---
schema_version: "secwatch.filing_event.v1"
accession: "0000898173-26-000042"
form_type: "8-K"
ticker: "ORLY"
cik: "0000898173"
company_name: "O REILLY AUTOMOTIVE INC"
filed_at: "2026-07-29T20:38:23+00:00"
generated_at: "2026-07-29T20:39:06.320186+00:00"
event_type: "earnings"
sentiment: "positive"
materiality_score: 0.75
calibrated_materiality_score: 0.75
confidence: "high"
source: SEC EDGAR
---

# O'Reilly Q2 2026: comps +6.0%, EPS $0.86 (+10% YoY), raises full-year guidance

## Summary
- 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.

## SEC filing metadata
- accession: 0000898173-26-000042
- form_type: 8-K
- ticker: ORLY
- cik: 0000898173
- company_name: O REILLY AUTOMOTIVE INC
- filed_at: 2026-07-29T20:38:23+00:00
- event_type: earnings
- sentiment: positive
- materiality_score: 0.75
- calibrated_materiality_score: 0.75
- confidence: high
- sec_items: 2.02, 9.01
- EDGAR index: https://www.sec.gov/Archives/edgar/data/898173/000089817326000042/0000898173-26-000042-index.htm
- EDGAR primary document: https://www.sec.gov/Archives/edgar/data/898173/000089817326000042/orly-20260729x8k.htm

## Machine-readable alternates
- HTML: https://secwatch.observer/filing/0000898173-26-000042
- JSON: https://secwatch.observer/filing/0000898173-26-000042.json
- Plain text: https://secwatch.observer/filing/0000898173-26-000042.txt

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