O’Reilly Automotive (NASDAQ:ORLY) Releases Earnings Results, Beats Estimates By $0.04 EPS

O’Reilly Automotive (NASDAQ:ORLY) issued its quarterly earnings results on Wednesday. The specialty retailer reported $0.97 earnings per share for the quarter, beating analysts’ consensus estimates of $0.93 by $0.04, FiscalAI reports. The business had revenue of $5.12 billion for the quarter, compared to the consensus estimate of $5.02 billion. O’Reilly Automotive had a negative return on equity of 221.77% and a net margin of 14.27%. O’Reilly Automotive’s revenue for the quarter was up 8.8% compared to the same quarter last year. During the same quarter in the previous year, the company posted $0.85 earnings per share.

O’Reilly Automotive Price Performance

ORLY stock traded up $1.04 during midday trading on Friday, reaching $89.11. 1,715,021 shares of the company were exchanged, compared to its average volume of 6,404,663. The business has a 50-day moving average price of $87.21 and a two-hundred day moving average price of $90.57. The firm has a market capitalization of $72.09 billion, a price-to-earnings ratio of 27.31, a price-to-earnings-growth ratio of 2.18 and a beta of 0.54. O’Reilly Automotive has a one year low of $82.59 and a one year high of $102.46.

Insider Activity at O’Reilly Automotive

In other O’Reilly Automotive news, Director Maria Sastre sold 2,000 shares of the stock in a transaction on Wednesday, August 12th. The stock was sold at an average price of $91.85, for a total transaction of $183,700.00. Following the transaction, the director owned 14,970 shares in the company, valued at $1,374,994.50. This trade represents a 11.79% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available at this hyperlink. Also, Director Thomas Hendrickson sold 1,000 shares of O’Reilly Automotive stock in a transaction on Friday, August 28th. The stock was sold at an average price of $87.83, for a total value of $87,830.00. Following the sale, the director directly owned 18,675 shares of the company’s stock, valued at $1,640,225.25. This represents a 5.08% decrease in their position. The SEC filing for this sale provides additional information. Insiders sold 6,000 shares of company stock worth $550,530 in the last ninety days. 0.77% of the stock is owned by company insiders.

Analyst Upgrades and Downgrades

A number of research analysts have commented on ORLY shares. Sanford C. Bernstein began coverage on O’Reilly Automotive in a research note on Tuesday, September 29th. They issued a “market perform” rating and a $94.00 target price on the stock. Roth Capital restated a “buy” rating and issued a $111.00 target price (up from $109.00) on shares of O’Reilly Automotive in a research note on Friday, July 31st. Bank of America started coverage on O’Reilly Automotive in a research note on Monday. They issued a “buy” rating and a $106.00 price target on the stock. Weiss Ratings lowered O’Reilly Automotive from a “buy (b-)” rating to a “hold (c+)” rating in a research report on Thursday, August 27th. Finally, DA Davidson restated a “buy” rating and set a $106.00 target price on shares of O’Reilly Automotive in a research report on Wednesday, September 16th. One analyst has rated the stock with a Strong Buy rating, sixteen have assigned a Buy rating and three have assigned a Hold rating to the company. Based on data from MarketBeat, O’Reilly Automotive presently has a consensus rating of “Moderate Buy” and a consensus price target of $107.89.

Key O’Reilly Automotive News

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

• Positive Sentiment: O’Reilly reported record third-quarter revenue of $5.12 billion, up 8.8% year over year, while earnings of $0.97 per share exceeded the roughly $0.92-$0.93 analyst consensus. Comparable-store sales rose 7.2%, indicating resilient demand in the automotive aftermarket. O’Reilly Automotive third-quarter results
• Positive Sentiment: Management’s fiscal 2026 outlook calls for EPS of $3.25-$3.35 and revenue of $19.0-$19.3 billion. The EPS midpoint of $3.30 and revenue midpoint of $19.15 billion are slightly above consensus estimates of $3.28 and $19.1 billion, respectively.
• Positive Sentiment: Analysts remain constructive: Wells Fargo raised its price target to $105 from $100 and maintained an overweight rating, while Bernstein increased its target to $96 from $94. Bernstein price target update
• Neutral Sentiment: The investment case remains supported by long-term store expansion and aftermarket demand, but one recent analysis maintained a “hold” rating because the stock’s valuation limits near-term upside. O’Reilly Automotive valuation analysis
• Negative Sentiment: The stock’s reaction suggests that strong results and guidance were not enough to exceed elevated expectations. Shares are also trading near their 200-day moving average, while a price-to-earnings ratio of about 27 leaves less room for disappointment.

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.