O'Reilly Q2 revenue +8.1%, comp-store sales +6.0%; $2.4B buyback YTD; 225-235 stores planned

Filed August 7, 2026 · Period ending June 30, 2026 · Compared to 10-Q Aug 8, 2025 · ~1 min read

Key Changes

• high

  Q2 revenue grew 8.1% to $4.9B with comp-store sales +6.0% (vs +4.1% prior year), driven by higher ticket values and professional customer transactions, partially offset by lower DIY transaction counts.

  MD&A: Sales and Comparable Store Sales verify on EDGAR →
• high

  Operating income rose 8% to $986M (20.2% margin, flat YoY); six-month operating income +10% to $1.83B (19.3% margin, +20 bps) on improved leverage of store costs.

  MD&A: Operating Income verify on EDGAR →
• high

  Diluted EPS grew 10% to $0.86 (Q2) and 13% to $1.58 ($367 million, six months) on lower share counts from $2.4B in buybacks YTD, outpacing net income growth of 7% and 9% respectively.

  MD&A: Net Income and EPS verify on EDGAR →