OReilly Automotive

Q2 FY2026 EarningsQ2 FY2026 results outperformed consensus across most financial metrics: revenue of $4,892M beat the $4,861M expected, while Diluted EPS of $0.86 was slightly ahead of the $0.8585 mean estimate. Domestic comparable store sales grew a robust 6.0%, driven by higher average ticket values and strength in the Professional Service Provider segment. Although the 22.6% effective tax rate was slightly higher than the 22.52% forecast, strong operating income and aggressive share repurchases ($1.5B in Q2) supported the EPS beat.