O'Reilly Automotive, Inc. Dossier
Outlook & Key Dates
Estimates, guidance, catalysts, and upcoming events
Analyst Estimates Learn more →
5-Yr Fwd EPS Growth
11.0%projected annual EPS growth
Analyst Coverage
24analysts covering
FY Revenue (est.)
$19.1Bnext fiscal year
FY EPS (est.)
$3.28next fiscal year
Reporting Calendar
| Event | Expected Date |
|---|---|
| Next Earnings Release | 28 Oct 2026 |
Monitoring Framework
Key Performance Indicators
Comparable-store sales growth Quarterly6.0%Target: FY2026 guidance: 4.0%-6.0%
Operating income margin Quarterly20.2%Target: FY2026 guidance: 19.3%-19.8%
Total store count Quarterly6.7KTarget: 225-235 net new store openings in FY2026
Free cash flow Quarterly1.5KTarget: FY2026 guidance: $1.8-$2.1 billion
Watch Items
- Full-year comparable-store sales performanceAction: Reassess demand resilience and the assumption that O'Reilly continues gaining share across professional and DIY channels.
- Operating-margin executionAction: Review gross-margin, payroll, distribution, and store-opening cost pressures and reduce confidence in the base case.
- Store-development executionAction: Evaluate whether permitting, construction, labor, acquisition integration, or international execution is delaying footprint expansion.
- Free-cash-flow deliveryAction: Reassess working-capital efficiency, capital spending, and the sustainability of debt-funded share repurchases.
Research as of 29 Aug 2026