O’Reilly Automotive, Inc. Reports First Quarter 2026 Results
O'Reilly Automotive reported record Q1 revenue of $4.56 billion, up 10% year-over-year, driven by an 8.1% increase in comparable store sales. Diluted EPS grew 16% to $0.72, while operating income rose 14% to $842 million due to improved productivity and expense management. The company aggressively returned capital to shareholders, repurchasing 10 million shares during the quarter for $923 million. An additional 3.6 million shares were bought back after quarter-end for $338 million, leaving approximately $1.14 billion remaining under its authorization.
Key figures
- Eps
- 0.72
- Guidance
- FY26 revenue $18.7B-$19.0B, EPS $3.15-$3.25, comp sales 3.0%-5.0%
- Revenue Yoy
- 10%
- Comp store sales
- 8.1%
- Operating income
- $842 million
AI analysis
The rest of the AI analysis, red flags and sentiment are part of Signal8 Pro.
AI-generated analysis of a public disclosure. Not investment advice; verify against the original document.