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EarningsCallAI

Updated May 2026 · SEC EDGAR data

ORLY

O'Reilly Automotive, Q2 2025 Earnings

Consumer Discretionary · Period ending 2025-06-30

NEUTRAL(HIGH)

O'Reilly Automotive (ORLY) reported Q2 2025 earnings to the SEC: revenue of $4.5B, EPS of $0.78, and net income of $668.6M. Revenue moved 5.9 percent year-over-year. Sourced directly from O'Reilly Automotive's SEC EDGAR XBRL filings. Sector: Consumer Discretionary.

Headline Numbers

Revenue
$4.5B
QoQ: +9.4%YoY: +5.9%
Net Income
$668.6M
QoQ: +24.2%YoY: +7.3%
EPS (Diluted)
$0.78
QoQ: -91.7%YoY: -92.6%

Q2 2025 in Context

O'Reilly Automotive posted Q2 2025 revenue up 5.9 percent year-over-year, healthy growth in line with strong large-cap performance. Operators selling into this customer should see steady demand.

That works out to a 14.8 percent net margin, healthy and roughly typical for mature large-cap operators.

The NEUTRAL Operator Read

Across the 8 quarters tracked, O'Reilly Automotive carries an operator signal of NEUTRAL with high confidence. Recent quarters are roughly flat; management commentary is steady-state. No major directional signal for operators in adjacent markets.

How This Data Was Sourced

All numbers on this page come directly from O'Reilly Automotive's SEC EDGAR filing for Q2 2025. EDGAR is the U.S. Securities and Exchange Commission's public filing system; quarterly results are filed on Form 10-Q and annual results on Form 10-K. XBRL tagging ensures revenue means revenue across every filer. The earnings press release is typically furnished as a Form 8-K. Both forms are public domain. Read the methodology for the operator-signal classification rules.

Frequently Asked Questions

What did O'Reilly Automotive report in Q2 2025?

O'Reilly Automotive reported revenue of $4.5B, EPS of $0.78, and net income of $668.6M for Q2 2025. Revenue rose 5.9 percent year-over-year. Figures come from the company's SEC EDGAR XBRL filing.

Where does this earnings data come from?

All numbers on this page are pulled directly from O'Reilly Automotive's SEC EDGAR XBRL filing for Q2 2025 (Form 10-Q for quarterly results, Form 10-K for annual). EDGAR is the SEC's public filing system; XBRL is a structured tagging standard that ensures revenue means revenue across every filer. Data is in the public domain.

What is O'Reilly Automotive's current operator signal?

O'Reilly Automotive currently carries a NEUTRAL operator signal with HIGH confidence. The signal is calculated across all available quarters, not just this one, and combines a quantitative read of revenue trajectory with a qualitative read of management commentary. Read the methodology page for the formal classification rules.

Is this earnings analysis investment advice?

No. EarningsCallAI is built for business operators evaluating market trends, demand signals, and competitive dynamics, not for stock trading decisions. Operator signals are not buy/sell recommendations. Always consult a licensed financial advisor before making investment decisions.

When was the Q2 2025 report filed?

O'Reilly Automotive filed its Q2 2025 results to the SEC for the period ending 2025-06-30. Quarterly filings (10-Q) are typically due within 40 days of period end for large accelerated filers; annual reports (10-K) are typically due within 60 days.

O'Reilly Automotive (ORLY) reported Q2 2025 earnings to the SEC: revenue of $4.5B, EPS of $0.78, and net income of $668.6M. Revenue moved 5.9 percent year-over-year. Sourced directly from O'Reilly Automotive's SEC EDGAR XBRL filings. Sector: Consumer Discretionary.