ORLY is the ticker symbol for O REILLY AUTOMOTIVE INC, a publicly traded Consumer Discretionary sector company listed on Nasdaq. 13F Pro tracks ORLY with AI-powered analysis, an AI quality score, SEC EDGAR financials, insider transactions, and institutional 13F holdings — all sourced directly from public SEC filings.

Is ORLY a good stock to buy?

13F Pro's AI ranking engine scores ORLY at 67.3/100, ranked #372 of 2,925 stocks on a composite quality score built from its SEC filings, covering profitability, growth, balance sheet strength, and free cash flow. The full AI verdict and bull/bear case for ORLY is available at https://13fpro.ai/company/ORLY. Not investment advice — review the underlying SEC filings before making any trade.

Where does 13F Pro source ORLY data?

All O REILLY AUTOMOTIVE INC fundamentals and ownership data come directly from SEC EDGAR. O REILLY AUTOMOTIVE INC files with the SEC under CIK 898173. 13F Pro ingests XBRL financial facts from 10-K and 10-Q filings, Form 13F-HR institutional holdings, and Form 4 insider transactions, with no third-party rewrites or estimates.

O REILLY AUTOMOTIVE INC ORLY

NasdaqLarge CapConsumer Discretionary

13F Pro quality score

Rank #372 of 2,925TOP 25%

Why it scores 67 Consumer Discretionary peers →

Rankings refresh quarterly once 80% of peers have filed. Next update: ~Nov 14, 2026.

Revenue

$4.89B

Quarter to Jun 30

Net income

$715.06M

Quarter to Jun 30

Free cash flow

$698.90M

Quarter to Jun 30

Operating margin

20.2%

Quarter to Jun 30

Top Institutional Holders

as of Q2 2026

$65.42B total

BlackRock, Inc.

$5.95B-0.9%

VANGUARD CAPITAL MANAGEMENT LLC

$4.99B-1.1%

STATE STREET CORP

$3.38B0.0%

Invesco Ltd.

$2.45B+206.3%

GEODE CAPITAL MANAGEMENT, LLC

$2.23B-1.6%

VANGUARD PORTFOLIO MANAGEMENT LLC

$1.46B-5.1%

MORGAN STANLEY

$1.42B+4.0%

PRINCIPAL FINANCIAL GROUP INC

$1.31B-21.4%

FMR LLC

$1.28B-24.3%

NORGES BANK

$1.26B--

Nuveen, LLC

$1.04B-25.1%

Bank of New York Mellon Corp

$1.02B-14.5%

GOLDMAN SACHS GROUP INC

$940.59M+17.5%

UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AME

$859.17M+1.5%

PRICE T ROWE ASSOCIATES INC /MD/

$846.45M+13.0%

JENNISON ASSOCIATES LLC

$834.14M-2.1%

ARROWSTREET CAPITAL, LIMITED PARTNERSHIP

$782.62M+10.1%

NORTHERN TRUST CORP

$779.31M-5.6%

BANK OF AMERICA CORP /DE/

$721.75M-15.6%

JPMORGAN CHASE & CO

$677.50M-3.2%

CITADEL ADVISORS LLC

$646.43M+44.7%

Baird Financial Group, Inc.

$644.97M+2.4%

UBS Group AG

$625.14M+4.3%

CHARLES SCHWAB INVESTMENT MANAGEMENT INC

$613.50M+3.8%

Jupiter Topco LLC

$579.76M--

See all 1,672 institutional holders →

What's Driving ORLY's Business? Latest 10-Q Breakdown

16/16 datapoints verified

AI-extracted from the 10-Q filed 2026-08-07 — Q2 FY2026 (quarter ended June 30, 2026). Every figure is machine-verified against the filing text on SEC EDGAR.

Sales rose 8% to $4.89B on a 6.0% comparable store sales increase, with gross margin flat at 51.4% and net income up 7% to $715M.

Biggest Revenue Drivers

Sales to professional service provider customers$2,469,582K

Increase in average ticket values and transaction counts for professional service provider customers

Sales to do-it-yourself customers$2,336,858K

Higher average ticket values, partially offset by a decrease in DIY transaction counts

Biggest Revenue Drivers

Total revenue: $4.89B+8% YoY

Sales to professional service provider customers$2,469,582K

Increase in average ticket values and transaction counts for professional service provider customers

Sales to do-it-yourself customers$2,336,858K

Higher average ticket values, partially offset by a decrease in DIY transaction counts

Other sales and sales adjustments$85,573K

Largest Expense Items

Cost of goods sold, including warehouse and distribution expenses$2,375,273K

Improved acquisition costs and distribution operating efficiencies, offset by greater professional mix

Selling, general and administrative expenses$1,530,994K+8% YoY

Additional Team Members and operating expenses to support increased sales and store count

Interest expense$69,871K

Increased interest expense on higher average outstanding borrowings

Provision for income taxes$209,011K+8% YoY

Higher taxable income and lower excess tax benefits from share-based compensation

Margins: Gross profit was 51.4% of sales, flat YoY, as improved acquisition costs and distribution efficiencies were offset by a greater professional service provider sales mix carrying lower margin. SG&A rose to 31.3% of sales.

Watch Items from the Filing

Shareholders' deficit widened to $1.84B after $1.51B of share repurchases in the quarter; long-term debt rose to $7.01B from $6.02B at year-end.
DIY transaction counts declined, with comparable store sales growth driven by average ticket values and professional transaction counts.
Supplier finance program obligations of $5.1 billion are included in accounts payable of $7.38B.
Comparable store sales increased 6.0% versus 4.1% a year ago; 51 net new stores opened, with 225 to 235 net new openings anticipated in 2026.
$2.0 billion remained under the share repurchase authorization at June 30, 2026; 7.6 million more shares repurchased for $658.5 million through August 7.

AI-extracted and verified against SEC EDGAR filing text. Not investment advice.

Read the full 10-Q on SEC EDGAR →

Key Metrics

Revenue

Q2 2026

EDGAR

Net Income

Q2 2026

EDGAR

EPS (Diluted)

Q2 2026

EDGAR

Operating Margin

Q2 2026

EDGAR

ROIC

Q2 2026

EDGAR

Free Cash Flow

Q2 2026

EDGAR

Debt/Equity

Q2 2026

EDGAR

Financial Trends

Revenue & Net Income

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Earnings Per Share

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O REILLY AUTOMOTIVE INC reported revenue, net income and margins by fiscal period, from SEC filings.
Period	Form	Revenue	Net income	Op. marginOperating margin
FY 2025	10-K	$17.8B	$2.5B	19.5%
FY 2024	10-K	$16.7B	$2.4B	19.5%
FY 2023	10-K	$15.8B	$2.3B	20.2%
FY 2022	10-K	$14.4B	$2.2B	20.5%
FY 2021	10-K	$13.3B	$2.2B	21.9%
FY 2020	10-K	$11.6B	$1.8B	20.8%

About O REILLY AUTOMOTIVE INC (ORLY): stock profile, AI score and financials

O REILLY AUTOMOTIVE INC (ORLY) stock profile, AI quality score, and SEC EDGAR financial data, a Consumer Discretionary sector company. 13F Pro's AI-powered ranking engine scores ORLY at 67.3/100 on a composite quality score built from its SEC filings, placing it at rank #372 of 2,925 stocks — the top 25% of the AI-ranked universe. ORLY scores in the top quartile across balance sheet strength (93.9), revenue scale (91.7), institutional flow (81.9). Areas of concern include earnings quality (36.2), which score below median versus the broader universe. Based on the latest XBRL financial filings (Q2 2026), O REILLY AUTOMOTIVE INC reports quarterly revenue of $4.9B, net income of $715.1M, an operating margin of 20.2%. Top institutional holders of ORLY by reported 13-F value include BlackRock, VANGUARD CAPITAL MANAGEMENT, STATE STREET, based on the most recent SEC filings. ORLY trades on the Nasdaq exchange and files with the SEC under CIK 898173. 13F Pro's AI research platform runs 10 specialized AI analysts — value, growth, momentum, macro, and activist specialists — that debate ORLY daily and publish AI-generated analysis with cited SEC sources. The platform aggregates historical XBRL financial facts, 10-Q and 10-K filings, insider Form 4 transactions, and institutional 13-F holdings for O REILLY AUTOMOTIVE INC directly from SEC EDGAR.

Financials through the period ended Jun 30, 2026SEC EDGAR: CIK 898173 →

O REILLY AUTOMOTIVE INC ORLY

Top Institutional Holders

What's Driving ORLY's Business? Latest 10-Q Breakdown

Biggest Revenue Drivers

Biggest Revenue Drivers

Largest Expense Items

Watch Items from the Filing

Key Metrics

Financial Trends

Revenue & Net Income

Earnings Per Share

ORLY key financials by period

ORLY insiders

Congress trading in ORLY

About O REILLY AUTOMOTIVE INC (ORLY): stock profile, AI score and financials

O REILLY AUTOMOTIVE INC ORLY

Top Institutional Holders

What's Driving ORLY's Business? Latest 10-Q Breakdown

Biggest Revenue Drivers

Key Metrics

Financial Trends

Revenue & Net Income

Earnings Per Share

ORLY key financials by period

Companies similar to ORLY

ORLY insiders

Congress trading in ORLY

About O REILLY AUTOMOTIVE INC (ORLY): stock profile, AI score and financials