O'Reilly Automotive Reports Q4 Revenue Up 11% to $1.82B, EPS $0.36

O'Reilly Automotive (OREI) reported fourth-quarter revenue of $1.82 billion, up 11% year-over-year, and earnings per share of $0.36, surpassing Street expectations. The results reflect stronger auto-parts demand and improved supply chain performance, with Q4 gross profit rising 5.2% to $416.6 million. The company attributed the margin improvement to reduced logistics costs and higher-margin vehicle components. The stock closed at $42.15 on February 4, 2026, up 2.3% for the session.