O’Reilly Automotive will release its fourth quarter and full-year 2025 financial results on Wednesday, February 4, 2026, after 3:30 p.m. Central Time. Management will host a conference call to discuss the results on Thursday, February 5, 2026, at 10:00 a.m. Central Time. Investors can access the earnings release and live webcast through the Investor Relations section of the company’s website. A replay of the call will remain available online through February 4, 2027.

As of September 30, 2025, O’Reilly operated 6,538 stores across 48 U.S. states, Puerto Rico, Mexico and Canada. In 2025 the company opened 200 net new locations, and management has set a target of approximately 230 net new store openings for 2026. This expansion leverages the fragmented nature of the automotive aftermarket industry and supports the company’s 33-year streak of positive same-store sales growth.

Between January and September 2025, O’Reilly spent $1.6 billion on repurchasing its common stock, reducing its diluted share count by roughly 44% over the past decade. The company does not pay a dividend but continues to deploy free cash flow toward buybacks. Net income has grown at a compound annual rate of 11.9% from 2014 through 2024, providing the financial flexibility to sustain both aggressive share repurchases and continued investment in new stores.

Wall Street analysts forecast that O’Reilly’s earnings per share will increase by 8.8% in 2025 and 11.4% in 2026. This projected growth is underpinned by durable demand trends: in strong economic periods, increased vehicle usage drives parts sales, while in downturns consumers tend to repair rather than replace vehicles. Investors should monitor valuation multiples closely, as shifts in market sentiment could offset or amplify underlying profit growth.