O'Reilly Automotive Q3 2026: Comps Rise 7.2%, Guidance Raised
As seen on the 24/7 Wall St. homepage on October 28, 2026.
Comparable store sales rose 7.2%, and management raised full-year guidance on the strength of it. A $39 million tariff refund padded the quarter's earnings beat.
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O'Reilly Automotive's third-quarter revenue of $5.12 billion grew 8.8% year over year, exceeding expectations.
Comparable store sales rose 7.2%, stacking on 5.6% growth a year ago, as CEO Brad Beckham credited share gains in both the professional and DIY businesses.
A $39 million tariff refund drove what Beckham called a 14% increase in diluted earnings per share, with gross margin widening to 52.4%.
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Management raised full-year 2026 guidance across revenue, comparable store sales and diluted earnings per share.
O'Reilly opened 173 net new North American locations year-to-date and repurchased 11.8 million shares in the quarter, leaving roughly $727 million under its authorization.
Mentioned: ORLY