O'Reilly Q4 revenue slightly beats analyst expectations

OReilly Automotive

04/02/2026 21:38

Overview

Automotive parts retailer's Q4 revenue slightly beat analyst expectations

Diluted EPS for Q4 increased 13% yr/yr

Company repurchased 5.2 mln shares for $500 mln in Q4

Outlook

O'Reilly projects 2026 revenue between $18.7 bln and $19.0 bln

Company expects 2026 comparable store sales growth of 3.0% to 5.0%

O'Reilly forecasts 2026 diluted EPS of $3.10 to $3.20

Result Drivers

COMPARABLE STORE SALES - O'Reilly reported a 5.6% increase in Q4 comparable store sales, driven by excellent customer service and parts availability

GROSS MARGIN IMPROVEMENT - Q4 gross profit increased due to strong gross margin performance

SG&A PRESSURES - SG&A expenses exceeded expectations due to inflation in healthcare and casualty claim costs

Key Details

Metric
Beat/Miss
Actual
Consensus Estimate
Q4 Sales
Slight Beat*
$4.41 bln
$4.39 bln (22 Analysts)
Q4 EPS
$0.71
Q4 Net Income
$605 mln
Q4 Comparable Sales Growth
5.60%


*Applies to a deviation of less than 1%; not applicable for per-share numbers.

Analyst Coverage

The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 26 "strong buy" or "buy", 5 "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 $110.00, about 13.3% above its February 3 closing price of $97.10

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

Press Release: ID:nGNXbVMWVj

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