| ORLY |
Report |
Comparable store sales (Q2 2026) |
BEAT |
pred ~7.0% vs. cons ~5.7% |
HIGH |
| ORLY |
Report |
Diluted EPS (Q2 2026) |
BEAT |
pred ~$0.90 vs. cons ~$0.87 |
MEDIUM |
| ORLY |
Report |
Operating margin (Q2 2026) |
IN-LINE |
pred ~20.3% vs. cons ~20.4% |
MEDIUM |
| ORLY |
Guide |
FY2026 comparable store sales guidance |
BETTER |
guide ~4-6% vs. cons ~5.2% (FY2026 raise from 3-5%) |
MEDIUM |
| ORLY |
Guide |
FY2026 diluted EPS guidance |
BETTER |
guide ~$3.05-3.15 vs. cons ~$3.05 (FY2026) |
LOW |
| ORLY |
Guide |
FY2026 operating margin guidance |
UNCHANGED |
guide ~19.4-19.9% vs. cons ~19.7% (FY2026; SG&A/insurance pressure H1) |
LOW |
| ORLY |
Guide |
NAPA (GPC auto unit) ~$10B bid commentary |
UNKNOWN |
guide n/a ~$10B bid vs. cons no formal disclosure (Q2 call Q&A) — likely declines to comment |
MEDIUM |
| ORLY |
Return |
Day-1 residual (stock − beta × S&P 500) |
+2.5% |
— |
MEDIUM |
| ORLY |
Return |
5-day cumulative residual |
+1.0% (FADE) |
Clean beat-and-modest-raise drives a positive day-1 pop (stock already rebounded from ~$83 to ~$91 into the print, so some good news priced). But out-period math bites: after +8.1% Q1 and a strong Q2, holding FY comps at only ~4-6% bakes in implied H2 deceleration (H2 needs ~3-4%) as same-SKU inflation laps out in Q3/Q4, so consensus H2 estimates get trimmed even after the beat. Add the unresolved NAPA/capital-allocation overhang capping multiple expansion, and the initial move partially gives back over the week. |
LOW |