Revenue $4.89B, up 8.1% on a year earlier. Diluted EPS $0.86 against $0.78.
| Q2 FY26 | Q1 FY26 | Q2 FY25 | Year over year | |
|---|---|---|---|---|
| Revenue | $4.89B | $4.56B | $4.53B | +8.1% |
| Operating income | $985.75M | $841.61M | $914.47M | +7.8% |
| Net income | $715.06M | $604.18M | $668.60M | +7.0% |
| Diluted EPS | $0.86 | $0.72 | $0.78 | |
| Operating cash flow | $1.01B | $1.03B | $756.85M | +33.0% |
| Capital expenditures | -$307.60M | -$244.45M | -$300.73M | |
| Free cash flow | $698.90M | $788.47M | $456.11M | +53.2% |
| Q2 FY26 | Q2 FY25 | Year over year | |
|---|---|---|---|
| SG&A as a percentage of sales | 31.3% | 31.2% | |
| Comparable store sales growth | 6% | 4.1% | |
| Total Store Count | 6,695 | 6,483 | +3.3% |
| Ending domestic store count | 6,541 | 6,360 | +2.8% |
| Mexico store count | 126 | 98 | +28.6% |
| Ending Canada store count | 28 | 25 | +12.0% |
The week's biggest guidance misses, KPI surprises and one chart.
Stock Atlas, “O Reilly Automotive (ORLY) Q2 FY26 earnings: results and KPIs”, stockatlas.com/companies/ORLY/earnings/2026-q2/, data as of 3 November 2026. Links to this page are welcome.
