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O'Reilly Auto (ORLY)
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O'Reilly Auto (ORLY) Earnings Dates, Call Summary & Reports

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Earnings Data

Report Date
Feb 11, 2026
After Close (Confirmed)
Period Ending
2025 (Q4)
Consensus EPS Forecast
0.72
Last Year’s EPS
0.63
Same Quarter Last Year
Based on 22 Analysts Ratings

Earnings Call Summary

Q3 2025
Earnings Call Date:Oct 22, 2025|
% Change Since:
|
Earnings Call Sentiment|Neutral
The earnings call highlighted strong sales and earnings growth, successful expansion efforts, and effective tax management. However, concerns were raised about inflation and tariff impacts, as well as pressure on the DIY segment. Overall, positive momentum in professional sales and revised guidance indicate a balanced outlook.
Company Guidance
During the O'Reilly Automotive, Inc. third quarter 2025 earnings call, the company provided updated guidance reflecting strong performance and strategic adjustments. Comparable store sales increased by 5.6%, driven by a significant 10% rise in the professional business segment, and operating income grew by 9%. Diluted earnings per share improved by 12%, aligning with the company's focus on profitable growth. O'Reilly revised its full-year comparable store sales guidance to a range of 4% to 5%, up from 3% to 4.5%, and updated earnings per share guidance to $2.90 to $3.00, indicating a 9% year-over-year increase. The company's gross margin for the third quarter was 51.9%, and they opened 55 net new stores, bringing the year-to-date total to 160. O'Reilly plans to open 200 to 210 new stores by year-end and has set a target of 225 to 235 new stores for 2026. Capital expenditure guidance was reduced to $1.1 billion to $1.2 billion, primarily due to the timing of store and distribution center growth projects. The company remains cautious about consumer behavior due to economic uncertainty but is confident in its ability to maintain competitive pricing and service levels.
Strong Comparable Store Sales Increase
O'Reilly Auto Parts reported a solid comparable store sales increase of 5.6% in the third quarter, driven by a 10% increase in professional sales.
Operating Income and EPS Growth
The company achieved a 9% increase in operating income and a 12% increase in diluted earnings per share, demonstrating profitable growth.
Updated Full Year Guidance
O'Reilly raised its full year comparable store sales guidance from a range of 3% to 4.5% to a range of 4% to 5%.
Expansion and New Store Openings
The company opened 55 net new stores in the third quarter and is on track to open 200 to 210 net new stores by year-end 2025, with plans for 225 to 235 new stores in 2026.
Effective Tax Rate Reduction
O'Reilly reduced its full year effective tax rate guidance from 22.3% to 21.6%, including benefits from accelerated payment of renewable energy tax credits.

O'Reilly Auto (ORLY) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

ORLY Earnings History

Report Date
Fiscal Quarter
Forecast / EPS
Last Year's EPS
EPS YoY Change
Press Release
Slides
Play Transcript
Feb 11, 2026
2025 (Q4)
0.72 / -
0.633
Oct 22, 2025
2025 (Q3)
0.83 / 0.85
0.76111.70% (+0.09)
Jul 23, 2025
2025 (Q2)
0.78 / 0.78
0.70310.95% (+0.08)
Apr 23, 2025
2025 (Q1)
0.66 / 0.62
0.6131.63% (+0.01)
Feb 05, 2025
2024 (Q4)
0.65 / 0.63
0.6172.59% (+0.02)
Oct 23, 2024
2024 (Q3)
0.77 / 0.76
0.7156.43% (+0.05)
Jul 24, 2024
2024 (Q2)
0.72 / 0.70
0.6813.23% (+0.02)
Apr 24, 2024
2024 (Q1)
0.62 / 0.61
0.55211.05% (+0.06)
Feb 07, 2024
2023 (Q4)
0.61 / 0.62
0.55810.57% (+0.06)
Oct 25, 2023
2023 (Q3)
0.69 / 0.71
0.61117.02% (+0.10)
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed

ORLY Earnings-Related Price Changes

Report Date
Price 1 Day Before
Price 1 Day After
Percentage Change
Oct 22, 2025
$101.21$98.27-2.90%
Jul 23, 2025
$95.42$98.16+2.87%
Apr 23, 2025
$92.03$90.14-2.05%
Feb 05, 2025
$89.88$88.72-1.29%
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.

FAQ

When does O'Reilly Auto (ORLY) report earnings?
O'Reilly Auto (ORLY) is schdueled to report earning on Feb 11, 2026, After Close (Confirmed).
    What is O'Reilly Auto (ORLY) earnings time?
    O'Reilly Auto (ORLY) earnings time is at Feb 11, 2026, After Close (Confirmed).
      Where can I see when companies are reporting earnings?
      You can see which companies are reporting today on our designated earnings calendar.
        What companies are reporting earnings today?
        You can see a list of the companies which are reporting today on TipRanks earnings calendar.
          What is ORLY EPS forecast?
          ORLY EPS forecast for the fiscal quarter 2025 (Q4) is 0.72.
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