| ORLY |
Report |
Comparable-store sales growth |
BEAT |
pred ~5.8% vs. cons 5.5% |
MEDIUM |
| ORLY |
Report |
Diluted EPS |
BEAT |
pred ~$0.88 vs. cons $0.86 |
MEDIUM |
| ORLY |
Report |
Revenue |
IN-LINE |
pred ~$4.98B vs. cons $4.96B |
MEDIUM |
| ORLY |
Guide |
Comparable-store sales growth |
LOWER |
guide midpoint ~4.5% (range 4.0%-5.0%) vs. cons 4.9% (FY2026) |
MEDIUM |
| ORLY |
Guide |
Diluted EPS |
LOWER |
guide midpoint ~$3.25 (range $3.20-$3.30) vs. cons $3.26 (FY2026) |
MEDIUM |
| ORLY |
Guide |
Revenue |
BETTER |
guide midpoint ~$18.98B (range $18.85B-$19.10B) vs. cons $18.95B (FY2026) |
LOW |
| ORLY |
Return |
Day-1 residual (stock − beta × S&P 500) |
+2.2% |
— |
MEDIUM |
| ORLY |
Return |
5-day cumulative residual |
+0.8% (FADE) |
A comp-led beat supports the initial gain, but FY2026 EPS guidance midpoint of ~$3.25 vs. consensus $3.26 implies second-half EPS of only ~$1.65 vs. consensus near $1.66, limiting upward revisions and causing part of the day-1 move to fade. |
MEDIUM |