O'Reilly Automotive Q3 Sales Rise 9% to a Record $5.12 Billion: Comparable Store Sales Up 7.2%, EPS Up 14%, Full-Year Guidance Raised
O'Reilly Automotive, Inc., the Springfield, Missouri-based automotive aftermarket retailer, reported third-quarter 2026 results on October 28: sales rose 9% to a record $5.12 billion, comparable store sales increased 7.2%, and net income rose 8% to $786 million. The company trades on Nasdaq under the ticker ORLY.
Gross profit was $2.68 billion, or 52.4% of sales, and operating income rose 13% to $1.10 billion. Diluted earnings per share increased 14% to $0.97, including a $39 million benefit from tariff refunds received during the quarter.
Chief executive Brad Beckham said the professional business grew at a double-digit rate and the do-it-yourself business at a mid-single-digit rate, with share gains on both sides of the business, producing a two-year comparable sales stack of 12.8%.
The company has opened 173 net new stores across North America year to date and is on track for 225 to 235 net new openings in 2026. As of September 30 it operated 6,758 stores across 48 U.S. states, Puerto Rico, Mexico and Canada. It repurchased 11.8 million shares for $1.03 billion during the quarter.
The company raised its full-year guidance: comparable store sales growth of 5.5% to 6.5%, total revenue of $19.0 billion to $19.3 billion, diluted earnings per share of $3.25 to $3.35, and operating cash flow of $3.2 billion to $3.6 billion.
Source: GSM · USA (original Chinese edition)
Photo: 图：汽车维修车间内的举升机与待修车辆（资料图，与汽车后市场题材相关）。Shixart1985 摄，CC BY 2.0，经 Wikimedia Commons。Photo: A car lift in an auto repair shop (file photo). Shixart1985, CC BY 2.0, via Wikimedia Commons.
