The earnings call revealed a positive outlook for O'Reilly Auto Parts, with strong sales growth and increased earnings per share. However, concerns about inflation, tariff impacts, and rising SG&A expenses tempered the optimism. The company remains confident in its ability to navigate these challenges and capitalize on growth opportunities.

Company Guidance -

Q3 2025

In the second quarter of 2025, O'Reilly Automotive, Inc. reported a 4.1% increase in comparable store sales, attributed mainly to strong professional business sales, which exceeded 7%, while DIY sales saw low single-digit growth. This sales momentum contributed to an 11% increase in earnings per share, reaching $0.78. The company also adjusted its full-year guidance for comparable store sales from 2%-4% to 3%-4.5%, reflecting potential benefits from effective price management amidst a challenging tariff environment. The gross margin for the quarter rose to 51.4%, up by 67 basis points from the previous year, driven by strong supply chain management and pricing adjustments. O'Reilly plans to open a new distribution center in Fort Worth, Texas, by 2027, which will serve 350 stores, supporting ongoing growth in the South Central U.S. The company's updated guidance projects diluted earnings per share between $2.85 and $2.95, following a 15-for-1 stock split. Additionally, O'Reilly maintained its full-year operating profit guidance at 19.2%-19.7% and expects a free cash flow between $1.6 billion and $1.9 billion.

Strong Comparable Store Sales Growth

O'Reilly Auto Parts reported a 4.1% increase in comparable store sales for Q2 2025, contributing to a year-to-date comp growth at the high end of their expectations.

Earnings Per Share Increase

Earnings per share increased by 11% to $0.78, reflecting strong financial performance.

Professional Business Growth

The professional business segment saw a comparable store sales increase exceeding 7%, driven by strong ticket count growth.

Revised Sales Guidance

Full-year comparable store sales guidance was updated from a range of 2% to 4% to 3% to 4.5%, indicating optimism for future growth.

Gross Margin Improvement

Gross margin for Q2 2025 was 51.4%, up 67 basis points from the same quarter in 2024.

New Distribution Center Announcements

Plans to open a new distribution center in Fort Worth, Texas, and nearing completion of a facility in Stafford, Virginia, to support future growth.

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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