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Did O'Reilly Auto Parts Beat Earnings?
O'Reilly Auto Parts (ORLY) reported Q1 '26 revenue of $4.56B, up 10.2% year-over-year, with reported EPS of $0.72. That topped the $0.69 analyst estimate by 4.3% — an earnings beat.
AltIndex tracks earnings alongside 25+ alternative data signals that can move ahead of the report — O'Reilly Auto Parts’s job postings, web traffic, and employee business outlook. See the full ORLY stock analysis or the earnings calendar for upcoming reports.
ORLY Earnings Surprise History (EPS vs. Estimate)
| Quarter | Estimated EPS | Reported EPS | Surprise |
|---|---|---|---|
| Q1 '26 | $0.69 | $0.72 | Beat +4.3% |
| Q4 '25 | $0.72 | $0.71 | Missed -1.4% |
| Q3 '25 | $0.83 | $0.85 | Beat +2.4% |
| Q2 '25 | $0.78 | $0.78 | Met +0.0% |
| Q1 '25 | $0.66 | $0.62 | Missed -6.1% |
| Q4 '24 | $0.65 | $0.63 | Missed -3.1% |
O'Reilly Auto Parts Quarterly Financial Trends
| Metric | Q2 '24 | Q3 '24 | Q4 '24 | Q1 '25 | Q2 '25 | Q3 '25 | Q4 '25 | Q1 '26 |
|---|---|---|---|---|---|---|---|---|
| Revenue | 4.27B | 4.36B | 4.1B | 4.14B | 4.53B | 4.71B | 4.41B | 4.56B |
| Gross margin | 50.7% | 51.6% | 51.3% | 51.3% | 51.4% | 51.9% | 51.8% | 51.5% |
| Operating margin | 20.2% | 20.5% | 18.0% | 17.9% | 20.2% | 20.7% | 18.8% | 18.5% |
| Net income | 623M | 665M | 551M | 538M | 669M | 726M | 605M | 604M |
| Net margin | 14.6% | 15.2% | 13.5% | 13.0% | 14.8% | 15.4% | 13.7% | 13.2% |
| EPS | $0.70 | $0.76 | $0.63 | $0.62 | $0.78 | $0.85 | $0.71 | $0.72 |
O'Reilly Auto Parts Earnings Trend Analysis
Over the eight quarters from Q2 '24 to Q1 '26, O'Reilly Auto Parts’s quarterly revenue moved from $4.27B to $4.56B. Net margin compressed from 14.6% to 13.2%, against a 51.5% gross margin in the most recent quarter — a read on whether revenue growth is translating into profit. O'Reilly Auto Parts has beaten Wall Street EPS estimates in 3 of its last 8 reported quarters.
When Is O'Reilly Auto Parts’s Next Earnings Date?
O'Reilly Auto Parts reports earnings on a quarterly schedule. Its most recent report covered Q1 '26. For the confirmed upcoming date — and every other company reporting soon — see the ORLY earnings calendar.
Frequently Asked Questions: O'Reilly Auto Parts Earnings
O'Reilly Auto Parts's next earnings date has not been confirmed yet. See the earnings calendar for all upcoming reports.
O'Reilly Auto Parts reported Q1 '26 EPS of $0.72 on revenue of $4.56B (+10.2% YoY). O'Reilly Auto Parts beat estimates, reporting $0.72 vs. the $0.69 estimate.
O'Reilly Auto Parts reported Q1 '26 revenue of $4.56B, up 10.2% from the same quarter a year earlier.
Signals like job postings, web traffic, and employee sentiment reflect business activity in real time and can move before quarterly results are reported. AltIndex combines them with 25+ others in the ORLY AI Score.
