O'Reilly Automotive stock heads toward October 28 earnings

Published on 10/06/2026 at 17:50 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

O'Reilly Automotive stock was at USD 84.74 on October 6, 2026, up 1.00 percent. Second-quarter revenue reached USD 4.89 billion before the October 28 report.

Modernistisches Poster mit geometrischen Zahnrädern und großer Typografie AUTO PARTS — O'Reilly Automotive (US67103H1077) Aktienbild: Bauhaus-Poster mit geometrischen Formen, Zahnrädern und dem Schriftzug AUTO PARTS, Illustration mit AI erstellt.

O'Reilly Automotive stock was trading at USD 84.74 on Nasdaq on October 6, 2026, at 11:49 a.m. ET, up 1.00 percent from the prior close of USD 83.90. The company is scheduled to publish third-quarter 2026 results on October 28, 2026, according to MarketBeat.

October 28 sets the next test

The upcoming report follows O'Reilly's second quarter, which ended June 30, 2026. Revenue reached USD 4.89 billion and diluted earnings per share came to USD 0.86, according to MarketBeat.

Second-quarter revenue increased 8.1 percent from the year-earlier period, while diluted earnings per share rose from USD 0.78 to USD 0.86. The revenue result also exceeded the USD 4.86 billion consensus cited by MarketBeat, while earnings per share matched the USD 0.86 estimate.

Professional sales carry the growth

Professional service-provider sales grew 12.5 percent for a fourth consecutive quarter, according to MarketBeat. That performance contrasts with softer do-it-yourself demand and makes the October report a test of whether commercial customers can continue to offset weaker household traffic.

Management's fiscal 2026 guidance calls for earnings per share of USD 3.20 to USD 3.30, while comparable-store sales guidance stands at 4 percent to 6 percent. O'Reilly's investor-relations page identifies the company as a Nasdaq-listed specialty retailer serving professional service providers and do-it-yourself customers, with 6,695 stores across the United States, Puerto Rico, Mexico and Canada as of June 30, 2026.

Consensus target remains above the quote

MarketBeat reports a Moderate Buy consensus based on 19 analyst ratings, with an average price target of USD 106.50. The target lies 25.7 percent above the October 6 price of USD 84.74, leaving the valuation debate tied to the next earnings release rather than to revenue growth alone.

Sanford C. Bernstein upgraded its view to Hold on October 1, 2026, while the broader consensus stayed at Moderate Buy, according to MarketBeat. The combination of a positive consensus and a Hold upgrade highlights the gap between O'Reilly's operating progress and the price investors are willing to pay for it.

Stock trades near its yearly low

O'Reilly Automotive stock was last at USD 84.74 on Nasdaq on October 6, 2026, at 11:49 a.m. ET. Its 52-week range was USD 82.59 to USD 104.06, while market capitalization stood at USD 70.2 billion and volume at 1,214,605 shares.