$ORLY

O REILLY AUTOMOTIVE INC (ORLY) filed an SEC Form 8-K — Entry into a Material Definitive Agreement. EX-1.1 2 tm2622552d4_ex1-1.htm EXHIBIT 1.1 Exhibit 1.1 $1,600,000,000 O’Reilly Automotive, Inc. $700,000,000 4.800% Senior Notes due 2029 $500,000,000 5.050% Senior Notes due 2031 $400,000,000 5.550% Senior Notes due 2037 Underwriting Agreement August 10, 2026 J.P. Morgan Securit

O’Reilly Automotive reported Q2 revenue of $4.89B, slightly above analysts’ $4.86B estimate, with GAAP EPS of $0.86 in line. Same-store sales rose 6% and the company opened 110 net new stores, lifting full-year revenue guidance to $19.05B and GAAP EPS guidance to $3.25. Management cited share gains, cautious DIY demand, and supply chain investments.

O’Reilly Automotive (ORLY) reported Q2 2026 sales up 8% to $4.89B and gross profit up 8% to $2.52B, with gross margin steady at 51.4%. Net income rose 7% to $715.1M. The company raised 2026 revenue guidance to $18.9B-$19.2B and operating margin to 19.3%-19.8%. Morgan Stanley and DA Davidson cut price targets to $108 and $106. ORLY also opened 110 net new stores and repurchased $1.51B of shares.

O’Reilly Automotive (ORLY) reported Q2 2026 results with higher sales, net income and EPS, and raised full-year revenue and EPS guidance. The company completed a long-running share repurchase totaling about $30.42 billion and said it will focus on smaller tuck-in acquisitions. Guidance projects 2026 revenue of $18.9B to $19.2B and operating margins of 19.3% to 19.8%.

Same-SKU inflation totaled 5.5% for the consolidated business during the quarter. For the second half, O'Reilly expects that benefit to moderate to a range of 1% to 2% as the company laps tariff-driven price increases implemented in 2025. Management said it remains cautious about the potential effects of fuel prices, crude oil costs and broader economic pressures on consumers.

O’Reilly Automotive (ORLY) reported Q2 CY2026 revenue of $4.89 billion, up 8.1% year on year and about 0.6% above Wall Street estimates, according to the company. GAAP profit was $0.86 per share, in line with consensus. The company guided full-year revenue to about $19.05 billion. Same-store sales rose 6% and diluted EPS increased 10%.

O REILLY AUTOMOTIVE INC (ORLY) filed an SEC Form 8-K — Results of Operations and Financial Condition. EX-99.1 2 orly-20260729xex99d1.htm EX-99.1 Exhibit 99.1 FOR IMMEDIATE RELEASE ​ O’REILLY AUTOMOTIVE, INC. REPORTS SECOND QUARTER 2026 RESULTS ​ ● Second quarter comparable store sales growth of 6.0% ● 10% increase in second quarter diluted earnings per share to $0.86 ● $2.4 billi

O’Reilly Automotive (ORLY) shares rose about 3.6% on the day, according to the article. It cites investor positioning ahead of the company’s scheduled Q2 2026 earnings release on July 29 and expectations results may be near the upper end of full-year guidance. O’Reilly reported Q1 2026 comparable-store sales growth of 8.1% and diluted EPS up 16%, and approved an additional $2.0 billion share repurchase authorization.

Wells Fargo adjusted its price target on O’Reilly Automotive to $100 from $110 while keeping an Overweight rating, according to the report. O’Reilly Automotive is a US auto parts distributor. The article notes a last close around $86.11 and an average analyst target near $109.79.

Advance Auto Parts (AAP) rose 7%, O’Reilly Automotive (ORLY) gained 8%, and AutoZone (AZO) climbed 4.7% after Investing.com reported Mavis Tire Express Services will buy Pep Boys from Icahn Enterprises (IEP) for about $700 million in cash. The deal adds nearly 800 Pep Boys locations, expanding Mavis to over 4,400 service centers. Closure is expected in coming months.