O'Reilly Automotive (ORLY) Q3 2025 Earnings
Reported Oct 22, 2025 at 4:32 PM ET · SEC Source
Q3 25 EPS
$0.85
BEAT +2.36%
Est. $0.83
Q3 25 Revenue
$4.71B
BEAT +0.31%
Est. $4.69B
vs S&P Since Q3 25
-19.5%
TRAILING MARKET
ORLY -8.7% vs S&P +10.7%
Market Reaction
Did ORLY Beat Earnings? Q3 2025 Results
O'Reilly Automotive posted a clean beat on both the top and bottom lines in the third quarter ended September 30, 2025, as the auto parts retailer reported diluted EPS of $0.85, ahead of the $0.83 consensus estimate by 2.36%, on revenue of $4.71 bill… Read more O'Reilly Automotive posted a clean beat on both the top and bottom lines in the third quarter ended September 30, 2025, as the auto parts retailer reported diluted EPS of $0.85, ahead of the $0.83 consensus estimate by 2.36%, on revenue of $4.71 billion that edged past expectations by 0.31% and grew 7.8% year over year. The standout driver was comparable store sales growth of 5.6%, reflecting market share gains on both the do-it-yourself and professional sides of the business, with revenue nearly evenly split between those two customer segments. Gross margin ticked up to 51.9% from 51.6%, while operating margin improved to 20.7%, underscoring steady operational leverage. The company continued its aggressive expansion, ending the quarter with 6,538 locations, and repurchased $420 million in shares during the period. Looking ahead, O'Reilly raised its full-year comparable store sales guidance to 4.0% to 5.0% and set total revenue guidance of $17.60 billion to $17.80 billion, with diluted EPS expected between $2.90 and $3.00, signaling continued confidence in the strength of the automotive aftermarket.
Key Takeaways
- • 5.6% comparable store sales growth on top of 1.5% in prior year
- • Market share gains on both DIY and professional sides of the business
- • Gross margin expansion to 51.9% from 51.6%
- • Operating margin improvement to 20.7% from 20.5%
- • 12% increase in diluted EPS driven by earnings growth and share repurchases
ORLY YoY Financials
Q3 2025 vs Q3 2024, source: SEC Filings
ORLY Revenue by Segment
With YoY comparisons, source: SEC Filings
“We are pleased to report another quarter of solid performance and profitable growth, highlighted by a 5.6% increase in comparable store sales and a 12% increase in diluted earnings per share for the third quarter. Our Team continues to execute our proven business model at a very high level, generating robust sales growth by delivering share gains on both sides of our business. Team O'Reilly's commitment to providing unparalleled service to our customers drove our strong results, and I would like to thank each of our over 93,000 Team Members for their unrelenting hard work and dedication.”
— Brad Beckham, Q3 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% |