earnings
confidence high
sentiment positive
materiality 0.80
O'Reilly Q1 2026 EPS $0.72 beats prior year $0.62; comp sales +8.1%
O REILLY AUTOMOTIVE INC
2026-Q1 EPS reported
$0.72
revenue$4,560,539,000
- Revenue $4.56B (+10% YoY); operating income $842M (+14%); gross margin 51.5% vs 51.3%.
- Diluted EPS $0.72 (+16% YoY on 843M shares) vs $0.62 on 864M shares.
- Comparable store sales +8.1% (professional double-digit, DIY mid-single-digit).
- Repurchased 10M shares for $923M in Q1; additional 3.6M for $338M post-quarter; $1.14B remaining authorization.
- Updated FY2026 guidance: EPS $3.15-$3.25; comp sales 3%-5%; FCF $1.8-$2.1B.