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北京时间·🕒 发布 04:33:07时区推断·⟳ 抓取 04:34:03·⚡ 决策 07-30 04:34:39 +36s·89.6 天前
O’Reilly公布2026年二季度业绩，收入小幅高于预期、EPS和全年指引基本符合预期
本次财报收入49.89亿美元略高于预期、同店销售增长6%，经营表现稳健。
📄 原文Wall St Engine@wallstengine↗ 原文
O’REILLY $ORLY Q2’26 EARNINGS HIGHLIGHTS 🔹 Revenue: $4.89B (Est. $4.86B) 🟢; +8% YoY 🔹 EPS: $0.86 (Est. $0.86) 🟡; +10% Y…
不做 O’Reilly Automotive（ORLY.US）
财报核心指标基本符合预期，收入小幅beat和回购不足以构成盘后追多的明确超预期催化，不做。
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研究档案
🔎 新鲜度:最早出现 2026-07-29 · 扩散 medium · price-in 风险 medium ↗
关键理由
- 本次财报收入49.89亿美元略高于预期、同店销售增长6%，经营表现稳健。
- EPS为0.86美元与预期一致，全年收入和EPS指引区间基本贴近市场预期，缺少明显超预期重估增量。
- 24亿美元年内回购和13.3亿美元剩余授权属于持续资本回报，但不是新的短线业绩 surprise。
主要风险
- 财报类事件默认需看相对一致预期的增量，本次核心EPS和全年指引未明显上修，盘后追多容易变成兑现交易。
原文全文
展开原文 · 771 字
O’REILLY $ORLY Q2’26 EARNINGS HIGHLIGHTS
🔹 Revenue: $4.89B (Est. $4.86B) 🟢; +8% YoY
🔹 EPS: $0.86 (Est. $0.86) 🟡; +10% YoY
🔹 Comparable Store Sales: 6.0%
🔹 Net Income: $715.1M; +7% YoY
Raises FY26 Guide:
🔹 Revenue: $18.9B-$19.2B (Est. $19.06B) 🟡
🔹 EPS: $3.20-$3.30 (Est. $3.26) 🟡
🔹 Comparable Store Sales: 4.0%-6.0%
🔹 Gross Margin: 51.5%-52.0%
🔹 Operating Margin: 19.3%-19.8%
Capital Return:
🔹 Share Repurchases (YTD): $2.4B
🔹 Q2 Repurchases: $1.51B
🔹 Remaining Authorization: $1.33B
Comments:
🔸 “We are very pleased to report another quarter of strong performance, highlighted by a comparable store sales increase of 6.0% and a 10% increase in diluted earnings per share.”
🔸 “we are raising our full-year 2026 comparable store sales guidance to a range of 4% to 6%.”
🔹 Revenue: $4.89B (Est. $4.86B) 🟢; +8% YoY
🔹 EPS: $0.86 (Est. $0.86) 🟡; +10% YoY
🔹 Comparable Store Sales: 6.0%
🔹 Net Income: $715.1M; +7% YoY
Raises FY26 Guide:
🔹 Revenue: $18.9B-$19.2B (Est. $19.06B) 🟡
🔹 EPS: $3.20-$3.30 (Est. $3.26) 🟡
🔹 Comparable Store Sales: 4.0%-6.0%
🔹 Gross Margin: 51.5%-52.0%
🔹 Operating Margin: 19.3%-19.8%
Capital Return:
🔹 Share Repurchases (YTD): $2.4B
🔹 Q2 Repurchases: $1.51B
🔹 Remaining Authorization: $1.33B
Comments:
🔸 “We are very pleased to report another quarter of strong performance, highlighted by a comparable store sales increase of 6.0% and a 10% increase in diluted earnings per share.”
🔸 “we are raising our full-year 2026 comparable store sales guidance to a range of 4% to 6%.”
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