← Who reports today · Consumer Discretionary
ORLY earnings date & Q2 2026 results · O'Reilly Automotive
US GAAP · $M · vs Q2 2025 · reported 07/29/2026
O'Reilly Auto Parts — O'Reilly Automotive, Inc., doing business as O'Reilly Auto Parts, is an American automotive part retailer that provides automotive parts, tools, supplies, equipment, and accessories to professional service providers and do-it-yourself customers. · Wikipedia
More about the company
Founded in 1957 by the O'Reilly family, O'Reilly Auto Parts operates more than 6,400 stores in 48 states, Puerto Rico, Mexico, and Canada.
Key growth driver: Revenue growth of +8% y/y — the report gives no segment split, so the driver is the whole business. · by the Q2 2026 report
When is ORLY’s next earnings date?
Wednesday, October 28, 2026estimated
O'Reilly Automotive (ORLY) has not confirmed the date yet; Oct 28, 2026 is an estimate based on the company's past reporting schedule and may move once the date is announced. Consensus EPS forecast: $0.92 (11 analysts), vs $0.85 in the same quarter last year.
What time does ORLY report? Usually after market close: the last 4 results releases reached the SEC at 4:38 pm, 4:35 pm, 4:34 pm, 4:32 pm ET.
Last report: Jul 29, 2026 (Q2 2026) — broken down in the Sankey chart below. Dates and consensus: Nasdaq / Zacks Investment Research; companies do reschedule. Who else reports this week →
All figures in $M.
Revenue
$4,892
+8.1%
comps +6.0%
Gross profit
$2,517
+8.2%
51.4% margin
Operating income
$986
+7.8%
20.2% margin
Net income
$715
+7.0%
14.6% margin · EPS $0.86
Verdict: the compounding machine as usual — sales +8.1% to $4.9B on 6.0% comps, gross margin steady at 51.4%, operating income +7.8% and EPS +10% to $0.86 as buybacks shrank the share count 3.4%; the only creep is interest expense (+22%) funding those repurchases.
YTD: $2.4B of buybacks against $2.0B operating cash flow; shares outstanding down to 825M. Shareholders' equity is negative by design (buyback-financed balance sheet).
Source and notation
Source: O'Reilly Automotive press release 8-K EX-99.1 (SEC EDGAR).
Open the chart as a PNG image ↗ · for sharing and presentations · free to reuse, CC BY 4.0
ORLY earnings history: past report dates
| Jul 29, 2026 Wed | 4:38 pmafter market close | Jun 30, 2026 | $4.9B+8% y/y | $0.86+10% y/y |
| Apr 29, 2026 Wed | 4:35 pmafter market close | Mar 31, 2026 | $4.6B+10% y/y | $0.72+16% y/y |
| Feb 4, 2026 Wed | 4:34 pmafter market close | Dec 31, 2025 | ≈$4.4B+8% y/y | ≈$0.72+12% y/y |
| Oct 22, 2025 Wed | 4:32 pmafter market close | Sep 30, 2025 | $4.7B+8% y/y | $0.85+12% y/y |
| Jul 23, 2025 Wed | 4:34 pmafter market close | Jun 30, 2025 | $4.5B+6% y/y | $0.78+11% y/y |
| Apr 23, 2025 Wed | 4:34 pmafter market close | Mar 31, 2025 | $4.1B+4% y/y | $0.62+2% y/y |
| Feb 5, 2025 Wed | 4:31 pmafter market close | Dec 31, 2024 | ≈$4.1B+7% y/y | ≈$0.64 |
| Oct 23, 2024 Wed | 4:32 pmafter market close | Sep 30, 2024 | $4.4B+4% y/y | $0.76 |
How we count
Report date and time — when the company filed its results press release with the SEC (Form 8-K, Item 2.02); the regular session runs 9:30 am – 4:00 pm ET. Revenue and diluted EPS — the company’s XBRL filings, EPS adjusted for stock splits; ≈ — fourth quarter derived as full year minus three quarters. Source: SEC EDGAR.
O'Reilly Automotive: 5-year financials
| 2025 | 17,782 | 3,461 | 2,538 | 1,593 |
| 2024 | 16,709 | 3,251 | 2,387 | 2,026 |
| 2023 | 15,812 | 3,186 | 2,347 | 2,028 |
| 2022 | 14,410 | 2,955 | 2,173 | 2,585 |
| 2021 | 13,328 | 2,917 | 2,165 | 2,765 |
$ millions, annual 10-K reports on SEC EDGAR (US GAAP).
How we calculate
Figures are the annual report lines as filed, no adjustments. Free cash flow is operating cash flow minus capital expenditures; dividends are cash paid to common shareholders during the year. “—” means the line isn’t in the filing.
Corporate governance
2/2good
How the company treats minority shareholders: 2 — well, 0 — systematically poorly.
More
- Feb 202610-K 2025: a single class registered — ORLY common stock; no dividends declared since 1993; Legal Proceedings lists only ordinary commercial disputes. sec.gov ↗
- Dec 2025Diluted shares fell 23.4% over 2020–2025; SBC was 0.2% of revenue (XBRL). data.sec.gov ↗
- Mar 2026Leases from related parties (the O'Reilly family, G. Henslee) — $4.6M in 2025 on terms no less favorable than market. sec.gov ↗
Scoring: 2.0, no deductions: single share class, shares −23% over 5 years on buybacks, SBC 0.2%, no dividend promises, no shareholder suits or SEC cases
- Share classes
- Single class of common stock (10-K 2025 cover).
- Dilution
- Diluted shares 2020→2025 −23.4% (adjusted for the 15-for-1 split in June 2025); SBC 0.2% of revenue.
- Disclosure
- Full reporting, filed on time.
- Dividends
- No dividends declared since the 1993 IPO and none promised; capital returned through buybacks ($2.1B in 2025).
- Lawsuits & regulators
- The 10-K lists only ordinary commercial disputes; no shareholder suits or SEC cases.
- Related parties
- Leases of 66 stores from entities of the O'Reilly family and a director — $4.6M in 2025, disclosed by the company as at market terms; the amount is immaterial, no deduction.
How the score works · checked as of Sep 2026
O'Reilly Automotive (ORLY) earnings: FAQ
When is ORLY's next earnings date?
O'Reilly Automotive (ORLY) has not confirmed the date yet; Oct 28, 2026 is an estimate based on its past reporting schedule.
What time does ORLY report earnings?
O'Reilly Automotive usually reports after market close: its latest results release was filed with the SEC at 4:38 pm ET on Jul 29, 2026.
When did ORLY last report earnings?
O'Reilly Automotive reported Q2 2026 results on Jul 29, 2026.
What is the EPS estimate for ORLY's next earnings?
The consensus EPS forecast is $0.92 (11 analysts), vs $0.85 in the same quarter last year.
Where can I find O'Reilly Automotive's financial statements?
On SEC EDGAR: quarterly reports (10-Q), the annual report (10-K) and earnings releases (8-K). The “Verified” badge next to the chart links to ORLY's filings; this page breaks the latest report down in a Sankey chart.
What was ORLY's net income in Q2 2026?
O'Reilly Automotive reported net income of $715M for Q2 2026 (+7.0% year over year), under US GAAP.
New to earnings reports? Start with how to read an earnings report.
How this page was made: the figures come from the company's own report on SEC EDGAR; the summary and nuances were drafted by our model from that report. Figures checked against the filing. How we make the breakdowns · Report an error
More reports: RCL · Q2 2026 · ROST · Q2 FY26 · SBUX · Q3 2026 · TJX · Q2 FY2027 · TSLA · Q2 2026 · ABNB · Q2 2026 · AMZN · Q2 2026 · BKNG · Q2 2026 · CVNA · Q2 2026 · DASH · Q2 2026 · all reports