Compared to Estimates, O'Reilly Automotive (ORLY) Q4 Earnings: A Look at Key Metrics

For the quarter ended December 2025, O'Reilly Automotive (ORLY) reported revenue of $4.41 billion, up 7.8% over the same period last year. EPS came in at $0.71, compared to $0.66 in the year-ago quarter.

The reported revenue compares to the Zacks Consensus Estimate of $4.4 billion, representing a surprise of +0.44%. The company delivered an EPS surprise of -1.28%, with the consensus EPS estimate being $0.72.

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.

Since these metrics play a crucial role in driving the top- and bottom-line numbers, comparing them with the year-ago numbers and what analysts estimated about them helps investors better project a stock's price performance.

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% versus 4.9% estimated by eight analysts on average.
• Square footage - Total: 51.52 Msq ft versus the four-analyst average estimate of 51.31 Msq ft.
• Number of stores - Total: 6,585 versus the four-analyst average estimate of 6,585.
• Number of stores opened: 47 versus 47 estimated by three analysts on average.
• Ending domestic store count: 6,447 compared to the 6,446 average estimate based on three analysts.
• Sales per weighted-average store: $0.67 million versus $0.68 million estimated by three analysts on average.
• Ending Canada store count: 26 versus the two-analyst average estimate of 25.
• Domestic New stores opened: 41 versus the two-analyst average estimate of 41.
• Mexico Stores at End of the Period: 112 versus 114 estimated by two analysts on average.
• Sales to Do-It-Yourself Customers: $2.18 billion versus $2.2 billion estimated by three analysts on average. Compared to the year-ago quarter, this number represents a +4.2% change.
• Other sales and sales adjustments: $84.37 million versus the three-analyst average estimate of $111.29 million. The reported number represents a year-over-year change of -22.3%.
• Sales to professional service provider customers: $2.15 billion compared to the $2.1 billion average estimate based on three analysts. The reported number represents a change of +13.5% year over year.

View all Key Company Metrics for O'Reilly Automotive here>>>

Shares of O'Reilly Automotive have returned +7.4% over the past month versus the Zacks S&P 500 composite's +0.9% 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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This article originally published on Zacks Investment Research (zacks.com).

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