O'Reilly Q2 2026: revenue up 8%, EPS up 10%, full-year outlook raised
O'Reilly posted $4.89 billion of second-quarter revenue, up 8%, with comparable store sales up 6.0% and diluted EPS up 10% to $0.86 — though that EPS figure landed about 2.2% below the $0.8798 consensus estimate. Management raised full-year revenue and comparable-sales guidance. The quarter shows a healthy core business whose per-share result leaned heavily on a shrinking share count.
1 · Expected vs. Actual
Free preview belowDiluted EPS was $0.86 versus $0.78 a year ago, a 10% gain, while net income rose 7% to $715.1 million. The gap between those two growth rates is share count: 829 million diluted shares versus 858 million. Measured against the $0.8798 consensus estimate, $0.86 is roughly 2.2% light.
Revenue rose to $4.89 billion from $4.53 billion, an 8% increase of $367 million. Comparable store sales were up 6.0%, on top of 4.1% a year ago. Sales to professional service providers reached $2.47 billion from $2.20 billion, a faster pace than the do-it-yourself side at $2.34 billion.
Management lifted full-year revenue to $18.9–$19.2 billion from a prior $18.85 billion midpoint, about 1.1% higher at the middle. Comparable store sales guidance went to 4%–6%, and EPS is guided to $3.20–$3.30. Gross margin is still expected at 51.5%–52.0%, barely above the 51.4% just reported.
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Figures on this page come from the company's original SEC filings. The analysis is generated automatically and checked against validation rules, but may still contain errors or omissions. Not investment advice. · Generated 2026-09-17
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