Snapshot
O Reilly Automotive Inc reported $4.71B of revenue in Q3 2025, up 7.8% year over year, with diluted EPS of $0.85 and an operating margin of 20.7%.
- Revenue
- $4.71B
- YoY growth
- +7.8%
- Diluted EPS
- $0.85
- Operating margin
- 20.7%
$4.71B
Revenue
+7.8%
YoY growth
$0.85
Diluted EPS
20.7%
Operating margin
01 Key takeaways
What management said
- •During today's conference call, we will discuss our third quarter 2025 results and our outlook for the remainder of the year.
- •Team O'Reilly continues to win in each of our markets, and our team's dedication to excellent customer service drove the solid comparable store sales increase of 5.6% we generated in the third quarter.
- •The combination of our strong sales results with a 9% increase in operating income and a 12% increase in diluted earnings per share demonstrate our team's focus on driving profitable growth.
- •Our professional business continues to be the more significant driver of our sales results with an increase in comparable store sales of just over 10%.
- •We continue to be pleased with the strength in our pro-ticket count growth, which was the primary driver of our professional comp increase and the biggest contributor to our outperformance relative to our expectations.
- •We remain confident that the professional sales growth our teams are delivering is the result of share gains, and as we continue to be the supplier of choice for our professional customers.
- •As we've anticipated coming into the third quarter, we saw a significant ramp in tariff-driven acquisition cost increases and made appropriate adjustments to selling prices.
- •When looking at category dynamics on the professional side of our business, we are seeing very strong performance across both failure and maintenance-related categories and are pleased with the resiliency of customer demand.
- •Now I would like to provide some color on our updated full-year comparable store sales guidance.
- •As noted in yesterday's press release, we updated our guidance from the previous range of 3%-4.5% to a range of 4%-5%.
- •At the midpoint, our full-year range reflects our outlook when factoring in current sales volumes as we progress through September and thus far into October.
- •Today, I will start by discussing our third quarter gross margin and SG&A results, as well as provide an update on capital expansion and our updated outlook on these items.
SourcesCompany financials · earnings call
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