OR
O'Reilly Automotive Inc.
ORLY · O'Reilly Automotive Inc. · Consumer Discretionary
Up next day
8/12
67%
Fell despite growth
4/12
Good earnings ignored
Avg earnings move
±1.6%
typical swing on earnings
Price when beating
+1.2%
avg over 5 beats
Biggest single move
+8.4%
'26.3 · largest reaction
How this stock reacts to earnings
Traits seen across its recent earnings reactions
Beating estimates doesn't always lift it
Up the next day 3 of 5 beats (60%)
Reaction is erratic and hard to predict
Avg +1.2% on a beat, 0.0% on a miss
Big earnings-day moves tend to fade within days
Reversed the day-one move · 75% of last 12
vs Consumer Discretionary sector avg (201 peers)
This
+0.5%
Sector
+0.5%
Avg next-day reaction
Earnings number vs guidance — which drives it?
How often the beat/miss matched the actual price move
This stock reacts more to guidance & expectations than the reported number
Moved opposite to results 7 of last 12 times (58%)
2xBeat but fell
Even a beat sells off if guidance disappoints
5xMissed but rose
Even a miss rebounds if guidance reassures
Earnings timeline · tap a bar for that quarter
Oct 28After close
'26.9 expectedEst. EPS $0.92
Quarter ended 6/2026
Reported 2026-07-29
Next-day move
-3.6%
After 5 days +3.1%
vs Consensus$0.86→$0.86+0.2% beat
Beat by +0.2% but stock -3.6%
EPS
$0.86
YoY +10%
Revenue
$4.9B
YoY +8%
Next-Q guidance
—
N/A
Price around earnings
Fell despite growthvs market -5.3%p
Earnings trend · last 12 quarters
EPS$0.86YoY +10%
'23.9'26.6
Revenue$4.9BYoY +8%
'23.9'26.6
Price vs earnings · last 12 quarters
↑Up↓Down
Bad news out
weak · up ↑
0x
Met expectations
good · up ↑
8x67%
Disappointment
weak · down ↓
0x
Good earnings ignored
good · down ↓
4x33%
← ← Weak earningsStrong earnings → →
Mostly 'honest' — good earnings, price up · 8 of 12q (67%)
Community · ORLY
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