Filing Flows › O'Reilly Automotive (ORLY) › Q3 2026 › vs Q2 2026
O'Reilly Automotive (ORLY) Q3 2026 vs Q2 2026 (quarter over quarter)
O'Reilly Automotive's revenue rose $229M (+5%) from $4.9B in Q2 2026 to $5.1B in Q3 2026. Gross margin 52.4% against 51.4% (+0.9 pts).
O'Reilly Automotive, Q3 2026: revenue $5.1B (+9% year over year), operating margin 21.4%, net earnings $786M, operating cash flow $559M. The chart draws each line against Q2 2026, the increases inside each band.
Margins
| Q3 2026 | Q2 2026 | Change | |
|---|---|---|---|
| Gross margin | 52.4% | 51.4% | +0.9 pts |
| Operating margin | 21.4% | 20.2% | +1.3 pts |
| Net margin | 15.3% | 14.6% | +0.7 pts |
| Free cash flow margin | 4.9% | 14.3% | -9.4 pts |
Every line
| Line | Q3 2026 | Q2 2026 | Change | % |
|---|---|---|---|---|
| Revenue | $5.1B | $4.9B | $229M | +5% |
| Gross profit | $2.7B | $2.5B | $166M | +7% |
| Cost of revenue | $2.4B | $2.4B | $63.0M | +3% |
| Operating profit | $1.1B | $986M | $113M | +11% |
| Operating expenses | $1.6B | $1.5B | $53.8M | +4% |
| Pre-tax earnings | $1.0B | $924M | $98.1M | +11% |
| Other expense, net | $76.2M | $61.7M | $14.5M | +23% |
| Net earnings | $786M | $715M | $70.6M | +10% |
| Income tax | $237M | $209M | $27.5M | +13% |
| Depreciation & amortization | $140M | $138M | $1.3M | +0.9% |
| Share-based compensation | $8.8M | $8.7M | $81K | +0.9% |
| Working capital & other | $375M | −$144M | $520M | — |
| Operating cash flow | $559M | $1.0B | −$448M | -44% |
| Free cash flow (OCF − capex) | $251M | $699M | −$448M | -64% |
| Capital expenditures | $308M | $308M | $620K | +0.2% |
Questions
How much did O'Reilly Automotive's revenue grow quarter over quarter in Q3 2026?
O'Reilly Automotive's revenue rose $229M (+5%) from $4.9B in Q2 2026 to $5.1B in Q3 2026. Gross margin 52.4% against 51.4% (+0.9 pts).