NASDAQ$ORLY
O'Reilly Automotive Inc · Q2 2025 earnings
Q2 2025 earnings · · After market close · Investor relations
Briefing
O'Reilly Automotive reported Q2 2025 sales of $4.53B with net income of $669M and diluted EPS of $0.78.
Sales increased 6% to $4.53B as comparable store sales rose 4.1%. Net income was $669M, or $0.78 per diluted share, up from $0.70 a year ago. DIY and professional demand remained solid across the U.S. store base with ongoing share gains.
- Q2 sales $4.53B (+6% YoY); comparable sales +4.1%.
- Net income $669M; diluted EPS $0.78.
- Gross margin and SG&A leverage supported EPS growth.
- New store openings and inventory availability key drivers.
- Mexico and Canada remain smaller but growing contributors.
Headline financials
Revenue & EPS history
O'Reilly Auto · Revenue · Quarterly
$4.53B
Forward guidance
Industrial and aftermarket operators cite volume, pricing, and input costs rather than numeric EPS bridges.
Tailwinds
- Comparable sales and share gains in core categories.
- Productivity and sourcing initiatives.
- M&A and capacity investments where applicable.
Headwinds
- Tariffs and steel/aluminum input costs.
- Housing and auto cycle sensitivity.
- Labor and freight inflation.
Historical earnings impact
How earnings announcements have historically affected this stock's price.
Avg. return before/after earnings
Based on 20 quarterly earnings reports · overlaid with Q2 2025
+0.9%
Avg return
Earnings day
+0.8%
Avg return
5 days after
+1.7%
Avg return
30 days after
54%
38 / 70 earnings
Positive
+14.6%
Q1 2018
Best reaction
-12.7%
Q1 2022
Worst reaction
| Quarter | Report date | Reaction (Day 0) | +5 days | +30 days |
|---|---|---|---|---|
| Q1 2026 | +0.5% | +3.6% | -5.3% | |
| Q4 2025 | -4.0% | -3.4% | -2.2% | |
| Q3 2025 | -2.9% | -4.9% | -0.8% | |
| Q2 2025 | +0.0% | -1.8% | +3.0% | |
| Q1 2025 | -2.1% | +1.4% | -0.4% | |
| Q4 2024 | -1.3% | -1.8% | -2.2% | |
| Q3 2024 | -0.5% | -0.7% | +1.8% | |
| Q2 2024 | +4.2% | +6.6% | +6.4% | |
| Q1 2024 | -3.5% | -5.1% | -9.6% | |
| Q4 2023 | -3.0% | -2.4% | +3.1% | |
| Q3 2023 | +5.7% | +6.7% | +13.2% | |
| Q2 2023 | -4.6% | -4.0% | -3.5% | |
| Q1 2023 | +2.0% | +3.5% | +2.8% | |
| Q4 2022 | +2.0% | +6.1% | +2.4% | |
| Q3 2022 | +4.8% | +7.9% | +10.3% | |
| Q2 2022 | +4.7% | +5.0% | +3.5% | |
| Q1 2022 | -12.7% | -14.5% | -9.4% | |
| Q4 2021 | +3.3% | +3.8% | +6.0% | |
| Q3 2021 | -5.1% | -5.9% | -3.4% | |
| Q2 2021 | -3.3% | -2.5% | -4.0% | |
| Q1 2021 | +2.7% | +4.2% | +0.5% | |
| Q4 2020 | -4.4% | -4.5% | +6.5% | |
| Q3 2020 | -3.1% | -1.9% | -1.6% | |
| Q2 2020 | +6.8% | +5.3% | +2.9% | |
| Q1 2020 | +4.5% | +8.7% | +13.0% | |
| Q4 2019 | -2.3% | -4.0% | -9.7% | |
| Q3 2019 | +9.2% | +10.4% | +9.5% | |
| Q2 2019 | -4.2% | -0.7% | -3.8% | |
| Q1 2019 | -4.0% | -5.2% | -7.3% | |
| Q4 2018 | +2.0% | +2.4% | +1.6% | |
| Q3 2018 | -4.6% | -3.3% | +3.0% | |
| Q2 2018 | +3.3% | +3.5% | +12.4% | |
| Q1 2018 | +14.6% | +14.0% | +19.4% | |
| Q4 2017 | -1.1% | -2.6% | -1.7% | |
| Q3 2017 | +5.2% | +5.1% | +6.4% | |
| Q2 2017 | +7.7% | +9.3% | +8.3% | |
| Q1 2017 | -2.6% | -8.4% | -5.9% | |
| Q4 2016 | +5.1% | +5.2% | +4.2% | |
| Q3 2016 | -9.7% | -5.6% | -1.3% | |
| Q2 2016 | +2.4% | +2.6% | -1.2% | |
| Q1 2016 | -2.7% | — | — | |
| Q4 2015 | +5.6% | — | — | |
| Q3 2015 | +6.1% | — | — | |
| Q2 2015 | -1.2% | — | — | |
| Q1 2015 | +5.2% | — | — | |
| Q4 2014 | +7.7% | — | — | |
| Q3 2014 | +5.4% | — | — | |
| Q2 2014 | +4.0% | — | — | |
| Q1 2014 | -0.2% | — | — | |
| Q4 2013 | +9.1% | — | — | |
| Q3 2013 | -6.5% | — | — | |
| Q2 2013 | +3.5% | — | — | |
| Q1 2013 | +4.7% | — | — | |
| Q4 2012 | +0.0% | — | — | |
| Q3 2012 | +3.5% | — | — | |
| Q2 2012 | -2.1% | — | — | |
| Q1 2012 | -0.4% | — | — | |
| Q4 2011 | +0.9% | — | — | |
| Q4 2008 | +0.9% | — | — | |
| Q3 2011 | +0.1% | — | — | |
| Q2 2011 | +2.8% | — | — | |
| Q1 2011 | +0.1% | — | — | |
| Q4 2010 | -0.3% | — | — | |
| Q3 2009 | -0.2% | — | — | |
| Q3 2010 | -0.2% | — | — | |
| Q2 2009 | -1.3% | — | — | |
| Q2 2010 | -1.3% | — | — | |
| Q1 2010 | +3.1% | — | — | |
| Q4 2009 | +3.1% | — | — | |
| Q1 2009 | +3.1% | — | — |
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