O'Reilly Automotive (ORLY) reported results in line with expectations in Q2 FY2026 on revenue of $4.9B versus the $4.9B estimate (+8.1% YoY) and EPS of $0.86. The next O'Reilly Automotive (ORLY) earnings date is Oct 28, 2026. Below is the full O'Reilly Automotive earnings breakdown — the risk-adjusted verdict, price forecast, technicals, options and hedge-fund 13F holdings, decoded in plain English.
$0.86 (vs $0.86 est · -0.2% surprise · +11.5% YoY)
Share price
$91.05 (-1.6%)
Market cap
$75.5B
O'Reilly Automotive (ORLY) Earnings Analysis — beat / miss history
Quarter
Revenue
EPS
EPS surprise
Next-day move
Verdict
Q3 FY2026
$4.9B vs $4.9B est
$0.86 vs $0.86 est
-0.2%
-4.2%
In line
Q2 FY2026
$4.6B vs $4.5B est
$0.72 vs $0.69 est
+3.6%
+8.6%
Beat
Q1 FY2026
$4.4B vs $4.4B est
$0.71 vs $0.73 est
-2.2%
-4.4%
Mixed
Q4 FY2025
$4.7B vs $4.7B est
$0.85 vs $0.83 est
+2.0%
-3.0%
Mixed
Q3 FY2025
$4.5B vs $4.5B est
$0.78 vs $0.78 est
-0.1%
+2.9%
In line
Q2 FY2025
$4.1B vs $4.2B est
$0.62 vs $0.66 est
-5.6%
-3.0%
Mixed
Q1 FY2025
$4.1B vs $4.0B est
$9.96 vs $9.73 est
+2.4%
-0.3%
Mixed
Q4 FY2024
$4.4B vs $4.4B est
$11.41 vs $11.55 est
-1.2%
-0.5%
In line
Top institutional holders
Holder
% outstanding
Shares
Value
QoQ change
Blackrock, INC.
7.7%
64.6M
$6.0B
-0.9%
Vanguard Capital Management LLC
6.5%
54.2M
$5.0B
-1.1%
State Street Corp
4.4%
36.7M
$3.4B
-0.0%
Invesco Ltd.
3.2%
26.6M
$2.5B
+51.2%
Geode Capital Management, LLC
2.9%
24.2M
$2.2B
-1.6%
Undisclosed filer
1.9%
15.8M
$1.5B
-5.1%
Morgan Stanley
1.8%
15.5M
$1.4B
+4.0%
Principal Financial Group INC
1.7%
14.2M
$1.3B
-21.4%
Fmr LLC
1.7%
13.9M
$1.3B
-24.3%
Norges Bank
1.6%
13.7M
$1.3B
+100.0%
Recent insider transactions
Insider
Role
Date
Type
Shares
Value
SASTRE MARIA
director
2026-08-12
Sell
2K
$183707
MANCINI CHRISTOPHER ANDREW
officer: SVP OF PROF SALES & STORE OPS
2026-08-12
Sell
3K
$50130
MANCINI CHRISTOPHER ANDREW
officer: SVP OF PROF SALES & STORE OPS
2026-08-12
Buy
3K
$50130
MANCINI CHRISTOPHER ANDREW
officer: SVP OF PROF SALES & STORE OPS
2026-08-12
Sell
3K
$279000
Yankee Colin
officer: EVP & CSCO
2027-07-13
Other
14K
$1.2M
HENDRICKSON THOMAS
director
2026-05-29
Sell
1K
$105984
DUMAS ROBERT ALLEN
officer: SVP OF EASTERN STORE OPS/SALES
2026-05-20
Buy
75K
$1.3M
DUMAS ROBERT ALLEN
officer: SVP OF EASTERN STORE OPS/SALES
2026-05-20
Buy
10K
$164352
What you'll find
Next O'Reilly Automotive (ORLY) earnings date, the expected move and the estimates priced in
A clear Beat / Miss / In-line / Mixed verdict the moment O'Reilly Automotive reports
Revenue & EPS versus estimates, guidance and segment trends
Multi-lens price forecast — analyst, quant, technical and options views
Deep research: red flags, risk decoder and earnings-call sentiment
Technicals, options / implied volatility and unusual-activity signals
Hedge-fund and legendary-investor 13F holdings in O'Reilly Automotive (ORLY)
Side-by-side peer and historical earnings comparison
Frequently asked questions
When is O'Reilly Automotive's next earnings date?
O'Reilly Automotive's (ORLY) next scheduled earnings date is Oct 28, 2026. Magnisto shows the confirmed date, the options-implied expected move and the revenue and EPS estimates Wall Street is modeling into the report.
Did O'Reilly Automotive (ORLY) beat or miss earnings?
In Q2 FY2026, O'Reilly Automotive (ORLY) posted in-line results — revenue of $4.9B versus the $4.9B estimate (+0.6% surprise) and EPS of $0.86 versus $0.86 expected (-0.2% surprise). Magnisto decodes every O'Reilly Automotive (ORLY) report into a clear Beat, Miss, In-line or Mixed verdict and checks whether guidance was raised, held or cut.
How often does O'Reilly Automotive beat earnings estimates?
Over its last 8 reported quarters, O'Reilly Automotive (ORLY) beat Wall Street EPS estimates 3 times, most recently a in-line result in Q3 FY2026. Magnisto tracks every O'Reilly Automotive (ORLY) quarter's revenue and EPS versus consensus and grades each one Beat, Miss, In-line or Mixed at a unified ±2% threshold.
How much does O'Reilly Automotive stock move after earnings?
Over its last 8 quarterly reports, O'Reilly Automotive (ORLY) moved an average of ±3.4% the day after earnings — ranging from -4.4% (Q1 FY2026) to +8.6% (Q2 FY2026). The stock rose after 2 of those 8 reports and fell after 6. Heading into its next report on Oct 28, 2026, options-implied volatility is pricing in a move of roughly ±14.3% (derived). Magnisto tracks the realized post-earnings move for every O'Reilly Automotive (ORLY) quarter alongside the beat/miss verdict — past moves don't predict the next one.
Who are the largest shareholders of O'Reilly Automotive?
Institutions hold about 82.1% of O'Reilly Automotive's (ORLY) shares outstanding as of the 2026-06-30 13F quarter. Its largest institutional holders include Blackrock, INC. (7.7%), Vanguard Capital Management LLC (6.5%), State Street Corp (4.4%). Magnisto lists O'Reilly Automotive's (ORLY) top 13F holders with each stake size and its quarter-over-quarter change.
Are insiders buying or selling O'Reilly Automotive (ORLY)?
In the most recent Form 4 filings Magnisto tracks, O'Reilly Automotive (ORLY) insiders recorded 5 purchases and 6 sales — net selling. Insider transactions are one signal among many and are often routine (option exercises or scheduled 10b5-1 sales), so Magnisto shows the raw feed for you to judge.
What is the forecast for O'Reilly Automotive (ORLY) stock?
Magnisto blends analyst price targets, quantitative research, technical trend and options-implied moves into a scenario range for O'Reilly Automotive (ORLY), anchored to the current $91.05 share price, so you can weigh the bull, base and bear cases for O'Reilly Automotive side by side.
Is O'Reilly Automotive (ORLY) a buy right now?
Magnisto does not give buy or sell tips. It gives you the institutional-grade evidence — the verdict, valuation, risks, technicals and hedge-fund 13F flows — so you can decide whether O'Reilly Automotive fits your own thesis and risk profile. This is research, not investment advice.