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O'Reilly AUTO PARTS PROFESSIONAL PARTS PEOPLE FOR IMMEDIATE RELEASE O 64 YEARS 1957-2021 O'Reilly AUTO PARTS O'REILLY AUTOMOTIVE , INC . REPORTS THIRD QUARTER 2021 RESULTS Third quarter comparable store sales increase of 6.7 % , year - to - date increase of 12.9 % 14 % increase in third quarter diluted earnings per share , year - to - date increase of 29 % $ 2.6 billion net cash provided by operating activities year - to - date Springfield , MO , October 27 , 2021 - O'Reilly Automotive , Inc. ( the " Company " or " O'Reilly " ) ( Nasdaq : ORLY ) , a leading retailer in the automotive aftermarket industry , today announced record revenue and earnings for its third quarter ended September 30 , 2021 . 3rd Quarter Financial Results Greg Johnson , O'Reilly's CEO and Co - President , commented , “ We are pleased to once again report another very profitable quarter , highlighted by a 6.7 % increase in third quarter comparable store sales , on top of the incredibly strong 16.9 % increase we generated in the prior year , and an impressive 14 % increase in diluted earnings per share to $ 8.07 . This represents the sixth consecutive quarter our Team has delivered double - digit diluted earnings per share growth . Team O'Reilly's continued commitment to providing consistently excellent customer service , while diligently executing our safety protocols in the midst of the ongoing pandemic , is truly remarkable , and I would like to thank each member of our Team for their extraordinary dedication and hard work . " Sales for the third quarter ended September 30 , 2021 , increased $ 272 million , or 8 % , to $ 3.48 billion from $ 3.21 billion for the same period one year ago . Gross profit for the third quarter increased 8 % to $ 1.82 billion ( or 52.3 % of sales ) from $ 1.68 billion ( or 52.4 % of sales ) for the same period one year ago . Selling , general and administrative expenses ( " SG & A " ) for the third quarter increased 11 % to $ 1.06 billion ( or 30.6 % of sales ) from $ 955 million ( or 29.8 % of sales ) for the same period one year ago . Operating income for the third quarter increased 4 % to $ 755 million ( or 21.7 % of sales ) from $ 725 million ( or 22.6 % of sales ) for the same period one year ago . Net income for the third quarter ended September 30 , 2021 , increased $ 31 million , or 6 % , to $ 559 million ( or 16.1 % of sales ) from $ 527 million ( or 16.4 % of sales ) for the same period one year ago . Diluted earnings per common share for the third quarter increased 14 % to $ 8.07 on 69 million shares versus $ 7.07 on 75 million shares for the same period one year ago . Year - to - Date Financial Results Mr. Johnson continued , " The top - line strength we experienced through the first three quarters of the year has continued thus far in October , and we expect to generate continued solid sales volumes as we finish out 2021. Our performance is a testament to the value proposition delivered by our dedicated Team , and we are confident in Team O'Reilly's ability to provide excellent customer service and drive continued outstanding results ; as a result , we are increasing our full - year 2021 comparable store sales guidance to a range of 10 % to 12 % , which reflects our strong year - to - date performance and our expectations for the remainder of the fourth quarter . ” Mr. Johnson concluded , “ Through the first nine months of 2021 , we continued to build our brand with the addition of 146 net , new stores across 40 U.S. states , and we continue to be very pleased with the performance of our new stores . Based on