---
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"
generated_at: "2026-05-15T02:37:24.017255+00:00"
event_type: "earnings"
sentiment: "positive"
materiality_score: 0.8
calibrated_materiality_score: 0.8
confidence: "high"
source: SEC EDGAR
---

# O'Reilly Q1 2026 EPS $0.72 beats prior year $0.62; comp sales +8.1%

## Summary
- 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.

## SEC filing metadata
- 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
- event_type: earnings
- sentiment: positive
- materiality_score: 0.8
- calibrated_materiality_score: 0.8
- confidence: high
- sec_items: 2.02, 9.01
- 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

## Machine-readable alternates
- HTML: https://secwatch.observer/filing/0000898173-26-000024
- JSON: https://secwatch.observer/filing/0000898173-26-000024.json
- Plain text: https://secwatch.observer/filing/0000898173-26-000024.txt

## Key facts
- Earnings Releases
  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.
  - Period: Full year ending December 31, 2026
  - Revenue: $18.7 billion to $19.0 billion
  - EPS: $3.15 to $3.25
  - Result: guidance update
  source text: 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_url: https://www.sec.gov/Archives/edgar/data/898173/000089817326000024/0000898173-26-000024-index.htm

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