earnings
confidence high
sentiment positive
materiality 0.75
O'Reilly Q2 2026: comps +6.0%, EPS $0.86 (+10% YoY), raises full-year guidance
O REILLY AUTOMOTIVE INC
- Revenue $4.89B (+8% YoY); net income $715M (+7%); diluted EPS $0.86 vs $0.78.
- Comparable store sales +6.0% (on top of +4.1% last year); raised FY2026 comp guidance to 4%-6%.
- Repurchased 16.7M shares for $1.51B in Q2; YTD repurchases $2.43B; $1.33B remaining authorization.
- Updated FY2026 guidance: revenue $18.9B-$19.2B, diluted EPS $3.20-$3.30, free cash flow $1.8B-$2.1B.
- Opened 110 net new stores YTD; on track for 225-235 net new stores in 2026.