ORLY

O'Reilly Automotive (ORLY) is positioned as a likely earnings beat candidate for Q3 2026 with an Earnings ESP of +2.11% and Zacks Rank #3. The company is expected to report $0.93 EPS (up 9.4% YoY) and $5 billion in revenues (up 6.2% YoY) on October 28. Recent analyst revisions have been bullish, and the company has beaten consensus estimates in 3 of the last 4 quarters.

The article highlights how the Zacks Earnings ESP (Expected Surprise Prediction) filter can help investors identify stocks likely to beat earnings estimates. Two retail and wholesale stocks are featured: Walmart with a +1.44% ESP ahead of its November 19, 2026 earnings report, and O'Reilly Automotive with a +2.11% ESP before its October 28, 2026 earnings release. Both stocks hold #3 (Hold) Zacks Rank ratings and positive ESPs, suggesting potential for earnings beats.

O'Reilly Automotive (ORLY) is highlighted as a potential growth stock pick with a #3 (Hold) Zacks Rank and a B VGM Score. The company forecasts 10.4% year-over-year earnings growth for fiscal 2026, with two analysts revising earnings estimates upward in the last 60 days. Despite the Hold rating, ORLY's strong Growth and VGM Style Scores make it worthy of consideration for growth-focused investors.

O'Reilly Automotive (ORLY) receives a #3 (Hold) rating from Zacks with a B VGM Score. The automotive aftermarket retailer shows strong momentum with an A Momentum Style Score and 1% gains over four weeks. One analyst raised fiscal 2026 earnings estimates, with consensus at $3.28 per share and a +1.6% average earnings surprise.

O'Reilly Automotive has demonstrated a strong streak of beating earnings estimates, surpassing consensus by an average of 2.76% over the last two quarters. With a positive Earnings ESP of +2.75% and a Zacks Rank #3 (Hold), the company is well-positioned to potentially beat estimates again in its next earnings report expected on October 28, 2026.

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