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O'Reilly Automotive (ORLY) Q3 Earnings: Taking a Look at Key Metrics Versus Estimates
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For the quarter ended September 2026, O'Reilly Automotive (ORLY - Free Report) reported revenue of $5.12 billion, up 8.8% over the same period last year. EPS came in at $0.97, compared to $0.85 in the year-ago quarter.
The reported revenue represents a surprise of +2.49% over the Zacks Consensus Estimate of $5 billion. With the consensus EPS estimate being $0.92, the EPS surprise was +5.44%.
While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Street expectations to determine their next move, some key metrics always offer a more accurate picture of a company's financial health.
Since these metrics play a crucial role in driving the top- and bottom-line numbers, comparing them with the year-ago numbers and what analysts estimated about them helps investors better project a stock's price performance.
Here is how O'Reilly Automotive performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:
Comparable store sales - YoY change: 7.2% versus 4.3% estimated by seven analysts on average.
Square footage - Total: 53.38 Msq ft versus 53.11 Msq ft estimated by four analysts on average.
Number of stores - Total: 6,758 versus the four-analyst average estimate of 6,755.
Number of stores opened: 63 versus 59 estimated by three analysts on average.
Ending domestic store count: 6,595 versus 6,594 estimated by three analysts on average.
Sales per weighted-average store: $0.76 million versus the three-analyst average estimate of $0.75 million.
Ending Canada store count: 29 versus the two-analyst average estimate of 29.
Domestic New stores opened: 54 compared to the 44 average estimate based on two analysts.
Mexico Stores at End of the Period: 134 versus the two-analyst average estimate of 132.
Sales to Do-It-Yourself Customers: $2.45 billion compared to the $2.41 billion average estimate based on three analysts. The reported number represents a change of +6.2% year over year.
Other sales and sales adjustments: $72.06 million versus $96.83 million estimated by three analysts on average. Compared to the year-ago quarter, this number represents a -22.6% change.
Sales to professional service provider customers: $2.6 billion versus $2.49 billion estimated by three analysts on average. Compared to the year-ago quarter, this number represents a +12.7% change.
Shares of O'Reilly Automotive have returned +4.4% over the past month versus the Zacks S&P 500 composite's -0.2% change. The stock currently has a Zacks Rank #3 (Hold), indicating that it could perform in line with the broader market in the near term.
View the Zacks #1 Rank List
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O'Reilly Automotive (ORLY) Q3 Earnings: Taking a Look at Key Metrics Versus Estimates
For the quarter ended September 2026, O'Reilly Automotive (ORLY - Free Report) reported revenue of $5.12 billion, up 8.8% over the same period last year. EPS came in at $0.97, compared to $0.85 in the year-ago quarter.
The reported revenue represents a surprise of +2.49% over the Zacks Consensus Estimate of $5 billion. With the consensus EPS estimate being $0.92, the EPS surprise was +5.44%.
While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Street expectations to determine their next move, some key metrics always offer a more accurate picture of a company's financial health.
Since these metrics play a crucial role in driving the top- and bottom-line numbers, comparing them with the year-ago numbers and what analysts estimated about them helps investors better project a stock's price performance.
Here is how O'Reilly Automotive performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:View all Key Company Metrics for O'Reilly Automotive here>>>
Shares of O'Reilly Automotive have returned +4.4% over the past month versus the Zacks S&P 500 composite's -0.2% change. The stock currently has a Zacks Rank #3 (Hold), indicating that it could perform in line with the broader market in the near term.