O'Reilly Automotive, Inc.'s Stock Analysis

O'Reilly Automotive Appoints New Executive Vice President

O'Reilly Automotive has appointed Colin Yankee as Executive Vice President and Chief Supply Chain Officer, effective July 13, 2026. Mr. Yankee, who has over 20 years of retail supply chain experience, previously served at Tractor Supply Company, where he managed the end-to-end supply chain and e-commerce operations. His responsibilities at O'Reilly will encompass all aspects of supply chain operations, including merchandise and inventory management.

Mr. Yankee will receive an annual base salary of $700,000 and is eligible for an annual performance incentive compensation plan with a target of 85% of his base salary. He will also be granted stock options valued at 100% of his annual base salary, along with an additional stock option award worth $500,000 upon his hiring. A change in control severance agreement has been established for him, aligning with terms for other executive officers at the company.

Jul 10, 2026 16:31:18

O'Reilly Automotive Announces Q2 2026 Earnings Release Date

O'Reilly Automotive, Inc. will release its second quarter 2026 earnings results on Wednesday, July 29, 2026, after 3:30 p.m. Central Time. The results will be available on the company's website, and a conference call to discuss the results is scheduled for Thursday, July 30, 2026, at 10:00 a.m. Central Time. Investors can access the call via a webcast on the company's website or by dialing in with a specific number.

As of March 31, 2026, O'Reilly Automotive operates 6,644 stores across 48 U.S. states, Puerto Rico, Mexico, and Canada. The company is recognized as one of the largest specialty retailers in the automotive aftermarket industry, catering to both do-it-yourself customers and professional service providers.

Jul 01, 2026 16:32:43

O'Reilly Automotive Increases Share Repurchase Authorization by $2 Billion

O'Reilly Automotive's Board of Directors approved an increase of $2.0 billion to its share repurchase program, bringing the total authorization to $31.75 billion. This new authorization is effective for three years starting June 1, 2026.

The company will conduct stock repurchases through open market transactions at prevailing market prices, with decisions based on various factors including price and market conditions. The share repurchase program is subject to modification or termination at the company's discretion without prior notice.

Jun 01, 2026 16:31:50

O'Reilly Automotive Elects Board Members and Approves Stock Options

On May 14, 2026, O'Reilly Automotive's Board approved a stock option award valued at $2 million for Executive Chairman Greg Henslee, which will vest over four years and is exercisable for ten years. The award's exercise price is set at the closing market price on the grant date, contingent on Henslee's continued service.

During the 2026 Annual Meeting, shareholders elected nine board members, including Henslee and David O'Reilly, to serve until the next annual meeting in 2027. Additionally, shareholders ratified Ernst & Young LLP as the independent auditors for the fiscal year ending December 31, 2026, with 740,987,412 shares present for the vote out of 836,699,472 entitled to vote.

May 18, 2026 16:36:04

O'Reilly Automotive Reports Strong First Quarter Earnings Growth

O'Reilly Automotive, Inc. announced record revenue and earnings for the first quarter of 2026, reporting a 10% increase in sales to $4.56 billion compared to the same period last year. The company's gross profit rose by 11% to $2.35 billion, while operating income increased by 14% to $842 million. Net income also saw a 12% increase, reaching $604 million, with diluted earnings per share rising 16% to $0.72. Comparable store sales grew by 8.1%, reflecting strong performance in both professional and DIY segments.

During the first quarter, O'Reilly repurchased 10 million shares of its common stock at an average price of $92.45, totaling an investment of $923 million. The company has a remaining authorization of approximately $1.14 billion for further share repurchases. As of March 31, 2026, O'Reilly operated 6,644 stores across the U.S., Puerto Rico, Mexico, and Canada. The company plans to host a conference call on April 30, 2026, to discuss these results and future expectations.

Apr 29, 2026 16:35:09

O'Reilly Automotive Announces Q1 2026 Earnings Release Dates

O'Reilly Automotive, Inc. has announced that it will release its first quarter 2026 financial results on April 29, 2026, after 3:30 p.m. Central Time. The results will be accessible on the company's website, and a conference call to discuss these results will take place on April 30, 2026, at 10:00 a.m. Central Time.

The conference call will be available via webcast on the company's website, with a dial-in option for analysts. A replay of the call will be accessible through April 29, 2027. O'Reilly Automotive operates 6,585 stores across the U.S., Puerto Rico, Mexico, and Canada, serving both do-it-yourself customers and professional service providers.

Apr 01, 2026 16:36:14

O'Reilly Automotive Issues $850 Million in Senior Notes

O'Reilly Automotive, Inc. has issued $850 million in 5.100% Senior Notes due March 12, 2036. The interest on these notes will be paid semi-annually starting September 12, 2026. The notes are unsecured senior obligations and are on par with the company's existing and future unsecured debts. They are junior to any future secured debt and do not have initial guarantees from subsidiaries, although future guarantees may be required under certain conditions.

The notes can be redeemed by the company prior to their maturity under specific terms, and in the event of a Change of Control Triggering Event, noteholders have the right to require the company to repurchase their notes at a premium. The indenture governing the notes includes covenants that restrict certain corporate actions and outlines events of default that could accelerate the repayment of the notes. The offering was registered under the Securities Act of 1933 and involved underwriters who may also have business relationships with the company.

Mar 12, 2026 16:06:22

O'Reilly Automotive Issues $850 Million in Senior Notes

O'Reilly Automotive, Inc. has entered into an Underwriting Agreement for the issuance and sale of $850 million in 5.100% Senior Notes due 2036. The estimated net proceeds from this offering are approximately $841 million after deducting underwriting discounts and expenses. The company plans to use these proceeds primarily to repay its outstanding 3.550% senior notes due 2026 and to reduce amounts under its commercial paper program.

Additionally, any remaining net proceeds will be allocated for general corporate purposes, which may include working capital, share repurchases, and potential investments in acquisitions. The Underwriting Agreement includes standard representations and covenants, and O'Reilly Automotive has agreed to indemnify the underwriters against certain liabilities arising from the offering.

Mar 06, 2026 16:11:37

O'Reilly Automotive Reports Record Revenue and Earnings Growth

O'Reilly Automotive, Inc. announced record revenue and earnings for the fourth quarter and full-year 2025, marking 33 consecutive years of comparable store sales growth. For the fourth quarter, sales increased by 8% to $4.41 billion, with net income rising by 10% to $605 million. The company achieved a diluted earnings per share of $0.71, reflecting a 13% increase compared to the previous year. Operating income also saw a 12% increase, driven by strong gross margin performance despite increased selling, general, and administrative expenses due to inflationary pressures.

For the full year, O'Reilly reported a 6% increase in sales to $17.78 billion, with net income rising by 6% to $2.54 billion. The company opened 207 new stores and launched a new distribution center in Virginia. Throughout 2025, O'Reilly repurchased 22.7 million shares of its common stock for a total investment of $2.10 billion, with approximately $2.26 billion remaining under its current share repurchase authorization. The company continues to focus on managing expenses while prioritizing customer service and market share growth.

Feb 04, 2026 16:34:03

O'Reilly Automotive Sets Earnings Release and Call Dates

O'Reilly Automotive, Inc. announced that its fourth quarter and full-year 2025 earnings results will be released on February 4, 2026, after 3:30 p.m. Central Time. The company will host a conference call to discuss these results on February 5, 2026, at 10:00 a.m. Central Time, which will be available via webcast on its website.

As of September 30, 2025, O'Reilly operates 6,538 stores across 48 U.S. states, Puerto Rico, Mexico, and Canada. The company is a major retailer in the automotive aftermarket industry, providing parts, tools, and supplies to both do-it-yourself customers and professional service providers.

Jan 02, 2026 16:34:10