- Prev close
- $93.37
- Day range
- $91.97 – $94.00
- Next earnings
- in 73 days
O'Reilly Automotive's 2026-07-31 close rose +2.3% after a stronger-than-expected Q2 update with 6% comparable store sales and 10% diluted EPS growth; the move looks broadly supported rather than troubled.
ORLY
O'REILLY AUTOMOTIVE INC
As of Aug 2, 2026
72/100
Looks healthyHealth ScoreMove driver
ORLY's 2026-07-31 close rose +2.3%, while the S&P 500 was +0.7% and the Nasdaq 100 was +0.6%; that is too large to be explained by the broad tape alone. Same-session peers were mixed — CVNA +1.5%, AZO +0.3%, PAG -1.5%, and MUSA -1.4% — so the primary driver was stock-specific, tied to the Q2 beat, the 6% comparable store sales result, and the guidance update rather than a sector-wide move.
Volatility check
This looks like ordinary stock-specific volatility around an earnings update, not a break in the story. The business still shows revenue growth of +7.9% YoY (TTM) and +10.2% YoY in the latest quarter, with gross margin +51.6%, operating margin +19.6%, and net margin +14.3%. Valuation is not cheap at PE 28.4 and forward PE 25.1, and the PEG 2.92 is not meaningful here because EPS growth is negative at -86.8% YoY (TTM); that means the market is already paying up for quality, which can make even good news move the stock. Beta 0.52 also points to a lower-than-market volatility profile, so a +2.3% session is not unusual for an earnings-driven rerating.
Earnings preview
The next earnings date is 2026-10-20. The last reported quarter was stronger than expected: comparable store sales rose 2.3% and diluted EPS increased 10% from the prior-year period, and the company said the update lifted its 2026 outlook. The facts here do not provide a fresh consensus revenue or EPS growth estimate for the upcoming print, so I cannot quote a third-party forecast range; the market will likely be focused on whether pro-business demand stays strong, whether the 6% comparable sales pace holds, and whether margins can stay near the current +51.6% gross margin, +19.6% operating margin, and +14.3% net margin levels.
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