O'Reilly Automotive, Inc.
86.08USD
+0.1900 (+0.22%)
Consensus EPS on the street’s adjusted basis, not the filed GAAP figure — which is why the actuals here can differ from the income statement.
| Period | Consensus EPS | 90 days ago | Revisions up (30d) | Revisions down (30d) |
|---|---|---|---|---|
| Current quarter | $0.92▲ | $0.91 | 14 | 2 |
| Next quarter | $0.78▲ | $0.77 | 9 | 3 |
| Current year | $3.28▲ | $3.25 | 11 | 2 |
| Next year | $3.65▲ | $3.62 | 9 | 2 |
Beat in 3 of the last 4
| Quarter | Estimate | Actual | Surprise |
|---|---|---|---|
| 2026-06-30 | $0.86 | $0.86 | +0.00 (+0.2%) |
| 2026-03-31 | $0.7 | $0.72 | +0.02 (+3.3%) |
| 2025-12-31 | $0.72 | $0.71 | -0.01 (-1.9%) |
| 2025-09-30 | $0.83 | $0.85 | +0.02 (+2.4%) |
42 ratings from 14 firms
Ratings are attributed to the research firm, not to individual analysts. See every ticker.
| Firm | Action | Rating | Price Target | Date |
|---|---|---|---|---|
| Citigroup | Maintained | Buy | $104 $106 | Aug 3, 2026 |
| TD Cowen | Maintained | Buy | $117 $110 | Jul 31, 2026 |
| Morgan Stanley | Maintained | Overweight | $112 $108 | Jul 30, 2026 |
| DA Davidson | Maintained | Buy | $114 | Jul 22, 2026 |
| DA Davidson | Maintained | Buy | $114 | Jul 7, 2026 |
| Mizuho | Maintained | Outperform | $105 $110 | May 8, 2026 |
| UBS | Maintained | Buy | $114 $120 | May 1, 2026 |
| DA Davidson | Maintained | Buy | $110 $114 | May 1, 2026 |
| Citigroup | Maintained | Buy | $110 $115 | May 1, 2026 |
| TD Cowen | Maintained | Buy | $115 $117 | May 1, 2026 |
| Evercore ISI Group | Maintained | Outperform | $110 $115 | May 1, 2026 |
| Wells Fargo | Maintained | Overweight | $105 $110 | Apr 30, 2026 |
| Evercore ISI Group | Maintained | Outperform | $105 $110 | Apr 7, 2026 |
| Citigroup | Maintained | Buy | $114 $110 | Feb 9, 2026 |
| JP Morgan | Maintained | Overweight | $114 $108 | Feb 6, 2026 |
| DA Davidson | Maintained | Buy | $110 | Feb 6, 2026 |
| RBC Capital | Maintained | Outperform | $111 $109 | Feb 6, 2026 |
| Truist Securities | Maintained | Buy | $109 $107 | Feb 6, 2026 |
| Mizuho | Maintained | Outperform | $110 $105 | Feb 6, 2026 |
| DA Davidson | Maintained | Buy | $110 | Feb 5, 2026 |
| DA Davidson | Maintained | Buy | $110 | Feb 3, 2026 |
| RBC Capital | Maintained | Outperform | $110 $111 | Jan 30, 2026 |
| TD Cowen | Maintained | Buy | $112 $125 | Sep 15, 2025 |
| Evercore ISI Group | Maintained | Outperform | $108 $110 | Aug 12, 2025 |
| Citigroup | Maintained | Buy | $104 $114 | Jul 25, 2025 |
89 filings from 27 insiders · 10 buy / 8 sell over 6m
Officers and directors of ORLY, from the last two years of filings. Grants, gifts and option exercises are shown but not colour-coded — they are compensation, not a view on the price.
| Insider | Action | Shares | Price | Value | Date |
|---|---|---|---|---|---|
| HENDRICKSON THOMASDirector | Sell | 1.0k | $87.83 | $88k | Aug 28, 2026 |
| MANCINI CHRISTOPHER ANDREWOfficer | Sell | 3.0k | $93.00 | $279k | Aug 12, 2026 |
| SASTRE MARIA AMALIADirector | Sell | 2.0k | $91.85 | $184k | Aug 12, 2026 |
| MANCINI CHRISTOPHER ANDREWOfficer | Exercise | 3.0k | $16.71 | $50k | Aug 12, 2026 |
| HENDRICKSON THOMAS TDirector | Sell | 1.2k | $88.32 | $106k | May 29, 2026 |
| DUMAS ROBERT ALLENOfficer | Sell | 84.6k | $92.60 | $7.83M | May 20, 2026 |
| DUMAS ROBERT ALLENOfficer | Exercise | 84.6k | $17.12 | $1.51M | May 20, 2026 |
| MURPHY JOHN RAYMONDDirector | Sell | 2.6k | $88.67 | $230k | May 18, 2026 |
| HENDRICKSON THOMAS TDirector | Grant | 2.0k | $88.49 | $180k | May 15, 2026 |
| PERLMAN DANA NDirector | Grant | 2.0k | $88.49 | $180k | May 15, 2026 |
| WHITFIELD FRED ALANDirector | Grant | 2.0k | $88.49 | $180k | May 15, 2026 |
| DEBEERS KIMBERLY A.Director | Grant | 2.0k | $88.49 | $180k | May 15, 2026 |
| SASTRE MARIA AMALIADirector | Grant | 2.0k | $88.49 | $180k | May 15, 2026 |
| MURPHY JOHN RAYMONDDirector | Grant | 2.0k | $88.49 | $180k | May 15, 2026 |
| BECKHAM BRAD WALTERChief Executive Officer | Sell | 13.6k | $95.00 | $1.30M | May 8, 2026 |
| BECKHAM BRAD WALTERChief Executive Officer | Exercise | 13.6k | $17.12 | $233k | May 8, 2026 |
| HOPPER PHILIP MOfficer | Sell | 3.7k | $94.60 | $350k | May 7, 2026 |
| HOPPER PHILIP MOfficer | Exercise | 3.7k | $17.98 | $67k | May 7, 2026 |
| SASTRE MARIA AMALIADirector | Sell | 1.0k | $92.68 | $93k | Feb 27, 2026 |
| O'REILLY DAVID EOfficer and Director | Grant | 3.7k | $98.85 | $369k | Jan 29, 2026 |
No analyst notes on ORLY yet.
Analyst Ratings
25 analysts covering
| Period | Strong Buy | Buy | Hold | Sell | Strong Sell | Consensus |
|---|---|---|---|---|---|---|
| Current | 5 | 18 | 5 | 0 | 0 | Buy2.00 |
| 1 mo ago | 5 | 18 | 5 | 0 | 0 | Buy2.00 |
| 2 mo ago | 5 | 18 | 5 | 0 | 0 | Buy2.00 |
| 3 mo ago | 5 | 17 | 5 | 0 | 0 | Buy2.00 |