O’Reilly jumps as Q1 results beat expectations and 2026 guidance updated
ORLY•O’Reilly Automotive shares are rising after reporting record Q1 2026 results and updating full-year 2026 outlook. The company posted sales of $4.56B (+10%), comparable-store sales up 8.1%, and EPS of $0.72 (+16%) while continuing aggressive share repurchases.
1. What’s moving the stock today (April 30, 2026)
O’Reilly Automotive is up after releasing first-quarter 2026 earnings late April 29 and hosting its earnings call April 30, with investors focusing on stronger-than-expected operating performance and an updated full-year 2026 outlook. The quarter featured faster comparable-store sales growth and improved profitability, plus continued large-scale buybacks that support per-share earnings momentum. (stocktitan.net)
2. The quarter: comps surged, margins improved
For Q1 2026 (ended March 31, 2026), O’Reilly reported sales of $4.56 billion, up 10% year over year, with comparable-store sales up 8.1%. Net income rose to $604 million and diluted EPS increased 16% to $0.72, while operating income increased to $842 million and operating margin expanded to 18.5%. (stocktitan.net)
3. Guidance and capital return: updated 2026 outlook, buybacks stay heavy
O’Reilly updated its full-year 2026 guidance, projecting revenue of $18.7 billion to $19.0 billion and diluted EPS of $3.15 to $3.25, alongside expectations for 3% to 5% comparable-store sales growth and 225 to 235 net new store openings. The company also continued aggressive repurchases, buying back 10.0 million shares for $923 million during Q1 and an additional 3.6 million shares for $338 million after quarter-end, leaving about $1.14 billion remaining under the current authorization. (stocktitan.net)
