O'Reilly Beats Q3, Raises 2025 Revenue and EPS Outlook

O’Reilly Automotive beat Q3 expectations with GAAP EPS of $0.85 (vs. $0.83 est.) and revenue of $4.71 billion (vs. $4.69B est.), reporting net income of $725.9 million and same-store sales growth of 5.6%. The company raised its full-year 2025 guidance to $17.6–$17.8 billion in revenue and $2.90–$3.00 in EPS (about $17.7B at the midpoint). Management credited share gains across DIY and professional channels and consumers favoring repairs amid tariffs, and said the outlook eases concerns about fallout from a supplier bankruptcy. O’Reilly grew its store count to 6,538 locations and maintained an operating margin near 20.7%, though free-cash-flow margin declined to about 6.3% year over year, signaling some cash-flow pressure. The company’s stock has substantially outperformed the market this year.