{"schema_version":"secwatch.filing_event.v1","accession":"0000898173-26-000024","form_type":"8-K","ticker":"ORLY","cik":"0000898173","company_name":"O REILLY AUTOMOTIVE INC","filed_at":"2026-04-29T23:59:59+00:00","discovered_at":"2026-05-14T18:02:33.908306+00:00","generated_at":"2026-05-15T02:37:24.017255+00:00","sec_items":["2.02","9.01"],"event_type":"earnings","sentiment":"positive","materiality_score":0.8,"calibrated_materiality_score":0.8,"confidence":"high","headline":"O'Reilly Q1 2026 EPS $0.72 beats prior year $0.62; comp sales +8.1%","bullets":["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."],"urls":{"canonical":"https://secwatch.observer/filing/0000898173-26-000024","json":"https://secwatch.observer/filing/0000898173-26-000024.json","markdown":"https://secwatch.observer/filing/0000898173-26-000024.md","text":"https://secwatch.observer/filing/0000898173-26-000024.txt","edgar_index":"https://www.sec.gov/Archives/edgar/data/898173/000089817326000024/0000898173-26-000024-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/898173/000089817326000024/orly-20260429x8k.htm"},"model":{"generated_by":"deepseek-v4-flash:cloud@v2","generated_at":"2026-05-15T02:37:24.017255+00:00"},"review":{"review_status":"machine_generated","human_reviewed":false,"corrected":false,"correction_note":null,"correction_timestamp":null,"superseded_by":null,"related_filings":[]},"source_grounded_claims":[{"claim_id":"7212d72964ec3baa565d392e2224ea93bcd13975","claim":"O REILLY AUTOMOTIVE INC reported Full year ending December 31, 2026 results: revenue $18.7 billion to $19.0 billion, EPS $3.15 to $3.25.","evidence_excerpt":"Updated Full-Year 2026 Guidance The table below outlines the Company’s updated guidance for selected full-year 2026 financial data: ​ ​ ​ ​ ​ ​ ​ For the Year Ending ​ December 31, 2026 Net, new store openings 225 to 235 Comparable store sales 3.0% to 5.0% Total revenue $18.7 billion to $19.0 billion Gross profit as a percentage of sales 51.5% to 52.0% Operating income as a percentage of sales 19.3% to 19.8% Effective income tax rate 22.6% Diluted earnings per share (1) ​ $3.15 to $3.25 Net cash provided by operating activities ​ $3.1 billion to $3.5 billion Capital expenditures ​ $1.3 billion to $1.4 billion Free cash flow (2) ​ $1.8 billion to $2.1 billion","evidence_source":"SEC 8-K Item 2.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/898173/000089817326000024/0000898173-26-000024-index.htm","confidence":0.9,"family_label":"Earnings Releases","details":[{"label":"Period","value":"Full year ending December 31, 2026"},{"label":"Revenue","value":"$18.7 billion to $19.0 billion"},{"label":"EPS","value":"$3.15 to $3.25"},{"label":"Result","value":"guidance update"}],"fact_type":"earnings_release"}],"license":"Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer"}