O'Reilly Likely Able to Sustain Above-Industry Growth, UBS Says

01:43 PM EDT, 10/22/2026 (MT Newswires) -- O'Reilly Automotive (ORLY) looks well positioned to maintain an above-industry growth and post stronger flow-through to profit, UBS said in a Wednesday note ahead of Q3 results on Oct. 28. For Q3, UBS analysts are modeling a 4.5% comparable sales increase, compared with the consensus forecast of 4.4%. The report said the Q3 print can address key investor concerns and serve as a positive catalyst for the share price. Among the focus, the report pointed to maintaining healthy comparable sales in the face of moderating inflation, and sustaining its strong incremental margins. "We think the company will see affirmative responses to these questions, which positions the shares well to respond favorably to the print," it said. UBS reiterated its buy rating. Price: 91.12, Change: +1.92, Percent Change: +2.15