AI brief of an SEC Form 8-K · O'Reilly Automotive (ORLY)

O'Reilly raises 2026 comparable sales guidance as Q2 diluted EPS rises 10% to $0.86

Positive Impact 4 of 5 earnings Written later

O'Reilly reported second quarter 2026 sales of $4.89 billion, up 8%, and diluted earnings per share of $0.86, up 10% from $0.78. It raised its full-year 2026 comparable store sales guidance to 4% to 6%, and its updated full-year diluted EPS guidance is $3.20 to $3.30. The company also repurchased $1.51 billion of its stock in the second quarter.

Key points

  • Q2 sales rose $367 million, or 8%, to $4.89 billion; comparable store sales rose 6.0%.
  • Q2 net income rose $46 million, or 7%, to $715 million; diluted EPS was $0.86 versus $0.78.
  • Full-year 2026 comparable store sales guidance was raised to 4% to 6%; diluted EPS guidance is $3.20 to $3.30.
  • Q2 share repurchases totaled $1.51 billion; about $1.33 billion remained under the current authorization as of July 29, 2026.

The filing

CompanyO'Reilly Automotive (ORLY)
Form8-K, current report
Filed with the SECJul 29, 2026, 4:38 PM ET
Accession number0000898173-26-000042

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 July 29, 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.