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Sentiment · FY2026 Q2
As of FY2026 Q1, the Tellvest earnings-call sentiment score for O'Reilly Automotive (ORLY) is 8/10.
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.
Scored from O'Reilly Automotive’s FY2026 Q1 earnings call. The newest quarter is available with Tellvest Pro.
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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 Q1 | $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 |