---
schema_version: "secwatch.filing_event.v1"
accession: "0000898173-26-000006"
form_type: "8-K"
ticker: "ORLY"
cik: "0000898173"
company_name: "O REILLY AUTOMOTIVE INC"
filed_at: "2026-02-04T23:59:59+00:00"
generated_at: "2026-05-16T05:11:55.922271+00:00"
event_type: "earnings"
sentiment: "positive"
materiality_score: 0.75
calibrated_materiality_score: 0.75
confidence: "high"
source: SEC EDGAR
---

# O'Reilly Q4 EPS $0.71 (+13% YoY); revenue $4.41B (+8%); guides FY2026 EPS $3.10-$3.20

## Summary
- 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.

## SEC filing metadata
- accession: 0000898173-26-000006
- form_type: 8-K
- ticker: ORLY
- cik: 0000898173
- company_name: O REILLY AUTOMOTIVE INC
- filed_at: 2026-02-04T23:59:59+00:00
- event_type: earnings
- sentiment: positive
- materiality_score: 0.75
- calibrated_materiality_score: 0.75
- confidence: high
- sec_items: 2.02, 9.01
- EDGAR index: https://www.sec.gov/Archives/edgar/data/898173/000089817326000006/0000898173-26-000006-index.htm
- EDGAR primary document: https://www.sec.gov/Archives/edgar/data/898173/000089817326000006/orly-20260204x8k.htm

## Machine-readable alternates
- HTML: https://secwatch.observer/filing/0000898173-26-000006
- JSON: https://secwatch.observer/filing/0000898173-26-000006.json
- Plain text: https://secwatch.observer/filing/0000898173-26-000006.txt

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