ORLY · Q2 FY26 · Apr 1 – Jun 30, 2026
O’Reilly Automotive Q2 FY26: where the revenue came from and where it went
O’Reilly Automotive Q2 FY26: revenue $4.9B (+8% year over year). Net profit $0.7B. The whole income statement as a sankey diagram from the SEC filing.
- Period
- Apr 1 – Jun 30, 2026
- Reported
- May 8, 2026
Revenue$4.9B
+8% year over year
Gross profit$2.5B
51% margin
Operating profit$1.0B
20% margin
Net profit$0.7B
15% margin
The numbers
| Item | Value | Share of revenue | Year over year |
|---|---|---|---|
| Revenue | 4.9 | 100% | +8% |
| Cost of revenue | −2.4 | 49% | |
| Gross profit | 2.5 | 51% margin | +0pp |
| SG&A | −1.5 | 31% | +0pp |
| Operating profit | 1.0 | 20% margin | +0pp |
| Tax | −0.2 | ||
| Interest & other costs | −0.1 | ||
| Net profit | 0.7 | 15% | +0pp |
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