O'Reilly Automotive stock: Q3 growth lifts 2026 outlook

Published on 10/31/2026 at 10:25 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

O'Reilly Automotive stock enters the weekend after record third-quarter sales. Management lifted its full-year 2026 outlook and kept store growth on track.

Quarterly growth reshapes the outlook

Comparable-store sales rose 7.2 percent in the third quarter, supported by professional and do-it-yourself customers.
A 39 million US dollar tariff-refund benefit contributed to the 14 percent increase in diluted earnings per share.
O'Reilly repurchased 11.8 million shares during the quarter, reinforcing its capital-return program.

ORLY, US67103H1077, Illustration mit AI erstellt.

O'Reilly Automotive reported record revenue and earnings for the third quarter ended September 30, 2026, in a release published Wednesday, October 28. The company said sales rose 9 percent year over year to 5.12 billion US dollars, while diluted earnings per share increased 14 percent to 0.97 US dollars. The O'Reilly Automotive release also identified a 39 million US dollar tariff-refund benefit in the quarter.

Sales momentum supports higher targets

Comparable-store sales increased 7.2 percent, with double-digit growth in the professional business and mid-single-digit growth in do-it-yourself sales. Gross profit rose 10 percent to 2.68 billion US dollars, while operating income increased 13 percent to 1.10 billion US dollars.

Management raised its full-year comparable-store sales outlook to 5.5 percent to 6.5 percent from 4 percent to 6 percent. The company now expects 19.0 billion to 19.3 billion US dollars in revenue, diluted earnings per share of 3.25 to 3.35 US dollars, and free cash flow of 1.9 billion to 2.2 billion US dollars. The updated plan includes 225 to 235 net new stores in 2026.

Expansion and buybacks remain central

O'Reilly had opened 173 net new stores year to date by the release date and operated 6,758 stores across the United States, Puerto Rico, Mexico and Canada at September 30. The company also repurchased 11.8 million shares during the quarter for 1.03 billion US dollars. A separate earnings-call report highlighted a 2027 target of 265 to 275 net new stores, extending the expansion strategy beyond the current year.

O'Reilly Automotive stock traded at 78.96 euros on Lang & Schwarz at 10:24 CEST on Saturday, October 31, 2026. The real-time quote of O'Reilly Automotive stock is available here.