O'Reilly Automotive Guides FY2026 EPS to $3.10–3.20, Plans 235 Store Openings
O'Reilly Automotive reported Q4 FY2025 revenue of $4.41 billion, up 7.8% year-over-year, while comparable-store sales rose 5.6% and full-year comps reached 4.7% at the high end of guidance. Management forecast fiscal 2026 EPS of $3.10 to $3.20 and plans to open 225–235 net new stores, including Canadian expansion.
1. Q4 FY2025 Financial Results
O'Reilly Automotive reported Q4 FY2025 revenue of $4.41 billion, up 7.8% year-over-year, and GAAP EPS of $0.71, reflecting a 12.7% increase from the prior year. Comparable-store sales grew 5.6%, lifting full-year 2025 comps to 4.7%, the high end of previous guidance.
2. Fiscal 2026 Guidance and Expansion Plans
Management guided fiscal 2026 EPS to a range of $3.10 to $3.20, implying roughly 6.1% growth at the midpoint, while analysts expect diluted EPS of $3.21 for the full year. The company plans to open 225 to 235 net new stores in 2026, including its first locations in Canada.
3. Stock Performance and Analyst Ratings
Over the past 52 weeks, O'Reilly shares have gained about 9%, slightly trailing the S&P 500’s 11.7% gain, and are up 3.3% year-to-date. Among 28 covering analysts, 20 rate the stock as Strong Buy, three as Moderate Buy, and five as Hold.