Earnings Releases·Oct 28, 2026, 4:32 PM ET

O'Reilly Automotive — Third Quarter 2026 Earnings Summary

Third quarter revenue rose 9% year-over-year to $5.12 billion, while diluted EPS increased 14% to $0.97, driven by top-line growth and a $39 million benefit from tariff refunds.
The company raised full-year 2026 guidance across key metrics, including comparable store sales (5.5%–6.5%), gross margin (51.6%–52.1%), and diluted EPS ($3.25–$3.35).
Share repurchases totaled $3.47 billion year-to-date (38.5 million shares), with an additional $204 million repurchased subsequent to the quarter, leaving $727 million remaining under authorization.
Net new store openings reached 173 year-to-date, with the company on track to open 225–235 stores in 2026, while operating income grew 13% to $1.10 billion in the quarter.