O'Reilly Automotive reported first quarter 2026 revenue of $4.56 billion, up 10% year-over-year, and diluted EPS of $0.72, a 16% increase from the prior year. The results were driven by broad-based strength across its business segments.

Key Highlights

  • Comparable store sales grew by 8.1%, significantly outpacing the prior year's growth of 3.6% and exceeding analyst expectations.
  • Growth was driven by strong performance in both the professional and DIY segments, with the professional business achieving double-digit growth.
  • Operating margin expanded to 18.5% from 17.9% in the prior year, as gross margin improved to 51.5% and the company managed expenses effectively.