secwatch.observer — SEC 8-K summary
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Issuer:     O REILLY AUTOMOTIVE INC (ORLY)
CIK:        0000898173
Form:       8-K
Filed at:   2026-02-04T23:59:59+00:00
Accession:  0000898173-26-000006
Event type: earnings
Sentiment:  positive
Materiality: 0.75
Item codes: 2.02, 9.01
LLM model:  deepseek-v4-flash:cloud@v2

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

Source:
  EDGAR index:    https://www.sec.gov/Archives/edgar/data/898173/000089817326000006/0000898173-26-000006-index.htm
  Primary doc:    https://www.sec.gov/Archives/edgar/data/898173/000089817326000006/orly-20260204x8k.htm
  HTML page:      https://secwatch.observer/filing/0000898173-26-000006

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