ORLY
O’Reilly Automotive Inc
NASDAQ: ORLY · CONSUMER CYCLICAL · AUTO PARTS
$91.69
+0.13% today
Updated 2026-04-29
Market cap
$78.09B
P/E ratio
31.36
P/S ratio
4.39x
EPS (TTM)
$2.97
Dividend yield
—
52W range
$87 – $109
Volume
5.5M
O’Reilly Automotive Inc (ORLY) Earnings
Quarterly earnings history, analyst estimates, and stock price reaction.
EPS beat streak
2 of 8
Last 8 quarters
Avg EPS surprise
-24.8%
Last 4 quarters
Revenue YoY growth
—
Most recent quarter
EPS YoY growth
-100.0%
Most recent quarter
Earnings surprise history (last 12 quarters)
Beat estimate Missed estimate
Quarterly EPS and revenue trend
Quarterly revenue EPS (diluted)
How the stock reacts to earnings
Avg 1-day reaction
-3.7%
Last 2 reports
Positive reaction rate
0%
0 of 2 quarters
Largest single-day move
-4.4%
2026-02-04
| Report date | EPS actual | Surprise | Close before | Close after | 1-day reaction |
|---|---|---|---|---|---|
| 2026-02-04 | $0.71 | -1.7% | $97.10 | $92.86 | -4.4% |
| 2025-10-22 | $0.85 | +2.4% | $101.31 | $98.27 | -3.0% |
Quarterly earnings history
| Fiscal quarter ending | EPS estimate | EPS actual | Surprise | Revenue | YoY revenue |
|---|---|---|---|---|---|
| 2026-03-31 | $0.72 | $0.00 | -100.0% | — | — |
| 2025-12-31 | $0.72 | $0.71 | -1.7% | $4.41B | +7.8% |
| 2025-09-30 | $0.83 | $0.85 | +2.4% | $4.71B | +7.8% |
| 2025-06-30 | $0.78 | $0.78 | +0.0% | $4.53B | +5.9% |
| 2025-03-31 | $0.66 | $0.62 | -6.1% | $4.14B | +4.0% |
| 2024-12-31 | $0.65 | $0.63 | -3.1% | $4.10B | +6.9% |
| 2024-09-30 | $0.77 | $0.76 | -1.3% | $4.36B | +3.8% |
| 2024-06-30 | $0.73 | $0.70 | -4.1% | $4.27B | — |
| 2024-03-31 | $0.62 | $0.61 | -1.6% | $3.98B | — |
| 2023-12-31 | $0.61 | $0.62 | +1.6% | $3.83B | — |
| 2023-09-30 | $0.69 | $0.71 | +2.9% | $4.20B | — |
Analyst EPS and revenue estimates for upcoming years
| Period | EPS estimate | Revenue estimate | Revenue growth | Analysts | Confidence |
|---|---|---|---|---|---|
| 2026 (E) | $3.29 | $19.3B | +8.6% | 17 | high |
| 2027 (E) | $3.64 | $20.5B | +6.2% | 17 | high |
| 2028 (E) | $4.01 | $21.9B | +6.5% | 17 | medium |
| 2029 (E) | $4.42 | $23.3B | +6.5% | 17 | medium |
| 2030 (E) | $4.87 | $24.8B | +6.5% | 17 | medium |
Frequently asked questions
Has O’Reilly Automotive Inc beaten earnings estimates?
O’Reilly Automotive Inc has beaten Wall Street EPS estimates in 2 of its last 8 quarterly reports, with an average EPS surprise of -24.8% over the last 4 quarters.
How does ORLY stock react to earnings?
ORLY stock has moved an average of -3.7% in the trading day following earnings over its last 2 reports, with positive reactions in 0% of those quarters.
What is the expected EPS for ORLY in 2026?
Analysts expect O’Reilly Automotive Inc to report EPS of $3.29 for fiscal year 2026, on revenue of $19.3B, based on estimates from 17 analysts.