O’Reilly Automotive (NASDAQ:ORLY) Announces FY 2026 Earnings Guidance

O’Reilly Automotive (NASDAQ:ORLY) updated its FY 2026 earnings guidance on Friday morning. The company provided earnings per share guidance of 3.250-3.350 for the period, compared to the consensus EPS estimate of 3.280. The company issued revenue guidance of $19.0 billion-$19.3 billion, compared to the consensus revenue estimate of $19.1 billion.

Analyst Upgrades and Downgrades

A number of equities research analysts recently weighed in on ORLY shares. Evercore restated an “outperform” rating on shares of O’Reilly Automotive in a research report on Monday. Morgan Stanley cut their price target on O’Reilly Automotive from $112.00 to $108.00 and set an “overweight” rating on the stock in a research note on Thursday, July 30th. BNP Paribas Exane reduced their price target on O’Reilly Automotive from $116.00 to $115.00 and set an “outperform” rating on the stock in a report on Friday, July 31st. The Goldman Sachs Group reaffirmed a “conviction-buy” rating and issued a $104.00 price objective on shares of O’Reilly Automotive in a research note on Friday. Finally, Robert W. Baird set a $100.00 price objective on shares of O’Reilly Automotive and gave the company a “neutral” rating in a report on Friday, July 31st. One equities research analyst has rated the stock with a Strong Buy rating, sixteen have given a Buy rating and three have issued a Hold rating to the stock. According to data from MarketBeat.com, the stock has an average rating of “Moderate Buy” and an average target price of $107.89.

O’Reilly Automotive Trading Down 2.6%

O’Reilly Automotive stock opened at $88.07 on Friday. The firm has a market capitalization of $71.25 billion, a price-to-earnings ratio of 27.74, a price-to-earnings-growth ratio of 2.18 and a beta of 0.54. O’Reilly Automotive has a 1-year low of $82.59 and a 1-year high of $102.46. The firm’s fifty day moving average price is $87.21 and its two-hundred day moving average price is $90.57.

O’Reilly Automotive (NASDAQ:ORLY) last released its quarterly earnings results on Wednesday, October 28th. The specialty retailer reported $0.97 earnings per share for the quarter, topping the consensus estimate of $0.93 by $0.04. The business had revenue of $5.12 billion for the quarter, compared to analysts’ expectations of $5.02 billion. O’Reilly Automotive had a net margin of 14.27% and a negative return on equity of 221.77%. The firm’s revenue for the quarter was up 8.8% compared to the same quarter last year. During the same period in the previous year, the company earned $0.85 earnings per share. On average, research analysts forecast that O’Reilly Automotive will post 3.28 EPS for the current year.

Insider Transactions at O’Reilly Automotive

In other O’Reilly Automotive news, SVP Christopher Mancini sold 3,000 shares of the stock in a transaction on Wednesday, August 12th. The stock was sold at an average price of $93.00, for a total transaction of $279,000.00. Following the completion of the transaction, the senior vice president directly owned 189 shares of the company’s stock, valued at approximately $17,577. This represents a 94.07% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. Also, Director Maria Sastre sold 2,000 shares of the firm’s stock in a transaction on Wednesday, August 12th. The stock was sold at an average price of $91.85, for a total value of $183,700.00. Following the completion of the sale, the director directly owned 14,970 shares of the company’s stock, valued at $1,374,994.50. This represents a 11.79% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders sold a total of 6,000 shares of company stock worth $550,530 in the last quarter. Insiders own 0.77% of the company’s stock.

Trending Headlines about O’Reilly Automotive

Here are the key news stories impacting O’Reilly Automotive this week:

• Positive Sentiment: Solid Q3 beat: O’Reilly reported adjusted earnings of $0.97 per share, above the $0.93 consensus estimate, while revenue reached $5.12 billion versus expectations of $5.02 billion. Sales increased 8.8% year over year. O’Reilly Automotive Third Quarter 2026 Results
• Positive Sentiment: Strong comparable-store sales: Comparable sales rose 7.2%, signaling resilient demand for automotive aftermarket products and supporting management’s decision to raise full-year guidance. O’Reilly Automotive Q3 2026 Comps and Guidance
• Positive Sentiment: Analyst support: Wells Fargo raised its price target from $100 to $105 and maintained an “overweight” rating, implying meaningful upside from the referenced share price. Wells Fargo O’Reilly Automotive Rating
• Neutral Sentiment: Investor expectations were elevated: O’Reilly rallied ahead of the release on expectations for durable demand and another guidance increase, potentially limiting the positive reaction to results that otherwise exceeded estimates. O’Reilly Automotive Pre-Earnings Rally
• Negative Sentiment: Post-earnings selling pressure: The decline following the filing indicates that traders may be taking profits or viewing the beat and guidance increase as insufficient relative to the stock’s valuation, which remains elevated at roughly 28 times earnings. O’Reilly Automotive Post-Earnings Price Swing

About O’Reilly Automotive

O’Reilly Automotive, Inc is a specialty retailer of automotive aftermarket parts, tools, supplies and accessories. The company serves both do-it-yourself customers and professional service technicians, offering products used for vehicle maintenance, repair and customization. Its merchandise includes replacement parts, batteries, filters, lighting products, shop equipment, automotive chemicals and related accessories.

Founded in 1957 by the O’Reilly family, the company began as a single store in Springfield, Missouri.