O'Reilly Automotive (ORLY) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.
O'Reilly Automotive (ORLY) reported earnings 30 days ago. What's next for the stock?
O'Reilly is getting ready to split 15-to-1 this June. The stock looks pricey, but the split could spark major action in the name.
After a strong price performance, O'Reilly Automotive stock is set to split in June.
The mere fact that a company recently executed a stock split isn't much of an investment thesis. The move neither creates nor destroys bottom-line profits or shareholder value -- it simply lowers the stock price by dividing the same business value into a larger number of equal slices.
Downgrade ORLY to sell due to extreme valuation at ~30.1x forward PE, significantly above its historical average and comps group premium. ORLY's competitive advantages include scale, diverse supply chain, and market share consolidation, but these may not offset macroeconomic pressures. Current valuation leaves no margin for error; prefer to revisit if valuation resets to more reasonable levels, amidst economic uncertainties.
O'Reilly Automotive, Inc. (NASDAQ:ORLY ) Q1 2025 Earnings Conference Call April 24, 2025 11:00 AM ET Company Participants Jeremy Fletcher - Executive Vice President and Chief Financial Officer Brad Beckham - Chief Executive Officer Brent Kirby - President Conference Call Participants Michael Lasser - UBS Simeon Gutman - Morgan Stanley Greg Melich - Evercore Chris Bottiglieri - BNP Robbie Ohmes - Bank of America Kate McShane - Goldman Sachs Christopher Horvers - JPMorgan Operator Welcome to the O'Reilly Automotive, Inc. First Quarter 2025 Earnings Call. My name is Matthew and I'll be your operator for today's call.
ORLY reports lower-than-expected first quarter results and expects 2025 EPS in the band of $42.90-$43.40 compared with the previous expected range of $42.60-$43.10.
While the top- and bottom-line numbers for O'Reilly Automotive (ORLY) give a sense of how the business performed in the quarter ended March 2025, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.
O'Reilly Automotive (ORLY) came out with quarterly earnings of $9.35 per share, missing the Zacks Consensus Estimate of $9.83 per share. This compares to earnings of $9.20 per share a year ago.
The S&P 500 index rose 24% in 2023 and climbed another 23% in 2024, putting together a stellar 24-month return. Investors were pleased with the outcome.
Get a deeper insight into the potential performance of O'Reilly Automotive (ORLY) for the quarter ended March 2025 by going beyond Wall Street's top -and-bottom-line estimates and examining the estimates for some of its key metrics.