O’Reilly Automotive (ORLY) AGM 2026 summary

Opening remarks and agenda

• Meeting held in a virtual-only format with no management presentation, but investor relations available for questions.

• Agenda and rules of conduct posted on the web portal; shareholders could submit questions via the portal.

• Meeting officially called to order after confirming notice and quorum.

Financial performance review

• Achieved record total sales of nearly $18 billion, a 6% increase over the prior year.

• Operating profits reached almost $3.5 billion, an all-time high.

• Over $1 billion invested in new stores, distribution centers, and capital projects.

• Opened 182 net new stores in the U.S. and Puerto Rico, and 25 new stores in Mexico.

• Generated over $1.5 billion in free cash, supporting a $2 billion share buyback program.

Board and executive committee updates

• Board members introduced, including new and long-serving directors.

• Representatives from Ernst & Young LLP, the independent public accountants, were present and available for questions.