O'Reilly Automotive stock falls 5.5% from midday quote
Published on 10/29/2026 at 17:51 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWSStrong quarter, updated outlook
- Third-quarter sales increased 9 percent year over year, while comparable-store sales rose 7.2 percent.
- O'Reilly raised its full-year 2026 revenue, margin and comparable-sales guidance.
- A tariff-refund benefit supported quarterly earnings and makes the margin outlook important for investors.
O'Reilly Automotive reported a strong third quarter on October 28, 2026, but its Lang & Schwarz quote moved lower during October 29 trading. The stock stood at EUR 79.21 at 17:04:08 Berlin time, compared with EUR 83.83 at 12:42 p.m. in the earlier ad-hoc-news.de report. That is a decline of 5.51 percent between the two dated quotes.
The operating update came from the O'Reilly Automotive release. For the quarter ended September 30, sales increased 9 percent to USD 5.12 billion. Comparable-store sales rose 7.2 percent, supported by double-digit growth in the professional business and mid-single-digit growth in do-it-yourself sales.
Guidance moves higher
Management raised full-year 2026 comparable-store-sales guidance to 5.5 percent to 6.5 percent. Revenue guidance is now USD 19.0 billion to USD 19.3 billion, while diluted earnings-per-share guidance is USD 3.25 to USD 3.35. The company also lifted its full-year gross-margin outlook to 51.6 percent to 52.1 percent and operating-profit guidance to 19.5 percent to 20.0 percent.
Net income increased 8 percent to USD 785.6 million, and diluted earnings per share rose 14 percent to USD 0.97. Gross margin reached 52.4 percent, compared with 51.9 percent a year earlier. A USD 39 million tariff-refund benefit contributed to the quarter, so investors will need to distinguish the discrete benefit from the underlying sales and cost trends.
Expansion and capital allocation
O'Reilly opened 173 net new stores in the first nine months and remains on track for 225 to 235 openings in 2026. It repurchased 11.8 million shares for USD 1.03 billion during the quarter, with approximately USD 727 million remaining under the current authorization.
Investors can follow the real-time quote of O'Reilly Automotive stock.
O'Reilly Automotive, Inc.
- ISIN: US67103H1077
- Ticker: ORLY
- Primary exchange: Nasdaq
- Sector / industry: Consumer Cyclical / Specialty Retail
- Lang & Schwarz quote: EUR 79.21 on October 29, 2026, at 17:04:08 Berlin time
- Comparison quote: EUR 83.83 on October 29, 2026, at 12:42 p.m. Berlin time
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