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Percentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions.
| Analyst | Firm | Questions · challengingPercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|
| Michael Lasser | UBS | 12 questions · 50% challenging |
| Greg Melich | Evercore ISI | 12 questions · 0% challenging |
| Simeon Gutman | Morgan Stanley | 10 questions · 0% challenging |
| Zach Fadem | Wells Fargo | 6 questions · 0% challenging |
| Chris Horvers | JPMorgan | 6 questions · 17% challenging |
| Steve Forbes | Guggenheim | 6 questions · 0% challenging |
| Bret Jordan | Jefferies | 6 questions · 0% challenging |
| Scot Ciccarelli | Truist Securities | 5 questions · 0% challenging |
| Steven Zaccone | Citigroup | 4 questions · 0% challenging |
| Max Rakhlenko | TD Cowen | 4 questions · 0% challenging |
| Firm | Analysts | Questions · challengingPercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|
| UBS | 1 analyst | 12 questions · 50% challenging |
| Evercore ISI | 1 analyst | 12 questions · 0% challenging |
| Morgan Stanley | 1 analyst | 10 questions · 0% challenging |
| JPMorgan | 1 analyst | 6 questions · 17% challenging |
| Wells Fargo | 1 analyst | 6 questions · 0% challenging |
| Guggenheim | 1 analyst | 6 questions · 0% challenging |
| Jefferies | 1 analyst | 6 questions · 0% challenging |
| Truist Securities | 2 analysts | 6 questions · 0% challenging |
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O'Reilly delivered an exceptional Q1 with comparable store sales growth of 8.1%, driving double-digit total sales growth of 10.2% and EPS up 16%. Market share gains accelerated, and SG&A discipline improved. Private label penetration exceeded 50%, and operating leverage materialized. Management raised FY2026 EPS guidance to $3.15-$3.25 and operating margin guidance by 10 basis points. Tariff and oil price risks were being managed through supply chain flexibility.
Pricing | Competitive Dynamics | Cost Pressure | Demand | Trade Tariffs | Margin | Revenue Growth | Capex Investment | |
|---|---|---|---|---|---|---|---|---|
| 2024Q4 | 4 | 3 | 2 | 3 | 2 | 2 | 4 | 2 |
| 2025Q1 | 3 | 5 | 1 | 2 | 4 | 3 | 1 | |
| 2025Q2 | 5 | 6 | 4 | 2 | 4 | 2 | ||
| 2025Q3 | 5 | 2 | 2 | 3 | 2 | 2 | 2 | 3 |
| 2025Q4 | 3 | 2 | 6 | 3 | 2 | 4 | 2 | 1 |
| 2026Q1 | 2 | 4 | 5 | 4 | 2 | 2 |
| '24Q4 | '25Q1 | '25Q2 | '25Q3 | '25Q4 | '26Q1 | |
|---|---|---|---|---|---|---|
| Pricing | 4 | 3 | 5 | 5 | 3 | 2 |
| Competitive Dynamics | 3 | 5 | 6 | 2 | 2 | 4 |
| Cost Pressure | 2 | 1 | 4 | 2 | 6 | 5 |
| Demand | 3 | 2 | 2 | 3 | 3 | 4 |
| Trade Tariffs | 2 | 4 | 4 | 2 | 2 | |
| Margin | 2 | 3 | 2 | 4 | 2 | |
| Revenue Growth | 4 | 1 | 2 | 2 | 2 | |
| Capex Investment | 2 | 2 | 3 | 1 |
Calendar quarter Q1 2026Earnings call Apr 30, 2026
FY2026 Q1 in brief
O'Reilly delivered an exceptional Q1 with comparable store sales growth of 8.1%, driving double-digit total sales growth of 10.2% and EPS up 16%.
Newest quarter FY2026 Q2 is part of Pro · see what Pro adds →
Sources. Tellvest earnings-call sentiment score for O'Reilly Automotive (ORLY), FY2026 Q1: 8/10. Scores: O'Reilly Automotive’s public earnings-call transcripts and SEC-reported results — the base band is anchored to reported GAAP revenue growth; transcript, EPS and guidance adjustments are applied separately (documented exceptions apply to a few issuers). Price: ORLY daily closing prices for the trailing year; dots mark earnings calls, colored by that quarter’s score; the newest quarter’s score is part of Tellvest Pro. How to read a company earnings-call score.
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| Quarter | Revenue | Rev YoY | EPS | EPS YoY | Gross margin | Op margin | Net margin | FCF |
|---|---|---|---|---|---|---|---|---|
| FY2024 Q4 | $4.10B | +6.9% | $0.63 | -2.5% | 51.3% | 18.0% | 13.5% | $334M |
| FY2025 Q1 | $4.14B | +4.0% | $0.62 | -2.7% | 51.3% | 17.9% | 13.0% | $468M |
| FY2025 Q2 | $4.53B | +5.9% | $0.78 | +5.4% | 51.4% | 20.2% | 14.8% | $456M |
| FY2025 Q3 | $4.71B | +7.8% | $0.85 | +11.8% | 51.9% | 20.7% | 15.4% | $304M |
| FY2025 Q4 | $4.41B | +7.8% | $0.71 | +12.1% | 51.8% | 18.8% | 13.7% | $364M |
| FY2026 Q1Selected | $4.56B | +10.2% | $0.72 | +15.6% | 51.5% | 18.5% | 13.2% | $788M |
| FY2026 Q2 | $4.89B | +8.1% | $0.86 | +10.3% | 51.4% | 20.2% | 14.6% | $699M |
Management’s own words, often on a non-GAAP, constant-currency, or adjusted basis — so these can differ from the GAAP figures above (e.g. constant-currency revenue growth excludes currency swings).
GAAP revenue YoY +10.2% → base 7. The base score is anchored to the GAAP revenue YoY band before transcript, EPS, and guidance adjustments.
What ORLY and other companies said about each other on FY2026 Q1 earnings calls — extracted verbatim from public transcripts. Mentions from the newest quarter are a Pro feature.
“that 3% lags what Zone and O'Reilly have talked about, albeit in line with Advance”
An analyst benchmarks GPC's roughly 3% price inflation against competitors, implying O'Reilly has realized higher pricing.
| Company | Score | Trend | Rev YoY |
|---|---|---|---|
ORLY O'Reilly Automotive | 8 | +10.2% | |
| AMZN Amazon.com, Inc. | 9 | +16.6% | |
| AZO AutoZone | 6 | +8.2% | |
| BABA Alibaba Group Holding Limited | 6 | +2.9% | |
| BBY Best Buy | 5 | -1.0% | |
| CASY Casey's General Stores, Inc. | 8 | +0.3% | |
| EBAY eBay | 8 | +19.5% | |
| GME GameStop Corp. | 4 | -13.9% | |
| GPC Genuine Parts Company | 6 | +6.8% | |
| MELI MercadoLibre | 7 | +49.0% | |
| PDD PDD Holdings | 6 | +10.4% | |
| TSCO Tractor Supply | 5 | +3.6% | |
| ULTA Ulta Beauty | 7 | +11.8% | |
| WSM Williams-Sonoma | 5 | -4.3% |