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Store Count by Geography
Shows the number of stores by region or state, highlighting where O'Reilly is concentrated, where it is expanding, and how exposed revenue is to local economic conditions or regional competition.ORLY’s growth is increasingly capacity‑driven: domestic expansion remains the backbone, but the ramp in Mexico and the recent Canada rollout are now meaningful contributors to total sales and the $91M non‑comp lift in Q1. Management’s 225–235 net stores target (59 opened in Q1) underpins revenue and EPS upside, aided by private‑label margins and buybacks, yet elevated inventory per store and higher SG&A per store create near‑term margin sensitivity if comps soften or fuel/commodity costs spike.
Date | Domestic | Mexico | Canada |
|---|---|---|---|
Jun 30, 2026 | 6.54K | 126.00 | 28.00 |
Mar 31, 2026 | 6.50K | 121.00 | 28.00 |
Dec 31, 2025 | 6.45K | 112.00 | 26.00 |
Sep 30, 2025 | 6.41K | 107.00 | 25.00 |
Jun 30, 2025 | 6.36K | 98.00 | 25.00 |
Mar 31, 2025 | 6.30K | 93.00 | 25.00 |
Dec 31, 2024 | 6.26K | 87.00 | 26.00 |
Sep 30, 2024 | 6.19K | 78.00 | 26.00 |
Jun 30, 2024 | 6.15K | 69.00 | 23.00 |
Mar 31, 2024 | 6.13K | 23.00 | 0.00 |