O’Reilly Automotive (ORLY) Set to Release Earnings on Wednesday

O’Reilly Automotive (NASDAQ:ORLY) is expected to post its Q3 2026 results after the market closes on Wednesday, October 28th. Analysts expect O’Reilly Automotive to announce earnings of $0.9290 per share and revenue of $5.01 billion for the quarter. O’Reilly Automotive has set its FY 2026 guidance at 3.200-3.300 EPS. Investors may visit the company’s upcoming Q3 2026 earnings report page for the latest details on the call scheduled for Thursday, October 29, 2026 at 11:00 AM ET.

O’Reilly Automotive (NASDAQ:ORLY) last released its earnings results on Wednesday, July 29th. The specialty retailer reported $0.86 earnings per share (EPS) for the quarter, meeting analysts’ consensus estimates of $0.86. O’Reilly Automotive had a net margin of 14.27% and a negative return on equity of 232.45%. The company had revenue of $4.89 billion for the quarter, compared to analyst estimates of $4.86 billion. During the same period in the prior year, the firm earned $0.78 EPS. The firm’s quarterly revenue was up 8.1% on a year-over-year basis. On average, analysts expect O’Reilly Automotive to post $3.28 EPS for the current fiscal year and $3.63 EPS for the next fiscal year.

O’Reilly Automotive Price Performance

O’Reilly Automotive stock opened at $91.05 on Tuesday. O’Reilly Automotive has a 12-month low of $82.59 and a 12-month high of $102.46. The stock has a market capitalization of $73.66 billion, a P/E ratio of 29.00, a P/E/G ratio of 2.23 and a beta of 0.54. The firm’s 50-day moving average is $87.29 and its two-hundred day moving average is $90.60.

Analyst Upgrades and Downgrades

A number of research firms have recently weighed in on ORLY. BNP Paribas Exane cut their price objective on shares of O’Reilly Automotive from $116.00 to $115.00 and set an “outperform” rating for the company in a research report on Friday, July 31st. Royal Bank Of Canada restated an “outperform” rating and set a $111.00 target price (up from $110.00) on shares of O’Reilly Automotive in a research report on Tuesday, October 20th. Morgan Stanley lowered their target price on shares of O’Reilly Automotive from $112.00 to $108.00 and set an “overweight” rating for the company in a research note on Thursday, July 30th. Sanford C. Bernstein started coverage on O’Reilly Automotive in a report on Tuesday, September 29th. They issued a “market perform” rating and a $94.00 price target for the company. Finally, Bank of America assumed coverage on O’Reilly Automotive in a report on Monday. They issued a “buy” rating and a $106.00 price target for the company. Seventeen investment analysts have rated the stock with a Buy rating and three have assigned a Hold rating to the company’s stock. According to MarketBeat.com, the company has a consensus rating of “Moderate Buy” and an average target price of $108.11.

Insider Buying and Selling at O’Reilly Automotive

In other news, SVP Christopher Mancini sold 3,000 shares of the company’s stock in a transaction dated Wednesday, August 12th. The shares were sold at an average price of $93.00, for a total transaction of $279,000.00. Following the completion of the transaction, the senior vice president owned 189 shares of the company’s stock, valued at $17,577. This represents a 94.07% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is available through this link. Also, Director Maria Sastre sold 2,000 shares of the stock in a transaction dated Wednesday, August 12th. The stock was sold at an average price of $91.85, for a total transaction of $183,700.00. Following the transaction, the director owned 14,970 shares in the company, valued at approximately $1,374,994.50. The trade was a 11.79% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders sold 6,000 shares of company stock worth $550,530 in the last 90 days. 0.77% of the stock is owned by company insiders.

About O’Reilly Automotive

O’Reilly Automotive, Inc is a specialty retailer of automotive aftermarket parts, tools, supplies and accessories. The company serves both do-it-yourself customers and professional service technicians, offering products used for vehicle maintenance, repair and customization. Its merchandise includes replacement parts, batteries, filters, lighting products, shop equipment, automotive chemicals and related accessories.

Founded in 1957 by the O’Reilly family, the company began as a single store in Springfield, Missouri.