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O'Reilly Automotive

ORLY · Consumer Discretionary

Last earnings Oct 28, 2026

Key results

Revenuequarter

5.6%

REPORTS THIRD QUARTER 2025 RESULTS Third quarter comparable store sales growth of 5.6% 9% increase in third quarter operating income 12% increase in third quarter diluted earnings per share to $0.85 Springfield, MO, October 22, 2025 O Reilly Automotive, Inc.

SEC original ↗O'Reilly Automotive — Earnings release (8-K exhibit)EX-99Oct 22, 2025

Operating incomequarter

12%

REPORTS THIRD QUARTER 2025 RESULTS Third quarter comparable store sales growth of 5.6% 9% increase in third quarter operating income 12% increase in third quarter diluted earnings per share to $0.85 Springfield, MO, October 22, 2025 O Reilly Automotive, Inc.

SEC original ↗O'Reilly Automotive — Earnings release (8-K exhibit)EX-99Oct 22, 2025

EPSquarter

$0.85

REPORTS THIRD QUARTER 2025 RESULTS Third quarter comparable store sales growth of 5.6% 9% increase in third quarter operating income 12% increase in third quarter diluted earnings per share to $0.85 Springfield, MO, October 22, 2025 O Reilly Automotive, Inc.

SEC original ↗O'Reilly Automotive — Earnings release (8-K exhibit)EX-99Oct 22, 2025

3 rd Quarter Financial Results Brad Beckham, O Reilly s CEO, commented, We are pleased to report another quarter of solid performance and profitable growth, highlighted by a 5.6% increase in comparable store sales and a 12% increase in diluted earnings per share for the third quarter.

SEC original ↗O'Reilly Automotive — Earnings release (8-K exhibit)EX-99Oct 22, 2025

Operating income for the third quarter increased 9% to $976 million (or 20.7% of sales) from $897 million (or 20.5% of sales) for the same period one year ago.

SEC original ↗O'Reilly Automotive — Earnings release (8-K exhibit)EX-99Oct 22, 2025

Net income for the third quarter ended September 30, 2025, increased $60 million, or 9%, to $726 million (or 15.4% of sales) from $665 million (or 15.2% of sales) for the same period one year ago.

SEC original ↗O'Reilly Automotive — Earnings release (8-K exhibit)EX-99Oct 22, 2025

Operating incomeytd

5%

Operating income for the first nine months of 2025 increased 5% to $2.63 billion (or 19.7% of sales) from $2.51 billion (or 19.9% of sales) for the same period one year ago.

SEC original ↗O'Reilly Automotive — Earnings release (8-K exhibit)EX-99Oct 22, 2025

Operating incomeQ3 2025

$2.63 billion

Operating income for the first nine months of 2025 increased 5% to $2.63 billion (or 19.7% of sales) from $2.51 billion (or 19.9% of sales) for the same period one year ago.

SEC original ↗O'Reilly Automotive — Earnings release (8-K exhibit)EX-99Oct 22, 2025

Net income for the first nine months of 2025 increased $97 million, or 5%, to $1.93 billion (or 14.5% of sales) from $1.84 billion (or 14.6% of sales) for the same period one year ago.

SEC original ↗O'Reilly Automotive — Earnings release (8-K exhibit)EX-99Oct 22, 2025

AI analysis

Q3 2025 · reported Oct 22, 2025

Based on: Earnings release + parent 8-K — transcript not held

EPS · Q3 2025
$0.85
EX-99 · Oct 22, 2025
Operating income · Q3 2025
$2.63B
EX-99 · Oct 22, 2025

Headline figures

MetricQ3 2025Prior qtrYear ago
Revenue5.6%——
Operating income12%——
EPS$0.85——

EX-99 · Oct 22, 2025

Guidance · company-stated

Direction: Raised

Revenue

“Beckham concluded, As a result of our year-to-date performance and updated outlook for the remainder of 2025, we are raising our full-year 2025 comparable store sales guidance to a range of 4.0% to 5.0%.”

Classified from the release's primary full-year outlook statement.

Next earningsNo verified date on fileNo date is estimated or imported

Capital allocation

Share Repurchase Program During the third quarter ended September 30, 2025, the Company repurchased 4.3 million shares of its common stock, at an average price per share of $98.08, for a total investment of $420 million.

During the first nine months of 2025, the Company repurchased 17.6 million shares of its common stock, at an average price per share of $90.95, for a total investment of $1.60 billion.

General educational research only — not investment advice.Every figure is as stated in the held documents; values marked “computed from stated figures” are arithmetic on those stated figures. Guidance shown is the company’s own stated guidance. No price targets, no recommendations, no consensus estimates.

Event summary

REPORTS THIRD QUARTER 2025 RESULTS

Based on: Earnings release + parent 8-K — transcript not held

Guidance & outlook

Direction: Raised

Revenue: “Beckham concluded, As a result of our year-to-date performance and updated outlook for the remainder of 2025, we are raising our full-year 2025 comparable store sales guidance to a range of 4.0% to 5.0%.”

Revenue — Raised (“raising”)
“Beckham concluded, As a result of our year-to-date performance and updated outlook for the remainder of 2025, we are raising our full-year 2025 comparable store sales guidance to a range of 4.0% to 5.0%.”

Classified from the release's primary full-year outlook statement.

Capital allocation

Share Repurchase Program During the third quarter ended September 30, 2025, the Company repurchased 4.3 million shares of its common stock, at an average price per share of $98.08, for a total investment of $420 million.

SEC original ↗O'Reilly Automotive — Earnings release (8-K exhibit)EX-99Oct 22, 2025

During the first nine months of 2025, the Company repurchased 17.6 million shares of its common stock, at an average price per share of $90.95, for a total investment of $1.60 billion.

SEC original ↗O'Reilly Automotive — Earnings release (8-K exhibit)EX-99Oct 22, 2025

Excise tax on shares repurchased, assessed at one percent of the fair market value of shares repurchased, was $16.0 million for the nine months ended September 30, 2025.

SEC original ↗O'Reilly Automotive — Earnings release (8-K exhibit)EX-99Oct 22, 2025

Subsequent to the end of the third quarter and through the date of this release, the Company repurchased an additional 0.8 million shares of its common stock, at an average price per share of $102.96, for a total investment of $79 million.

SEC original ↗O'Reilly Automotive — Earnings release (8-K exhibit)EX-99Oct 22, 2025

The Company has repurchased a total of 1.46 billion shares of its common stock under its share repurchase program since the inception of the program in January of 2011 and through the date of this release, at an average price of $18.46, for a total aggregate investment of $26.93 billion.

SEC original ↗O'Reilly Automotive — Earnings release (8-K exhibit)EX-99Oct 22, 2025

As of the date of this release, the Company had approximately $820 million remaining under its current share repurchase authorization.

SEC original ↗O'Reilly Automotive — Earnings release (8-K exhibit)EX-99Oct 22, 2025

Strategy & priorities

In addition, statements contained within this press release that are not historical facts are forward-looking statements, such as statements discussing, among other things, expected growth, store development, integration and expansion strategy, business strategies, future revenues, and future performance.

SEC original ↗O'Reilly Automotive — Earnings release (8-K exhibit)EX-99Oct 22, 2025

Competitors

Competitors & peers

Same GICS sector — classification peers, not declared competitors

Amazon (AMZN) Consumer DiscretionaryTesla, Inc. (TSLA) Consumer DiscretionaryAlibaba Group (BABA) Consumer DiscretionaryeBay Inc. (EBAY) Consumer DiscretionaryToyota Motor (TM) Consumer DiscretionaryLi Auto Inc. (LI) Consumer DiscretionaryV F Corp (VFC) Consumer DiscretionaryFerrari (RACE) Consumer Discretionary
Documents

Filings

72 documents

Earnings releases

52 documents

Presentations

0 documents

No presentations for O'Reilly Automotive are held in this edition of the library.

Transcripts

0 documents

No transcripts for O'Reilly Automotive are held in this edition of the library.

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