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O'Reilly Automotive, Inc.

ORLY Consumer Discretionary Auto & Home Supply Stores
$92.00
▲ +2.2% Today
as of Oct 22, 16:51 ET
Last 30 days +5.48% Sep 14 → Oct 22
$82.15 $84.80 $87.44 $90.08 $92.73 Sep 14 Sep 22 Sep 29 Oct 07 Oct 14 Oct 22
Open
$89.61
High
$92.03
Low
$89.20
Volume
$5M
Avg Vol
$6M
Mkt Cap
$68.4B
P/E (TTM)
36.74
Beta
—
52w High
$102.46
52w Low
$82.59
Div Yield
—
Shares Out
$816M

Recent Press Releases & News last 60 days · 10 items

lean bull ▲ 2 ● 8 ▼ 0
Oct 22 · 07:13 RATING Simply Wall St. neutral
O'Reilly Automotive (ORLY) Stock Could Be 25% Overvalued On Cash Flow
Oct 21 · 13:00 RATING Zacks neutral
O'Reilly Automotive (ORLY) Earnings Expected to Grow: Should You Buy?
Oct 13 · 15:10 EARNINGS Zacks bullish
Will O'Reilly Automotive (ORLY) Beat Estimates Again in Its Next Earnings Report?
▸ Show all 10 press releases & news Free account →

ORLY earnings at a glance

O'Reilly Automotive, Inc. (ORLY) is scheduled to report earnings on Wednesday, October 28, 2026 after the market closes — in 5 days. Analysts expect earnings per share of $0.92, compared with $0.85 in the same quarter last year (+8%). The options market is pricing a move of about ±3.1% after the report, a range of roughly $89.11 to $94.89 from today's $92.00. Over its last 6 reports the stock rose the next day 2 times and fell 4, moving ±4.0% on average; after the most recent report on Jul 29, 2026 it moved -3.6%. That means options currently expect less movement than ORLY has typically delivered. ORLY beat the consensus EPS estimate in 4 of its last 6 reported quarters. Implied volatility is currently 27%. The share price of $92.00 sits in the middle of its 52-week range.

More Consumer Discretionary stocks · All stocks · Earnings calendar

Overview

52-week range
$83
$102
47% of range
Avg surprise (last 6)
+0.5%
Avg reaction (last 6)
-0.2%
33% positive
Latest IV / EM
27%
EM ±3.1% · $85 · Oct 16

Earnings trends

EPS — actual vs estimate Actual Estimate
$0.69$3.20$5.71$8.21$10.72 Actual $8.28Actual $10.22Actual $10.72Actual $9.20Actual $0.70Actual $0.76Actual $9.35Est $9.83Actual $0.78Est $0.77Actual $0.85Est $0.83Actual $0.71Est $0.72Actual $0.72Est $0.69Actual $0.86Est $0.85 MarJunSepMarJunSepMar/2025Jun/2025Sep/20258K8KJun/2026
Revenue vs Net Income Revenue Net income
$0$1.3B$2.6B$3.9B$5.1B Sep 24Mar 25Jun 25Sep 25Mar 26Jun 26

Earnings history

DatePeriodActual EPSEstSurpriseYoY %ΔDay reactSource
Wed Jul 29, 2026Jun/2026 $0.86 $0.85 +1.2% +9.0% -3.6% earnings
Wed Apr 29, 20268K 2026-04-29 $0.72 $0.69 +4.3% — +8.4% earnings
Wed Feb 4, 20268K 2026-02-04 $0.71 $0.72 -1.4% — -4.0% earnings
Wed Oct 22, 2025Sep/2025 $0.85 $0.83 +2.4% — -2.9% earnings
Wed Jul 23, 2025Jun/2025 $0.78 $0.77 +1.3% — +2.9% earnings
Wed Apr 23, 2025Mar/2025 $9.35 $9.83 -4.9% — -2.1% earnings
Mon Sep 30, 2024Sep 2024 $0.76 — — — — financials
Sun Jun 30, 2024Jun 2024 $0.70 — — — — financials
Sun Mar 31, 2024Mar 2024 $9.20 — — — — financials
Sat Sep 30, 2023Sep 2023 $10.72 — — — — financials
Fri Jun 30, 2023Jun 2023 $10.22 — — — — financials
Fri Mar 31, 2023Mar 2023 $8.28 — — — — financials

Upcoming

DateFiscalTimeEPS EstLY EPSYoY %Δ
Wed Oct 28, 2026Sep/2026AMC $0.92$0.85 +8.2%

Financials

Income statement (quarterly)

MetricJun 2026Mar 2026Dec 2025Sep 2025Jun 2025Mar 2025Dec 2024Sep 2024
Revenue$4.89B$4.56B—$4.71B$4.53B$4.14B—$4.36B
Cost of revenue$2.38B$2.21B—$2.27B$2.20B$2.02B—$2.11B
Gross profit$2.52B$2.35B—$2.44B$2.33B$2.12B—$2.25B
Operating income$986M$842M—$976M$914M$741M—$897M
Net income$715M$604M—$726M$669M$538M—$665M
EPS (diluted)$0.86$0.72—$0.85$0.78$0.62—$0.76

Balance sheet (quarterly)

MetricJun 2026Mar 2026Dec 2025Sep 2025Jun 2025Mar 2025Dec 2024Sep 2024
Cash & equivalents$262M$253M$194M$205M$199M$191M$130M$116M
Inventory$5.97B$5.81B$5.73B$5.61B$5.40B$5.17B$5.10B$4.91B
Total current assets$7.20B$6.97B$6.74B$6.60B$6.32B$6.03B$5.84B$5.70B
Total assets$17.39B$16.94B$16.54B$16.28B$15.82B$15.29B$14.89B$14.58B
Long-term debt$7.01B$6.20B$6.02B$5.92B$5.82B$5.65B$5.52B$5.36B
Total liabilities————————
Total equity$-1.84B$-1.07B$-763M$-895M$-1.23B$-1.36B$-1.37B$-1.44B

Implied volatility — last 90 days

24%35%46%57%68% Jun 07 — IV 32% · EM ±4.4%Jun 08 — IV 29% · EM ±3.8%Jun 09 — IV 29% · EM ±3.6%Jun 10 — IV 32% · EM ±3.8%Jun 11 — IV 31% · EM ±3.5%Jun 12 — IV 31% · EM ±3.2%Jun 15 — IV 34% · EM ±2.4%Jun 16 — IV 36% · EM ±2.1%Jun 17 — IV 58% · EM ±2.4%Jun 19 — IV 30% · EM ±6.5%Jun 22 — IV 27% · EM ±5.7%Jun 23 — IV 29% · EM ±6.0%Jun 24 — IV 28% · EM ±5.7%Jun 25 — IV 31% · EM ±6.0%Jun 26 — IV 27% · EM ±5.2%Jun 29 — IV 26% · EM ±4.5%Jun 30 — IV 28% · EM ±4.9%Jul 01 — IV 26% · EM ±4.4%Jul 02 — IV 30% · EM ±4.9%Jul 03 — IV 31% · EM ±4.9%Jul 06 — IV 33% · EM ±4.6%Jul 07 — IV 37% · EM ±4.8%Jul 08 — IV 31% · EM ±3.8%Jul 09 — IV 33% · EM ±3.9%Jul 10 — IV 32% · EM ±3.5%Jul 13 — IV 44% · EM ±3.7%Jul 14 — IV 40% · EM ±2.9%Jul 15 — IV 68% · EM ±4.0%Jul 16 — IV 58% · EM ±2.4%Jul 20 — IV 42% · EM ±9.9%Jul 21 — IV 37% · EM ±8.6%Jul 22 — IV 37% · EM ±8.6%Jul 23 — IV 37% · EM ±8.2%Jul 24 — IV 38% · EM ±8.3%Jul 27 — IV 37% · EM ±7.7%Jul 28 — IV 39% · EM ±8.0%Jul 29 — IV 39% · EM ±7.9%Jul 30 — IV 31% · EM ±6.0%Jul 31 — IV 29% · EM ±5.5%Aug 03 — IV 30% · EM ±5.2%Aug 04 — IV 33% · EM ±5.7%Aug 05 — IV 27% · EM ±4.5%Aug 06 — IV 31% · EM ±5.0%Aug 07 — IV 28% · EM ±4.4%Aug 10 — IV 29% · EM ±4.0%Aug 11 — IV 32% · EM ±4.2%Aug 12 — IV 32% · EM ±4.0%Aug 13 — IV 32% · EM ±3.8%Aug 14 — IV 26% · EM ±2.9%Aug 17 — IV 29% · EM ±2.4%Aug 18 — IV 31% · EM ±2.2%Aug 19 — IV 41% · EM ±2.4%Aug 20 — IV 40% · EM ±1.7%Aug 24 — IV 28% · EM ±5.8%Aug 25 — IV 27% · EM ±5.6%Aug 26 — IV 27% · EM ±5.3%Aug 27 — IV 26% · EM ±5.2%Aug 28 — IV 25% · EM ±4.7%Aug 31 — IV 25% · EM ±4.5%Sep 01 — IV 26% · EM ±4.4%Sep 02 — IV 26% · EM ±4.3%Sep 03 — IV 26% · EM ±4.1%Sep 04 — IV 26% · EM ±4.0%Sep 07 — IV 29% · EM ±4.0%Sep 08 — IV 30% · EM ±4.0%Sep 09 — IV 34% · EM ±4.2%Sep 10 — IV 29% · EM ±3.5%Sep 11 — IV 27% · EM ±3.0%Sep 14 — IV 33% · EM ±2.8%Sep 15 — IV 36% · EM ±2.6%Sep 16 — IV 55% · EM ±3.3%Sep 17 — IV 49% · EM ±2.1%Sep 21 — IV 25% · EM ±5.3%Sep 22 — IV 30% · EM ±6.2%Sep 23 — IV 30% · EM ±6.1%Sep 24 — IV 30% · EM ±5.8%Sep 25 — IV 24% · EM ±4.6%Sep 28 — IV 30% · EM ±5.3%Sep 29 — IV 30% · EM ±5.2%Sep 30 — IV 27% · EM ±4.4%Oct 01 — IV 26% · EM ±4.2%Oct 02 — IV 25% · EM ±3.9%Oct 06 — IV 28% · EM ±3.7%Oct 07 — IV 34% · EM ±4.3%Oct 08 — IV 27% · EM ±3.1%

Sector peers

CVNA
Carvana Co.
$69.1B $58.72-2.6%
CL
Colgate-Palmolive Company
$69.5B $97.39+3.0%
BAM
Brookfield Asset Management
$71.4B $47.64+3.7%
HLT
Hilton Worldwide Holdings Inc.
$72.1B $358.07-0.3%
RCL
Royal Caribbean Cruises Ltd.
$75.5B $286.13-0.6%
SHW
Sherwin-Williams Company (The)
$76.5B $345.63+2.9%

ORLY earnings FAQ

When is ORLY's next earnings date?

O'Reilly Automotive, Inc. is expected to report on October 28, 2026, after the market closes.

What is ORLY's expected move for earnings?

Options currently price a move of about ±3.1%, or $2.89 per share either way from $92.00.

How does ORLY stock usually react to earnings?

Across the last 6 reports the average next-day move was ±4.0%, up 2 times and down 4 times.

What EPS are analysts expecting from O'Reilly Automotive, Inc.?

The consensus estimate is $0.92 per share, versus $0.85 a year ago.

What is ORLY's implied volatility?

ORLY's at-the-money implied volatility is about 27% based on the latest options snapshot.

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