Earnings history

last 4 reports each · paired by recencyMethod

ORLY

1 of 4at or beyond implied

Reportimpliedrealized× implied

Q3 FY26±6.5%−2.62%×0.40

Q2 FY26±6.6%−3.61%×0.55

Q1 FY26±5.3%+8.41%×1.58

Feb 5 '26±5.7%−4.01%×0.70

HZO

0 of 4at or beyond implied

Reportimpliedrealized× implied

Nov 4 '26thin chain±4.0%+0.11%×0.03

Q3 FY26±11.7%+1.97%×0.17

Q2 FY26±12.7%+1.13%×0.09

Jan 29 '26±12.5%−8.23%×0.66

= impliedORLY realized, solidHZO realized, hatchedOne scale, both sides: full bar = 13%× = |realized| ÷ impliedSource: market data

ORLY compared with HZO: revenue, margins and what each company keeps, and the suppliers and customers both name