ORLY · 10-Q · 2026Q3 · Full report

Same-Store Sales Growth

O REILLY AUTOMOTIVE INC · 2026-11-06 · Importance 43 · Surprise 32

Comparable-store sales increased 7.2% in the third quarter of 2026 and 7.1% in the first nine months, compared with 5.6% and 4.5%, respectively, in the prior-year periods. The measure includes online ship-to-home and in-store pickup sales for eligible U.S. stores. Growth reflected higher average ticket values for both professional service provider and DIY customers and more transactions from professional customers, partly offset by fewer DIY transactions. Higher same-SKU selling prices and the increasing complexity and cost of parts for newer vehicles supported average ticket values, while more durable components and less frequent repairs pressured transaction counts.

Key facts

• O’Reilly’s comparable store sales increased 7.2% for the three months ended September 30, 2026, compared with 5.6% for the same period in 2025. source
• O’Reilly’s comparable store sales increased 7.1% for the nine months ended September 30, 2026, compared with 4.5% for the same period in 2025. source
• O’Reilly’s comparable-store sales increases in the three- and nine-month periods ended September 30, 2026 were driven by higher average ticket values for professional service provider and DIY customers and higher transaction counts for professional service provider customers, partly offset by lower DIY transaction counts. source