O’Reilly Automotive (NASDAQ:ORLY) Issues FY 2026 Earnings Guidance

O’Reilly Automotive (NASDAQ:ORLY) updated its FY 2026 earnings guidance on Friday. The company provided earnings per share (EPS) guidance of 3.250-3.350 for the period, compared to the consensus earnings per share estimate of 3.280. The company issued revenue guidance of $19.0 billion-$19.3 billion, compared to the consensus revenue estimate of $19.1 billion.

O’Reilly Automotive Stock Performance

Shares of O’Reilly Automotive stock traded up $1.04 during midday trading on Friday, reaching $89.11. 1,715,021 shares of the company’s stock traded hands, compared to its average volume of 6,404,663. The company has a market cap of $72.09 billion, a price-to-earnings ratio of 27.31, a price-to-earnings-growth ratio of 2.18 and a beta of 0.54. The company’s 50 day simple moving average is $87.21 and its 200 day simple moving average is $90.57. O’Reilly Automotive has a 52 week low of $82.59 and a 52 week high of $102.46.

O’Reilly Automotive (NASDAQ:ORLY) last issued its quarterly earnings results on Wednesday, October 28th. The specialty retailer reported $0.97 earnings per share (EPS) for the quarter, beating the consensus estimate of $0.93 by $0.04. O’Reilly Automotive had a negative return on equity of 221.77% and a net margin of 14.27%. The company had revenue of $5.12 billion for the quarter, compared to the consensus estimate of $5.02 billion. During the same period last year, the business posted $0.85 earnings per share. The firm’s revenue was up 8.8% compared to the same quarter last year. As a group, equities research analysts predict that O’Reilly Automotive will post 3.28 earnings per share for the current year.

Wall Street Analysts Forecast Growth

ORLY has been the topic of a number of analyst reports. Wolfe Research set a $98.00 price target on shares of O’Reilly Automotive in a research report on Wednesday, July 15th. TD Cowen reduced their price target on O’Reilly Automotive from $117.00 to $110.00 and set a “buy” rating for the company in a report on Friday, July 31st. Morgan Stanley reduced their target price on shares of O’Reilly Automotive from $112.00 to $108.00 and set an “overweight” rating for the company in a report on Thursday, July 30th. The Goldman Sachs Group reiterated a “conviction-buy” rating and issued a $104.00 price objective on shares of O’Reilly Automotive in a research note on Friday. Finally, Bank of America assumed coverage on O’Reilly Automotive in a research note on Monday. They issued a “buy” rating and a $106.00 price target for the company. One investment analyst has rated the stock with a Strong Buy rating, sixteen have issued a Buy rating and three have given a Hold rating to the stock. According to data from MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and a consensus price target of $107.89.

Insider Activity at O’Reilly Automotive

In other O’Reilly Automotive news, SVP Christopher Mancini sold 3,000 shares of the firm’s stock in a transaction on Wednesday, August 12th. The shares were sold at an average price of $93.00, for a total value of $279,000.00. Following the sale, the senior vice president owned 189 shares of the company’s stock, valued at $17,577. This trade represents a 94.07% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available at the SEC website. Also, Director Thomas Hendrickson sold 1,000 shares of O’Reilly Automotive stock in a transaction that occurred on Friday, August 28th. The shares were sold at an average price of $87.83, for a total value of $87,830.00. Following the sale, the director directly owned 18,675 shares in the company, valued at approximately $1,640,225.25. The trade was a 5.08% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Over the last 90 days, insiders sold 6,000 shares of company stock valued at $550,530. Corporate insiders own 0.77% of the company’s stock.

Trending Headlines about O’Reilly Automotive

Here are the key news stories impacting O’Reilly Automotive this week:

• Positive Sentiment: O’Reilly reported record third-quarter revenue of $5.12 billion, up 8.8% year over year, while earnings of $0.97 per share exceeded the roughly $0.92-$0.93 analyst consensus. Comparable-store sales rose 7.2%, indicating resilient demand in the automotive aftermarket. O’Reilly Automotive third-quarter results
• Positive Sentiment: Management’s fiscal 2026 outlook calls for EPS of $3.25-$3.35 and revenue of $19.0-$19.3 billion. The EPS midpoint of $3.30 and revenue midpoint of $19.15 billion are slightly above consensus estimates of $3.28 and $19.1 billion, respectively.
• Positive Sentiment: Analysts remain constructive: Wells Fargo raised its price target to $105 from $100 and maintained an overweight rating, while Bernstein increased its target to $96 from $94. Bernstein price target update
• Neutral Sentiment: The investment case remains supported by long-term store expansion and aftermarket demand, but one recent analysis maintained a “hold” rating because the stock’s valuation limits near-term upside. O’Reilly Automotive valuation analysis
• Negative Sentiment: The stock’s reaction suggests that strong results and guidance were not enough to exceed elevated expectations. Shares are also trading near their 200-day moving average, while a price-to-earnings ratio of about 27 leaves less room for disappointment.

About O’Reilly Automotive

O’Reilly Automotive, Inc is a specialty retailer of automotive aftermarket parts, tools, supplies and accessories. The company serves both do-it-yourself customers and professional service technicians, offering products used for vehicle maintenance, repair and customization. Its merchandise includes replacement parts, batteries, filters, lighting products, shop equipment, automotive chemicals and related accessories.

Founded in 1957 by the O’Reilly family, the company began as a single store in Springfield, Missouri.