O'Reilly Automotive

ORLY

Market cap $76B

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O'Reilly Automotive, Inc. (ORLY) Q1 2026 Earnings Call Transcript

ORLY tops Q1 estimates as strong demand, higher comps and margin gains drive profit and cash flow growth.

Although the revenue and EPS for O'Reilly Automotive (ORLY) give a sense of how its business performed in the quarter ended March 2026, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers.

O'Reilly Automotive (ORLY) came out with quarterly earnings of $0.72 per share, beating the Zacks Consensus Estimate of $0.69 per share. This compares to earnings of $0.62 per share a year ago.

SPRINGFIELD, Mo., April 29, 2026 (GLOBE NEWSWIRE) -- O'Reilly Automotive, Inc. (the “Company” or “O'Reilly”) ( Nasdaq: ORLY), a leading retailer in the automotive aftermarket industry, today announced record revenue and earnings for its first quarter ended March 31, 2026.

As we enter the heart of the Q1 earnings season, let's see whether Ford, Carvana, O'Reilly, Lithia and Penske are positioned to beat estimates.

Looking beyond Wall Street's top-and-bottom-line estimate forecasts for O'Reilly Automotive (ORLY), delve into some of its key metrics to gain a deeper insight into the company's potential performance for the quarter ended March 2026.

O'Reilly Automotive (ORLY) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.

O'Reilly Automotive stands out as a defensive, high-quality auto aftermarket leader, currently trading 15% below its 2025 highs. SG&A pressure is poised to ease, setting up potential for consistent earnings beats and multiple expansion toward a low-30s P/E. I model Q1 same-store sales at 5.6% versus the street at 4%, supporting a likely earnings beat and positive guidance momentum.