O'Reilly Q3 FY2026: sales up 8.8%, EPS $0.97 tops consensus
O'Reilly beat on both the top line and the bottom line, and then raised full-year guidance. Revenue of $5.12 billion rose 8.8% with comparable store sales up 7.2%, gross margin reached 52.4%, and diluted EPS of $0.97 came in above the $0.9461 consensus. Read the beat with two adjustments: a $39 million tariff refund helped, and buybacks did much of the per-share work.
1 · Expected vs. Actual
Free preview belowDiluted EPS of $0.97 beat the $0.9461 consensus by about 2.5% and rose 14.1% from $0.85. Net income grew only 8.2% to $785.6 million, so most of the extra per-share pop came from buybacks: the diluted share count fell to 812 million from 853 million. Management also credited a $39 million tariff refund, a one-off that flatters the comparison.
Revenue rose 8.8% to $5.12 billion from $4.71 billion, with comparable store sales up 7.2% on top of 5.6% a year earlier. Sales to professional service providers of $2.60 billion grew 12.7% while DIY sales of $2.45 billion grew 6.2%. The pro counter is the growth engine here, and it is where the share gains are being booked.
Full-year revenue guidance moved to $19.0–19.3 billion, a mid-point of $19.15 billion, and gross margin to 51.6%–52.1%. Nine-month revenue of $14.57 billion implies roughly $4.43–4.73 billion in Q4 to land inside the range. EPS guidance of $3.25–$3.35, free cash flow of $1.9–$2.2 billion and 225–235 net new stores round out the raise.
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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 2026-11-07
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