O'Reilly Automotive's second quarter 2026 results topped estimates on 6.0% comparable sales, leading to raised guidance.

O'Reilly Automotive reported second quarter 2026 revenue of $4.89 billion and diluted EPS of $0.86, beating analyst expectations of $4.86 billion and $0.85, respectively. The company raised its full-year guidance following the strong performance.

Key Highlights

• Comparable store sales grew a robust 6.0% in the second quarter, significantly outpacing the 5.4% analyst forecast and building on a 4.1% increase from the prior year.
• Following a strong first half, the company raised its full-year 2026 comparable store sales guidance to a range of 4.0% to 6.0%.
• The company continued its aggressive capital return program, repurchasing $1.51 billion of its common stock during the quarter and $2.43 billion year-to-date.