O'Reilly Is Ramping Up Repurchases, Take Advantage

O'Reilly Automotive, Inc. is rated a Buy, with the current consolidation viewed as an attractive long-term entry point. ORLY's Q2 2026 saw 7.9% sales growth, 6% comparable sales growth, and robust gross margins at 51.4%, supporting steady compounding. Significant share repurchases—16.7 million shares in Q2—underscore management's confidence and drive EPS growth. ORLY guidance for 2026 includes 225-235 new stores, 4-6% comparable sales growth, and EPS of $3.20-$3.30, supporting a long-term compounder thesis. We rate O'Reilly Automotive, Inc. (ORLY) stock a Buy. While the stock has been consolidating over the last few quarters, we view this as an opportunity to accumulate a position. For the long-term investment case, we