O'Reilly Automotive ORLY Q2 2026: Earnings Beat and Raised Outlook
As seen on the 24/7 Wall St. homepage on July 29, 2026.
O'Reilly crushed guidance with a 6% comp store sales beat and raised full-year outlook, signaling the dual market strategy in both professional and DIY segments is firing on all cylinders even as the company doubles down on 225 to 235 net new store openings this year.
Continue ReadingShow less
O'Reilly Automotive reported Q2 2026 earnings per share of $0.86, topping the consensus estimate of $0.86, while revenue came in at roughly $4.89 billion against an estimate of approximately $4.86 billion. That top-line result continues a clear upward trend — Q2 2026 revenue is up from the $4.27 billion O'Reilly posted in Q2 2024, and it marks the highest quarterly revenue figure across the trailing nine periods shown in the company's filings.
The standout detail from the quarter was a 6% comparable-store sales beat, which tells investors that both foot traffic and average ticket are holding up. O'Reilly also raised its full-year outlook, a signal that management is confident the momentum is sustainable rather than a one-quarter anomaly. The company's dual focus on professional installers and do-it-yourself customers appears to be contributing equally, rather than one segment propping up the other.
Sponsored
Are You Ready To Retire, Or Years Behind?
Most Americans suspect they're behind on retirement and never find out. Advisor.com's free matching tool pairs you in about three minutes with a vetted fiduciary advisor who can help you with investing, taxes, retirement, estate planning, and more. No minimums. No sales call. Find out where you stand.
On the expansion front, O'Reilly is pressing ahead with plans to open between 225 and 235 net new stores this year. That level of unit growth, layered on top of strong same-store performance, gives investors two distinct engines to watch heading into the back half of 2026.
Mentioned: ORLY