
O'Reilly Automotive (ORLY) earnings history, EPS estimates, revenue forecasts and company guidance.
Earnings Per Share (Non-GAAP)
Quarterly Revenue (Billions)
O'Reilly Automotive (ORLY) last issued guidance on October 28, 2026 for fiscal year 2026. The company guided earnings per share in the range of $3.25 - $3.35, compared to a consensus EPS estimate of $3.28. O'Reilly Automotive also guided revenue in the range of $19B - $19.3B for the period.
Compared to prior guidance, O'Reilly Automotive raised its EPS outlook from a previous range of $3.2 - $3.3. On the revenue side, the company maintained its revenue forecast from a prior range of $18.9B - $19.2B.
O'Reilly Automotive has issued 16 guidance updates between February 8, 2023 and October 28, 2026. During this period, the company raised its outlook 10 times and lowered it 1 time, providing investors with insight into management's evolving expectations.
| Metric | Q3 '26 | Q2 '26 | Q1 '26 | Q4 '25 |
|---|---|---|---|---|
| Earnings Per Share (Non-GAAP) | ||||
| Estimate | $0.93 | $0.86 | $0.70 | $0.72 |
| Actual | $0.97 | $0.86 | $0.72 | $0.71 |
| Surprise | +4.30% | 0.00% | +2.86% | -1.39% |
| Revenue | ||||
| Estimate | $5.01B | $4.86B | $4.46B | $4.40B |
| Actual | $5.12B | $4.89B | $4.56B | $4.41B |
| Surprise | +2.19% | +0.65% | +2.26% | +0.40% |
| Metric | Q4 '26E | Q1 '27E | Q2 '27E | Q3 '27E |
|---|---|---|---|---|
| Earnings Per Share (Non-GAAP) | ||||
| Consensus | $0.78 | $0.80 | $0.94 | $0.99 |
| Revenue | ||||
| Consensus | $4.67B | $4.82B | — | — |
| Fiscal Quarter | Date Reported | Actual EPS | Estimated EPS | Surprise % |
|---|---|---|---|---|
| Q3 | Oct 28, 2026 | $0.97 | $0.93 | 4.30 % |
| Q2 | Jul 29, 2026 | $0.86 | $0.86 | 0.00 % |
| Q1 | Apr 29, 2026 | $0.72 | $0.70 | 2.86 % |
| Q4 | Feb 4, 2026 | $0.71 | $0.72 | -1.39 % |
| Fiscal Quarter | Date Reported | Actual Revenue | Estimated Revenue | Surprise % |
|---|---|---|---|---|
| Q3 | Oct 28, 2026 | $5.12B | $5.01B | 2.19 % |
| Q2 | Jul 29, 2026 | $4.89B | $4.86B | 0.65 % |
| Q1 | Apr 29, 2026 | $4.56B | $4.46B | 2.26 % |
| Q4 | Feb 4, 2026 | $4.41B | $4.40B | 0.40 % |