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O'Reilly Q3 sales beat analyst estimates on professional business growth, tariff refunds

By Reuters News


Overview

  • U.S. auto parts retailer's Q3 sales rose 9%, beating analyst expectations

  • Diluted EPS for Q3 increased 14%, aided by tariff refunds

  • Company repurchased 11.8 mln shares for $1.03 bln in Q3


Outlook

  • O'Reilly raises full-year 2026 comparable store sales guidance to 5.5%-6.5%

  • Company lifts 2026 gross margin guidance to 51.6%-52.1% and operating profit to 19.5%-20.0%

  • O'Reilly expects 2026 revenue of $19.0 bln to $19.3 bln and EPS of $3.25 to $3.35


Result Drivers

  • PROFESSIONAL BUSINESS GROWTH - Co said double-digit growth in its professional business contributed to Q3 sales increase

  • TARIFF REFUNDS - $39 mln benefit from tariff refunds boosted Q3 earnings per share

  • DIY SEGMENT GAINS - Co said mid-single digit growth in DIY segment supported overall sales growth


Company press release:


Key Details

Metric

Beat/Miss

Actual

Consensus Estimate

Q3 Sales

Beat

$5.12 bln

$5.01 bln (22 Analysts)

Q3 EPS

$0.97

Q3 Net Income

$786 mln

Q3 Comparable Sales Growth

7.2%


Analyst Coverage

  • The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 24 "strong buy" or "buy", 6 "hold" and no "sell" or "strong sell"

  • The average consensus recommendation for the auto vehicles, parts & service retailers peer group is "buy"

  • Wall Street's median 12-month price target for O'Reilly Automotive, Inc. is $108.00, about 20.2% above its October 27 closing price of $89.82

  • The stock recently traded at 25 times the next 12-month earnings vs. a P/E of 27 three months ago


Reuters Recommended Reads

  • Oct 28 - Boot Barn Q2 sales slightly beat estimates on new store openings and higher same store sales

  • Oct 27 - Rocky Brands Q3 sales rise on strong demand, tariff refund helps margins

  • Oct 26 - Dorman Products Q3 sales slightly miss estimates on tariff pricing impact


For questions concerning the data in this report, contact Estimates.Support@lseg.com. For any other questions or feedback, contact reuters.support@thomsonreuters.com.


(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)

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