O’Reilly Automotive (ORLY) Expected to Release Earnings on Wednesday

O’Reilly Automotive (NASDAQ:ORLY) is expected to be releasing its Q2 2026 results after the market closes on Wednesday, July 29th. Analysts expect O’Reilly Automotive to announce earnings of $0.85 per share and revenue of $4.8685 billion for the quarter. O’Reilly Automotive has set its FY 2026 guidance at 3.150-3.250 EPS. Interested persons may visit the the company’s upcoming Q2 2026 earning overview page for the latest details on the call scheduled for Thursday, July 30, 2026 at 11:00 AM ET.

O’Reilly Automotive (NASDAQ:ORLY) last issued its quarterly earnings data on Wednesday, April 29th. The specialty retailer reported $0.72 EPS for the quarter, topping analysts’ consensus estimates of $0.69 by $0.03. O’Reilly Automotive had a net margin of 14.30% and a negative return on equity of 263.22%. The business had revenue of $4.56 billion for the quarter, compared to analyst estimates of $4.46 billion. During the same period last year, the business posted $9.35 earnings per share. The firm’s quarterly revenue was up 10.2% on a year-over-year basis. On average, analysts expect O’Reilly Automotive to post $3 EPS for the current fiscal year and $4 EPS for the next fiscal year.

O’Reilly Automotive Stock Up 4.1%

Shares of NASDAQ:ORLY opened at $87.97 on Wednesday. The firm has a market cap of $72.90 billion, a price-to-earnings ratio of 28.75, a PEG ratio of 1.86 and a beta of 0.51. O’Reilly Automotive has a 12 month low of $82.59 and a 12 month high of $108.71. The company’s fifty day simple moving average is $88.55 and its 200 day simple moving average is $91.83.

Analyst Ratings Changes

A number of equities analysts have issued reports on ORLY shares. Wells Fargo & Company reiterated an “overweight” rating and set a $110.00 target price (up from $105.00) on shares of O’Reilly Automotive in a report on Thursday, April 30th. Mizuho boosted their price target on O’Reilly Automotive from $105.00 to $110.00 and gave the company an “outperform” rating in a report on Friday, May 8th. Evercore restated an “outperform” rating and issued a $115.00 price target on shares of O’Reilly Automotive in a report on Friday, May 1st. The Goldman Sachs Group reaffirmed a “buy” rating and set a $113.00 price objective on shares of O’Reilly Automotive in a research report on Monday, July 13th. Finally, Royal Bank Of Canada reiterated an “outperform” rating on shares of O’Reilly Automotive in a report on Friday, April 24th. One investment analyst has rated the stock with a Strong Buy rating, eighteen have issued a Buy rating and two have issued a Hold rating to the stock. According to data from MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and a consensus target price of $110.70.

Insider Activity at O’Reilly Automotive

In related news, CEO Brad W. Beckham sold 13,635 shares of the stock in a transaction on Friday, May 8th. The stock was sold at an average price of $95.00, for a total value of $1,295,325.00. Following the sale, the chief executive officer owned 12,250 shares in the company, valued at approximately $1,163,750. This represents a 52.68% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through the SEC website. Also, Director Thomas Hendrickson sold 1,200 shares of the stock in a transaction dated Friday, May 29th. The shares were sold at an average price of $88.32, for a total transaction of $105,984.00. Following the completion of the transaction, the director directly owned 19,675 shares in the company, valued at $1,737,696. The trade was a 5.75% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders sold a total of 105,730 shares of company stock worth $9,815,388 in the last three months. 0.77% of the stock is owned by company insiders.

Institutional Inflows and Outflows

A number of institutional investors and hedge funds have recently bought and sold shares of the stock. Sivia Capital Partners LLC raised its holdings in O’Reilly Automotive by 1,190.5% in the 2nd quarter. Sivia Capital Partners LLC now owns 3,536 shares of the specialty retailer’s stock valued at $319,000 after acquiring an additional 3,262 shares during the period. NewEdge Advisors LLC boosted its holdings in shares of O’Reilly Automotive by 1,473.8% during the second quarter. NewEdge Advisors LLC now owns 69,482 shares of the specialty retailer’s stock worth $6,262,000 after acquiring an additional 65,067 shares during the period. Sei Investments Co. grew its position in shares of O’Reilly Automotive by 383.1% in the second quarter. Sei Investments Co. now owns 560,353 shares of the specialty retailer’s stock valued at $50,502,000 after purchasing an additional 444,371 shares during the last quarter. BNP Paribas grew its position in shares of O’Reilly Automotive by 1,400.0% in the second quarter. BNP Paribas now owns 390 shares of the specialty retailer’s stock valued at $35,000 after purchasing an additional 364 shares during the last quarter. Finally, The Manufacturers Life Insurance Company increased its stake in shares of O’Reilly Automotive by 1,357.9% during the second quarter. The Manufacturers Life Insurance Company now owns 498,745 shares of the specialty retailer’s stock worth $44,950,000 after purchasing an additional 464,536 shares during the period. Institutional investors and hedge funds own 85.00% of the company’s stock.

O’Reilly Automotive Company Profile

O’Reilly Automotive, Inc is a leading retailer and distributor in the automotive aftermarket, supplying parts, tools, supplies and accessories for both professional service providers and do‑it‑yourself (DIY) customers. The company’s product assortment covers replacement parts, maintenance items, performance parts, collision components and shop equipment, complemented by diagnostic tools, batteries, chemicals and consumables. O’Reilly serves customers through company-operated retail stores, commercial sales programs for repair shops and maintenance fleets, and digital channels that support parts lookup, ordering and fulfillment.

The company operates a broad supply chain that includes regional distribution centers to support rapid replenishment of store inventory and commercial deliveries.