ORLY O’Reilly Automotive

Q3 2025 10-Q

Filed: Nov 7, 2025Period ending Sep 30, 2025

Consumer Discretionary

Retail-Auto & Home Supply StoresSEC EDGAR

O’Reilly Automotive (ORLY) 10-Q quarterly report for Q3 2025, filed with SEC EDGAR on Nov 7, 2025 for the fiscal period ending Sep 30, 2025. This page provides AI-powered analysis including management discussion & analysis (MD&A), risk factor updates, and key quarterly financial data such as revenue and net income extracted from XBRL.

AI Filing Analysis
Q3 2025 10-Q

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

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Risk Factors

• No material changes to risk factors since 2024 10-K filing
• Continued exposure to automotive aftermarket industry cyclicality impacting sales and profitability

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Quarterly Financial Summary
XBRL

Revenue

$4.7B

▲ +7.8% YoY▲ +4.0% QoQ

Net Income

$726M

▲ +9.1% YoY▲ +8.6% QoQ

Net Margin

15.4%

▲ +18bp YoY▲ +65bp QoQ

Source: XBRL data from O’Reilly Automotive Q3 2025 10-Q filing on SEC EDGAR. All figures in USD.

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