O'Reilly Automotive, IncNasdaq: ORLY
Consumer Discretionary · Automotive Retail
$96.55
-2.87%
Vol: 4.7M
Research Digest
Friday, May 1, 2026
O Reilly Q1 2026 beats with 16% EPS growth and 8.1% comp sales; raises FY guidance.
O Reilly Automotive Q1 2026 record revenue $4.56B (+10%) and diluted EPS $0.72 (+16%), beating estimates with 8.1% comparable store sales growth. Raised FY2026 guidance: revenue $18.7-$19.0B, diluted EPS $3.15-$3.25, net cash from operations $3.1-$3.5B, and 225-235 net new store openings. Double-digit growth in professional business and mid-single-digit DIY growth. Evercore ISI added ORLY to Tactical Outperform list, RBC Capital raised PT to $110 from $109. Stock rose 7.60% April 30.
Previous Market Intelligence
13 daysApr 30O'Reilly Automotive reports record Q1 2026 earnings with 16% EPS growth and 8.1% comparable store sales increase.Positive▶
O'Reilly Automotive posted strong Q1 2026 results on April 29, 2026, with sales rising 10% to $4.56 billion and diluted EPS of $0.72, up 16% year-over-year. Comparable store sales increased 8.1%, demonstrating resilient customer demand in the auto parts market. The company raised full-year 2026 guidance with expected revenue of $18.7-$19.0 billion and diluted EPS of $3.15-$3.25. Stock surged 3.6% immediately after reporting.
Apr 16Evercore ISI raises ORLY price target; Q1 earnings due April 29Positive▶
O'Reilly Automotive faces upcoming Q1 2026 earnings report (April 29) with projected revenues of $18.7-$19.0B. Evercore ISI raised price target to $110 from $105 on April 7, supporting analyst optimism. Company reported 33 consecutive years of comparable store sales growth. Board approved 15-for-1 stock split subject to shareholder approval. 17 analysts recommend Strong Buy; average 12-month target $111.59 (22% upside).
Apr 15O'Reilly Automotive schedules Q1 2026 earnings release for April 29 with upbeat analyst expectations.Neutral▶
O'Reilly Automotive announced Q1 2026 earnings release on April 29 after market close, followed by a conference call April 30. Analysts project adjusted EPS of $0.69 with revenues between $18.7B-$19.0B. State of Alaska Department of Revenue trimmed its position by 7.4% in Q4. Stock trades at $93.52 with a 12-month price target of $105.67. No significant overnight news developments.
Apr 14O'Reilly Automotive readies Q1 earnings April 29; Evercore raises target to $110; expanding EV parts line.Neutral▶
O'Reilly Automotive scheduled Q1 2026 earnings for April 29. Analysts expect adjusted EPS of $0.69. Evercore ISI raised price target to $110 from $105 on April 7. Company proactively expanding EV parts line and training workforce. Stock outperformed peers despite broader market headwinds.
Apr 13O'Reilly Automotive maintains strong momentum with 225-235 net new stores planned for 2026; Q1 earnings April 29.Positive▶
O'Reilly reported 2025 revenue of $17.78B (+6.42% YoY) and earnings growth of 6.35%. Company plans 225-235 net new store openings in 2026, opening new Virginia distribution center. Q1 2026 earnings announced for April 29. Strong Buy consensus from analysts. Average price target of $111.59 represents 22.14% upside. 6,585 stores across North America.
Apr 10O'Reilly Automotive schedules Q1 2026 results April 29 amid high interest rate headwinds on consumer spending.Neutral▶
O'Reilly Automotive scheduled Q1 2026 earnings release April 29 with conference call April 30. Stock at $94.28, up 1.86%. Down 3.5% YTD vs S&P 500 up 9.4%. Evercore ISI raised price target to $110 from $105 with Outperform rating. Key issue: sustained high rates impacting discretionary consumer spending.
Apr 9O'Reilly Automotive reports 4.7% FY2025 comparable sales growth and 33 years consecutive positive comps; Q1 2026 earnings April 29.Positive▶
O'Reilly Automotive announced Q1 2026 earnings release for April 29, 2026, after 3:30 p.m. CT, with conference call April 30 at 10:00 a.m. CT. FY2025 results showed 4.7% comparable store sales growth and 33rd consecutive year of positive comps. Diluted EPS increased 10% for full year 2025. Operating cash flow reached $2.76 billion with $2.10 billion returned via share repurchases. The company operates 6,585 stores across 48 U.S. states, Puerto Rico, Mexico, and Canada as of December 31, 2025. Analysts project Q1 2026 adjusted EPS of $0.69. Evercore ISI analyst Greg Melich raised price target to $110 from $105 with Outperform rating. Average analyst rating is Strong Buy with 12-month price target of $111.59, representing 22.14% upside. Stock trading range April 8: $90.69-$93.08.
Apr 8No significant overnight updatesNeutral▶
No material news in the last 48 hours. O'Reilly Automotive has Q1 2026 earnings scheduled for April 29 with management guiding for revenues of $18.7-$19.0 billion and operating margins of 19.2-19.7%.
Apr 7O'Reilly Auto approved 15-for-1 stock split and posted record comparable store sales growthPositive▶
O'Reilly Automotive reported 33 consecutive years of comparable store sales growth with 5.6% Q4 growth and 4.7% full-year increase. Board approved 15-for-1 stock split subject to shareholder approval. Company raised $850M in new notes in March. Q1 2026 earnings scheduled for April 29 with analysts forecasting 11.3% adjusted EPS increase. 17 analysts rate as Strong Buy with $111.59 target, 17.82% upside.
Apr 6O'Reilly Automotive Q1 2026 earnings set for April 29; analysts forecast 11.3% EPS growthPositive▶
O'Reilly Automotive scheduled Q1 2026 results release for April 29, 2026, with a conference call April 30, 2026. Analysts are forecasting an 11.3% increase in adjusted EPS. The company raised $850 million in new notes in March 2026. Despite recent stock declines, analysts remain bullish with consensus "Strong Buy" rating and 12-month price target of $111.59, representing 17.82% upside from current levels.
Apr 3O'Reilly Automotive schedules Q1 2026 earnings release for April 29; maintains aggressive 225-235 store expansion plan.Neutral▶
O'Reilly Automotive announced on April 1 that Q1 2026 financial results will release on April 29 after 3:30 p.m. CT. Analysts project Q1 2026 adjusted EPS of $0.69, up 11.3% year-over-year. The company plans to open 225-235 new stores in 2026 while integrating its 2024 Groupe Del Vasto acquisition. The stock gained 4.7% over the past month.
Apr 2O'Reilly Automotive Q1 2026 earnings release scheduled for April 29; board approved 15-for-1 stock split pending shareholder approval.Positive▶
O'Reilly Automotive will release Q1 2026 earnings on April 29 with analyst expectations of $0.69 adjusted EPS (11.3% YoY growth). The company raised $850 million in new notes in March and has board approval for a 15-for-1 stock split. Strong Q4 2025 comparable store sales growth of 5.6% and full-year growth of 4.7% demonstrate solid fundamentals. Analyst consensus is Strong Buy with average price target of $111.59 (17.82% upside).
Apr 1O'Reilly Automotive plans to open 225-235 new stores in 2026 and raised $850 million in new notes, with strong analyst support.Positive▶
O'Reilly Automotive plans to open 225-235 new stores in 2026 while integrating its 2024 acquisition of Groupe Del Vasto. The company raised $850 million in new notes to support expansion. Analysts expect Q1 2026 adjusted EPS of $0.69, representing 11.3% YoY growth. Consensus rating is Strong Buy.
Sector Peers
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Key Fundamentals
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Price below 200d MA — bearish structure.