Every material Form 8-K O'Reilly Automotive filed with the SEC in 2025, read and summarized by AI: what happened, the key figures, whether it reads positive or negative for shareholders, and how big a deal it is (impact 1-5). Newest first; each brief links to its own page and to the filing on SEC.gov.
O'Reilly Automotive reported third-quarter 2025 sales of $4.71 billion, up 8%, with operating income up 9% to $976 million and diluted earnings per share up 12% to $0.85. It raised its full-year comparable store sales guidance to 4.0% to 5.0%, but lowered its operating cash flow guidance to $2.6 billion to $3.0 billion because renewable energy tax credits were paid earlier than planned. Shareholders also have about $820 million remaining under the current share repurchase authorization.
Q3 sales rose $341 million, or 8%, to $4.71 billion; operating income rose 9% to $976 million.
Diluted EPS was $0.85, up 12% from $0.76; comparable store sales rose 5.6%.
Full-year comparable store sales guidance raised to 4.0% to 5.0%; operating cash flow guidance cut to $2.6 billion to $3.0 billion.
The company repurchased $420 million of stock in Q3 and had about $820 million left under its authorization.
O'Reilly Automotive reported second-quarter 2025 sales of $4.53 billion, up 6%, and diluted earnings per share of $0.78, up 11%, with net income of $669 million. The company raised its full-year 2025 comparable store sales guidance to 3.0% to 4.5%, and its full-year diluted EPS guidance is $2.85 to $2.95. Per-share figures reflect the 15-for-1 forward stock split completed on June 10, 2025.
Q2 sales rose $253 million, or 6%, to $4.53 billion; comparable store sales rose 4.1%.
Q2 diluted EPS rose 11% to $0.78 from $0.70; net income rose 7% to $669 million.
Full-year 2025 comparable store sales guidance raised to 3.0% to 4.5%; diluted EPS guidance $2.85 to $2.95.
Repurchased 6.8 million shares in Q2 for $617 million; about $1.16 billion remained under the current authorization.
At the May 15, 2025 annual meeting, shareholders approved raising authorized common shares from 245,000,000 to 1,250,000,000 to enable a 15-for-1 stock split. Each shareholder of record on June 2, 2025 will receive 14 additional shares for each share held, with post-split trading expected to begin June 10, 2025. Larry O'Reilly also resigned from the Board after his successor was elected, and committee memberships were set, which matters to shareholders because it changes the share count and board composition.
Authorized common shares increase from 245,000,000 to 1,250,000,000, approved at the May 15, 2025 annual meeting.
Shareholders of record on June 2, 2025 receive 14 additional shares per share held, distributed after market close on June 9, 2025.
Post-split trading is expected to begin at the market open on June 10, 2025.
Larry O'Reilly resigned from the Board under the mandatory retirement age policy; the say-on-pay proposal passed with 42,959,329 votes for and 4,167,778 against.
O'Reilly Automotive reported first-quarter 2025 sales of $4.14 billion, up 4% from a year earlier, and diluted earnings per share of $9.35, up 2%. Net income fell 2% to $538 million, and operating income fell 1%, while the company kept its full-year comparable store sales guidance of 2.0% to 4.0%.
Q1 sales rose $161 million, or 4%, to $4.14 billion; comparable store sales rose 3.6%
Diluted EPS was $9.35 versus $9.20 a year earlier; net income fell to $538 million from $547 million
Operating income fell 1% to $741 million; operating margin was 17.9% versus 18.9%
Full-year 2025 comparable store sales guidance maintained at 2.0% to 4.0%; company repurchased $559 million of stock in Q1
On March 31, 2025, O'Reilly Automotive entered into an amended and restated credit agreement that provides a five-year, $2.25 billion unsecured revolving credit facility maturing in March 2030. The same day, the company raised the cap on its commercial paper program from $1.8 billion to $2.25 billion, which gives it more room to borrow short-term funding.
Five-year, $2.25 billion unsecured revolving credit facility, scheduled to mature in March 2030
Facility can be increased by up to $900 million, to a maximum of $3.15 billion in aggregate commitments
Commercial paper program increased to $2.25 billion from $1.8 billion
Covenants include a minimum fixed charge coverage ratio of 2.50:1.00 and a maximum leverage ratio of 3.50:1.00
O'Reilly Automotive reported fourth-quarter and full-year 2024 results on February 5, 2025, with record revenue for both periods. Fourth-quarter diluted earnings per share rose 3% to $9.50, though net income fell $1 million to $551 million after a $35 million self-insurance reserve charge. The company also guided to 2025 diluted EPS of $42.60 to $43.10 and total revenue of $17.4 billion to $17.7 billion.
Q4 2024 sales rose 7% to $4.10 billion; comparable store sales rose 4.4%
Full-year 2024 sales rose 6% to $16.71 billion; diluted EPS rose 6% to $40.66
Q4 included a $35 million self-insurance charge that reduced diluted EPS by $0.46
2025 guidance: diluted EPS $42.60 to $43.10; comparable store sales 2.0% to 4.0%
Briefs are written by AI from the filing text (each brief's own page names the model) and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the model's reading of the filing for shareholders, not a price forecast. Not investment advice.
Only material 8-Ks get a brief: results, deals, executive changes, restructuring, impairments, delisting notices, restatements, cybersecurity incidents and other disclosed events. Routine filings (vote results, exhibits only) are skipped. Every O'Reilly Automotive filing is on SEC EDGAR ↗. 8-K briefs of other companies →