Form 8-K · Current report

O'Reilly Automotive 8-K, filed Oct 28, 2026

Filed
CIK
0000898173
Accession no.
0000898173-26-000050
AI-generated summary

Summary

O'Reilly Automotive reported third quarter 2026 sales up 9% to $5.12 billion and diluted earnings per share up 14% to $0.97, with comparable store sales growth of 7.2%, and raised its full-year 2026 guidance for comparable store sales, gross margin, and operating margin. CEO Brad Beckham attributed the growth to share gains in both the professional and do-it-yourself businesses, including a $39 million benefit from tariff refunds.

Key points

  • Third quarter 2026 sales rose 9% to $5.12 billion from $4.71 billion a year earlier, and net income rose 8% to $786 million.
  • Year-to-date 2026 sales rose 9% to $14.57 billion, with net income of $2.10 billion.
  • O'Reilly repurchased 38.5 million shares for $3.47 billion in the first nine months of 2026 and had about $727 million remaining under its current authorization.
  • Full-year 2026 guidance was set at revenue of $19.0 billion to $19.3 billion, comparable store sales growth of 5.5% to 6.5%, and diluted earnings per share of $3.25 to $3.35, with 225 to 235 net new store openings planned.

Written by an AI model from the filing text. It can be incomplete or wrong; the filing on SEC.gov is the record.

Items reported

  • 2.02Results of Operations and Financial Condition
  • 9.01Financial Statements and Exhibits

From the filing

Item 2.02 – Results of Operations and Financial Condition ​ On October 28, 2026, O’Reilly Automotive Inc. (the “Company”) issued a press release announcing its third quarter 2026 earnings. The text of the press release is attached hereto as Exhibit 99.1. ​ Section 9 – Financial Statements and Exhibits ​ Item 9.01 – Financial Statements and Exhibits ​ Exhibit Number ​ ​ Description 99.1 ​ Press release dated October 28, 2026 104 ​ Cover Page Interactive Data File – the cover page XBRL tags are embedded within the Inline XBRL document ​ The information in this Current Report on Form 8-K shall not be deemed “filed” for the purposes of Section 18 of the Securities Exchange Act of 1934, as…

An excerpt of the text as filed with the SEC, cut for length.

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