The company said that sales for Q3 ended September 30, 2026 rose 9% to $5.12 billion, and operating income rose 13% to $1.10 billion (21.4% of sales). Comparable store sales for the same quarter increased 7.2%.

1. 01

   The company said that sales for Q3 ended September 30, 2026 rose 9% to $5.12 billion, and operating income rose 13% to $1.10 billion (21.4% of sales). Comparable store sales for the same quarter increased 7.2%.

2. 02

   The company said net income for Q3 rose 8% to $786 million (15.3% of sales), and diluted earnings per share rose 14% to $0.97. The company cited the tariff refunds of $39 million received in Q3 as a factor that also contributed to the increase, CEO Brad Beckham said.

3. 03

   O'Reilly Automotive raised its full-year 2026 guidance, with comparable store sales now expected to rise 5.5% to 6.5%, gross margin 51.6% to 52.1%, and operating margin 19.5% to 20.0%. Total revenue guidance is $19.0 billion to $19.3 billion.

4. 04

   The company said it repurchased 11.8 million shares for a total of $1.03 billion in Q3, and that its year-to-date repurchases in January–September totaled $3.47 billion. Net cash provided by operating activities for the 9 months was $2.6 billion.

Analysis scope · Filing body and confirmed press-release exhibitWe analyzed the filing body and confirmed exhibits. This is not a review of other exhibits, investor presentations or the full earnings call.

AI summarized the filing and translated the summary into English; it may differ from the original. For reference only, not investment advice. AI translated the published Korean report into English. Figures are copied as filed, not recalculated.

Original filing

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