1. Home
  2. ORLY
  3. Earnings

AI Earnings Predictions for O'Reilly Automotive Inc. (ORLY)

Machine learning predictions based on historical earnings data and price patterns

Latest Prediction

BUY

1-Day Prediction

+2.07%

$99.22

100% positive prob.

5-Day Prediction

+4.41%

$101.49

100% positive prob.

20-Day Prediction

+5.76%

$102.80

95% positive prob.

Price at prediction: $97.20 Confidence: 100.0% Model AUC: 1.0000 Quarter: Q4 2025

Earnings Transcripts

SEC 8-K filings with transcript text

View All
2025
Q4

Q4 2025 Earnings

8-K BUY

Feb 4, 2026 · 100% conf.

AI Prediction BUY

1D

+2.07%

$99.22

Act: -4.47%

5D

+4.41%

$101.49

Act: -3.18%

20D

+5.76%

$102.80

Act: -2.92%

Price: $97.20 Prob +5D: 100% AUC: 1.000
0000898173-26-000006

O Reilly Automotive Inc_February 4, 2026 0000898173falseO Reilly Automotive Inc00008981732026-02-042026-02-04 ​

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

O’Reilly Automotive, Inc. (Exact name of registrant as specified in its charter)

​ ​

Missouri

000-21318

27-4358837

(State or other jurisdiction

Commission file

(I.R.S. Employer

of incorporation or organization)

number

Identification No.)

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

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)

​ 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 ​ 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.  ☐ ​ ​

Section 2 – Financial Information ​ Item 2.02 – Results of Operations and Financial Condition ​ 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. ​ Section 9 – Financial Statements and Exhibits ​ Item 9.01 – Financial Statements and Exhibits ​

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

​ 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. ​ ​

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. ​ ​

Date: February 4, 2026

O’REILLY AUTOMOTIVE, INC.

By:

/s/ Jeremy A. Fletcher

Jeremy A. Fletcher

Executive Vice President and Chief Financial Officer

(principal financial and accounting officer)

​ ​ ​ ​ ​ ​ ​

2025
Q3

Q3 2025 Earnings

8-K

Oct 22, 2025

0000898173-25-000055

O Reilly Automotive Inc_October 22, 2025 0000898173falseO Reilly Automotive Inc00008981732025-10-222025-10-22 ​

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 ​ Date of Report (date of earliest event reported): October 22, 2025 ​

O’Reilly Automotive, Inc. (Exact name of registrant as specified in its charter)

​ ​

Missouri

000-21318

27-4358837

(State or other jurisdiction

Commission file

(I.R.S. Employer

of incorporation or organization)

number

Identification No.)

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

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)

​ 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 ​ 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.  ☐ ​ ​

Section 2 – Financial Information ​ Item 2.02 – Results of Operations and Financial Condition ​ On October 22, 2025, O’Reilly Automotive Inc. (the “Company”) issued a press release announcing its 2025 third quarter earnings.  The text of the press release is attached hereto as Exhibit 99.1. ​ Section 9 – Financial Statements and Exhibits ​ Item 9.01 – Financial Statements and Exhibits ​

Exhibit Number

Description

99.1 ​ Press release dated October 22, 2025

104 ​ Cover Page Interactive Data File – the cover page XBRL tags are embedded within the Inline XBRL document

​ 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. ​ ​

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. ​ ​

Date: October 22, 2025

O’REILLY AUTOMOTIVE, INC.

By:

/s/ Jeremy A. Fletcher

Jeremy A. Fletcher

Executive Vice President and Chief Financial Officer

(principal financial and accounting officer)

​ ​ ​ ​ ​ ​ ​

2025
Q2

Q2 2025 Earnings

8-K

Jul 23, 2025

0000898173-25-000046

0000898173falseO Reilly Automotive Inc00008981732025-07-232025-07-23 ​

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 ​ Date of Report (date of earliest event reported): July 23, 2025 ​

O’Reilly Automotive, Inc. (Exact name of registrant as specified in its charter)

​ ​

Missouri

000-21318

27-4358837

(State or other jurisdiction

Commission file

(I.R.S. Employer

of incorporation or organization)

number

Identification No.)

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

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)

​ 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 ​ 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.  ☐ ​ ​

Section 2 – Financial Information ​ Item 2.02 – Results of Operations and Financial Condition ​ On July 23, 2025, O’Reilly Automotive Inc. (the “Company”) issued a press release announcing its 2025 second quarter earnings.  The text of the press release is attached hereto as Exhibit 99.1. ​ Section 9 – Financial Statements and Exhibits ​ Item 9.01 – Financial Statements and Exhibits ​

Exhibit Number

Description

99.1 ​ Press release dated July 23, 2025

104 ​ Cover Page Interactive Data File – the cover page XBRL tags are embedded within the Inline XBRL document

​ 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. ​ ​

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. ​ ​

Date: July 23, 2025

O’REILLY AUTOMOTIVE, INC.

By:

/s/ Jeremy A. Fletcher

Jeremy A. Fletcher

Executive Vice President and Chief Financial Officer

(principal financial and accounting officer)

​ ​ ​ ​ ​ ​ ​

2025
Q1

Q1 2025 Earnings

8-K

Apr 23, 2025

0000898173-25-000026

0000898173falseO Reilly Automotive Inc00008981732025-04-232025-04-23 ​

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 ​ Date of Report (date of earliest event reported): April 23, 2025 ​

O’Reilly Automotive, Inc. (Exact name of registrant as specified in its charter)

​ ​

Missouri

000-21318

27-4358837

(State or other jurisdiction

Commission file

(I.R.S. Employer

of incorporation or organization)

number

Identification No.)

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

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)

​ 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 ​ 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.  ☐ ​ ​

Section 2 – Financial Information ​ Item 2.02 – Results of Operations and Financial Condition ​ On April 23, 2025, O’Reilly Automotive Inc. (the “Company”) issued a press release announcing its 2025 first quarter earnings.  The text of the press release is attached hereto as Exhibit 99.1. ​ Section 9 – Financial Statements and Exhibits ​ Item 9.01 – Financial Statements and Exhibits ​

Exhibit Number

Description

99.1 ​ Press release dated April 23, 2025

104 ​ Cover Page Interactive Data File – the cover page XBRL tags are embedded within the Inline XBRL document

​ 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. ​ ​

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. ​ ​

Date: April 23, 2025

O’REILLY AUTOMOTIVE, INC.

By:

/s/ Jeremy A. Fletcher

Jeremy A. Fletcher

Executive Vice President and Chief Financial Officer

(principal financial and accounting officer)

​ ​ ​ ​ ​ ​ ​

2024
Q4

Q4 2024 Earnings

8-K

Feb 5, 2025

0000898173-25-000005

0000898173falseO Reilly Automotive Inc00008981732025-02-052025-02-05 ​

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 ​ Date of Report (date of earliest event reported): February 5, 2025 ​

O’Reilly Automotive, Inc. (Exact name of registrant as specified in its charter)

​ ​

Missouri

000-21318

27-4358837

(State or other jurisdiction

Commission file

(I.R.S. Employer

of incorporation or organization)

number

Identification No.)

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

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)

​ 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 ​ 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.  ☐ ​ ​

Section 2 – Financial Information ​ Item 2.02 – Results of Operations and Financial Condition ​ On February 5, 2025, O’Reilly Automotive Inc. (the “Company”) issued a press release announcing its 2024 fourth quarter and full-year earnings.  The text of the press release is attached hereto as Exhibit 99.1. ​ Section 9 – Financial Statements and Exhibits ​ Item 9.01 – Financial Statements and Exhibits ​

Exhibit Number

Description

99.1 ​ Press release dated February 5, 2025

104 ​ Cover Page Interactive Data File – the cover page XBRL tags are embedded within the Inline XBRL document

​ The information in Item 2.02 and Exhibit 99.1 of 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. ​ ​

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. ​ ​

Date: February 5, 2025

O’REILLY AUTOMOTIVE, INC.

By:

/s/ Jeremy A. Fletcher

Jeremy A. Fletcher

Executive Vice President and Chief Financial Officer

(principal financial and accounting officer)

​ ​ ​ ​ ​ ​ ​

2024
Q3

Q3 2024 Earnings

8-K

Oct 23, 2024

0000898173-24-000040

0000898173falseO Reilly Automotive Inc00008981732024-10-232024-10-23

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 ​ Date of Report (date of earliest event reported): October 23, 2024 ​

O’Reilly Automotive, Inc. (Exact name of registrant as specified in its charter)

​ ​

Missouri

000-21318

27-4358837

(State or other jurisdiction

Commission file

(I.R.S. Employer

of incorporation or organization)

number

Identification No.)

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

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)

​ 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 ​ 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.  ☐ ​ ​

Section 2 – Financial Information ​ Item 2.02 – Results of Operations and Financial Condition ​ On October 23, 2024, O’Reilly Automotive Inc. (the “Company”) issued a press release announcing its 2024 third quarter earnings. The text of the press release is attached hereto as Exhibit 99.1. ​ Section 9 – Financial Statements and Exhibits ​ Item 9.01 – Financial Statements and Exhibits ​

Exhibit Number

Description

99.1 ​ Press release dated October 23, 2024

104 ​ Cover Page Interactive Data File – the cover page XBRL tags are embedded within the Inline XBRL document

​ 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. ​ ​

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. ​ ​

Date: October 23, 2024

O’REILLY AUTOMOTIVE, INC.

By:

/s/ Jeremy A. Fletcher

Jeremy A. Fletcher

Executive Vice President and Chief Financial Officer

(principal financial and accounting officer)

​ ​ ​ ​ ​ ​ ​

2024
Q2

Q2 2024 Earnings

8-K

Jul 24, 2024

0000898173-24-000032

0000898173falseO Reilly Automotive Inc00008981732024-07-242024-07-24

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 ​ Date of Report (date of earliest event reported): July 24, 2024 ​

O’Reilly Automotive, Inc. (Exact name of registrant as specified in its charter)

​ ​

Missouri

000-21318

27-4358837

(State or other jurisdiction

Commission file

(I.R.S. Employer

of incorporation or organization)

number

Identification No.)

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

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)

​ 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 ​ 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.  ☐ ​ ​

Section 2 – Financial Information ​ Item 2.02 – Results of Operations and Financial Condition ​ On July 24, 2024, O’Reilly Automotive Inc. (the “Company”) issued a press release announcing its 2024 second quarter earnings. The text of the press release is attached hereto as Exhibit 99.1. ​ Section 9 – Financial Statements and Exhibits ​ Item 9.01 – Financial Statements and Exhibits ​

Exhibit Number

Description

99.1 ​ Press release dated July 24, 2024

104 ​ Cover Page Interactive Data File – the cover page XBRL tags are embedded within the Inline XBRL document

​ 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. ​ ​

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. ​ ​

Date: July 24, 2024

O’REILLY AUTOMOTIVE, INC.

By:

/s/ Jeremy A. Fletcher

Jeremy A. Fletcher

Executive Vice President and Chief Financial Officer

(principal financial and accounting officer)

​ ​ ​ ​ ​ ​ ​

2024
Q1

Q1 2024 Earnings

8-K

Apr 24, 2024

0000898173-24-000019

0000898173falseO Reilly Automotive Inc00008981732024-04-242024-04-24

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 ​ Date of Report (date of earliest event reported): April 24, 2024 ​

O’Reilly Automotive, Inc. (Exact name of registrant as specified in its charter)

​ ​

Missouri

000-21318

27-4358837

(State or other jurisdiction

Commission file

(I.R.S. Employer

of incorporation or organization)

number

Identification No.)

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

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)

​ 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 ​ 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.  ☐ ​ ​

Section 2 – Financial Information ​ Item 2.02 – Results of Operations and Financial Condition ​ On April 24, 2024, O’Reilly Automotive Inc. (the “Company”) issued a press release announcing its 2024 first quarter earnings. The text of the press release is attached hereto as Exhibit 99.1. ​ Section 9 – Financial Statements and Exhibits ​ Item 9.01 – Financial Statements and Exhibits ​

Exhibit Number

Description

99.1 ​ Press release dated April 24, 2024

104 ​ Cover Page Interactive Data File – the cover page XBRL tags are embedded within the Inline XBRL document

​ 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. ​ ​

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. ​ ​

Date: April 24, 2024

O’REILLY AUTOMOTIVE, INC.

By:

/s/ Jeremy A. Fletcher

Jeremy A. Fletcher

Executive Vice President and Chief Financial Officer

(principal financial and accounting officer)

​ ​ ​ ​ ​ ​ ​

2023
Q4

Q4 2023 Earnings

8-K

Feb 7, 2024

0000898173-24-000006

0000898173falseO Reilly Automotive Inc00008981732024-02-072024-02-07

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 ​ Date of Report (date of earliest event reported): February 7, 2024 ​

O’Reilly Automotive, Inc. (Exact name of registrant as specified in its charter)

​ ​

Missouri

000-21318

27-4358837

(State or other jurisdiction

Commission file

(I.R.S. Employer

of incorporation or organization)

number

Identification No.)

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

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)

​ 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 ​ 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.  ☐ ​ ​

Section 2 – Financial Information ​ Item 2.02 – Results of Operations and Financial Condition ​ On February 7, 2024, O’Reilly Automotive Inc. (the “Company” or “O’Reilly”) issued a press release announcing its 2023 fourth quarter and full-year earnings. The text of the press release is attached hereto as Exhibit 99.1. ​ Section 5 – Corporate Governance and Management ​ Item 5.02 – Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers; Compensatory Arrangements of Certain Officers ​ On February 1, 2024, the Company’s Board of Directors (the “Board”) determined that Jay Burchfield will not be standing for re-election at the Company’s upcoming 2024 Annual Meeting of Shareholders (the “Annual Meeting”), consistent with the Board’s mandatory retirement age policy. ​ Section 7 – Regulation FD ​ Item 7.01 – Regulation FD Disclosure ​ On February 7, 2024, the Company issued a press release announcing its 2023 fourth quarter and full-year earnings, which includes a discussion of the Company’s previously announced Leadership Succession Plan and the expected retirement of Mr. Burchfield, as discussed above.  In addition, the Company announced the Board’s intention to nominate Greg Johnson to serve on the Board, to fill the expected vacancy that will be left by Mr. Burchfield upon his retirement, and to be voted on by the Company’s shareholders at the Annual Meeting.  The text of the press release is attached hereto as Exhibit 99.1. ​ Section 9 – Financial Statements and Exhibits ​ Item 9.01 – Financial Statements and Exhibits ​

Exhibit Number

Description

99.1 ​ Press release dated February 7, 2024

104 ​ Cover Page Interactive Data File – the cover page XBRL tags are embedded within the Inline XBRL document

​ The information in Item 2.02, Item 7.01, and Exhibit 99.1 of 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. ​ ​

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. ​ ​

Date: February 7, 2024

O’REILLY AUTOMOTIVE, INC.

By:

/s/ Jeremy A. Fletcher

Jeremy A. Fletcher

Executive Vice President and Chief Financial Officer

(principal financial and accounting officer)

​ ​ ​ ​ ​ ​ ​

2023
Q3

Q3 2023 Earnings

8-K

Oct 25, 2023

0000898173-23-000055

0000898173falseO Reilly Automotive Inc00008981732023-10-252023-10-25

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 ​ Date of Report (date of earliest event reported): October 25, 2023 ​

O’Reilly Automotive, Inc. (Exact name of registrant as specified in its charter)

​ ​

Missouri

000-21318

27-4358837

(State or other jurisdiction

Commission file

(I.R.S. Employer

of incorporation or organization)

number

Identification No.)

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

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)

​ 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 ​ 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.  ☐ ​ ​

Section 2 – Financial Information ​ Item 2.02 – Results of Operations and Financial Condition ​ On October 25, 2023, O’Reilly Automotive, Inc. (the “Company” or “O’Reilly”) issued a press release announcing its 2023 third quarter earnings.  The text of the press release is attached hereto as Exhibit 99.1. ​ Section 9 – Financial Statements and Exhibits ​ Item 9.01 – Financial Statements and Exhibits ​

Exhibit Number

Description

99.1 ​ Press release dated October 25, 2023

104 ​ Cover Page Interactive Data File – the cover page XBRL tags are embedded within the Inline XBRL document

​ The information in Item 2 and Exhibit 99.1 of 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. ​ ​

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. ​ ​

Date: October 25, 2023

O’REILLY AUTOMOTIVE, INC.

By:

/s/ Jeremy A. Fletcher

Jeremy A. Fletcher

Executive Vice President and Chief Financial Officer

(principal financial and accounting officer)

​ ​ ​ ​ ​ ​ ​

2023
Q2

Q2 2023 Earnings

8-K

Jul 26, 2023

0000898173-23-000041

0000898173falseO Reilly Automotive Inc00008981732023-07-262023-07-26

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 ​ Date of Report (date of earliest event reported): July 26, 2023 ​

O’Reilly Automotive, Inc. (Exact name of registrant as specified in its charter)

​ ​

Missouri

000-21318

27-4358837

(State or other jurisdiction

Commission file

(I.R.S. Employer

of incorporation or organization)

number

Identification No.)

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

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)

​ 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 ​ 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.  ☐ ​ ​

Section 2 – Financial Information ​ Item 2.02 – Results of Operations and Financial Condition ​ On July 26, 2023, O’Reilly Automotive, Inc. (the “Company” or “O’Reilly”) issued a press release announcing its 2023 second quarter earnings.  The text of the press release is attached hereto as Exhibit 99.2. ​ Section 5 – Corporate Governance and Management ​ Item 5.02 – Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers; Compensatory Arrangements of Certain Officers ​ On July 26, 2023, the Company issued a press release announcing that Greg Johnson, the Company’s Chief Executive Officer (“CEO”), informed the Company’s Board of Directors (the “Board”) of his intention to retire from the Company effective January 31, 2024.  The Board has selected Brad Beckham, the Company’s Co-President, to succeed Mr. Johnson as CEO upon Mr. Johnson’s retirement.  The Board has also determined that Brent Kirby, the Company’s Co-President, will be promoted to President upon Mr. Johnson’s retirement. ​ Mr. Beckham, age 44, has been an O’Reilly Team Member since 1996. Mr. Beckham’s O’Reilly career began as a Parts Specialist and progressed through the roles of Store Manager, District Manager, Regional Manager, Divisional Vice President, Vice President of Eastern Store Operations and Sales, Senior Vice President of Eastern Store Operations and Sales, Senior Vice President of Central Store Operations and Sales, Executive Vice President of Store Operations and Sales, and Executive Vice President and Chief Operating Officer.  Mr. Beckham has held the position of Co-President since January of 2023. ​ Mr. Kirby, age 55, has been an O’Reilly Team Member since 2018.  Mr. Kirby began his 35 year retail career with Lowe’s Companies, Inc. (“Lowe’s”) as a hardware associate and progressed through various positions at the store, district, and regional levels before being promoted to Senior Vice President of Store Operations and later Chief Omnichannel Officer.  Prior to joining O’Reilly, Mr. Kirby held the position of Chief Supply Chain Officer for Lowe’s.  In 2018, Mr. Kirby’s O’Reilly career began as Senior Vice President of Omnichannel and progressed through the roles of Executive Vice President of Supply Chain and Executive Vice President and Chief Supply Chain Officer.  Mr. Kirby has held the position of Co-President since January of 2023. ​ The Human Capital and Compensation Committee of the Board (the “Compensation Committee”) recommended, and the Board approved, maintaining the current annual base salary and annual performance incentive compensation for Messrs. Johnson, Beckham, and Kirby at this time.  The Compensation Committee will evaluate Messrs. Beckham’s and Kirby’s full compensation plan, including, but not

2023
Q1

Q1 2023 Earnings

8-K

Apr 26, 2023

0000898173-23-000025

0000898173falseO Reilly Automotive Inc00008981732023-04-262023-04-26

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 ​ Date of Report (date of earliest event reported): April 26, 2023 ​

O’Reilly Automotive, Inc. (Exact name of registrant as specified in its charter)

​ ​

Missouri

000-21318

27-4358837

(State or other jurisdiction

Commission file

(I.R.S. Employer

of incorporation or organization)

number

Identification No.)

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

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)

​ 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 ​ 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.  ☐ ​ ​

Section 2 – Financial Information ​ Item 2.02 – Results of Operations and Financial Condition ​ On April 26, 2023, O’Reilly Automotive, Inc. (the “Company”) issued a press release announcing its 2023 first quarter earnings.  The text of the press release is attached hereto as Exhibit 99.1. ​ Section 9 – Financial Statements and Exhibits ​ Item 9.01 – Financial Statements and Exhibits ​

Exhibit Number

Description

99.1 ​ Press release dated April 26, 2023

104 ​ Cover Page Interactive Data File – the cover page XBRL tags are embedded within the Inline XBRL document

​ The information in Item 2 of this Current Report on Form 8-K, including the exhibit hereto, 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. ​ ​

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. ​ ​

Date: April 26, 2023

O’REILLY AUTOMOTIVE, INC.

By:

/s/ Jeremy A. Fletcher

Jeremy A. Fletcher

Executive Vice President and Chief Financial Officer

(principal financial and accounting officer)

​ ​ ​ ​ ​ ​ ​

2022
Q4

Q4 2022 Earnings

8-K

Feb 8, 2023

0000898173-23-000008

0000898173falseO Reilly Automotive Inc00008981732023-02-022023-02-02

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 ​ Date of Report (date of earliest event reported): February 2, 2023 ​

O’Reilly Automotive, Inc. (Exact name of registrant as specified in its charter)

​ ​

Missouri

000-21318

27-4358837

(State or other jurisdiction

Commission file

(I.R.S. Employer

of incorporation or organization)

number

Identification No.)

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

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)

​ 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 ​ 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.  ☐ ​ ​

Section 2 – Financial Information ​ Item 2.02 – Results of Operations and Financial Condition ​ On February 8, 2023, O’Reilly Automotive, Inc. (the “Company”) issued a press release announcing its 2022 fourth quarter and full-year earnings.  The text of the press release is attached hereto as Exhibit 99.1. ​ Section 5 – Corporate Governance and Management ​ Item 5.02 – Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers; Compensatory Arrangements of Certain Officers ​ On February 2, 2023, the Board of Directors (the “Board”) of the Company amended its stock ownership requirements so that it now also applies to its affiliated Board Director(s), President(s), and Co-President(s).  The Board believes that its amended stock ownership requirements further align the interests of the Company’s Board and management with those of its shareholders.  The affiliated Director and executive stock ownership requirements, as amended, are identified below:

•Affiliated Board Director(s) – maintain a minimum ownership requirement of five times base salary •Chief Executive Officer – maintain a minimum ownership requirement of five times base salary •President(s) and Co-President(s) – maintain a minimum ownership requirement of four times base salary •Chief Financial Officer, Chief Operating Officer and Executive Vice President(s) – maintain a minimum ownership requirement of three times base salary •Senior Vice President(s) – maintain a minimum ownership requirement of two times base salary ​ The affiliated Directors and executives listed above must comply with and maintain the stock ownership requirements within five years of February 2, 2023, the effective date of the requirements, or within five years of the attainment of an applicable position.  Shares included in the determination of the affiliated Director and executive stock ownership requirements are identified below:

•Shares owned directly •Shares owned through the Company’s Employee Stock Purchase Plan •Shares of stock equivalents held in the Company’s Profit Sharing Plan •Restricted shares awarded by the Company, which have vested •Tax affected intrinsic value of stock options granted by the Company, which have vested ​ If any of the affiliated Directors or executives listed above fails to comply with these ownership requirements within the specified time period, such person(s) will be required to hold 50% of net after-tax shares received upon the exercise of any stock option and will be restricted from selling shares of the Company until compliance is achieved.  The requirements no longer apply to an executive upon reaching the age of 62 and, in addition, the Board has discretion to waive the requirements for an executive in its sole discr

2022
Q3

Q3 2022 Earnings

8-K

Oct 26, 2022

0000898173-22-000046

0000898173falseO Reilly Automotive Inc00008981732022-10-262022-10-26

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 ​ Date of Report (date of earliest event reported): October 26, 2022 ​

O’Reilly Automotive, Inc. (Exact name of registrant as specified in its charter)

​ ​

Missouri

000-21318

27-4358837

(State or other jurisdiction

Commission file

(I.R.S. Employer

of incorporation or organization)

number

Identification No.)

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

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)

​ 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 ​ 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.  ☐ ​ ​

Section 2 – Financial Information ​ Item 2.02 – Results of Operations and Financial Condition ​ On October 26, 2022, O’Reilly Automotive, Inc. (the “Company”) issued a press release announcing its 2022 third quarter earnings.  The text of the press release is attached hereto as Exhibit 99.1. ​ Section 9 – Financial Statements and Exhibits ​ Item 9.01 – Financial Statements and Exhibits ​

Exhibit Number

Description

99.1 ​ Press release dated October 26, 2022

104 ​ Cover Page Interactive Data File – the cover page XBRL tags are embedded within the Inline XBRL document

​ The information in this Current Report on Form 8-K, including the exhibit hereto, 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. ​ ​ ​

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. ​ ​

Date: October 26, 2022

O’REILLY AUTOMOTIVE, INC.

By:

/s/ Jeremy A. Fletcher

Jeremy A. Fletcher

Executive Vice President and Chief Financial Officer

(principal financial and accounting officer)

​ ​ ​ ​ ​ ​ ​

2022
Q2

Q2 2022 Earnings

8-K

Jul 27, 2022

0000898173-22-000034

0000898173falseO Reilly Automotive Inc00008981732022-07-272022-07-27

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 ​ Date of Report (date of earliest event reported): July 27, 2022 ​

O’Reilly Automotive, Inc. (Exact name of registrant as specified in its charter)

​ ​

Missouri

000-21318

27-4358837

(State or other jurisdiction

Commission file

(I.R.S. Employer

of incorporation or organization)

number

Identification No.)

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

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)

​ 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 ​ 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.  ☐ ​ ​

Section 2 – Financial Information ​ Item 2.02 – Results of Operations and Financial Condition ​ On July 27, 2022, O’Reilly Automotive, Inc. (the “Company”) issued a press release announcing its 2022 second quarter earnings.  The text of the press release is attached hereto as Exhibit 99.1. ​ Section 9 – Financial Statements and Exhibits ​ Item 9.01 – Financial Statements and Exhibits ​

Exhibit Number

Description

99.1 ​ Press release dated July 27, 2022

104 ​ Cover Page Interactive Data File – the cover page XBRL tags are embedded within the Inline XBRL document

​ The information in this Current Report on Form 8-K, including the exhibit hereto, 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. ​ ​ ​

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. ​ ​

Date: July 27, 2022

O’REILLY AUTOMOTIVE, INC.

By:

/s/ Jeremy A. Fletcher

Jeremy A. Fletcher

Executive Vice President and Chief Financial Officer

(principal financial and accounting officer)

​ ​ ​ ​ ​ ​ ​

2022
Q1

Q1 2022 Earnings

8-K

Apr 27, 2022

0000898173-22-000020

0000898173falseO Reilly Automotive Inc00008981732022-04-272022-04-27

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 ​ Date of Report (date of earliest event reported): April 27, 2022

O’Reilly Automotive, Inc. (Exact name of registrant as specified in its charter)

​ ​

Missouri

000-21318

27-4358837

(State or other jurisdiction

Commission file

(I.R.S. Employer

of incorporation or organization)

number

Identification No.)

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

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)

​ 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 ​ 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.  ☐ ​ ​

Section 2 – Financial Information ​ Item 2.02 – Results of Operations and Financial Condition ​ On April 27, 2022, O’Reilly Automotive, Inc. (the “Company”) issued a press release announcing its 2022 first quarter earnings.  The text of the press release is attached hereto as Exhibit 99.1. ​ Section 5 – Corporate Governance and Management ​ Item 5.02 – Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers; Compensatory Arrangements of Certain Officers ​ On April 27, 2022, the Company announced that effective May 9, 2022, Thomas McFall, the Company’s Executive Vice President and Chief Financial Officer, will step down as Chief Financial Officer and continue employment with the Company in the role of Executive Vice President, and at that time, Jeremy Fletcher, the Company’s Senior Vice President of Finance and Controller, will be promoted to the position of Executive Vice President and Chief Financial Officer. ​ In his new position, Mr. McFall will retain his existing responsibilities in the areas of Information Technology, Real Estate, Legal and Risk Management. ​ Mr. Fletcher, age 45, has been an O’Reilly Team Member for 16 years.  Upon joining the Company in 2005, Mr. Fletcher served as Financial Reporting and Budgeting Manager and progressed through the roles of Director of Finance, Vice President of Finance and Controller, and has served in his current role as Senior Vice President of Finance and Controller for over five years.  Prior to joining O’Reilly, Mr. Fletcher worked as a Certified Public Accountant in public practice and in a financial reporting and planning role for a Fortune 1000 corporation.  In his new position as Executive Vice President and Chief Financial Officer, Mr. Fletcher will assume full responsibility for all Finance, Accounting and Treasury functions for the Company. ​ In connection with Mr. Fletcher’s promotion, the Human Capital and Compensation Committee of the Board of Directors (the “Board”) recommended, and the Board approved, an annual base salary of $550,000 for Mr. Fletcher, determined that he will continue to be eligible to participate in the Company’s annual performance incentive compensation plan with an incentive target of 80% of his base salary, based on the Company’s actual performance as measured against the same criteria applied to the Company’s other executive officers, and determined that he will receive a stock option award with a grant date fair value of 50% of his annual base salary, granted at the same time that annual grants for the Company’s other executive officers are awarded.  In addition, the Board determined that Mr. Fletcher will receive a position level stock option award with a grant date fair value of $1,000,000, to be granted on

2021
Q4

Q4 2021 Earnings

8-K

Feb 9, 2022

0000898173-22-000008

0000898173falseO Reilly Automotive Inc00008981732022-02-092022-02-09

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 ​ Date of Report (date of earliest event reported): February 9, 2022

O’Reilly Automotive, Inc. (Exact name of registrant as specified in its charter)

​ ​

Missouri

000-21318

27-4358837

(State or other jurisdiction

Commission file

(I.R.S. Employer

of incorporation or organization)

number

Identification No.)

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

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)

​ 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 ​ 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.  ☐ ​ ​

Section 2 – Financial Information ​ Item 2.02 – Results of Operations and Financial Condition ​ On February 9, 2022, O’Reilly Automotive, Inc. (the “Company”) issued a press release announcing its 2021 fourth quarter and full-year earnings.  The text of the press release is attached hereto as Exhibit 99.1. ​ Section 9 – Financial Statements and Exhibits ​ Item 9.01 – Financial Statements and Exhibits ​

Exhibit Number

Description

99.1 ​ Press release dated February 9, 2022

104 ​ Cover Page Interactive Data File – the cover page XBRL tags are embedded within the Inline XBRL document

​ The information in this Current Report on Form 8-K, including the exhibit hereto, 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. ​ ​ ​

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. ​ ​

Date: February 9, 2022

O’REILLY AUTOMOTIVE, INC.

By:

/s/ Thomas McFall

Thomas McFall

Executive Vice President and Chief Financial Officer

(principal financial and accounting officer)

​ ​ ​ ​ ​ ​ ​

2021
Q3

Q3 2021 Earnings

8-K

Oct 27, 2021

0000898173-21-000052

0000898173falseO Reilly Automotive Inc00008981732021-10-272021-10-27

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 ​ Date of Report (date of earliest event reported): October 27, 2021

O’Reilly Automotive, Inc. (Exact name of registrant as specified in its charter)

​ ​

Missouri

000-21318

27-4358837

(State or other jurisdiction

Commission file

(I.R.S. Employer

of incorporation or organization)

number

Identification No.)

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

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)

​ 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 ​ 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.  ☐ ​ ​

Section 2 – Financial Information ​ Item 2.02 – Results of Operations and Financial Condition ​ On October 27, 2021, O’Reilly Automotive, Inc. (the “Company”) issued a press release announcing its 2021 third quarter earnings.  The text of the press release is attached hereto as Exhibit 99.1. ​ Section 9 – Financial Statements and Exhibits ​ Item 9.01 – Financial Statements and Exhibits ​

Exhibit Number

Description

99.1 ​ Press release dated October 27, 2021

104 ​ Cover Page Interactive Data File – the cover page XBRL tags are embedded within the Inline XBRL document

​ The information in this Current Report on Form 8-K, including the exhibit hereto, 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. ​ ​ ​

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. ​ ​

Date: October 27, 2021

O’REILLY AUTOMOTIVE, INC.

By:

/s/ Thomas McFall

Thomas McFall

Executive Vice President and Chief Financial Officer

(principal financial and accounting officer)

​ ​ ​ ​ ​ ​ ​

2021
Q2

Q2 2021 Earnings

8-K

Jul 28, 2021

0000898173-21-000042

0000898173falseO Reilly Automotive Inc00008981732021-07-282021-07-28

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 ​ Date of Report (date of earliest event reported): July 28, 2021

O’Reilly Automotive, Inc. (Exact name of registrant as specified in its charter)

​ ​

Missouri

000-21318

27-4358837

(State or other jurisdiction

Commission file

(I.R.S. Employer

of incorporation or organization)

number

Identification No.)

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

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)

​ 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 ​ 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.  ☐ ​ ​

Section 2 – Financial Information ​ Item 2.02 – Results of Operations and Financial Condition ​ On July 28, 2021, O’Reilly Automotive, Inc. (the “Company”) issued a press release announcing its 2021 second quarter earnings.  The text of the press release is attached hereto as Exhibit 99.1. ​ Section 5 – Corporate Governance and Management ​ Item 5.02 – Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers; Compensatory Arrangements of Certain Officers ​ On July 28, 2021, the Company also announced that Jeff Shaw, the Company’s Chief Operating Officer and Co-President, intends to retire effective in early 2022.  At the time of Mr. Shaw’s retirement, Brad Beckham, the Company’s Executive Vice President of Store Operations and Sales, will be promoted to Executive Vice President and Chief Operating Officer. ​ Brad Beckham, age 42, has been an O’Reilly Team Member for 25 years.  As Executive Vice President of Store Operations and Sales, Mr. Beckham’s primary areas of responsibility are Store Operations and Sales for O’Reilly’s Store Operations.  Mr. Beckham began his O’Reilly career as a Parts Specialist and progressed through the roles of Store Manager, District Manager, Regional Manager, Divisional Vice President, Vice President of Eastern Store Operations and Sales, Senior Vice President of Eastern Store Operations and Sales, and Senior Vice President of Central Store Operations.  Mr. Beckham has held the position of Executive Vice President of Store Operations and Sales since 2018. ​ The Compensation Committee of the Board of Directors (the “Board”) recommended, and the Board approved, maintaining the current annual base salary and annual performance incentive compensation for both Mr. Shaw and Mr. Beckham at this time.  The Compensation Committee will evaluate Mr. Beckham’s full compensation plan, including, but not limited to, base salary, cash based incentive compensation, equity based incentive compensation and other perquisites, at the time of Mr. Beckham’s promotion and will provide a recommendation to the Board at that time. ​ Section 9 – Financial Statements and Exhibits ​ Item 9.01 – Financial Statements and Exhibits ​

Exhibit Number

Description

99.1 ​ Press release dated July 28, 2021

104 ​ Cover Page Interactive Data File – the cover page XBRL tags are embedded within the Inline XBRL document

​ The information in Section 2 and Section 9 of this Current Report on Form 8-K, including the exhibit hereto, 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. ​

2021
Q1

Q1 2021 Earnings

8-K

Apr 28, 2021

0000898173-21-000021

0000898173falseO Reilly Automotive Inc00008981732021-04-282021-04-28

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 ​ Date of Report (date of earliest event reported): April 28, 2021

O’Reilly Automotive, Inc. (Exact name of registrant as specified in its charter)

​ ​

Missouri

000-21318

27-4358837

(State or other jurisdiction

Commission file

(I.R.S. Employer

of incorporation or organization)

number

Identification No.)

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

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)

​ 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 ​ 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.  ☐ ​ ​

Section 2 – Financial Information ​ Item 2.02 – Results of Operations and Financial Condition ​ On April 28, 2021, O’Reilly Automotive, Inc. issued a press release announcing its 2021 first quarter earnings.  The text of the press release is attached hereto as Exhibit 99.1. ​ Section 9 – Financial Statements and Exhibits ​ Item 9.01 – Financial Statements and Exhibits ​

Exhibit Number

Description

99.1 ​ Press release dated April 28, 2021

104 ​ Cover Page Interactive Data File – the cover page XBRL tags are embedded within the Inline XBRL document

​ The information in this Current Report on Form 8-K, including the exhibit hereto, 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. ​ ​ ​

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. ​ ​

Date: April 28, 2021

O’REILLY AUTOMOTIVE, INC.

By:

/s/ Thomas McFall

Thomas McFall

Executive Vice President and Chief Financial Officer

(principal financial and accounting officer)

​ ​ ​ ​ ​ ​ ​

About O'Reilly Automotive Inc. (ORLY) Earnings

This page provides O'Reilly Automotive Inc. (ORLY) earnings call transcripts from SEC 8-K filings along with AI-powered predictions for post-earnings price movements. Our machine learning models analyze historical earnings data, pre-earnings price patterns, volume changes, and volatility to predict 1-day, 5-day, and 20-day returns after each earnings release.

Earnings transcripts are sourced directly from SEC EDGAR filings. Predictions are generated using gradient boosting models trained on ORLY's historical earnings reactions. All predicted returns are shown as percentages, and predicted prices are calculated from the closing price at the time of prediction. Past performance does not guarantee future results.

Share on Social Networks: