secwatch.observer — SEC 8-K summary
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Issuer:     O REILLY AUTOMOTIVE INC (ORLY)
CIK:        0000898173
Form:       8-K
Filed at:   2026-07-29T20:38:23+00:00
Accession:  0000898173-26-000042
Event type: earnings
Sentiment:  positive
Materiality: 0.75
Item codes: 2.02, 9.01
LLM model:  deepseek-v4-flash:cloud@v2

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

Source:
  EDGAR index:    https://www.sec.gov/Archives/edgar/data/898173/000089817326000042/0000898173-26-000042-index.htm
  Primary doc:    https://www.sec.gov/Archives/edgar/data/898173/000089817326000042/orly-20260729x8k.htm
  HTML page:      https://secwatch.observer/filing/0000898173-26-000042

License: Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer