O’Reilly Automotive (ORLY) furnishes 2025 Q4 and full-year earnings release

Rhea-AI Filing Summary

O’Reilly Automotive, Inc. filed a Form 8-K stating that on February 4, 2026 it issued a press release announcing its 2025 fourth quarter and full-year earnings. The press release is provided as Exhibit 99.1 and is furnished rather than filed for Exchange Act liability purposes.

8-K Event Classification

2 items: 2.02, 9.01

2 items

Item 2.02 Results of Operations and Financial Condition Financial

Disclosure of earnings results, typically an earnings press release or preliminary financials.

Item 9.01 Financial Statements and Exhibits Exhibits

Financial statements, pro forma financial information, and exhibit attachments filed with this report.

Understanding 8-K Material Events →

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UNITED STATES

SECURITIES AND EXCHANGE COMMISSION

WASHINGTON, DC 20549

FORM 8-K

CURRENT REPORT PURSUANT TO

SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934

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Date of Report (date of earliest event reported): February 4, 2026

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O’Reilly Automotive, Inc.

(Exact name of registrant as specified in its charter)

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​	​	​	​	​
Missouri	​	000-21318	​	27-4358837
(State or other jurisdiction	​	Commission file	​	(I.R.S. Employer
of incorporation or organization)	​	number	​	Identification No.)

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233 South Patterson Avenue

Springfield, Missouri 65802

(Address of principal executive offices, Zip code)

(417) 862-6708

(Registrant’s telephone number, including area code)

Not applicable

(Former name, former address and former fiscal year, if changed since last report)

Check the appropriate box below if the Form 8-K filing is intended to simultaneously satisfy the filing obligation of the registrant under any of the following provisions (see General Instruction A.2):

☐ Written communications pursuant to Rule 425 under the Securities Act (17 CFR 230.425)

☐ Soliciting material pursuant to Rule 14a-12 under the Exchange Act (17 CFR 240.14a-12)

☐ Pre-commencement communications pursuant to Rule 14d-2(b) under the Exchange Act (17 CFR 240.14d-2(b))

☐ Pre-commencement communications pursuant to Rule 13e-4(c) under the Exchange Act (17 CFR 240.13e-4(c))

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Securities registered pursuant to Section 12(b) of the Act:

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​	​	​	​	​
Title of Each Class	​	Trading Symbol(s)	​	Name of Each Exchange on which Registered
Common Stock $0.01 par value	​	ORLY	​	The NASDAQ Stock Market LLC
​	​	​	​	(NASDAQ Global Select Market)

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Indicate by check mark whether the registrant is an emerging growth company as defined in Rule 405 of Securities Act of 1933 (230.405) or Rule 12b-2 of the Securities Exchange Act of 1934 (240.12b-2).

☐ Emerging growth company

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If an emerging growth company, indicate by check mark if the registrant has elected not to use the extended transition period for complying with any new or revised financial accounting standards provided pursuant to Section 13(a) of the Exchange Act.  ☐

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Section 2 – Financial Information

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Item 2.02 – Results of Operations and Financial Condition

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On February 4, 2026, O’Reilly Automotive Inc. (the “Company”) issued a press release announcing its 2025 fourth quarter and full-year earnings.  The text of the press release is attached hereto as Exhibit 99.1.

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Section 9 – Financial Statements and Exhibits

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Item 9.01 – Financial Statements and Exhibits

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Exhibit Number	​ ​	Description
99.1	​	Press release dated February 4, 2026
104	​	Cover Page Interactive Data File – the cover page XBRL tags are embedded within the Inline XBRL document

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The information in this Current Report on Form 8-K shall not be deemed “filed” for the purposes of Section 18 of the Securities Exchange Act of 1934, as amended, or otherwise subject to the liabilities of that section, nor shall it be deemed incorporated by reference in any filing under the Securities Act of 1933, as amended.  

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SIGNATURES

Pursuant to the requirements of the Securities Exchange Act of 1934, as amended, the registrant has duly caused this report to be signed on its behalf by the undersigned hereunto duly authorized.

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Date: February 4, 2026	O’REILLY AUTOMOTIVE, INC.
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​	By:	/s/ Jeremy A. Fletcher
​	​	Jeremy A. Fletcher
​	​	Executive Vice President and Chief Financial Officer
​	​	(principal financial and accounting officer)

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FAQ

What did O’Reilly Automotive (ORLY) disclose in this Form 8-K?

O’Reilly Automotive disclosed that it issued a press release announcing 2025 fourth quarter and full-year earnings. The Form 8-K simply furnishes that press release as Exhibit 99.1, without detailing specific revenue or profit figures in the body.

When did O’Reilly Automotive (ORLY) announce its 2025 Q4 and full-year earnings?

O’Reilly Automotive announced its 2025 fourth quarter and full-year earnings on February 4, 2026. On that date, the company issued a press release and then furnished it to investors through a Form 8-K, where it appears as Exhibit 99.1.

Where can investors find the detailed 2025 earnings numbers for O’Reilly Automotive (ORLY)?

The detailed 2025 earnings numbers are contained in the press release attached as Exhibit 99.1. The Form 8-K itself mainly identifies this exhibit and does not include specific financial figures in its main text.

Is the O’Reilly Automotive (ORLY) earnings press release considered filed or furnished?

The earnings press release is treated as furnished, not filed, under the Exchange Act. The company notes that the information in this Form 8-K, including Exhibit 99.1, is not deemed filed for Section 18 liability or automatically incorporated into Securities Act filings.

Who signed the O’Reilly Automotive (ORLY) Form 8-K for the 2025 earnings release?

The Form 8-K was signed on behalf of O’Reilly Automotive by Jeremy A. Fletcher. Fletcher is the company’s Executive Vice President and Chief Financial Officer, serving as the principal financial and accounting officer for this report dated February 4, 2026.