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O'Reilly Automotive ORLY

US equityMarket cap rank #240Auto Parts
$86.58
+$0.68 (+0.79%)
Market open · Sep 24, 1:10 pm ET
After hours $86.12 +0.26%
Open$86.32
Prev close$85.90
Day range$85.78 – $87.45
Volume1.77M
Market cap$70.04B
P/E (TTM)27.5
Dividend yield

Fundamentals

Latest reported quarter: Q2, ended Jun 2026

Revenue$4.89B+8.1% YoY
Operating profit$985.75M+7.8% YoY
Net profit$715.06M+7.0% YoY
Diluted EPS$0.86+10.3% YoY
Free cash flow$698.90M+53.2% YoY
Operating cash flow$1.01B

Revenue, last 8 quarters

$4.4BSep '24$4.1BDec '24$4.1BMar '25$4.5BJun '25$4.7BSep '25$4.4BDec '25$4.6BMar '26$4.9BJun '26

Net profit, last 8 quarters

$665.5MSep '24$551.1MDec '24$538.5MMar '25$668.6MJun '25$725.9MSep '25$605.2MDec '25$604.2MMar '26$715.1MJun '26

Diluted EPS by quarter

0.76Sep '240.63Dec '240.62Mar '250.78Jun '250.85Sep '250.71Dec '250.72Mar '260.86Jun '26

Free cash flow by quarter

$513.7MSep '24$334.0MDec '24$468.2MMar '25$456.1MJun '25$304.4MSep '25$364.5MDec '25$788.5MMar '26$698.9MJun '26

Annual revenue

$11.6BFY20$13.3BFY21$14.4BFY22$15.8BFY23$16.7BFY24$17.8BFY25

Profitability & balance sheet

Gross margin51.6%
Operating margin19.6%
Net margin14.3%
Return on assets16.0%
Current ratio0.75
Liabilities / assets110.6%
Cash & investments$262.18M
Total debt$9.14B
Net cash (debt)-$8.87B
Free cash flow / sales11.6%

Income statement

Line item 2026 Q2 2026 Q1 2025 ANNUAL 2025 Q4 2025 Q3
Total Revenue as Reported $4.89B $4.56B $17.78B $4.41B $4.71B
Total Operating Revenue $4.89B $4.56B $17.78B $4.41B $4.71B
Cost of Revenue $2.38B $2.21B $8.61B $2.13B $2.27B
Gross Profit $2.52B $2.35B $9.17B $2.29B $2.44B
Operating Expense $1.53B $1.51B $5.71B $1.46B $1.46B
Selling and Admin Expenses $1.53B $1.51B $5.71B $1.46B $1.46B
Operating Profit $985.75M $841.61M $3.46B $828.61M $976.07M
Net Non-Operating Interest Income (Expense) -$68.28M -$61.00M -$227.74M -$58.60M -$57.79M
Non-Operating Interest Income $1.59M $1.75M $7.32M $1.99M $1.78M
Non-Operating Interest Expense $69.87M $62.75M $235.06M $60.60M $59.57M
Other Income (Expense) $6.61M -$522,000.00 $7.30M $709,000.00 $5.37M
Other Non-Operating Income (Expenses) $6.61M -$522,000.00 $7.30M $709,000.00 $5.37M
Pretax Profit $924.08M $780.09M $3.24B $770.72M $923.65M
Tax $209.01M $175.91M $701.96M $165.48M $197.75M
Net Profit $715.06M $604.18M $2.54B $605.23M $725.90M
Profit from Continuing Operations $715.06M $604.18M $2.54B $605.23M $725.90M
Net Income to Parent Company $715.06M $604.18M $2.54B $605.23M $725.90M
Net Income to Common Stockholders $715.06M $604.18M $2.54B $605.23M $725.90M
Basic EPS $0.87 $0.72 $2.98 $0.72 $0.86
Diluted EPS $0.86 $0.72 $2.97 $0.71 $0.85

Balance sheet

Line item 2026 Q2 2026 Q1 2025 ANNUAL 2025 Q4 2025 Q3
Total Assets $17.39B $16.94B $16.54B $16.54B $16.28B
Total Current Assets $7.20B $6.97B $6.74B $6.74B $6.60B
Cash and Cash Equivalents & Short-Term Investments $262.18M $252.63M $193.79M $193.79M $204.51M
-Cash and Cash Equivalents $262.18M $252.63M $193.79M $193.79M $204.51M
Receivables $628.51M $596.21M $549.69M $549.69M $601.00M
-Accounts Receivable $457.79M $431.17M $389.79M $389.79M $422.85M
-Other Receivables $170.73M $165.03M $159.90M $159.90M $178.16M
Inventory $5.97B $5.81B $5.73B $5.73B $5.61B
Other Current Assets $337.08M $308.38M $269.41M $269.41M $181.34M
Total Non-Current Assets $10.19B $9.97B $9.79B $9.79B $9.68B
Net PPE $9.03B $8.83B $8.65B $8.65B $8.54B
-Gross PPE $13.23B $12.89B $12.61B $12.61B $12.39B
-Accumulated Depreciation -$4.19B -$4.07B -$3.96B -$3.96B -$3.85B
Goodwill and Other Intangible Assets $955.21M $953.04M $1.02B $1.02B $945.59M
-Goodwill $955.21M $953.04M $948.21M $948.21M $945.59M
Other Non-Current Assets $199.62M $191.42M $125.50M $125.50M $198.69M
Total Liabilities $19.22B $18.00B $17.30B $17.30B $17.17B
Total Current Liabilities $9.57B $9.22B $8.78B $8.78B $8.71B
Payables $7.38B $7.24B $7.12B $7.12B $7.07B
-Accounts Payable $7.38B $7.24B $7.10B $7.10B $7.06B
-Total Tax Payable $0.00 $7.00M $13.96M $13.96M $10.70M
Current Accrued Expenses $451.67M $408.37M $359.68M $359.68M $411.12M
Short-Term Debt and Capital Lease Obligation $452.28M $445.42M $439.91M $439.91M $436.67M
-Current Capital Lease Obligation $452.28M $445.42M $439.91M $439.91M $436.67M
Current Provisions $214.31M $321.90M $297.30M $297.30M $180.14M
Other Current Liabilities $1.07B $804.46M $561.29M $561.29M $610.52M
Total Non-Current Liabilities $9.65B $8.78B $8.53B $8.53B $8.46B
Long Term Debt and Capital Lease Obligation $9.14B $8.29B $8.05B $8.05B $7.96B
-Long Term Debt $7.01B $6.20B $6.02B $6.02B $5.92B
-Long Term Capital Lease Obligation $2.12B $2.09B $2.03B $2.03B $2.05B
Non-Current Deferred Liabilities $238.62M $224.41M $211.21M $211.21M $240.73M
Other Non-Current Liabilities $276.39M $269.75M $262.98M $262.98M $258.83M
Total Equity -$1.84B -$1.07B -$763.35M -$763.35M -$894.68M
Stockholders' Equity -$1.84B -$1.07B -$763.35M -$763.35M -$894.68M
Capital Stock $8.16M $8.32M $8.42M $8.42M $8.47M
-Common Stock $8.16M $8.32M $8.42M $8.42M $8.47M
Additional Paid-In Capital $1.54B $1.54B $1.53B $1.53B $1.52B
Retained Earnings -$3.42B -$2.64B -$2.33B -$2.33B -$2.44B
Gains/Losses Not Affecting Retained Earnings $35.57M $25.26M $26.75M $26.75M $15.62M
-Other Intangible Assets $71.69M $71.69M
-Preferred Stock $0.00 $0.00

Cash flow

Line item 2026 Q2 2026 Q1 2025 ANNUAL 2025 Q4 2025 Q3
Operating Cash Flow $1.01B $1.03B $2.76B $633.49M $616.54M
Net cash flow from continuing operations $1.01B $1.03B $2.76B $633.49M $616.54M
Net Income from Continuing Operations $715.06M $604.18M $2.54B $605.23M $725.90M
Depreciation & Depletion & Amortization $138.28M $135.36M $511.23M $135.41M $128.67M
Deferred Tax $14.21M $13.29M -$37.54M -$29.67M $28.81M
Other Non-Cash Items $5.67M $3.87M $18.45M $5.57M $1.27M
Change in Working Capital $124.58M $267.39M -$303.47M -$91.05M -$276.40M
-Change in Receivables -$29.54M -$45.72M -$35.51M $31.39M $7.07M
-Change in Inventory -$160.24M -$79.07M -$604.54M -$118.17M -$205.47M
-Change in Payables and Accrued Expense $114.50M $136.48M $593.02M $62.31M -$115.14M
-Change In Other Working Capital $199.86M $255.69M -$256.45M -$66.58M $37.15M
Net cash flow from investing -$305.02M -$244.66M -$1.15B -$255.79M -$301.57M
Net Cash Flow from Continuing Investing Activities -$305.02M -$244.66M -$1.15B -$255.79M -$301.57M
Net PPE Purchase and Sale -$304.00M -$242.91M -$1.14B -$255.07M -$297.91M
Net Other Investing Changes -$1.02M -$1.75M -$14.39M -$722,000.00 -$3.66M
Financing Cash Flow -$692.61M -$729.04M -$1.55B -$388.95M -$309.03M
Net Cash Flow from Continuing Financing Activities -$692.61M -$729.04M -$1.55B -$388.95M -$309.03M
Net Issuance Payments Of Debt $815.78M $183.48M $488.79M $98.99M $90.88M
Net Common Stock Issuance -$1.49B -$906.34M -$2.02B -$487.77M -$399.90M
Net Other Financing Charges -$19.46M -$6.18M -$21.44M -$168,000.00 -$14,000.00
Ending Cash Balance $262.18M $252.63M $193.79M $193.79M $204.51M
Net Change in Cash $8.87M $59.22M $60.84M -$11.25M $5.94M
Beginning Cash Balance $252.63M $193.79M $130.25M $204.51M $198.61M
Effect of Exchange Rate Changes $680,000.00 -$379,000.00 $2.71M $526,000.00 -$35,000.00
Free Cash Flow $698.90M $788.47M $1.59B $364.46M $304.44M
Net Business Purchase and Sale $0.00
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