| ORLY |
Report |
Comparable-store sales |
BEAT |
pred ~5.4% vs. cons 5.19% |
MEDIUM |
| ORLY |
Report |
Sales |
IN-LINE |
pred ~$4.890B vs. cons $4.860B |
MEDIUM |
| ORLY |
Report |
Operating diluted EPS |
IN-LINE |
pred ~$0.870 vs. cons $0.865 |
MEDIUM |
| ORLY |
Guide |
FY26 EPS |
LOWER |
guide $3.15-$3.25 vs. cons $3.272 |
MEDIUM |
| ORLY |
Guide |
FY26 comparable-store sales |
LOWER |
guide 3%-5% vs. cons 5.05% |
MEDIUM |
| ORLY |
Guide |
FY26 revenue |
LOWER |
guide $18.7B-$19.0B vs. cons $19.054B |
MEDIUM |
| ORLY |
Guide |
Demand/cost commentary |
UNCHANGED |
guide cautious consumer and fuel/freight risk vs. prior cautious stance |
MEDIUM |
| ORLY |
Return |
Day-1 residual (stock − beta × S&P 500) |
-2.0% |
— |
LOW |
| ORLY |
Return |
5-day cumulative residual |
-1.0% (STABILIZE) |
STABILIZE — no forward estimate revision |
LOW |