| ORLY |
Report |
Comparable-store sales growth |
BEAT |
pred ~5.8% vs. cons 5.1% |
MEDIUM |
| ORLY |
Report |
Operating margin |
BEAT |
pred ~20.5% vs. cons 20.2% |
MEDIUM |
| ORLY |
Report |
Diluted EPS |
BEAT |
pred ~$0.87 vs. cons $0.84 |
MEDIUM |
| ORLY |
Guide |
FY2026 comparable-store-sales guidance |
BETTER |
guide ~4.5% midpoint vs. cons 4.3% (FY2026) |
MEDIUM |
| ORLY |
Guide |
FY2026 operating-margin guidance |
BETTER |
guide ~19.65% midpoint vs. cons 19.60% (FY2026) |
LOW |
| ORLY |
Guide |
FY2026 diluted-EPS guidance |
BETTER |
guide ~$3.30 midpoint vs. cons $3.28 (FY2026) |
MEDIUM |
| ORLY |
Return |
Day-1 residual (stock − beta × S&P 500) |
+3.2% |
— |
MEDIUM |
| ORLY |
Return |
5-day cumulative residual |
+4.8% (FOLLOW-THROUGH) |
A comp result of ~5.8% versus 5.1% and EPS of ~$0.87 versus $0.84 should support FY2026 estimate revisions toward a ~$3.30 guidance midpoint versus ~$3.28 consensus, extending the initial ~3.2% residual move to ~4.8% over five days. |
MEDIUM |