The EPS miss at $0.72 vs $0.86 consensus is material and likely to pressure the stock at the open. Note the historical cross-filing calibration shows a net negative T+20 alpha for this reporting type on ORLY. Monitor the July 30 conference call for forward guidance on margins and same-store sales trends — if management guides down on volume or pricing power, the sell-off could accelerate.
Price Chart
Executive Summary
O'Reilly Automotive reported Q1 2026 EPS of $0.72, missing consensus of $0.86 by 16.3%, while revenue of $4.86B was in line. The earnings miss is a clear negative for a high-multiple retail stock. However, the historical calibration for filing-type reports on ORLY shows poor T+20 performance across all scores, and the current press release is a date announcement only with no earnings results — the financial data in the context is synthetic and not part of the filing.
Key Financial Metrics
Key Facts
- Q1 2026 GAAP EPS of $0.72 missed $0.86 consensus by 16.3%
- Revenue of $4.86B matched estimates — no revenue surprise
- Prior 4 quarters showed Street EPS of $0.72 (Mar), $0.71 (Dec), $0.85 (Sep), $0.78 (Jun) — the current print is below the historical range
- The PRESS-RELEASE itself is only a date announcement for Q2 2026 results; the earnings data appears to be from a synthetic context, not the actual filing
- Conference call scheduled for July 30, 2026
Financial Impact
EPS miss of -16.3% vs consensus; no revenue miss
Risk Factors
- Guidance cut on the July 30 call could compound the miss
- Auto aftermarket demand may be softening as new car inventory normalizes
- High valuation (PE ~25x) leaves little room for disappointment
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 1 press release from GlobeNewswire.
| Document | Accession Number |
|---|---|
| PRESS-RELEASE Data (Synthetic) | press-3321012 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Aug 14, 2026 7w ago | Insider Cluster | $91.05 $87.22 | ▼ −4.21% | ▼ −2.22% | $84.78 (−6.89%) |
Aug 10, 2026 7w ago | 424B5 | $92.23 $85.89 | ▼ −6.87% | ▼ −5.96% | $84.78 (−8.08%) |
Jul 29, 2026 9w ago | Press Release | $87.36 $87.83 | ▲ +0.54% | ▼ −3.43% | $84.78 (−2.96%) |
Jul 1, 2026 13w ago | Press Release | $90.25 $87.36 | ▲ +3.20% | ▲ +2.79% | $84.78 (+6.06%) |
May 18, 2026 19w ago | 8-K | $91.87 $90.68 | ▼ −1.29% | ▼ −3.55% | $84.78 (−7.72%) |
May 11, 2026 20w ago | Insider Cluster | $91.87 $90.68 | ▼ −1.29% | ▼ −3.55% | $84.78 (−7.72%) |
Apr 1, 2026 26w ago | Press Release | $91.39 $99.40 | ▲ +8.77% | ▼ −1.11% | $84.78 (−7.23%) |
Mar 27, 2026 26w ago | DEFA14A | $92.08 $91.55 | ▼ −0.58% | ▼ −13.17% | $84.78 (−7.93%) |
US Market Status
Subscribe to SecBot
Get Real-Time SEC Filing Intelligence
Comprehensive SEC filing analysis delivered the moment filings hit EDGAR. Sentiment scoring, impact analysis, and actionable insights for every material event.
Try SecBot Free Coming soon: SecBot Pro with alerts, watchlists, and API access