ORLY O’Reilly Automotive
company
SEC Filings & Insider Trading Activity 2026

CIK: 898173
Consumer Discretionary
Retail-Auto & Home Supply Stores 42 filings
Nasdaq 100
S&P 500

Latest O’Reilly Automotive (ORLY) SEC EDGAR filings in 2026 — including the most recent 10-K annual report filed on February 27, 2026, a 10-Q quarterly report filed on November 7, 2025, an 8-K current report filed on April 29, 2026. SignalX aggregates every new 10-K annual report, 10-Q quarterly report, 8-K current report, and Form 4 insider transaction for O’Reilly Automotive (ORLY) (SEC CIK 898173), with AI-powered section-by-section summaries updated daily.

10-Q: 26
10-K: 9
8-K: 7

Latest 2026 SEC Filing Dates

10-K Annual Report
Feb 27, 2026
10-Q Quarterly Report
Nov 7, 2025
8-K Current Report
Apr 29, 2026

AI 10-K Annual Report Analysis
Latest 10-K (2025-12-31)

Risk Factors

  • Tariffs and trade policy changes threatening supply chain costs, with manufacturing concentration in foreign countries and potential import limitations on sourced products
  • OEM restrictions on telematics, diagnostic tools, and repair information risk diverting customers to dealerships, reducing aftermarket demand
+3 more insights

Management Discussion & Analysis

  • Revenue $17.78B, up $1.07B (+6%) YoY; comparable store sales +4.7% vs +2.9% in 2024
  • Gross margin 51.6% vs 51.2%; operating margin flat at 19.5% vs 19.5%; net margin flat at 14.3% vs 14.3%
+3 more insights

Business Overview

  • North America specialty auto parts retailer serving both DIY and professional service provider customers via dual market strategy; 50/50 revenue split between segments in 2025
  • 15-for-1 forward stock split completed June 10, 2025 — unusually large split ratio reflecting elevated per-share price
+3 more insights

AI 10-Q Quarterly Report Analysis
Latest 10-Q (2025-09-30)

Management Discussion & Analysis

  • Revenue $4.71B Q3 FY25, up 8% YoY from $4.36B; $13.37B YTD, up 6% YoY from $12.61B
  • Operating margin 20.7% Q3 FY25 vs 20.5% YoY; 19.7% YTD vs 19.9% YoY

Risk Factors

  • No material changes to risk factors since 2024 10-K filing
  • Continued exposure to automotive aftermarket industry cyclicality impacting sales and profitability
Read full Q3 2025 10-Q analysis →

AI 8-K Current Report Analysis
Recent 8-K Filings

Filed Mar 12, 2026
8-K
Full analysis →

Item 1.01: Entry into a Material Definitive Agreement

  • ORLY issued $850M in 5.100% Senior Notes due March 12, 2036 — 10-year unsecured debt at above-market rate vs prior issuances
  • Notes rank pari passu with existing unsecured debt including credit facility and 9 existing senior note series

Annual Reports Archive
10-K

AI-powered analysis of O’Reilly Automotive (ORLY) 10-K annual reports filed with SEC EDGAR.

Quarterly Reports Archive
10-Q

AI-powered analysis of O’Reilly Automotive (ORLY) 10-Q quarterly reports filed with SEC EDGAR.

Recent 8-K Filings
Current Reports

AI-powered analysis of O’Reilly Automotive (ORLY) 8-K current reports disclosing material events.

Financial Summary
XBRL

FY2022FY2023FY2024FY2025
Profitability
Revenue$15.8B$16.7B$17.8B
Gross Profit$7.4B$8.1B$8.6B$9.2B
Operating Income$3.2B$3.3B$3.5B
Net Income$2.3B$2.4B$2.5B
Gross Margin51.3%51.2%51.6%
Op. Margin20.2%19.5%19.5%
Net Margin14.8%14.3%14.3%
Balance Sheet
Total Assets$12.6B$13.9B$14.9B$16.5B
Equity-$1.7B-$1.4B-$763.4M
ROE-134.9%-174.1%-332.5%

Source: XBRL financial data from O’Reilly Automotive (ORLY) 10-K filings on SEC EDGAR. All figures in USD. Key metrics include revenue, net income, gross profit, gross profit margin, operating income, EPS (diluted), total assets, stockholders' equity, return on equity (ROE), operating cash flow, and capital expenditure.

Latest 2026 SEC Filings — 10-K, 10-Q, 8-K & Form 4

FormFiling DatePeriodAnalysisSEC
8-K
Apr 29, 2026
8-K
Apr 1, 2026
8-K
Mar 12, 2026Analysis
8-K
Mar 6, 2026Analysis
10-K
Feb 27, 2026Dec 31, 2025Analysis
8-K
Feb 4, 2026
8-K
Jan 2, 2026
8-K
Dec 1, 2025
10-Q
Nov 7, 2025Sep 30, 2025Analysis
10-Q
Aug 8, 2025Jun 30, 2025
10-Q
May 9, 2025Mar 31, 2025
10-K
Feb 28, 2025Dec 31, 2024Analysis
10-Q
Nov 8, 2024Sep 30, 2024
10-Q
Aug 8, 2024Jun 30, 2024
10-Q
May 9, 2024Mar 31, 2024
10-K
Feb 28, 2024Dec 31, 2023
10-Q
Nov 8, 2023Sep 30, 2023
10-Q
Aug 8, 2023Jun 30, 2023
10-Q
May 9, 2023Mar 31, 2023
10-K
Feb 28, 2023Dec 31, 2022
10-Q
Nov 8, 2022Sep 30, 2022
10-Q
Aug 8, 2022Jun 30, 2022
10-Q
May 9, 2022Mar 31, 2022
10-K
Feb 28, 2022Dec 31, 2021
10-Q
Nov 8, 2021Sep 30, 2021

Frequently Asked Questions

What are the latest ORLY SEC filings in 2026?

O’Reilly Automotive (ORLY) has filed a 10-K annual report on February 27, 2026, a 10-Q quarterly report on November 7, 2025, an 8-K current report on April 29, 2026 with the SEC. SignalX tracks every new SEC EDGAR filing daily, including 10-K, 10-Q, 8-K, and Form 4 insider transactions, with AI-powered summaries of key sections.

When did ORLY file its most recent 10-K annual report?

O’Reilly Automotive (ORLY) filed its most recent 10-K annual report on February 27, 2026. The 10-K includes audited financial statements, business overview, risk factors, and management discussion, all available on SignalX with AI-generated summaries and XBRL financial data.

How do I view ORLY 10-Q quarterly reports?

O’Reilly Automotive (ORLY)'s most recent 10-Q quarterly report was filed on November 7, 2025. SignalX displays every ORLY 10-Q with AI-generated summaries of the MD&A (Management Discussion & Analysis) and Risk Factors sections, plus links to the original SEC EDGAR document.

What 8-K current reports has ORLY filed recently?

O’Reilly Automotive (ORLY)'s most recent 8-K was filed on April 29, 2026. 8-K filings disclose material corporate events such as earnings releases, executive changes, mergers, and other significant developments. SignalX surfaces each 8-K with item-level summaries so you can quickly see what happened.

Where can I find ORLY insider trading activity (Form 4)?

SignalX aggregates every ORLY Form 4 insider transaction from SEC EDGAR. Form 4 reports show when officers, directors, and 10% shareholders buy or sell company stock, with transaction code, share count, and price per share.

How often does ORLY file with the SEC?

O’Reilly Automotive (ORLY) files a 10-K annual report once per year (typically within 60 days of fiscal year-end) and 10-Q quarterly reports three times per year. 8-K current reports are filed as needed when material events occur, and Form 4 insider transaction reports are due within two business days of a trade. SignalX monitors SEC EDGAR daily to surface every new ORLY filing with AI-powered analysis.

What is the difference between 10-K, 10-Q, and 8-K SEC filings?

A 10-K is a comprehensive annual report with audited financials, business overview, and risk factors. A 10-Q is a shorter quarterly report with unaudited financials and management discussion. An 8-K is a current report filed when a material event occurs — such as earnings releases, executive changes, acquisitions, or other significant developments. SignalX provides AI-generated summaries for all three filing types for O’Reilly Automotive (ORLY).

What is ORLY's SEC CIK number?

O’Reilly Automotive (ORLY)'s SEC CIK (Central Index Key) number is 898173. The CIK is a unique identifier assigned by the SEC to every filing entity. You can use CIK 898173 to look up all ORLY filings on SEC EDGAR, or browse them here on SignalX with AI-powered analysis.

Where can I find ORLY return on equity (ROE) and financial data?

SignalX extracts XBRL financial data from O’Reilly Automotive (ORLY) 10-K annual filings, including revenue, net income, gross profit, operating income, EPS, total assets, stockholders' equity, and operating cash flow. Return on equity (ROE) can be derived from net income divided by stockholders' equity. Multi-year financial trends are displayed in the Financial Summary table above.

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