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O'Reilly Automotive

O'Reilly Automotive (ORLY) Q4 2025 Earnings

Reported Feb 4, 2026 at 4:34 PM ET · SEC Source

Q4 25 EPS

$0.71

MISS 1.89%

Est. $0.72

Q4 25 Revenue

$4.41B

BEAT +0.47%

Est. $4.39B

vs S&P Since Q4 25

-11.8%

TRAILING MARKET

ORLY -2.0% vs S&P +9.8%

Full Year 2025 Results

FY 25 EPS

$2.97

FY 25 Revenue

$17.78B

Market Reaction

Did ORLY Beat Earnings? Q4 2025 Results

O'Reilly Automotive posted a mixed fourth quarter for fiscal 2025, delivering a narrow revenue beat while falling slightly short on the bottom line as elevated operating costs weighed on earnings. The auto parts retailer reported Q4 revenue of $4.41 … Read more O'Reilly Automotive posted a mixed fourth quarter for fiscal 2025, delivering a narrow revenue beat while falling slightly short on the bottom line as elevated operating costs weighed on earnings. The auto parts retailer reported Q4 revenue of $4.41 billion, up 7.8% year over year and edging past the $4.39 billion consensus estimate by 0.47%, yet diluted EPS of $0.71 missed the $0.72 analyst expectation by 1.89%, with CEO Brad Beckham pointing to higher-than-anticipated team member health care and casualty claim costs as the primary culprit behind the shortfall. Despite that pressure, gross margin expanded to 51.8% from 51.3% a year ago, and aggressive share buybacks, totaling $2.10 billion for the full year, helped lift full-year diluted EPS 10% to $2.97. Short interest in the stock has recently declined sharply, suggesting some investors are growing more constructive on the name. Looking ahead, management guided fiscal 2026 revenue of $18.70 billion to $19.00 billion and diluted EPS of $3.10 to $3.20, alongside plans for 225 to 235 net new store openings.

Key Takeaways

  • • 5.6% comparable store sales growth in Q4 driven by share gains on both DIY and professional sides
  • • Gross margin expansion to 51.8% from 51.3% year over year
  • • Share repurchase program reducing diluted share count from 870 million to 848 million shares year over year in Q4
  • • 207 net new store openings during 2025
  • • Professional service provider sales growing faster than DIY segment
24/7 Wall St

ORLY YoY Financials

Q4 2025 vs Q4 2024, source: SEC Filings

24/7 Wall St

ORLY Revenue by Segment

With YoY comparisons, source: SEC Filings

Q2 25 Q1 26

“I would like to thank our over 93,000 Team Members for their tremendous hard work and commitment while delivering a strong finish to 2025. Our Team continues to drive share gains on both sides of our business through excellent customer service and industry-leading parts availability, resulting in our fourth quarter comparable store sales growth of 5.6%. Our top-line results, coupled with strong gross margin performance, drove a 12% increase in operating profit dollars and a 13% increase in diluted earnings per share for the fourth quarter. We are pleased with our Team's ability to capitalize on the investments we are making in our business and manage operating costs to provide exceptional customer service and capture market share; however, SG&A expenses again exceeded our expectations in the fourth quarter due to pressure from heightened inflation in team member health care and casualty claim costs. We remain intensely focused on managing expenses and mitigating these cost pressures but will always prioritize delivering the service levels and parts availability in our stores that are critical to winning share and driving industry-leading results.”

— Brad Beckham, Q4 2025 Earnings Press Release

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