O REILLY AUTOMOTIVE INC

Reported 2026-07-29

BEAT

43EarnIQ signal

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Confidence rising

Mild quarter-over-quarter shift

Strong execution and raised guidance confirm robust ongoing demand in the automotive aftermarket.

✓Guidance was raised, with high specificity.
✓Management tone registered as confident (85/100).
✓EarnIQ detected 0 potential management deflections.

Headline–confidence gap

Headline confirmed

Management confidence reinforces the reported beat.

EPS: reported vs expected-2.2%$0.86 vs $0.88

Revenue: reported vs expected-1.4%$4.9B vs $5.0B

Guidance specificityHighRaised

Market expectations supplied by Finnhub · Reported vs consensus estimate

As a result of our strong performance in the first half of 2026, we are raising our full-year 2026 comparable store sales guidance to a range of 4% to 6%.

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