---
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"
generated_at: "2026-05-18T03:58:53.778990+00:00"
event_type: "earnings"
sentiment: "positive"
materiality_score: 0.7
calibrated_materiality_score: 0.7
confidence: "high"
source: SEC EDGAR
---

# O'Reilly Q2 EPS up 11% to $0.78 on 4.1% comp sales growth; raises FY comp guidance to 3-4.5%

## Summary
- 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.

## SEC filing metadata
- 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
- event_type: earnings
- sentiment: positive
- materiality_score: 0.7
- calibrated_materiality_score: 0.7
- confidence: high
- sec_items: 2.02, 9.01
- 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

## Machine-readable alternates
- HTML: https://secwatch.observer/filing/0000898173-25-000046
- JSON: https://secwatch.observer/filing/0000898173-25-000046.json
- Plain text: https://secwatch.observer/filing/0000898173-25-000046.txt

This AI-assisted summary is a reading aid. Review the linked SEC EDGAR filing before relying on any specific claim.