O'Reilly Automotive Delivers Robust Q2 2026 and Lifts Full-Year Outlook
ORLY is trading near its 52-week low of $82.59 (6.6% above the low).
Summary
O'Reilly Automotive posted second-quarter comparable store sales growth of 6% and a 10% rise in diluted EPS to $0.86. Full-year guidance was raised, and year-to-date share repurchases reached $2.4 billion.
Key Events · Earnings and Guidance · ORLY
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Q2 Comparable Store Sales Up 6%
Comparable store sales rose 6.0% in the second quarter, accelerating from 4.1% a year ago, with strength across both professional and DIY customer segments.
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Diluted EPS Rises 10% to $0.86
Diluted earnings per share climbed 10% to $0.86, reflecting higher sales and the benefit of share repurchases that reduced the diluted share count by 29 million shares year-over-year.
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Full-Year Guidance Raised
Citing confidence in demand drivers, management raised its 2026 comparable store sales guidance to 4%–6% (from a prior implied range of approximately 3%–5%) and diluted EPS guidance to $3.20–$3.30 (from $3.15–$3.25).
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$2.4 Billion in Share Repurchases Year-to-Date
The company repurchased 26.7 million shares for $2.43 billion in the first half of 2026, with an additional 7.3 million shares for $632 million after quarter-end, leaving $1.33 billion remaining under the authorization.
Analysis · ORLY · Trade & Services
A 6% comparable store sales gain and 10% EPS growth in the second quarter underscore resilient demand across O'Reilly's professional and DIY channels, comfortably outpacing expectations. Bolstered by this momentum, management raised its full-year comparable store sales forecast to 4%–6% and EPS guidance to $3.20–$3.30, signaling conviction in the back half. The firm also returned substantial capital to shareholders, repurchasing $2.4 billion in stock year-to-date while preserving a strong balance sheet.
How filings like this one have moved
In the 30 days to Sep 16, 2026, 35.4% of the 1170 measured filings Wiseek scored 8 moved their stock by 5% or more by the next session's close. The median move was -0.43%. These are measured outcomes after filings of this importance, not a forecast for this one.
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At the time of this filing, ORLY was trading at $88.00 on NASDAQ in the Trade & Services sector, with a market capitalization of approximately $75.1B. The 52-week trading range was $82.59 to $108.72. This filing was assessed with positive market sentiment and an importance score of 8 out of 10.