Stock AnalizO Reilly Automotive (ORLY) earnings for the quarter ended September 2026: EPS beats estimates
O Reilly Automotive reported results for the quarter ended September 2026 on October 28, 2026. Adjusted earnings per share came in at $0.97 against the analysts’ average forecast of $0.93, a beat of 4.7%.
Revenue for the quarter was $5.12 billion, up 8.8% from $4.71 billion in the same quarter a year earlier.
The market’s verdict: the stock fell 1.9% on the first trading day after the report.
The last four quarters
O Reilly Automotive has beaten the analysts’ EPS forecast in 2 of the last 4 quarters.
| Quarter | EPS | Forecast | Surprise | Revenue growth | Price reaction |
|---|---|---|---|---|---|
| Sep 2026 | $0.97 | $0.93 | +4.7% | +9% | −1.9% |
| Jun 2026 | $0.86 | $0.86 | +0.2% | +8% | −4.2% |
| Mar 2026 | $0.72 | $0.70 | +3.4% | +10% | +8.6% |
| Dec 2025 | $0.71 | $0.72 | −1.9% | +8% | −4.4% |
What comes next
Analysts expect EPS of $0.78 for the next quarter on average and $3.32 for the fiscal year ending December 31, 2026.
The average analyst price target is $106.46, 15% above the current price of $92.19.
Valuation and score
O Reilly Automotive scores 1.8 out of 5 overall on Stock Analiz (weak), trades at a trailing P/E of about 28.2, and its intrinsic value under moderate assumptions is about 35% below the current market value. Full O Reilly Automotive analysis with 10 years of financials
Frequently asked questions
What was O Reilly Automotive’s EPS for the quarter ended September 2026?
$0.97 adjusted per share, against an analyst consensus of $0.93.
How much revenue did O Reilly Automotive report?
$5.12 billion, up 8.8% year over year.
More
This report was written automatically from the published numbers within hours of the release. It is information, not investment advice.