secwatch.observer — SEC 8-K summary
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Issuer:     O REILLY AUTOMOTIVE INC (ORLY)
CIK:        0000898173
Form:       8-K
Filed at:   2025-07-23T23:59:59+00:00
Accession:  0000898173-25-000046
Event type: earnings
Sentiment:  positive
Materiality: 0.70
Item codes: 2.02, 9.01
LLM model:  deepseek-v4-flash:cloud@v2

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

Source:
  EDGAR index:    https://www.sec.gov/Archives/edgar/data/898173/000089817325000046/0000898173-25-000046-index.htm
  Primary doc:    https://www.sec.gov/Archives/edgar/data/898173/000089817325000046/orly-20250723x8k.htm
  HTML page:      https://secwatch.observer/filing/0000898173-25-000046

License: Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer