{"schema_version":"secwatch.filing_event.v1","accession":"0000898173-25-000046","form_type":"8-K","ticker":"ORLY","cik":"0000898173","company_name":"O REILLY AUTOMOTIVE INC","filed_at":"2025-07-23T23:59:59+00:00","discovered_at":"2026-05-14T18:02:46.641557+00:00","generated_at":"2026-05-18T03:58:53.778990+00:00","sec_items":["2.02","9.01"],"event_type":"earnings","sentiment":"positive","materiality_score":0.7,"calibrated_materiality_score":0.7,"confidence":"high","headline":"O'Reilly Q2 EPS up 11% to $0.78 on 4.1% comp sales growth; raises FY comp guidance to 3-4.5%","bullets":["Q2 diluted EPS $0.78 (+11% YoY, split-adjusted); revenue $4.53B (+6%); comp store sales +4.1% on top of 2.3%.","Gross margin improved to 51.4% from 50.7%; operating income $914M (+6%), margin flat at 20.2%.","Repurchased 6.8M shares for $617M ($90.71 avg) in Q2; YTD repurchases 13.3M shares for $1.18B.","Raised FY2025 comp store sales guidance to 3.0%-4.5% (prior 3%-4%); EPS guidance $2.85-$2.95.","Opened 105 net new stores YTD (target 200-210 for FY2025); celebrated 100th Mexico store in July."],"urls":{"canonical":"https://secwatch.observer/filing/0000898173-25-000046","json":"https://secwatch.observer/filing/0000898173-25-000046.json","markdown":"https://secwatch.observer/filing/0000898173-25-000046.md","text":"https://secwatch.observer/filing/0000898173-25-000046.txt","edgar_index":"https://www.sec.gov/Archives/edgar/data/898173/000089817325000046/0000898173-25-000046-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/898173/000089817325000046/orly-20250723x8k.htm"},"model":{"generated_by":"deepseek-v4-flash:cloud@v2","generated_at":"2026-05-18T03:58:53.778990+00:00"},"review":{"review_status":"machine_generated","human_reviewed":false,"corrected":false,"correction_note":null,"correction_timestamp":null,"superseded_by":null,"related_filings":[]},"source_grounded_claims":[],"license":"Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer"}