O'Reilly Automotive, Inc. · Auto Parts

ORLYO'Reilly Automotive, Inc.

Reports 2026-10-28 After close · WedReaction day 10-29upcoming

Before the print · expectationsReports tomorrow

Street consensus

$0.95EPS

$5.11BRevenue

The record · last 8 prints

5/8

beat the EPS consensusmissed 3

±3.1%

average first-day moveclosed higher 3 of 8 times

1/8

moved more than options impliedusually stays inside the implied move

Move ruler · first session

typical ±3.1%

−10%options ±6.1%+10%

Options price ±6.1%, above the ±3.1% ORLY usually moves: they already pay for a bigger reaction than usual.

What the record doesn't tell you

Beat estimates 5 of 8 times. So which way does ORLY go on 10‑28?

Model lean for 10-28, and the evidence behind it
Move band, P10 – P90
Last 8 prints, quarter by quarter
Peers that already reported, and how they traded

Start 30-day free trialFull access · no card requiredHave an account? Sign inThe lean freezes the night before the print.

The print · 8-K and callupcoming · 2026-10-28 · After close

Revenue—

est. $5.11B

EPS—

est. $0.95

Guidance—read from the 8-K once filed

Lean, stance and evidence on this page are model outputs, not investment advice. Trade at your own risk. Disclaimer →

O'Reilly Automotive earnings preview: what the record says

O'Reilly Automotive (ORLY) is scheduled to report earnings on Oct 28, 2026, after the close. The consensus estimate calls for EPS of $0.95 on revenue of $5.11B. Options are pricing a move of about ±6.1% for the first session after the report.

Across its last 8 reports, ORLY beat the EPS consensus 5 times out of 8 with a figure on file, and the stock moved an average of 3.1% on the first trading day, closing higher 3 of 8 times. That first-day move was larger than the options-implied move in 1 of 8 reports. Measured over five sessions, the average move was 3.4%.

The ±6.1% now priced is above the 3.1% ORLY has averaged, so options are already paying for a bigger reaction than usual. Historically, ORLY has usually stayed inside its implied move. A beat alone has not been enough: ORLY closed higher after only 2 of its 5 EPS beats.

Figures come from NextPick's earnings-reaction ledger and the options market. Not investment advice.

ORLY earnings: key questions

When is ORLY's next earnings date?

O'Reilly Automotive is scheduled to report on Oct 28, 2026, after the close.

What are ORLY's earnings expectations?

Analysts expect EPS of $0.95 on revenue of $5.11B for the quarter.

How much does ORLY stock move after earnings?

Over its last 8 reports, ORLY moved an average of 3.1% on the first trading day after earnings. The move was larger than the options-implied move in 1 of 8 reports.

Does ORLY usually beat earnings estimates?

ORLY beat the EPS consensus in 5 of its last 8 reports with a surprise on file and missed in 3.