ORLYO'Reilly Automotive

Consumer discretionary · Auto Parts Retail · Nasdaq

Unless otherwise indicated, “we,” “us,” “our,” and similar terms, as well as references to the “Company,” refer to O’Reilly Automotive, Inc. and its Subsidiaries. 10-K, Item 1

Employees: 92,923
Headquarters: Springfield, MO
CEO: Brad W. Beckham
Next results: around Feb 3, 2027

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RevenueFY2016–25 $17.8B+6.4% Highest in 10 years 10-K FY2025 · XBRL Net incomeFY2016–25 $2.5B+6.3% Highest in 10 years 10-K FY2025 · XBRL Free cash flowFY2016–25 $1.6B−21.4% FY2024: $2.0B 10-K FY2025 · XBRL Operating marginFY2016–25 19.5%+0.0 pts 19.8% in FY2016 10-K FY2025 · XBRL

What changed

10-K filed Feb 27, 2026 against Feb 28, 2025

Area	What changed	Source
Risk factors	1 new paragraph, nothing like it in the previous 10-K	10-K Item 1A
Accounting checks	11 other checks clear	10-K · XBRL
Insiders	No open-market buys in the last 90 days	Form 4
Filings	2 in the last 30 days	EDGAR

Each row opens the detail with the quote and the filing. A row is a change worth reading, not a verdict.

What's new, in their words

10-K filed Feb 27, 2026

Paragraphs in Risk Factors that were not in the 10-K filed 2025-02-28. Quoted as filed.

less efficient, in particular in a significant inflationary wage pressured environment, and, as a result, may adversely impact our sales and profitability. For a discussion of our management, see the “Business” section of Item 1 of this annual report on Form 10-K.
10-K, Item 1A

Accounting checks

latest 10-K

11 of 11 clear 0 worth a look. Checks, not verdicts.

✓
Receivables +9.2% vs revenue +6.4% (+2.8 pts)
✓
Cash from operations $2.8B vs net income $2.5B (FY ending 2025-12-31)
✓
Inventory +12.5% vs revenue +6.4% (+6.0 pts)
✓
Same auditor in both 10-Ks: Ernst & Young LLP
✓
No statement of substantial doubt about going concern
✓
No 8-K item 4.02 in the last 2 years
✓
No NT 10-K or NT 10-Q in the last 2 years
✓
The same matters as last year: Valuation of Self-insurance Reserves
✓
No sentence in the 10-K concludes that controls were not effective because of a material weakness
✓
No 8-K item 2.06 in the last 2 years
✓
No 8-K item 1.03 in the last 2 years

How each check works, with sources →

In the last 30 days

All filings →

Nov 6, 202610-Q Quarterly report (10-Q) period ended Sep 30, 2026
Oct 28, 20268-K Quarterly results 8-K item 2.02

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