O'Reilly Automotive (ORLY) Q2 2025 Earnings
Reported Jul 23, 2025 at 4:34 PM ET · SEC Source
Q2 25 EPS
$0.78
MISS 0.26%
Est. $0.78
Q2 25 Revenue
$4.53B
MISS 0.21%
Est. $4.53B
vs S&P Since Q2 25
-19.5%
TRAILING MARKET
ORLY -2.3% vs S&P +17.2%
Market Reaction
Did ORLY Beat Earnings? Q2 2025 Results
O'Reilly Automotive delivered a broadly in-line second quarter for 2025, falling just short of Wall Street's targets as diluted EPS of $0.78 missed the $0.78 consensus by 0.26% and revenue of $4.53 billion came in 0.21% below estimates, though sales … Read more O'Reilly Automotive delivered a broadly in-line second quarter for 2025, falling just short of Wall Street's targets as diluted EPS of $0.78 missed the $0.78 consensus by 0.26% and revenue of $4.53 billion came in 0.21% below estimates, though sales still grew 5.9% year over year. The headline numbers masked genuine underlying strength: comparable store sales rose 4.1%, gross margin expanded to 51.4% from 50.7% a year ago, and net income climbed 7% to $668.60 million, with EPS gaining 11% year over year as aggressive share repurchases, totaling $617 million during the quarter, reduced the diluted share count. The primary drag on results was SG&A, which grew 8% to $1.41 billion and crept higher as a percentage of sales, reflecting the costs of accelerated store expansion, with 105 net new locations opened in the first half alone. Encouraged by current sales trends, management raised full-year comparable store sales guidance to 3.0%-4.5% and maintained total revenue guidance of $17.50 billion to $17.80 billion, with diluted EPS expected between $2.85 and $2.95.
Key Takeaways
- • 4.1% comparable store sales growth driven by solid growth in both professional and DIY channels
- • Gross margin expansion to 51.4% from 50.7% year-over-year
- • 11% increase in diluted EPS driven by share repurchases and revenue growth
- • 105 net new store openings in first half of 2025 across 34 U.S. states, Puerto Rico, and Mexico
ORLY YoY Financials
Q2 2025 vs Q2 2024, source: SEC Filings
ORLY Revenue by Segment
With YoY comparisons, source: SEC Filings
“I would like to thank our Team of over 92,000 Professional Parts People for their tremendous hard work and commitment to providing industry-leading customer service in each of our 6,483 stores. Team O'Reilly's dedication was reflected in our strong top-line performance this quarter with a comparable store sales increase of 4.1%, driven by solid growth in both professional and DIY. Our Team's unwavering commitment to executing on the fundamentals of our business translated our top-line results into an 11% increase in diluted earnings per share, and we remain very confident in our Team's ability to continue to profitably grow our business and gain share in all the markets in which we operate.”
— Brad Beckham, Q2 2025 Earnings Press Release
ORLY Earnings Trends
ORLY vs Market 30 Day Price Reactions
30-day stock return vs benchmark after each earnings
ORLY EPS Trend
Earnings per share: estimate vs actual
ORLY Revenue Trend
Quarterly revenue: estimate vs actual
ORLY Quarterly Results
4 quarters of earnings data
| Quarter | EPS Est. | EPS Act. | Surprise | Revenue | Rev. Surprise |
|---|---|---|---|---|---|
| Q1 26 BEAT | $0.70 | $0.72 | +3.34% | $4.56B | +2.31% |
| Q4 25 MISS FY | $0.72 | $0.71 | -1.89% | $4.41B | +0.47% |
| FY Full Year | — | $2.97 | — | $17.78B | — |
| Q3 25 BEAT | $0.83 | $0.85 | +2.36% | $4.71B | +0.31% |
| Q2 25 MISS | $0.78 | $0.78 | -0.26% | $4.53B | -0.21% |