Highest-materiality recent filing
O'Reilly Q2 2026: comps +6.0%, EPS $0.86 (+10% YoY), raises full-year guidance
Revenue $4.89B (+8% YoY); net income $715M (+7%); diluted EPS $0.86 vs $0.78.
O'Reilly Automotive adds $2.0B to share repurchase program, total authorized now $31.75B
Board approved additional $2.0 billion authorization, effective June 1, 2026, for three years.
O'Reilly Q1 2026 EPS $0.72 beats prior year $0.62; comp sales +8.1%
Revenue $4.56B (+10% YoY); operating income $842M (+14%); gross margin 51.5% vs 51.3%.
O'Reilly Q4 EPS $0.71 (+13% YoY); revenue $4.41B (+8%); guides FY2026 EPS $3.10-$3.20
Q4 comparable store sales +5.6% (FY +4.7%), marking 33rd consecutive year of comp store sales growth.
O'Reilly boosts buyback authorization by $2.0B to $29.75B total
Board approved $2.0B increase in share repurchase program, raising total authorization to $29.75B.
O'Reilly Q3 comps +5.6%, EPS $0.85 (+12% YoY); raises FY guidance
Revenue $4.71B (+8% YoY), net income $726M (+9%), diluted EPS $0.85 vs $0.76.
O'Reilly Q2 EPS up 11% to $0.78 on 4.1% comp sales growth; raises FY comp guidance to 3-4.5%
Q2 diluted EPS $0.78 (+11% YoY, split-adjusted); revenue $4.53B (+6%); comp store sales +4.1% on top of 2.3%.
O'Reilly Automotive shareholders approve 15-for-1 stock split; Larry O'Reilly resigns from board
Shareholders approved amendment to increase authorized common shares from 245M to 1.25B for a 15-for-1 stock split.
O'Reilly Automotive Q1 revenue $4.14B (+4% YoY), comps +3.6%; maintains FY guidance
Revenue $4.14B, up 4% YoY; comparable store sales +3.6%, at high end of guidance range.
O'Reilly Q4 EPS $9.50 (+3%), revenue $4.10B (+7%); FY EPS $40.66 (+6%); issues FY25 guidance
Q4 diluted EPS $9.50 (+3% YoY), revenue $4.10B (+7%), comp store sales +4.4%.
O'Reilly Q3 EPS $11.41 (+6% YoY), comps +1.5%, full-year guidance narrowed
Record Q3 revenue of $4.36B, up 4% YoY; net income $665M vs $650M.
O'Reilly Automotive issues $500M of 5.000% Senior Notes due 2034
$500M aggregate principal, 5.000% interest, maturing 2034.
O'Reilly Q2 comp sales +2.3%, EPS $10.55 (+3%); FY guidance cut to 2-4% comp sales
Q2 revenue $4.27B (+5% YoY); net income $623M (-1%); diluted EPS $10.55 (+3%).
O'Reilly Q1 EPS $9.20 (+11% YoY), revenue $3.98B (+7%), comp sales +3.4%
Diluted EPS $9.20, up 11% YoY; net income $547M (+6%).
O'Reilly Q4 EPS $9.26 (+11% YoY); FY2024 guidance EPS $41.05-$41.55
Q4 diluted EPS $9.26 on revenue $3.83B (+5% YoY); comparable store sales +3.4%.
O'Reilly Automotive to acquire Canadian auto parts distributor Vast-Auto, entering Canada
Acquisition of all outstanding shares of Groupe Del Vasto (Vast-Auto) expected to close Jan 2024.
O'Reilly Automotive boosts share repurchase authorization by $2.0B to $25.75B total
Board approved $2.0B increase in share repurchase program, raising aggregate authorization to $25.75B.
O'Reilly Q3 EPS $10.72 (+17% YoY) on record revenue $4.20B; raises full-year comp guidance
Q3 revenue $4.20B, up 11% YoY; comparable store sales +8.7% on top of +7.6% last year.
O'Reilly Automotive establishes $1.8B commercial paper program
Program permits unsecured notes up to $1.8B aggregate face value; maturities up to 397 days.
CEO Greg Johnson to retire Jan 2024; Q2 EPS $10.22, comps +9%, guidance raised
CEO Greg Johnson retiring effective Jan 31, 2024; Brad Beckham to succeed as CEO, Brent Kirby to President.
O'Reilly Automotive boosts share repurchase authorization by $2.0B to $23.75B
Board approved additional $2.0B authorization, effective for three years beginning May 23, 2023.
O'Reilly Q1 revenue $3.71B (+12% YoY); diluted EPS $8.28 (+15%); raises comp sales guidance to 4-6%
Q1 revenue $3.71B (+12% YoY), net income $517M (+7%), diluted EPS $8.28 (vs $7.17 prior year).
Following the Annual Meeting, one member of the Board, Larry O'Reilly, tendered his notice of resignation from the Board, consistent with the Board’s mandatory retirement age policy and after his successor had been duly elected at the Annual Meeting, and the Board accepted his resignation.
Following the Annual Meeting, one member of the Board, Jay D. Burchfield, tendered his notice of resignation from the Board, consistent with the Board’s mandatory retirement age policy and after his successor had been duly elected at the Annual Meeting, and the Board accepted his resignation.
In addition, Thomas T. Hendrickson was selected to serve as Independent Lead Director.
determined that Jay Burchfield will not be standing for re-election at the Company’s upcoming 2024 Annual Meeting of Shareholders
On November 16, 2023, in conjunction with the previously announced retirement of Greg Johnson, O’Reilly Automotive, Inc’s (the “Company”) Chief Executive Officer, the Company announced that the Human Capital and Compensation Committee of the Company’s Board of Director’s (the “Board”) recommended, and the Board approved, the cancellation of Mr. Johnson’s February 2, 2023, non-qualified stock option award
The Board has also determined that Brent Kirby, the Company’s Co-President, will be promoted to President upon Mr. Johnson’s retirement.
The Board has selected Brad Beckham, the Company’s Co-President, to succeed Mr. Johnson as CEO upon Mr. Johnson’s retirement.
Greg Johnson, the Company’s Chief Executive Officer (“CEO”), informed the Company’s Board of Directors (the “Board”) of his intention to retire from the Company effective January 31, 2024.
On April 5, 2023, Thomas McFall, O’Reilly Automotive, Inc.’s (the “Company” or “O’Reilly”) Executive Vice President, notified the Company of his intention to retire on June 30, 2023.
On January 6, 2023, O’Reilly Automotive, Inc. (the “Company” or “O’Reilly”) issued a press release announcing that effective January 9, 2023, Brad Beckham, the Company’s Executive Vice President and Chief Operating Officer, and Brent Kirby, the Company’s Executive Vice President and Chief Supply Chain Officer, will each be promoted to Co-President.
On January 6, 2023, O’Reilly Automotive, Inc. (the “Company” or “O’Reilly”) issued a press release announcing that effective January 9, 2023, Brad Beckham, the Company’s Executive Vice President and Chief Operating Officer, and Brent Kirby, the Company’s Executive Vice President and Chief Supply Chain Officer, will each be promoted to Co-President.
Thomas McFall, the Company’s Executive Vice President and Chief Financial Officer, will step down as Chief Financial Officer and continue employment with the Company in the role of Executive Vice President
Max materiality 0.90 · Median 0.55 · Most common event other