The raised full-year guidance and strong comparable store sales growth suggest continued momentum. Monitor Q4 results for sustained margin expansion and store opening progress toward the 225-235 target.
Price Chart
Executive Summary
O'Reilly Automotive reported Q3 2026 EPS of $0.97 on revenue of $5.12B, beating consensus estimates of $0.93 and $5.02B. Comparable store sales grew 7.2%, and the company raised full-year 2026 guidance for comparable store sales, gross margin, and operating profit.
Key Financial Metrics
Key Facts
- Q3 2026 diluted EPS of $0.97 vs consensus $0.93 (beat by 4.3%)
- Q3 2026 revenue of $5.12B vs consensus $5.02B (beat by 2.0%)
- Comparable store sales growth of 7.2% in Q3 2026
- Full-year 2026 comparable store sales guidance raised to 5.5%-6.5%
- Full-year 2026 diluted EPS guidance raised to $3.25-$3.35
- Q3 2026 share repurchases of 11.8M shares for $1.03B
- Gross margin improved to 52.4% in Q3 2026 from 51.9% a year ago
- Operating income increased 13% to $1.10B in Q3 2026
Financial Impact
EPS beat of $0.04 (4.3%) and revenue beat of $100M (2.0%) on a $73.7B market cap; guidance raised for full-year EPS and comparable store sales
Segment Breakdown
| Segment | Revenue | Growth |
|---|---|---|
| DIY customers | $2.4B | +6.2% |
| Professional service provider customers | $2.6B | +12.7% |
Risk Factors
- Tariff refunds contributed $39M to Q3 earnings; future tariff policy changes could impact margins
- Share repurchase program has $727M remaining; aggressive buybacks may reduce financial flexibility
- Retained deficit of $3.65B limits balance sheet strength despite strong cash flow
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 1 press release from GlobeNewswire.
| Document | Accession Number |
|---|---|
| PRESS-RELEASE Data (Synthetic) | press-3390787 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Oct 28, 2026 1d ago | 8-K | No price | awaiting T+20 | awaiting T+20 | No price |
Oct 28, 2026 1d ago | Press Release | $95.34 | awaiting T+20 | awaiting T+20 | $88.07 (−7.63%) |
Oct 26, 2026 3d ago | Institutional Cluster | $91.05 | awaiting T+20 | awaiting T+20 | $88.07 (−3.27%) |
Oct 1, 2026 28d ago | 8-K | $84.90 | awaiting T+20 | awaiting T+20 | $88.07 (+3.73%) |
Oct 1, 2026 28d ago | Press Release | $84.90 | awaiting T+20 | awaiting T+20 | $88.07 (+3.73%) |
Aug 14, 2026 10w ago | Insider Cluster | $90.23 $85.16 | ▼ −5.62% | ▼ −3.64% | $88.07 (−2.39%) |
Aug 10, 2026 11w ago | 424B5 | $92.23 $85.89 | ▼ −6.87% | ▼ −5.96% | $88.07 (−4.51%) |
Jul 29, 2026 13w ago | Press Release | $87.36 $87.83 | ▲ +0.54% | ▼ −3.43% | $88.07 (+0.81%) |
Jul 1, 2026 17w ago | Press Release | $90.25 | awaiting T+20 | awaiting T+20 | $88.07 (−2.42%) |
May 18, 2026 23w ago | 8-K | $91.87 $90.68 | ▼ −1.29% | ▼ −3.55% | $88.07 (−4.13%) |
US Market Status
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