O'Reilly Automotive reported strong sales growth and revised their sales guidance upwards, reflecting confidence in their ongoing performance. However, challenges include increased SG&A expenses and softness in discretionary categories. The company remains cautious about the economic environment's impact on consumer behavior.

Company Guidance -

Q3 2025

During the second quarter 2025 earnings call, O'Reilly Automotive, Inc. provided updated guidance reflecting a positive outlook for the remainder of the year, despite recognizing potential challenges. The company reported a 4.1% increase in comparable store sales, driven significantly by the professional side of the business, which saw sales exceed 7%. Earnings per share grew by 11% to $0.78. O'Reilly revised its full-year comparable store sales guidance from a range of 2% to 4% to a new range of 3% to 4.5%. The company's gross margin for the second quarter was 51.4%, up 67 basis points from the previous year. They also updated their diluted EPS guidance to a range of $2.85 to $2.95, adjusted for a 15-for-1 stock split. Despite facing tariff-related cost pressures and a cautious consumer environment, O'Reilly emphasized its commitment to maintaining strong customer service and capturing market share.

Comparable Store Sales Growth

O'Reilly Automotive reported a 4.1% increase in comparable store sales for the second quarter of 2025, with professional business sales exceeding a 7% increase.

Earnings Per Share Increase

The company achieved an 11% increase in earnings per share, reaching $0.78 for the second quarter.

Revised Sales Guidance

Full-year comparable store sales guidance was revised upward to a range of 3% to 4.5%, reflecting the company's strong performance in the first half of the year.

Successful New Store Openings

O'Reilly opened 105 net new stores across the U.S. and Mexico in the first half of 2025, indicating successful expansion efforts.

New Distribution Center Announcements

The company announced the acquisition of a facility in Haslet, Texas, for a new distribution center expected to be operational in 2027, and the near completion of the Stafford, Virginia distribution center.

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

Daily Earnings Calendar >

ORLY Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Oct 22, 2025	2025 (Q3)	0.83 / -	0.761	―	―	―
Jul 23, 2025	2025 (Q2)	0.78 / 0.78	0.703	10.95% (+0.08)	―
Apr 23, 2025	2025 (Q1)	0.66 / 0.62	0.613	1.63% (+0.01)	―
Feb 05, 2025	2024 (Q4)	0.65 / 0.63	0.617	2.59% (+0.02)	―
Oct 23, 2024	2024 (Q3)	0.77 / 0.76	0.715	6.43% (+0.05)	―
Jul 24, 2024	2024 (Q2)	0.72 / 0.70	0.681	3.23% (+0.02)	―
Apr 24, 2024	2024 (Q1)	0.62 / 0.61	0.552	11.05% (+0.06)	―
Feb 07, 2024	2023 (Q4)	0.61 / 0.62	0.558	10.57% (+0.06)	―
Oct 25, 2023	2023 (Q3)	0.69 / 0.71	0.611	17.02% (+0.10)	―
Jul 26, 2023	2023 (Q2)	0.67 / 0.68	0.585	16.41% (+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
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%
Oct 23, 2024	$79.95	$79.98	+0.04%

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 Oct 22, 2025, After Close (Confirmed).

What is O'Reilly Auto (ORLY) earnings time?

O'Reilly Auto (ORLY) earnings time is at Oct 22, 2025, 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 (Q3) is 0.83.

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