ +4.5% MoM · 3.8 days cover
Volume signal Normal
Volume near normal
Institution breadth Steady
1,682 holders — mid 3-yr range
Squeeze score 61
elevated · 0–100
Fundamentals
Strong
Revenue growth +6%
Y/Y
Gross margin 52%
expanding
EPS growth +10%
Y/Y
Free cash flow $1.6B
Valuation P/E 28.2
rich
Buyback $727.0M
remaining
Quant / Vol
risk profile
Moderate
Volatility 26%
annualized · 1-yr
Max drawdown −19%
past year
ATR 2.3%
of price · 14-day

Blended from price, momentum, positioning, fundamentals & volatility · daily-close · not investment advice. Market backdrop is context, not part of the score.

Guidance & track record

Beat or met 6 of last 6
Latest guidance · from the Earnings Call filed Jul 30, 2026
full-year 2026
Comparable store sales growth 4% – 6%
Diluted earnings per share Raised $3.20 – $3.30
Apr 30, 2026 $3.15 – $3.25 changed to Jul 30, 2026 $3.20 – $3.30
prior FY $2.97 midpoint +9.4% Y/Y
Gross margin Maintained 51.5% – 52%
Apr 30, 2026 51.5% – 52% changed to Jul 30, 2026 51.5% – 52%
Operating profit margin Maintained 19.3% – 19.8%
Mar 31, 2026 19.3% – 19.8% changed to Jul 30, 2026 19.3% – 19.8%
Gross margin rate 51.5% – 52%
back half of 2026
Same-skew inflation benefit 1% – 2%
full year 2026
SG&A per store growth Raised 3.5% – 4%
Apr 30, 2026 3% – 4% changed to Jul 30, 2026 3.5% – 4%
2026
Total capital expenditure investment $1.3B – $1.4B
Total revenues Raised $18.9B – $19.2B
Apr 30, 2026 $18.7B – $19B changed to Jul 30, 2026 $18.9B – $19.2B
prior FY $17.78B midpoint +7.1% Y/Y
full year of 2026
Effective tax rate Lowered 22.5%
Apr 30, 2026 22.6% changed to Jul 30, 2026 22.5%
Free cash flow Maintained $1.8B – $2.1B
Apr 30, 2026 $1.8B – $2.1B changed to Jul 30, 2026 $1.8B – $2.1B
end of 2026
AP to inventory ratio 122%
Inventory per store growth 5%
Previous outlook earlier release · from the 8-K filed Jul 29, 2026

Still-open targets the latest release did not restate under the same label.

Comparable store sales · For the Year Ending December 31, 2026 4% – 6%
Gross profit as a percentage of sales · For the Year Ending December 31, 2026 51.5% – 52%
Operating income as a percentage of sales · For the Year Ending December 31, 2026 19.3% – 19.8%
Effective income tax rate · For the Year Ending December 31, 2026 22.5%
Guided vs delivered · last 6 settled
Diluted earnings per share full year
guided $2.90 – $3.00
$2.97 In line
Total revenues full year
guided $17.6B – $17.8B
$17.78B In line
Diluted earnings per share 2022
guided $32.35 – $32.85
$33.44 Beat +2.6%
Total revenues 2022
guided $14.2B – $14.5B
$14.41B In line

Guidance from company 8-Ks · delivered figures from as-reported statements · no analyst estimates involved.

Technicals

trend & momentum for long-term holders Buy
0 · 3 · 3
50 / 200-day cross
No cross Neutral
Price vs 200-day avg
+2% Bullish
Price vs 50-day avg
+5% Bullish
RSI (14)
60 Neutral
MACD trend
Positive Bullish
52-week position
50% Neutral
Market signals — smart money & positioning
Bearish · 3 of 6
Trend (MA cross) No cross
50d $88 › 200d $90 — 200d above 50d
Institutional flow Distributing
1,484 of 1,682 funds reported for Sep 30 · net -9.5M sh shares · +95 new
Insider flow Distributing
Net -$14.6M over 90 days · 100% sells
Short interest Rising
2.90% of shares out · ▲ +4.5% MoM · 3.8 days cover
Volume signal Normal
Volume near normal
Institution breadth Steady
1,682 holders — mid 3-yr range
Price context
position in its 52-week range
Range low $83 Now $92 · 50% Range high $102
vs 200-day avg +2% vs 50-day avg +5%

Illustrative 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
Open screener →
Company Mkt cap YTD Rev growth Y/Y P/E Short % shares
ORLY
O Reilly Automotive Inc
this stock
$73.94B +1.1% +6.4% 28.2 2.9%
AZO
Autozone Inc
 $52.46B -3.9% +7.4% 21.4 3.3%
SMTOY
Sumitomo Electric Industries Ltd
 $28.52B — — — 0.0%
NGKSF
NGK Spark Plug Co., Ltd.
 $20.13B +18.4% — — 0.7%
FIGIF
Fuyao Glass Industry Group Co., Ltd.
 $18.27B — — — 0.0%

Peers by industry group · P/E from as-reported trailing EPS · short % is of shares outstanding

At a glance

key data from every section
Ownership
Institutional Holders Reducing
Holders
1,689
% held
88.0%
Reported
1,484 of 1,682
Top holder
BlackRock, Inc.
Held Float
View
Held by Funds
Fund positions
983
View
Short & Settlement
Short Interest Rising
Shares short
23.2M
Days to cover
3.8d
Change
+1.0M sh
View
Short Volume
Short vol %
35%
As of
Nov 13, 2026
Short Total
View
Fails to Deliver
FTD shares
45
Value
$3.9K
As of
Oct 13, 2026
View
Off-Exchange
Off-exchange %
49.9%
Week of
Oct 5, 2026
Off-exch Lit
View
Smart Money
Insider Trades Net selling
Net (90d)
-$14.6M
Buyers / Sellers
0 / 5
Buyers Sellers
View
Congressional Trades Sell
Member
Kevin Hern
Amount
$15.0K–$50.0K
Traded
Sep 2, 2026
View
Financials
Financials
Revenue (FY)
$17.8B
Net income (FY)
$2.5B
EPS diluted
$2.97
View
Buybacks
Authorized
$31.8B
Remaining
$727.0M
Spent Remaining
View
Filings
SEC Filings
Latest
10-Q
Filed
Nov 6, 2026
This year
24

O’Reilly Automotive, Inc. reported third-quarter sales up 9% to $5.12 billion and net income up 8% to $786 million, with domestic comparable store sales rising 7.2%.

View
Proposed Sales
Value
$987.6K
Shares
10.6K
Filed
Nov 5, 2026
View
Earnings & Events
Webcasts
Last webcast
Oct 29, 2026
View
Investor Relations
Latest news
O'Reilly Automotive, Inc. Reports…
Published
Oct 28, 2026
View

Performance

5D 20D 120D MTD YTD
ORLY +2.6% +3.3% +2.6% +4.6% +1.1%
SPY +2.6% -1.2% +0.5% -0.2% +10.6%
vs SPY 0.0% +4.4% +2.1% +4.8% -9.6%

Capital returns

Buyback program · as of Oct 28, 2026
Authorized
$31.80B
Spent (derived)
$31.07B
Remaining
$727.00M
Spent Remaining

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.

Key facts CIK 898173 CUSIP 67103H107 13F (30d) 1277 filings 1202 filers Visit website Investor relations