O'Reilly Automotive (ORLY) Earnings: Q3 2026 Results

The quarter ended September 30, 2026 and O'Reilly Automotive published the results on October 28, 2026. Revenue and diluted EPS are shown against Q3 2025, the same quarter a year earlier, which takes seasonal swings out of the comparison.

• O'Reilly reports in thousands of dollars; the figures here are those amounts divided by 1,000.
• O'Reilly completed a 15-for-1 forward stock split on June 10, 2025. Every EPS figure on this page is on the post-split basis.

Source: O'Reilly Automotive Q3 2026 results, October 28, 2026. Also in the Form 10-Q for the quarter ended September 30, 2026. Figures as reported; checked against the release on November 10, 2026.

How O'Reilly Automotive splits revenue in its own release, under its own labels, for Q3 2026 against Q3 2025. Indented lines are parts of the line above them.

• O'Reilly Automotive's Sales to do-it-yourself customers revenue was $2.4 billion in Q3 2026, up 6% from $2.3 billion in Q3 2025, 48% of total revenue.
• O'Reilly Automotive's Sales to professional service provider customers revenue was $2.6 billion in Q3 2026, up 13% from $2.3 billion in Q3 2025, 51% of total revenue.
• O'Reilly Automotive's Other sales and sales adjustments revenue was $72.1 million in Q3 2026, down 23% from $93.1 million in Q3 2025, 1% of total revenue.

Segment lines are the figures writers cite most often, because they show where the growth in a quarter came from. Companies redraw their segments from time to time and restate the prior year to match, so a year-ago figure here can differ from the one printed a year ago. When that has happened, the note above says so.

From the earnings release

In its Q3 2026 release (Brad Beckham, CEO), O'Reilly Automotive said:

“As a result of our strong year-to-date performance and expectations for the remainder of 2026, we are raising our full-year 2026 comparable store sales guidance to a range of 5.5% to 6.5%.”

“We are also raising our full-year 2026 gross margin guidance to a range of 51.6% to 52.1% and our operating profit guidance to a range of 19.5% to 20.0%.”

“These updates incorporate our strong third quarter performance, including the benefit from tariff refunds, and our margin expectations for the fourth quarter.”

“Year-to-date, we have opened 173 net, new stores across North America and are on track to reach our goal of 225 to 235 net, new store openings in 2026.”

Source: O'Reilly Automotive Q3 2026 release, Oct 28, 2026.

This is the company's own guidance as of Oct 28, 2026, quoted as given. Walnut does not make forecasts of its own. Analyst estimates for the coming quarters are on the ORLY forecast page.

Revenue and diluted EPS for the last 5 quarters. Each date links to that quarter's release.

Sales and diluted EPS, each as first reported in that quarter's release. All five quarters fall after the June 2025 15-for-1 stock split.

We do not hold a confirmed date for O'Reilly Automotive's next report. Companies post the date on their investor relations site a few weeks ahead, usually with the time of the conference call.

Each quarter keeps its own page with the figures as reported, so a link to one stays pointed at the same numbers after the next report.

• Q3 2026 (this page), reported Oct 28, 2026

O'Reilly Automotive sells auto parts to two kinds of customers, which it calls its dual market strategy: do-it-yourself (DIY) drivers and professional service providers such as repair shops. In Q3 2026 professional customers brought in $2,600.8 million of sales, more than the $2,448.4 million from DIY customers, out of total sales of $5,121.3 million. A year earlier the two were almost level, at $2,307.8 million and $2,304.8 million. (O'Reilly Automotive Q3 2026 release, Oct 28, 2026)

Sales rose $416 million, or 9%, to $5.12 billion. O'Reilly's 10-Q puts that down to a 7.2% increase in domestic comparable store sales and a $94 million increase in sales from new stores opened in 2025 and 2026. The CEO described double-digit growth in the professional business and mid-single digit growth in DIY, and a two-year comparable store sales stack of 12.8%. (O'Reilly Automotive Q3 2026 release, Oct 28, 2026; O'Reilly Automotive Form 10-Q, Q3 2026, Nov 6, 2026)

O'Reilly's 10-Q says comparable sales grew on higher average ticket values for both customer types and more professional transactions, partly offset by fewer DIY transactions. Average tickets benefited from higher average selling prices on a same-SKU basis and from the rising cost and complexity of parts for newer, more technically advanced vehicles. (O'Reilly Automotive Form 10-Q, Q3 2026, Nov 6, 2026)

O'Reilly operated 6,758 stores at September 30, 2026: 6,595 in the U.S. and Puerto Rico, 134 in Mexico and 29 in Canada. It opened 63 net, new stores in the quarter and 173 so far in 2026, and the 10-Q targets 265 to 275 net, new store openings in 2027. Sales per weighted-average store were $764 thousand in the quarter, against $720 thousand a year earlier. (O'Reilly Automotive Q3 2026 release, Oct 28, 2026; O'Reilly Automotive Form 10-Q, Q3 2026, Nov 6, 2026)

O'Reilly's 10-K ties demand to the size and age of the vehicle fleet: the Auto Care Association counted 286 million light vehicles on U.S. roads at the end of 2024, and the average age of the U.S. vehicle population rose from 11.4 years in 2014 to 12.6 years in 2024. (O'Reilly Automotive Form 10-K, 2025, Feb 27, 2026)

O'Reilly Automotive reports only GAAP EPS. Diluted EPS rose 14% to $0.97 from $0.85, while net income rose 8% to $786 million. The gap comes from the share count: diluted shares fell to 812 million from 853 million a year earlier. (O'Reilly Automotive Q3 2026 release, Oct 28, 2026)

O'Reilly repurchased 11.8 million shares in Q3 2026 at an average price of $87.34, a total of $1.03 billion, and 38.5 million shares for $3.47 billion over the first nine months. After the quarter it bought another 2.3 million shares for $204 million, leaving about $727 million under its current authorization. Long-term debt rose to $7,711.5 million from $5,915.5 million a year earlier, and adjusted debt to EBITDAR was 2.26 times. (O'Reilly Automotive Q3 2026 release, Oct 28, 2026)

Gross margin rose to 52.4% of sales from 51.9%. O'Reilly's 10-Q credits $39 million of tariff refunds, improved acquisition costs and distribution leverage, partly offset by the growing share of lower-margin professional sales and petroleum-based categories. The effective tax rate rose to 23.1% from 21.4%, on lower excess tax benefits from share-based compensation. (O'Reilly Automotive Form 10-Q, Q3 2026, Nov 6, 2026)

Diluted EPS divides net income by the weighted average number of shares outstanding in the quarter, plus the shares that options and other equity awards could add. Buybacks shrink that count and lift EPS for the same profit; share issuance and stock awards enlarge it.

O'Reilly Automotive publishes a full-year guidance table in its release. After Q3 2026 it raised full-year comparable store sales guidance to 5.5% to 6.5%, gross margin to 51.6% to 52.1% of sales and operating income to 19.5% to 20.0% of sales. The table also guides total revenue of $19.0 billion to $19.3 billion, diluted EPS of $3.25 to $3.35, an effective tax rate of 22.7% and capital expenditures of $1.3 billion to $1.4 billion. (O'Reilly Automotive Q3 2026 release, Oct 28, 2026)

The CEO said the raised guidance includes the third quarter's tariff refund benefit. O'Reilly's EPS guidance counts share repurchases made through the date of the release in its diluted share count. (O'Reilly Automotive Q3 2026 release, Oct 28, 2026)

A consensus figure is the average of the models published by the analysts who cover O'Reilly Automotive, collected by a data provider and revised up to the day of the report. A quarter that lands above it says how expectations were set as much as how the business did, and the share price on the day also reflects the guidance and the lines no consensus covers.

The consensus figures on this page are Yahoo Finance's, as pulled on the date shown. Each comes with the number of analysts behind it; the smaller that number, the more one revised estimate can move the average.

The figures below are the ones O'Reilly Automotive's own release and filings put weight on for Q3 2026, with the latest reported value for each.

What the quarter means for a holding is a separate question from what it reported. The case for and against owning ORLY is on is ORLY a buy or a sell?, what analysts expect next is on the ORLY forecast, and what the company does is on the O'Reilly Automotive (ORLY) stock page.

Every number on this page can be traced to a document O'Reilly Automotive published. Checking one takes a couple of minutes, and it is worth doing before you quote a figure anywhere.

• The results release is the document linked in the source line above. Companies publish it on their investor relations site at the moment results go out, and it carries the headline tables: revenue, operating income, net income and EPS for the quarter and the year-ago quarter.
• The same release is filed with the SEC as Exhibit 99.1 to a Form 8-K under Item 2.02, usually on the day of the report. The SEC copy does not change after the fact, which makes it the safer thing to link when you cite a number.
• The quarterly report (Form 10-Q) follows within a few weeks and carries the full financial statements, the segment note and management's discussion of what changed. The fourth quarter is covered by the annual report (Form 10-K) instead.
• Restated comparisons are flagged in the notes on this page. When a company redraws its segments or changes how it adjusts EPS, it restates the year-ago column, so the year-ago figure in a new release can differ from the one printed a year ago. This page always uses the comparison in the newer release, because that is the like-for-like one.

A walk-through of every line in a release, with what each one tells you, is in how to read an earnings report.