Description
O’Reilly Automotive: The 225-235 Store Plan Keeps Expansion In Focus!
O’Reilly Automotive, Inc. reported a robust start to 2026 with first quarter comparable store sales increasing by 8.1%, surpassing management’s expectations. This growth was fueled by both the professional and do-it-yourself (DIY) segments, with the professional side driving double-digit comps for the third consecutive quarter, while DIY sales showed mid-single-digit growth. Total sales increased by 10.2% when including contributions from new stores and international operations. Operating profit rose by 14%, supported by strong sales, expense control, and operating leverage, contributing to a 16% increase in diluted earnings per share. The company’s share repurchase program returned capital to shareholders, with 10 million shares repurchased during the quarter at an average price of $92.45. Operating metrics also reflected favorable influences such as a combination of warm, dry weather and increased average income tax refunds, which provided tailwinds for consumer spending on vehicle maintenance.
Our Report Structure:
⦁ Company Overview
⦁ Investment Thesis
⦁ Key Drivers
⦁ Historical Quarterly Statement Analysis – Income Statement & Cash Flows
⦁ Historical Quarterly Balance Sheet Analysis
⦁ Historical Annual Financial Statement Analysis
⦁ Analysis Of Key Financial Ratios
⦁ Financial Forecasts For 3 Years
⦁ Forecasting The Capital Structure & Net Debt
⦁ Discounted Cash Flow Valuation
⦁ Trading Multiples
⦁ Key Risks
⦁ Disclosures
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