The financials
O’Reilly Automotive by the numbers
O’Reilly Automotive (ORLY) reported revenue of $4.89B in Q2 2026 (quarter ended June 30, 2026), up 8.1% from the same quarter a year earlier. That came with a gross margin of 51% and net income of $715M (15% of revenue). For the full year FY2025, revenue was $17.8B (+6.4% year on year) and net income $2.54B.
| Income statement | Q2 2026 | Q2 2025 | Change |
|---|---|---|---|
| Revenue | $4.89B | $4.53B | +8.1% |
| Gross profit | $2.52B | $2.33B | +8.2% |
| Operating income | $986M | $914M | +7.8% |
| Net income | $715M | $669M | +7.0% |
| Diluted EPS | $0.86 | $0.78 | +10% |
Business Segments
Revenue split by operating segment, from SEC XBRL filings.
Latest period: Q1 2026Total $4.56B (-3.1%)
Automotive Aftermarket Parts grew +10% year on year
Segment Latestquarter on quarteryear on year
- Automotive Aftermarket Parts$4.56B$4.56BQoQ -3.1%year on year +10%-3.1%+10%