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.

• 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>>>

Free Report: Profiting from the 2nd Wave of AI Explosion

The next phase of the AI explosion is poised to create significant wealth for investors, especially those who get in early. It will add literally trillion of dollars to the economy and revolutionize nearly every part of our lives.

Investors who bought shares like Nvidia at the right time have had a shot at huge gains.

But the rocket ride in the "first wave" of AI stocks may soon come to an end. The sharp upward trajectory of these stocks will begin to level off, leaving exponential growth to a new wave of cutting-edge companies.

Zacks' AI Boom 2.0: The Second Wave report reveals 4 under-the-radar companies that may soon be shining stars of AI’s next leap forward.

Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report

This article originally published on Zacks Investment Research (zacks.com).

Zacks Investment Research

Source Zacks-com