O’Reilly Automotive (NASDAQ:ORLY) Announces FY 2026 Earnings Guidance

O’Reilly Automotive (NASDAQ:ORLY) updated its FY 2026 earnings guidance on Friday. The company provided earnings per share (EPS) guidance of 3.250-3.350 for the period, compared to the consensus earnings per share estimate of 3.280. The company issued revenue guidance of $19.0 billion-$19.3 billion, compared to the consensus revenue estimate of $19.1 billion.

Wall Street Analysts Forecast Growth

Several equities research analysts have recently issued reports on the company. Raymond James Financial reiterated an “outperform” rating and set a $110.00 price target (down from $115.00) on shares of O’Reilly Automotive in a report on Friday, July 31st. Morgan Stanley dropped their price objective on O’Reilly Automotive from $112.00 to $108.00 and set an “overweight” rating on the stock in a report on Thursday, July 30th. Royal Bank Of Canada reaffirmed an “outperform” rating and set a $111.00 price objective (up from $110.00) on shares of O’Reilly Automotive in a research report on Tuesday, October 20th. Weiss Ratings cut shares of O’Reilly Automotive from a “buy (b-)” rating to a “hold (c+)” rating in a research note on Thursday, August 27th. Finally, The Goldman Sachs Group reissued a “conviction-buy” rating and issued a $104.00 target price on shares of O’Reilly Automotive in a research report on Friday. One investment analyst has rated the stock with a Strong Buy rating, sixteen have given a Buy rating and three have issued a Hold rating to the stock. According to MarketBeat, O’Reilly Automotive currently has a consensus rating of “Moderate Buy” and an average target price of $107.89.

O’Reilly Automotive Price Performance

O’Reilly Automotive stock opened at $88.12 on Friday. O’Reilly Automotive has a fifty-two week low of $82.59 and a fifty-two week high of $102.46. The firm has a fifty day moving average price of $87.20 and a two-hundred day moving average price of $90.53. The firm has a market cap of $71.29 billion, a price-to-earnings ratio of 27.03, a P/E/G ratio of 2.13 and a beta of 0.54.

O’Reilly Automotive (NASDAQ:ORLY) last issued its quarterly earnings results on Wednesday, October 28th. The specialty retailer reported $0.97 earnings per share (EPS) for the quarter, beating the consensus estimate of $0.93 by $0.04. The company had revenue of $5.12 billion for the quarter, compared to the consensus estimate of $5.02 billion. O’Reilly Automotive had a negative return on equity of 188.24% and a net margin of 14.27%. The firm’s revenue was up 8.8% compared to the same quarter last year. During the same period last year, the business posted $0.85 earnings per share. As a group, sell-side analysts expect that O’Reilly Automotive will post 3.31 earnings per share for the current year.

Insider Activity at O’Reilly Automotive

In other O’Reilly Automotive news, Director Maria Sastre sold 2,000 shares of the firm’s stock in a transaction that occurred on Wednesday, August 12th. The stock was sold at an average price of $91.85, for a total value of $183,700.00. Following the sale, the director owned 14,970 shares of the company’s stock, valued at $1,374,994.50. This trade represents a 11.79% decrease in their position. The transaction was disclosed in a filing with the SEC, which is available through this link. Also, Director Thomas Hendrickson sold 1,000 shares of the firm’s stock in a transaction that occurred on Friday, August 28th. The shares were sold at an average price of $87.83, for a total value of $87,830.00. Following the completion of the sale, the director directly owned 18,675 shares in the company, valued at $1,640,225.25. This trade represents a 5.08% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold a total of 6,000 shares of company stock worth $550,530 in the last 90 days. 0.77% of the stock is owned by company insiders.

O’Reilly Automotive News Summary

Here are the key news stories impacting O’Reilly Automotive this week:

• Positive Sentiment: Third-quarter EPS was $0.97, above the $0.92–$0.93 consensus range, while revenue rose 8.8% year over year to $5.12 billion, exceeding expectations of roughly $5.02 billion. O’Reilly Automotive Q3 Earnings and Revenues Beat Estimates
• Positive Sentiment: Comparable sales increased 7.2%, supported by strong professional-customer demand, while margin gains and tariff refunds helped earnings. Management raised its full-year 2026 outlook. O’Reilly Automotive Reports Third Quarter 2026 Results
• Positive Sentiment: Analyst sentiment remains supportive: Wells Fargo raised its price target to $105 and maintained an Overweight rating, while Bernstein increased its target to $96. Wells Fargo Raises O’Reilly Automotive Price Target
• Neutral Sentiment: Fiscal 2026 guidance calls for EPS of $3.25–$3.35 and revenue of $19.0–$19.3 billion, broadly aligned with consensus estimates of $3.28 EPS and $19.1 billion revenue. ORLY Q3 Earnings Beat Estimates
• Negative Sentiment: The initial post-earnings decline suggests investors were looking for a larger guidance increase. Some of the earnings benefit came from tariff refunds, which may be viewed as less recurring than sales growth.
• Negative Sentiment: Despite its long-term expansion potential, valuation remains a concern. A recent analysis rated the shares Hold because the price already reflects substantial future growth. O’Reilly Automotive Has a Long Growth Runway

O’Reilly Automotive Company Profile

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.