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

O’Reilly Automotive (NASDAQ:ORLY) updated its FY 2026 earnings guidance on Wednesday. The company provided earnings per share (EPS) guidance of 3.200-3.300 for the period, compared to the consensus EPS estimate of 3.250. The company issued revenue guidance of $18.9 billion-$19.2 billion, compared to the consensus revenue estimate of $19.1 billion.

O’Reilly Automotive Price Performance

O’Reilly Automotive stock traded down $0.54 during mid-day trading on Wednesday, reaching $90.63. 7,963,268 shares of the stock traded hands, compared to its average volume of 8,538,136. O’Reilly Automotive has a 12-month low of $82.59 and a 12-month high of $108.71. The business’s 50-day moving average is $88.32 and its 200-day moving average is $91.74. The stock has a market capitalization of $75.11 billion, a PE ratio of 29.79, a price-to-earnings-growth ratio of 2.01 and a beta of 0.51.

O’Reilly Automotive (NASDAQ:ORLY) last announced its earnings results on Wednesday, July 29th. The specialty retailer reported $0.86 earnings per share (EPS) for the quarter, hitting the consensus estimate of $0.86. O’Reilly Automotive had a negative return on equity of 263.22% and a net margin of 14.30%.During the same period in the previous year, the business earned $0.78 EPS. O’Reilly Automotive’s revenue was up 8.1% on a year-over-year basis. O’Reilly Automotive has set its FY 2026 guidance at 3.200-3.300 EPS. Equities analysts anticipate that O’Reilly Automotive will post 3.24 EPS for the current fiscal year.

Wall Street Analyst Weigh In

ORLY has been the subject of several recent research reports. DA Davidson set a $114.00 target price on shares of O’Reilly Automotive and gave the company a “buy” rating in a research report on Wednesday, July 22nd. Weiss Ratings cut shares of O’Reilly Automotive from a “buy (b-)” rating to a “hold (c+)” rating in a research note on Thursday, July 23rd. Raymond James Financial reissued an “outperform” rating and set a $115.00 price objective on shares of O’Reilly Automotive in a research report on Friday, May 1st. TD Cowen restated a “buy” rating and issued a $117.00 price objective (up from $115.00) on shares of O’Reilly Automotive in a research note on Friday, May 1st. Finally, Wells Fargo & Company set a $100.00 target price on O’Reilly Automotive in a report on Friday, July 24th. One equities research analyst has rated the stock with a Strong Buy rating, fifteen have assigned a Buy rating and three have assigned a Hold rating to the company. According to MarketBeat.com, the stock currently has a consensus rating of “Moderate Buy” and a consensus target price of $110.22.

Insider Transactions at O’Reilly Automotive

In related news, CEO Brad W. Beckham sold 13,635 shares of the company’s stock in a transaction on Friday, May 8th. The shares were sold at an average price of $95.00, for a total value of $1,295,325.00. Following the completion of the transaction, the chief executive officer owned 12,250 shares of the company’s stock, valued at approximately $1,163,750. This represents a 52.68% decrease in their position. The sale was disclosed in a filing with the SEC, which is accessible through this link. Also, Director John Raymond Murphy sold 2,595 shares of the stock in a transaction on Monday, May 18th. The stock was sold at an average price of $88.67, for a total value of $230,098.65. Following the completion of the sale, the director owned 4,000 shares of the company’s stock, valued at $354,680. The trade was a 39.35% decrease in their position. The disclosure for this sale is available in the SEC filing. Over the last quarter, insiders sold 105,730 shares of company stock valued at $9,815,388. Company insiders own 0.77% of the company’s stock.

Key Headlines Impacting O’Reilly Automotive

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

• Positive Sentiment: O’Reilly reported record second-quarter revenue and earnings. Diluted EPS rose 10% year over year to $0.86, exceeding the Zacks consensus estimate of $0.85 and matching other estimates of $0.86. O’Reilly Automotive Q2 Earnings and Revenues Beat Estimates
• Positive Sentiment: Comparable-store sales increased 6.0%, while total revenue grew 8.1% year over year, indicating continued demand for automotive aftermarket products. O’Reilly Automotive Reports Second Quarter 2026 Results
• Positive Sentiment: Capital returns and cash generation were strong: O’Reilly repurchased $2.4 billion of stock and generated $2.0 billion in operating cash flow year to date. O’Reilly Automotive Reports Second Quarter 2026 Results
• Neutral Sentiment: Fiscal 2026 EPS guidance of $3.20-$3.30 is centered at $3.25, essentially matching consensus. Revenue guidance of $18.9 billion-$19.2 billion also brackets the $19.1 billion consensus, offering limited evidence of an outlook upgrade. O’Reilly Automotive Guidance and Earnings Details
• Negative Sentiment: Because management did not materially raise its full-year outlook after the quarterly beat, investors may view the results as strong but already reflected in the valuation. That lack of an upside revision likely helps explain the stock’s softer response.

Hedge Funds Weigh In On O’Reilly Automotive

A number of hedge funds have recently made changes to their positions in ORLY. Sivia Capital Partners LLC lifted its position in O’Reilly Automotive by 1,190.5% during the second quarter. Sivia Capital Partners LLC now owns 3,536 shares of the specialty retailer’s stock valued at $319,000 after purchasing an additional 3,262 shares during the last quarter. NewEdge Advisors LLC increased its holdings in shares of O’Reilly Automotive by 1,473.8% in the 2nd quarter. NewEdge Advisors LLC now owns 69,482 shares of the specialty retailer’s stock worth $6,262,000 after buying an additional 65,067 shares during the last quarter. Sei Investments Co. increased its holdings in shares of O’Reilly Automotive by 383.1% in the 2nd quarter. Sei Investments Co. now owns 560,353 shares of the specialty retailer’s stock worth $50,502,000 after buying an additional 444,371 shares during the last quarter. BNP Paribas raised its position in shares of O’Reilly Automotive by 1,400.0% during the 2nd quarter. BNP Paribas now owns 390 shares of the specialty retailer’s stock valued at $35,000 after buying an additional 364 shares in the last quarter. Finally, The Manufacturers Life Insurance Company raised its position in shares of O’Reilly Automotive by 1,357.9% during the 2nd quarter. The Manufacturers Life Insurance Company now owns 498,745 shares of the specialty retailer’s stock valued at $44,950,000 after buying an additional 464,536 shares in the last quarter. Institutional investors own 85.00% of the company’s stock.

About O’Reilly Automotive

O’Reilly Automotive, Inc is a leading retailer and distributor in the automotive aftermarket, supplying parts, tools, supplies and accessories for both professional service providers and do‑it‑yourself (DIY) customers. The company’s product assortment covers replacement parts, maintenance items, performance parts, collision components and shop equipment, complemented by diagnostic tools, batteries, chemicals and consumables. O’Reilly serves customers through company-operated retail stores, commercial sales programs for repair shops and maintenance fleets, and digital channels that support parts lookup, ordering and fulfillment.

The company operates a broad supply chain that includes regional distribution centers to support rapid replenishment of store inventory and commercial deliveries.