Revenue Growth Acceleration
Total revenue grew 10.2% YoY to $4.56B in Q1 FY2026, up from $4.14B in the prior-year period, reflecting continued strength in both DIY and professional (DIFM) customer segments as demand for auto parts remains resilient.
O REILLY AUTOMOTIVE INC is expected to release its Q2 2026 10-Q filing in the upcoming earnings season. Last quarter: O'Reilly Automotive delivered strong Q1 FY2026 results with revenue up 10.2% YoY to $4.56B, operating income surging 13.5% to $841.6M, and operating cash flow jumping 36.8% to $1.03B, driven by continued same-store sales growth and disciplined cost management.
Drawn from management commentary in the Q1 2026 10-Q:
Total revenue grew 10.2% YoY to $4.56B in Q1 FY2026, up from $4.14B in the prior-year period, reflecting continued strength in both DIY and professional (DIFM) customer segments as demand for auto parts remains resilient.
Gross margin improved modestly by approximately 19 basis points to 51.47%, demonstrating O'Reilly's ability to manage product costs and maintain pricing power even as cost of revenue rose 9.8% YoY to $2.21B.
Operating income grew 13.5% YoY to $841.6M, outpacing revenue growth, as SG&A expenses rose a more modest 9.1% YoY to $1.51B, resulting in operating margin expansion of approximately 53 basis points to 18.45%.
Revenue
$4.56B
++10.24% YoY
EPS (Basic)
$0.72
++14.29% YoY
Gross Margin
51.5%
++0.19% YoY
Operating Income
$841.61M
++13.51% YoY
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