O'Reilly Automotive, Inc.
O'Reilly Automotive, Inc. Q2 FY26 Results — Earnings Call Analysis
Q2 FY26 earnings call: what management said on revenue, margins and capex.
O'Reilly Automotive, Inc. Q2 FY26 key numbers
- Revenue
- First quarter sales increased by $424 million, driven by an 8.1% increase in comparable store sales and $91 million from new stores opened in 2025 and 2026.
As stated in O'Reilly Automotive, Inc.'s Q2 FY26 earnings call transcript · published 29 May 2026. Reported figures, not investment advice.
The short version
- First quarter sales increased by $424 million, driven by an 8.1% increase in comparable store sales and $91 million from new stores opened in 2025 and 2026. - Full-year diluted EPS guidance increased to a range of $3.15 to $3.25, driven by strong first quarter sales, operating performance, and share repurchases.
From O'Reilly Automotive, Inc.'s Q2 FY26 earnings-call transcript · updated 29 May 2026.
Revenue & Sales Performance
- First quarter sales increased by $424 million, driven by an 8.1% increase in comparable store sales and $91 million from new stores opened in 2025 and 2026.
- Full-year 2026 total revenue guidance remains between $18.7 billion and $19 billion.
- Comparable store sales guidance for 2026 is maintained at 3% to 5%, with a strong first quarter pushing results to the top half of this range.
- Store growth is robust with 59 net new stores opened in Q1 across the U.S., Mexico, and Canada, targeting 225 to 235 net new stores for 2026.
- Inventory per store expected to grow by 5% by the end of 2026, supporting sales growth.
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Profitability & Margins
Read what O'Reilly Automotive, Inc. said on margins in the Q2 FY26 call
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Capital Expenditure Plans
- Opened 59 net new stores across the U.S., Mexico, and Canada in Q1 2026.
- Domestic new store performance meets high expectations; opportunities exist to backfill existing markets and expand into new greenfield markets.
- International markets progressing well in building O’Reilly’s store growth engine.
- On track for 2026 store opening goal of 225 to 235 net new stores.
- Capital expenditures for Q1 2026 were $244 million.
- Expect total capital expenditure investment in 2026 of $1.3 billion to $1.4 billion.
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What the Q2 FY26 call signalled
2 of 3 strong
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Frequently Asked Questions
What were O'Reilly Automotive, Inc. Q2 FY26 results?
- First quarter sales increased by $424 million, driven by an 8.1% increase in comparable store sales and $91 million from new stores opened in 2025 and 2026. - Full-year diluted EPS guidance increased to a range of $3.15 to $3.25, driven by strong first quarter sales, operating performance, and share repurchases.
What is O'Reilly Automotive, Inc. share price analysis?
O'Reilly Automotive, Inc. currently shows a neutral. The stock trades at a P/E of 29.3 with a market cap of $73,946. Investors should review the full earnings analysis for detailed insights.
Is O'Reilly Automotive, Inc. planning capital expenditure?
- Opened 59 net new stores across the U.S., Mexico, and Canada in Q1 2026.
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This analysis is AI-generated based on publicly available earnings data and the company's earnings call transcript. This is not investment advice. Please consult a SEBI-registered advisor before making investment decisions.