O'Reilly Automotive stock: Q3 growth and insider filing in focus

O'Reilly Automotive stock enters the weekend with two investor-relevant filings in focus: the company's third-quarter performance and a proposed share sale by officer and director Gregory L. Henslee.

Growth lifts the 2026 outlook

In its release on Wednesday, October 28, O'Reilly Automotive reported third-quarter sales of 5.12 billion US dollars for the period ended September 30, 2026, up 9 percent from a year earlier. Diluted earnings per share rose 14 percent to 0.97 US dollars, while comparable-store sales increased 7.2 percent.

The company also raised its full-year comparable-store sales guidance to 5.5 percent to 6.5 percent and lifted its gross-margin guidance to 51.6 percent to 52.1 percent. The operating-profit margin target moved to 19.5 percent to 20.0 percent. O'Reilly said tariff refunds contributed to the quarter's performance, making the quality of the margin improvement an important consideration for investors.

Year to date, O'Reilly had opened 173 net new stores across North America and remained on track for 225 to 235 openings in 2026. The company operated 6,758 stores at September 30, including locations in the United States, Puerto Rico, Mexico, and Canada. The results and guidance are detailed in the O'Reilly Automotive results release.

Insider filing adds a governance signal

A Form 144 notice accepted by the Securities and Exchange Commission on Wednesday, November 4, listed a proposed sale of 138,705 common shares by Gregory L. Henslee. The notice identified Henslee as both an officer and a director and placed the aggregate market value of the proposed sale at 12.7 million US dollars. The securities were acquired through a stock option exercise on the same date; the filing did not report a completed sale. The filing details are available through StockTitan's filing report.

O'Reilly Automotive stock traded at 80.67 euros on Lang & Schwarz at 11:47 CET on Saturday, November 7, 2026. Investors can follow the real-time quote of O'Reilly Automotive stock.

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More news and analyses on O'Reilly Automotive stock cover the company's earnings, expansion plans, and filings.