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Dec 31, 2025
O'Reilly Auto Q4 2025 Earnings Report
O'Reilly Auto reported record revenue and earnings for its fourth quarter and full-year ended December 31, 2025.
Key Takeaways
O'Reilly Automotive delivered a strong finish to 2025, achieving record revenue and earnings for both the fourth quarter and the full fiscal year. The company saw a 5.6% comparable store sales growth in Q4, contributing to an 8% increase in total sales to $4.41 billion. Operating profit increased by 12%, and diluted earnings per share rose by 13% to $0.71, despite higher-than-expected SG&A expenses due to inflation in healthcare and casualty claim costs.
Fourth quarter sales increased by 8% to $4.41 billion, driven by strong comparable store sales growth of 5.6%.
Net income for the fourth quarter grew by 10% to $605 million, resulting in a 13% increase in diluted EPS to $0.71.
Gross profit margin improved to 51.8% in Q4 2025 from 51.3% in Q4 2024, contributing to a 12% increase in operating income.
SG&A expenses, while increasing in absolute terms, decreased as a percentage of sales to 33.0% from 33.3% in the prior year, despite inflationary pressures.
Forward Guidance
The company provided guidance for selected full-year 2026 financial data, but the specific details were not included in the provided text.
Historical Earnings Impact
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Avg. Return Before/After Earnings
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