Flash FinanceUS
Pre-market S&P 5007,376.86+0.31% Nasdaq24,579.42+1.09% Dow 3051,285.73-0.46% Russell 20002,754.11+0.89% Nasdaq-10026,989.99+1.35% MidCap 4003,602.50+0.56% SmallCap 6001,673.98+0.05% VIX25.64-9.01% 10Y Yield4.86+0.45% Close of Nov 06, 2026
AI brief of an SEC Form 8-K · O'Reilly Automotive (ORLY)

O'Reilly Automotive Q4 EPS rises 13% to $0.71; 2026 EPS guidance $3.10 to $3.20

Positive Impact 3 of 5 earnings Written later

O'Reilly Automotive reported fourth-quarter 2025 sales of $4.41 billion, up 8%, and diluted earnings per share of $0.71, up 13%. The company also issued 2026 guidance calling for diluted EPS of $3.10 to $3.20 and total revenue of $18.7 billion to $19.0 billion, both above 2025 levels, for shareholders evaluating the year ahead.

Key points

  • Q4 2025 sales rose $319 million, or 8%, to $4.41 billion; comparable store sales grew 5.6%
  • Q4 2025 operating income rose 12% to $829 million; diluted EPS was $0.71 versus $0.63 a year earlier
  • Full-year 2026 guidance: diluted EPS $3.10 to $3.20 and total revenue $18.7 billion to $19.0 billion
  • CEO Brad Beckham said SG&A again exceeded company expectations in Q4 due to health care and casualty claim cost inflation

The filing

CompanyO'Reilly Automotive (ORLY)
Form8-K, current report
Filed with the SECFeb 4, 2026, 4:34 PM ET
Accession number0000898173-26-000006

Items reported: 2.02 Results of Operations

Read the filing on SEC.gov ↗

Written by AI on Nov 8, 2026, 1:42 AM ET, from this filing only. Written later: this filing was briefed after the fact, when past filings were added to the site, so the brief may be read with hindsight; the filing itself is the record of what was known on February 04, 2026.

Briefs are written by AI from the filing text and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the AI's reading of the filing for shareholders, not a price forecast. Not investment advice.