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O’Reilly Automotive (ORLY) investor relations material
O’Reilly Automotive Q3 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q3 2025 earnings summary23 Oct, 2025
Executive summary
Achieved record Q3 revenue of $4.71 billion, up 8% year-over-year, and net income of $726 million, up 9% year-over-year, with 5.6% comparable store sales growth driven by strong professional business and resilient DIY performance.
Diluted EPS increased 12% to $0.85 in Q3 and 8% to $2.25 for the first nine months, adjusted for a 15-for-1 stock split.
Professional business led sales with over 10% comp growth, while DIY saw low single-digit comp growth, mainly from average ticket increases.
Financial highlights
Q3 sales increased by $341 million, with $101 million from new stores not yet in the comp base; gross margin for Q3 was 51.9%, up 27 basis points year-over-year.
Operating income margin was 20.7%, up from 20.5% a year ago.
Year-to-date sales reached $13.37 billion, up 6% year-over-year; net income for nine months was $1.93 billion, up 5%.
Free cash flow for the first nine months was $1.2 billion, down from $1.7 billion last year due to accelerated tax credit payments; Q3 free cash flow was $297 million.
Inventory per store ended Q3 at $858,000, up 10% year-over-year.
Outlook and guidance
Full-year comparable store sales guidance raised to 4%-5%; full-year revenue expected between $17.6 and $17.8 billion.
EPS guidance updated to $2.90-$3.00, a 2% increase from prior midpoint and 9% year-over-year growth.
Gross margin guidance maintained at 51.2%-51.7%.
Free cash flow guidance revised to $1.5-$1.8 billion; capital expenditure guidance at $1.1-$1.2 billion.
2025 new store opening target: 200-210; 2026 target: 225-235, including entry into Canada.
How did share repurchases impact diluted EPS?
Explain operating cash flow guidance reduction
Which customer segment drove Q3 sales growth?
What is the expected duration of DIY deferrals?
Can international growth accelerate beyond 'measured'?
How effective is supplier diversification strategy?
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Next O’Reilly Automotive earnings date
49th Annual Automotive Symposium4 Nov, 2025
Next O’Reilly Automotive earnings date
49th Annual Automotive Symposium4 Nov, 2025
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