O'Reilly Automotive (ORLY) reported third-quarter 2026 earnings of 97 cents per share, beating the Zacks Consensus Estimate of 92 cents and up 14% from a year earlier, supported by strong sales and tariff refunds. Revenue rose 9% to $5.12 billion, with comparable store sales up 7.2%. Professional sales grew 12.7% to $2.60 billion, while DIY sales rose 6.2% to $2.45 billion, although lower-income DIY customers remained under pressure. Tariff refunds of $39 million helped lift gross margin to 52.4%, up 50 basis points. The company opened 63 new stores, bringing its total to 6,758, and repurchased 11.8 million shares for $1.03 billion. Management raised its 2026 outlook, now calling for EPS of $3.25–$3.35 and comparable store sales growth of 5.5–6.5%.
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