O'Reilly Automotive第三季度销售额51.2亿美元增9%创纪录：同店销售增7.2%、每股收益增14%，上调全年指引
总部位于 Missouri 州 Springfield 的汽车零部件零售商 O'Reilly Automotive 10月28日公布2026年第三季度业绩：销售额51.2亿美元，同比增长9%，创季度纪录；同店销售增长7.2%；净利7.86亿美元，同比增长8%。公司在纳斯达克上市，股票代码 ORLY。
当季毛利26.8亿美元，占销售额52.4%；营业利润11.0亿美元，同比增长13%。摊薄每股收益0.97美元，同比增长14%，其中包括当季收到的3,900万美元关税退税收益。
首席执行官 Brad Beckham 表示，专业维修业务实现两位数增长、个人自助维修业务实现中个位数增长，两个市场都在夺取份额；两年叠加的同店销售增幅达到12.8%。
公司年内已在北美净新开173家门店，全年净新开目标225至235家；截至9月30日，公司在美国48个州以及 Puerto Rico、Mexico 与 Canada 共运营6,758家门店。当季公司以10.3亿美元回购了1,180万股股票。
公司上调全年指引：同店销售增幅5.5%至6.5%，全年总营收190亿至193亿美元，摊薄每股收益3.25至3.35美元，经营现金流32亿至36亿美元。
O'Reilly Automotive Q3 Sales Rise 9% to a Record $5.12 Billion: Comparable Store Sales Up 7.2%, EPS Up 14%, Full-Year Guidance Raised
O'Reilly Automotive, Inc., the Springfield, Missouri-based automotive aftermarket retailer, reported third-quarter 2026 results on October 28: sales rose 9% to a record $5.12 billion, comparable store sales increased 7.2%, and net income rose 8% to $786 million. The company trades on Nasdaq under the ticker ORLY.
Gross profit was $2.68 billion, or 52.4% of sales, and operating income rose 13% to $1.10 billion. Diluted earnings per share increased 14% to $0.97, including a $39 million benefit from tariff refunds received during the quarter.
Chief executive Brad Beckham said the professional business grew at a double-digit rate and the do-it-yourself business at a mid-single-digit rate, with share gains on both sides of the business, producing a two-year comparable sales stack of 12.8%.
The company has opened 173 net new stores across North America year to date and is on track for 225 to 235 net new openings in 2026. As of September 30 it operated 6,758 stores across 48 U.S. states, Puerto Rico, Mexico and Canada. It repurchased 11.8 million shares for $1.03 billion during the quarter.
The company raised its full-year guidance: comparable store sales growth of 5.5% to 6.5%, total revenue of $19.0 billion to $19.3 billion, diluted earnings per share of $3.25 to $3.35, and operating cash flow of $3.2 billion to $3.6 billion.
来源：GSM·美国（原文链接）
图片来源：图：汽车维修车间内的举升机与待修车辆（资料图，与汽车后市场题材相关）。Shixart1985 摄，CC BY 2.0，经 Wikimedia Commons。Photo: A car lift in an auto repair shop (file photo). Shixart1985, CC BY 2.0, via Wikimedia Commons.
