| ORLY |
Report |
Q2 2026 Comparable Store Sales |
IN-LINE |
pred ~4.3% vs. cons ~4.5% |
MEDIUM |
| ORLY |
Report |
Q2 2026 Total Revenue |
MISS |
pred ~$4.80B vs. cons ~$4.85B |
MEDIUM |
| ORLY |
Report |
Q2 2026 Diluted EPS |
BEAT |
pred ~$0.87 vs. cons ~$0.85 |
MEDIUM |
| ORLY |
Guide |
FY2026 EPS Guidance |
LOWER |
guide ~$3.15-3.25 (midpoint ~$3.20) vs. cons ~$3.24 (FY2026) |
MEDIUM |
| ORLY |
Guide |
FY2026 Comparable Store Sales Guidance |
UNCHANGED |
guide ~3%-5% (midpoint ~4.0%) vs. cons ~4.5% embedded (FY2026) |
MEDIUM |
| ORLY |
Guide |
FY2026 Operating Margin Guidance |
UNCHANGED |
guide ~19.3%-19.8% (midpoint ~19.55%) vs. cons ~19.6% (FY2026) |
MEDIUM |
| ORLY |
Return |
Day-1 residual (stock − beta × S&P 500) |
-1.5% |
— |
MEDIUM |
| ORLY |
Return |
5-day cumulative residual |
-1.0% (STABILIZE) |
Comp/revenue likely undershoot slightly on tougher compare and fuel-price consumer pressure while EPS beats on cost discipline/buybacks, producing offsetting cross-currents; full-year guidance is reiterated rather than raised or cut, removing a clear catalyst for large estimate revisions either way. With no fresh NAPA/GPC deal confirmation expected (management likely declines comment), the dominant swing factor for the stock over the next week remains M&A headline flow rather than the print itself, so the initial modest negative reaction is likely to hold roughly in place rather than extend sharply or reverse. |
LOW |