ORLY O`Reilly Automotive, Inc.

$ORLY Another bullish engulf on volume this week would be purrtyy (pending) ... I'm almost 1R green on the trade. Defined risk level has continued to hold

$ORLY will report earnings on Wednesday after the market closes. ±6.06% implied move. Currently right at the 50 WMA with trendline resistance just about 2% away. Good add to watchlists for a potential breakout if earnings are good.

$ORLY Q3 comps came in at +7.2%, well ahead of the +4.4% estimate, on top of +5.6% a year ago. Diluted EPS was 0.97 dollars vs 0.93 expected, sales 5.12 billion dollars vs 5.0 billion. Professional grew double digits again, DIY mid-single digits. Gross margin ticked up to 52.4% from 51.9%, helped a bit by a 39 million dollar tariff refund. Full year guide went up too, comps now 5.5% to 6.5% and EPS 3.25 to 3.35 dollars.

$ORLY reported earnings after the close: EPS of $0.97 vs. $0.93 estimated, a beat of 4.3%. I used Stock Meadow to review the results. What do you think?

$ORLY Q3 '26 Earnings Results & Recap • Reported GAAP EPS of $0.97 up 14.12% YoY • Reported revenue of $5.12B up 8.83% YoY • OReilly Automotive raised full-year 2026 comparable store sales guidance to 5.5% to 6.5%, gross margin to 51.6% to 52.1%, and operating profit to 19.5% to 20.0%; diluted EPS guidance is $3.25 to $3.35.

$ORLY reports earnings today after the close. I used Stock Meadow’s earnings dashboard to review its history: ORLY has beaten EPS estimates in 2 of its last 8 reports. What are you watching for?

$ORLY reports earnings tomorrow after the close. I used Stock Meadow’s earnings dashboard to review its history: ORLY has beaten EPS estimates in 2 of its last 8 reports. Analysts expect EPS of $0.93. What are you watching for?

$ORLY O'Reilly reports Wednesday after the close. Zacks consensus is 0.93 dollars a share, up 9.4%, on 5 billion dollars of revenue, up 6.2%. Estimates have actually ticked up 0.72% in the last 30 days and the Earnings ESP is +2.11%. Q2 was a small beat too, 0.86 dollars vs 0.85 expected, and the company has beaten in three of the last four quarters. The mix is where it shows. Professional sales are modeled at 2.49 billion dollars, up 8.1%, vs DIY at 2.41 billion, up 4.8%. Comparable store sales are seen at 4.4%, down from 5.6% a year ago.

O'Reilly is worth $23B more than AutoZone, yet sells $1.8B less per year. $ORLY vs $AZO Market cap: $72B vs $49B Revenue: $18.6B vs $20.3B ROIC: 36% vs 26% P/E: 28 vs 20 vs 52w high: -15% vs -25% Return on capital or a lower P/E: which matters more? NFA #stocks

$ORLY Offered another good entry today on a second reclaim and retest of the trend. Added to original position around the same entry but with higher conviction - especially considering the low-volume pullback and above-average volume reclaim.