earnings
confidence high
sentiment positive
materiality 0.75
O'Reilly Q4 EPS $0.71 (+13% YoY); revenue $4.41B (+8%); guides FY2026 EPS $3.10-$3.20
O REILLY AUTOMOTIVE INC
2025-FY EPS reported
$2.97
revenue$17,781,992,000
- Q4 comparable store sales +5.6% (FY +4.7%), marking 33rd consecutive year of comp store sales growth.
- Q4 diluted EPS $0.71 vs $0.63 YoY; full-year EPS $2.97 vs $2.71 (+10%) on 856M shares.
- FY2025 revenue $17.78B (+6%); operating income $3.46B (+6%); gross margin improved to 51.6%.
- FY2026 guidance: revenue $18.7B-$19.0B, EPS $3.10-$3.20, comp sales 3%-5%, net new stores 225-235.
- Repurchased 22.7M shares in FY2025 for $2.10B ($92.26 avg); $2.26B remaining under authorization.