O'Reilly Automotive Q3 revenue beats estimates on strong comparable store sales

OReilly Automotive

22/10/2025 21:44

Overview

O'Reilly Q3 revenue up 8% to $4.71 bln, slightly above analyst expectations, per LSEG data

Comparable store sales increased 5.6% in Q3

Diluted EPS for Q3 increased 12% to $0.85

Outlook

O'Reilly raises full-year comparable store sales guidance to 4.0% to 5.0%

Company expects full-year revenue between $17.6 bln and $17.8 bln

O'Reilly revises full-year income tax rate to 21.6%

Result Drivers

COMPARABLE STORE SALES - 5.6% increase in comparable store sales attributed to effective execution of business model

CUSTOMER SERVICE - Exceptional customer service cited as a driver for robust sales growth

Key Details

Metric
Beat/Miss
Actual
Consensus Estimate
Q3 Sales
Beat
$4.71 bln
$4.69 bln (22 Analysts)
Q3 EPS
$0.85
Q3 Net Income
$726 mln
Q3 Comparable Sales Growth
5.60%


Analyst Coverage

The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 24 "strong buy" or "buy", 7 "hold" and no "sell" or "strong sell"

The average consensus recommendation for the auto vehicles, parts & service retailers peer group is "buy"

Wall Street's median 12-month price target for O'Reilly Automotive Inc is $110.50, about 8.3% above its October 21 closing price of $101.31

The stock recently traded at 31 times the next 12-month earnings vs. a P/E of 29 three months ago

Press Release: ID:nGNX5qRKKn

For questions concerning the data in this report, contact Estimates.Support@lseg.com. For any other questions or feedback, contact RefinitivNewsSupport@thomsonreuters.com.

(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)