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O'Reilly Automotive ORLY Q2 2026 earnings

Reported July 29, 2026 · After market close

Revenue$4.9BBeat by $28.0M
EPS$0.86Miss by $0.00
Revenue estimate$4.9B
EPS estimate$0.86
“I would like to thank all of Team O'Reilly for their tremendous hard work and unwavering commitment to taking care of our customers each and every day. We are very pleased to report another quarter of strong performance, highlighted by a comparable store sales increase of 6.0% and a 10% increase in diluted earnings per share. Our Team continues to consistently execute our proven dual market strategy at a high level and delivered solid growth in both professional and DIY during the quarter. We remain committed to taking market share by providing unsurpassed levels of service to our customers, supported by best-in-class parts availability.”
Brad Beckham

Next report

Oct 28, 2026 (In 3 weeks)
Revenue estimate$5.0B
EPS estimate$0.93

Financials

Q2 2026

Income statement

See full
Revenue$4.9B+8.1%
Gross profit$2.5B+8.2%
Operating income$985.7M+7.8%
Net income$715.1M+7.0%
EPS (diluted)$0.86+10.3%

Balance sheet

See full
Cash & equivalents$262.2M+32.0%
Total debt$9.6B+15.3%
Total equity-$1.8B-49.0%
Total assets$17.4B+9.9%

Cash flow

See full
Operating cash flow$1.0B+33.0%
CapEx$307.6M+2.3%
Free cash flow$698.9M+53.2%

Valuation & ratios

Valuation

as of 10/02/26
See full
Market cap$68.79B-22.8%
Enterprise value$78.11B-19.7%
P/E26×-9.9×
P/S3.7×-1.4×

Profitability

See full
Gross margin51.6%+0.2pp
Operating margin19.6%+0.3pp
Net margin14.3%+0.1pp
FCF margin11.6%+1.3pp

Returns & leverage

See full
Current ratio0.8×0.0×

Segments

By segment

See full
Automotive Aftermarket Parts$4.9B+8.1%

FAQ

When did O'Reilly Automotive report Q2 2026 earnings?
O'Reilly Automotive (ORLY) reported Q2 2026 earnings on July 29, 2026 after market close.
What were O'Reilly Automotive's Q2 2026 revenue and EPS?
O'Reilly Automotive reported revenue of $4.9B and eps of $0.86 for Q2 2026.
Did O'Reilly Automotive beat estimates in Q2 2026?
Revenue beat the consensus estimate of $4.9B by $28.0M. EPS missed the consensus estimate of $0.86 by $0.00.
How did O'Reilly Automotive's Q2 2026 results compare year-over-year?
Compared to the same quarter a year prior, revenue grew 8.1% from $4.5B a year earlier and eps grew 10.3% from $0.78.
Where can I find O'Reilly Automotive's Q2 2026 SEC filings?
You can read the 8-K earnings release (0000898173-26-000042) and the 10-Q periodic report (0000898173-26-000045) directly on SEC EDGAR. The filing index links above go to sec.gov.