ORLY · 10-Q · 2026Q3 · Full report
Net Income and EPS Performance
O REILLY AUTOMOTIVE INC · 2026-11-06 · Importance 42 · Surprise 40 · No source text
Third-quarter net income increased 8% to $786 million, or 15.3% of sales, from $726 million, or 15.4%, in 2025. Nine-month net income rose 9% to $2.10 billion, or 14.4% of sales, from $1.93 billion, or 14.5%. Diluted EPS increased 14% to $0.97 for the quarter and 13% to $2.54 for the nine-month period. The diluted share counts declined to 812 million from 853 million quarterly and to 828 million from 858 million year to date.
Key facts
- O’Reilly’s net income for the three months ended September 30, 2026, increased 8% to $786 million, or 15.3% of sales, from $726 million, or 15.4% of sales, a year earlier. source
- O’Reilly’s net income for the nine months ended September 30, 2026, increased 9% to $2.10 billion, or 14.4% of sales, from $1.93 billion, or 14.5% of sales, a year earlier. source
- O’Reilly’s diluted earnings per common share for the three months ended September 30, 2026, increased 14% to $0.97 on 812 million shares, from $0.85 on 853 million shares a year earlier. source
- O’Reilly’s diluted earnings per common share for the nine months ended September 30, 2026, increased 13% to $2.54 on 828 million shares, from $2.25 on 858 million shares a year earlier. source
Impact estimates
| metric | direction | stage | expected | basis |
|---|---|---|---|---|
| net_income | positive | realized | +3.3% | O’Reilly’s net income for the nine months ended September 30, 2026, increased 9% to $2.10 billion, or 14.4% of sales, from $1.93 billion,… |
| net_income | positive | realized | +1.2% | O’Reilly’s net income for the three months ended September 30, 2026, increased 8% to $786 million, or 15.3% of sales, from $726 million,… |
| margin | negative | realized | -0.1% | O’Reilly’s net income for the three months ended September 30, 2026, increased 8% to $786 million, or 15.3% of sales, from $726 million,… |
| margin | negative | realized | -0.1% | O’Reilly’s net income for the nine months ended September 30, 2026, increased 9% to $2.10 billion, or 14.4% of sales, from $1.93 billion,… |