O'Reilly Automotive Posts 7.8% Q4 Revenue Gain, Guides 6.1% EPS Growth
O'Reilly Automotive's Q4 fiscal 2025 revenue rose 7.8% to $4.41 billion and EPS reached $0.71 (+12.7%), while comparable store sales climbed 5.6%, lifting full-year comps to 4.7%. Management guides fiscal 2026 EPS of $3.10-$3.20 (midpoint up 6.1%) with 225-235 net new stores, and 20 of 28 analysts rate it Strong Buy.
1. Q4 Financial Results
In Q4 fiscal 2025, O'Reilly Automotive generated $4.41 billion in revenue, up 7.8% year over year, and delivered EPS of $0.71, a 12.7% increase from the prior year, slightly below the $0.72 analyst estimate.
2. Comparable Store Sales and Full-Year Performance
Comparable store sales rose 5.6% in the quarter, driving fiscal 2025 full-year comps to 4.7%, at the high end of the company's revised guidance and demonstrating resilience versus sector averages.
3. Fiscal 2026 Outlook and Expansion Plans
Management forecast fiscal 2026 EPS of $3.10–$3.20 (midpoint growth of 6.1%), and plans 225–235 net new store openings, including entry into the Canadian market.
4. Analyst Sentiment
Among 28 covering analysts, 20 rate the stock Strong Buy, three Moderate Buy and five Hold, reflecting broad confidence in O'Reilly's growth outlook.