O'Reilly Automotive's results for Q3 2026 (quarter ended Sep 30, 2026) come from the company's own earnings release, filed with the SEC on 2026-10-28. Everything below is taken from that filing; quotes are copied exactly. Company outlooks are the company's own.
At a glance
| Item | Value |
|---|---|
| Revenue (GAAP) | $5,121 million (+8.8% vs a year earlier) |
| Diluted EPS (GAAP) | $0.97 |
| Full-year guidance | Raised |
Guidance
O'Reilly raised 2026 comparable store sales growth to 5.5–6.5%, gross margin to 51.6–52.1% and operating margin to 19.5–20.0%.
Why this label: Release says it is 'raising' comps, gross margin and 'operating profit guidance' (19.5–20.0% of sales); revenue/EPS ranges listed without prior or direction.
| Metric | Period | New | Prior (as stated in the release) |
|---|---|---|---|
| comparable store sales growth | FY2026 | 5.5%–6.5% | not stated |
| gross margin (% of sales) | FY2026 | 51.6%–52.1% | not stated |
| operating margin (% of sales) | FY2026 | 19.5%–20.0% | not stated |
| total revenue | FY2026 | $19.0–19.3 billion | not stated |
| diluted EPS | FY2026 | $3.25–3.35 | not stated |
From the release
Revenue: "Sales for the third quarter ended September 30, 2026, increased $416 million, or 9%, to $5.12 billion from $4.71 billion for the same period one year ago."
Earnings per share: "Diluted earnings per common share for the third quarter increased 14% to $0.97 on 812 million shares versus $0.85 on 853 million shares for the same period one year ago."
comparable store sales growth: "we are raising our full-year 2026 comparable store sales guidance to a range of 5.5% to 6.5%"
gross margin (% of sales): "We are also raising our full-year 2026 gross margin guidance to a range of 51.6% to 52.1% and our operating profit guidance to a range of 19.5% to 20.0%."
operating margin (% of sales): "We are also raising our full-year 2026 gross margin guidance to a range of 51.6% to 52.1% and our operating profit guidance to a range of 19.5% to 20.0%."
Key fact: Raised 2026 comparable store sales guidance to 5.5%–6.5% after 7.2% Q3 comps
Source
O'Reilly Automotive earnings release (SEC filing), accession 0000898173-26-000050, filed 2026-10-28.
Part of the Q3 2026 Guidance Tracker. Educational only, not advice. Free weekly recap every Sunday: yieldterminalpro.com/newsletter.