Technical events and factor profile →
This 10-Q introduces no material changes to the risk factors vs. the latest annual report.
| Jun 26 | Mar 26 | Dec 25 | Sep 25 | Jun 25 | |
|---|---|---|---|---|---|
| Revenue | $4.9B | $4.6B | $4.4B | $4.7B | $4.5B |
| YoY growth | +8.1% | +10.2% | +7.8% | +7.8% | +5.9% |
| Gross margin | 51.4% | 51.5% | 51.8% | 51.9% | 51.4% |
| Operating margin | 20.2% | 18.5% | 18.8% | 20.7% | 20.2% |
| Net income | $715M | $604M | $605M | $726M | $669M |
| Diluted EPS | 0.86 | 0.72 | 0.72 | 0.85 | 0.78 |
XBRL data filed with the SEC. The fourth fiscal quarter is calculated as the full year minus the previous three quarters.
0 = the lowest in the universe, 100 = the highest. It describes how the stock has behaved, not whether to buy or sell it. Screen stocks by factors
More optimistic than in the previous 10-Q (2026-05-08: +22, +7 points)
10-Q of 2026-08-07 · 43.0% positive sentences, 10.7% negative · 121 sentences analysed
Index from −100 to +100 calculated with FinBERT on the results discussion (MD&A). The change matters more than the level: some sectors always sound more cautious.
| Akre Capital · Chuck Akre
held since Q3 2023 or earlier |
3.9% | $199.1M | -44% |
| Fundsmith · Terry Smith
held since Q2 2026 |
0.1% | $15.0M | new |
| Bridgewater Associates · Ray Dalio
held since Q3 2025 |
0.0% | $1.9M | -69% |
Weight in each fund's portfolio and change vs. the previous quarter, from its latest 13F.
All material events for ORLY →
Source: SEC EDGAR. Automatic comparison of the risk factors section; it may contain extraction errors. Always check the original document. For information purposes only; not investment advice.