O'Reilly Automotive (ORLY) reported $4.71 billion in revenue for the quarter ended September 2025, representing a year-over-year increase of 7.8%. EPS of $0.85 for the same period compares to $0.76 a year ago.
The reported revenue compares to the Zacks Consensus Estimate of $4.7 billion, representing a surprise of +0.21%. The company delivered an EPS surprise of +2.41%, with the consensus EPS estimate being $0.83.
While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they compare to Wall Street expectations to determine their next course of action, some key metrics always provide a better insight into a company's underlying performance.
As these metrics influence top- and bottom-line performance, comparing them to the year-ago numbers and what analysts estimated helps investors project a stock's price performance more accurately.
Here is how O'Reilly Automotive performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:
- Comparable store sales - YoY change: 5.6% compared to the 4.8% average estimate based on eight analysts.
- Square footage - Total: 50.98 Msq ft compared to the 50.30 Msq ft average estimate based on four analysts.
- Number of stores - Total: 6,538 compared to the 6,534 average estimate based on four analysts.
- Sales per weighted-average store: $0.72 million versus the three-analyst average estimate of $0.73 million.
- Ending domestic store count: 6,406 compared to the 6,402 average estimate based on three analysts.
- Number of stores opened: 55 compared to the 47 average estimate based on two analysts.
- Ending Canada store count: 25 compared to the 26 average estimate based on two analysts.
- Domestic New stores opened: 46 versus 40 estimated by two analysts on average.
- Mexico Stores at End of the Period: 107 versus 107 estimated by two analysts on average.
- Sales per weighted-average square foot: $90.8 million compared to the $93.73 million average estimate based on two analysts.
- Total Stores at Beginning of the period: 6,483 versus the two-analyst average estimate of 6,483.
View all Key Company Metrics for O'Reilly Automotive here>>>
Shares of O'Reilly Automotive have returned -2.3% over the past month versus the Zacks S&P 500 composite's +1.1% change. The stock currently has a Zacks Rank #3 (Hold), indicating that it could perform in line with the broader market in the near term.
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O'Reilly Automotive, Inc. (ORLY): Free Stock Analysis ReportThis article originally published on Zacks Investment Research (zacks.com).
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