8-KItem 2.02 · Results of OperationsItem 9.01 · Financial Statements

O’Reilly Automotive Reports Q3 Growth and Raises 2026 Guidance

Filed with the SEC on · Summarized by InvestorsBot

O’Reilly Automotive reported third-quarter 2026 sales of $5.12 billion, up 9% year over year, while comparable-store sales rose 7.2% and diluted EPS increased 14% to $0.97; results included a $39 million benefit from tariff refunds. The company raised its 2026 guidance for comparable-store sales to 5.5%-6.5%, revenue to $19.0-$19.3 billion, and operating margin to 19.5%-20.0%, while targeting 225-235 new stores and reporting $2.6 billion in year-to-date operating cash flow.

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