O'Reilly Automotive, Inc.: EPS $0.97 vs $0.93 expected; revenue $5.12B vs $5.02B
Key Facts
Q3 FY2026 results
| Metric | Actual | Estimate | Surprise | Year ago |
|---|---|---|---|---|
| EPS (USD) | 0.97 | 0.93 | +4.3% | 0.85 |
| Revenue (USD bn) | 5.12 | 5.02 | +2.1% | 4.71 |
Recent reports: actual vs estimate
| Reported | Period | EPS (USD) | Estimate | Surprise | Revenue (USD bn) | Estimate | Surprise |
|---|---|---|---|---|---|---|---|
| Oct 28, 2026 | Q3 FY2026 | 0.97 | 0.930 | +4.3% | 5.12 | 5.02 | +2.1% |
| Jul 29, 2026 | Q2 FY2026 | 0.86 | 0.862 | −0.2% | 4.89 | 4.86 | +0.6% |
| Apr 29, 2026 | Q1 FY2026 | 0.72 | 0.695 | +3.6% | 4.56 | 4.46 | +2.3% |
| Feb 4, 2026 | Q4 FY2025 | 0.71 | 0.726 | −2.2% | 4.41 | 4.39 | +0.5% |
| Oct 22, 2025 | Q3 FY2025 | 0.85 | 0.833 | +2.0% | 4.71 | 4.69 | +0.3% |
| Jul 23, 2025 | Q2 FY2025 | 0.78 | 0.781 | −0.1% | 4.53 | 4.53 | −0.1% |
| Apr 23, 2025 | Q1 FY2025 | 0.62 | 0.657 | −5.6% | 4.14 | 4.17 | −0.8% |
| Feb 5, 2025 | Q4 FY2024 | 9.96 | 9.730 | +2.4% | 4.10 | 4.05 | +1.2% |
Source: Figures from the EL7 database. Estimates are the analyst consensus carried by our data vendor (FMP), not official figures.
O'Reilly Automotive, Inc. results: EPS $0.97 vs $0.93 expected; revenue $5.12B vs $5.02B. The results cover the company's Q3 FY2026. EPS came in above analysts' estimate by 4.3%; revenue above the estimate by 2.1%.
Revenue was up 8.8% from $4.71 billion a year earlier (Q3 FY2025). EPS was up 14.1% from $0.85 a year earlier. On its record, EPS topped analysts' estimates in 3 of 7 earlier comparable reports.
What the results mean
Revenue growth at O'Reilly Automotive points to expanding sales of vehicle maintenance and repair products and services. The company serves individual customers and professional repair providers, tying its business to maintenance needs and the availability of suitable replacement parts.
Business drivers include a broad inventory spanning engine and brake components, oils, filters, and specialized tools. Testing, installation, and tool lending add practical value for customers, while the available information does not identify how product categories or customer groups contributed to sales growth.
What to watch on the earnings call: Watch management's discussion of demand from individual customers and professional repair providers, inventory availability, and how testing and installation services support sales. Product mix and its effect on margins also merit attention, along with spending needed to maintain parts availability and service quality.
For the full analysis of O'Reilly Automotive, Inc. stock — valuation, scores and financial statements — see the stock page linked with this story.