O'Reilly Automotive Inc. (ORLY)
Summary
O'Reilly Automotive: A Defensive Compounder In An Uncertain Economy
O'Reilly Automotive remains a Buy, driven by robust financials, resilient operations, and significant long-term expansion potential. ORLY delivered a strong Q1, with 10.1% revenue growth, 8.1% comp sales, and 16% EPS growth, outperforming expectations. Potential acquisition of GPC's NAPA business could add scale but introduces financing and integration risks, reflected in a 4.4% share price drop.
O'Reilly Automotive (ORLY) Down 10.2% Since Last Earnings Report: Can It Rebound?
O'Reilly Automotive (ORLY) reported earnings 30 days ago. What's next for the stock?
O'Reilly Is The Clear Winner In Auto Parts Right Now
O'Reilly Automotive delivered a standout Q1, posting 8.1% comps and 16% EPS growth, outpacing major competitors. Guidance remains conservative despite strong trends, with management citing caution over consumer spending and fuel price volatility. ORLY is gaining significant market share, outperforming peers by approximately 5 percentage points in comparable sales.
O'Reilly Automotive Inc. Investors
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| TJD Thomas John Drogan PR Inc.IPAL SECURITIES Inc. | 53,682 | $4.01M | $4.55M | $543,776.64 | 13.57% |
| DI David Izzi Brown, LISLE/CUMMINGS Inc. | 65 | $5,933.81 | $5,509.4 | -$424.41 | -7.15% |
| TMB Timothy M. Bidwell Hazlett, BURT & WATSON Inc. | 39 | $3,557.19 | $3,305.64 | -$251.55 | -7.07% |
| LC Lisa Candera CIGNA INVESTMENTS Inc. /NEW | 7,986 | $231,587.58 | $676,893.36 | $445,305.78 | 192.28% |
| CE Curtis Ellergodt Rothschild Investment LLC | 1,254 | $94,674.96 | $106,289.04 | $11,614.08 | 12.27% |
O'Reilly Automotive Inc. Analysts
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
 Michael Baker DA Davidson | 82 | $7,589.37 | $7,057.37 | -$532 | -7.01% |
 Michael Lasser UBS | 314.42 | $30,395.05 | $26,906.55 | -$3,488.5 | -11.48% |
| DB David Bellinger Mizuho | 328 | $30,904.06 | $28,223.72 | -$2,680.34 | -8.67% |
| GM Greg Melich Evercore ISI Group | 1,170.41 | $105,313.34 | $101,346.21 | -$3,967.13 | -3.77% |
| SF Steven Forbes Guggenheim | 250.78 | $25,463.83 | $21,897.79 | -$3,566.04 | -14% |
O'Reilly Automotive Inc. (ORLY) FAQ
What is the stock price today?
On which exchange is it traded?
What is its stock symbol?
Does it pay dividends? What is the current yield?
What is its market cap?
Has O'Reilly Automotive Inc. ever had a stock split?
O'Reilly Automotive Inc. Profile
| Automobile Components Industry | Consumer Discretionary Sector | Brad W. Beckham CEO | NASDAQ (NGS) Exchange | 67103H107 CUSIP |
| US Country | 93,419 Employees | - Last Dividend | 10 Jun 2025 Last Split | 22 Apr 1993 IPO Date |
Overview
O'Reilly Automotive, Inc. operates as a leading retailer and supplier of automotive aftermarket parts, tools, supplies, equipment, and accessories, serving customers across the United States, Puerto Rico, and Mexico. With a vast inventory of both new and remanufactured automotive parts, along with a wide range of maintenance items, O'Reilly Automotive caters to the needs of both do-it-yourself enthusiasts and professional service providers. Founded in 1957 and headquartered in Springfield, Missouri, the company has carved a niche for itself by offering high-quality automotive products and enhanced services, contributing to its reputation as a trusted name in the automotive parts and accessories sector.
Products and Services
List of key products and services provided by O'Reilly Automotive, Inc.:
- Automotive Hard Parts and Maintenance Items: These include alternators, batteries, brake system components, belts, chassis parts, driveline parts, engine parts, fuel pumps, hoses, starters, temperature control, water pumps, antifreeze, appearance products, engine additives, filters, fluids, lighting products, and oil and wiper blades. O'Reilly Automotive ensures vehicle longevity and performance enhancement through these critical components.
- Accessories: The company offers a broad range of accessories such as floor mats, seat covers, and truck accessories to personalize and enhance the functionality of vehicles. These accessories cater to both aesthetic preferences and practical needs of vehicle owners.
- Auto Body Paint and Related Materials: For those looking to restore or customize their vehicle’s appearance, O'Reilly provides auto body paint and related materials. This service supports both DIY endeavors and professional auto body services with high-quality materials.
- Automotive Tools and Professional Service Provider Equipment: Recognizing the needs of both DIY enthusiasts and professional mechanics, O'Reilly supplies a diverse array of tools and equipment. This encompasses everything necessary for vehicle repair, maintenance, and customization efforts.
- Enhanced Services and Programs: O'Reilly Automotive goes beyond product offerings to provide services such as used oil, oil filter, and battery recycling; battery, wiper, and bulb replacement; battery diagnostic testing; electrical and module testing; check engine light code extraction; loaner tool program; drum and rotor resurfacing; custom hydraulic hoses; and professional paint shop mixing and related materials. These services and programs are designed to facilitate convenient and efficient maintenance and repair processes for both DIY and professional service providers.
Whether for domestic or imported automobiles, vans, or trucks, O'Reilly Automotive offers an extensive range of products and services to meet a wide array of automotive needs. By consistently expanding its product lines and services, the company ensures that it remains a one-stop-shop for all automotive parts and accessories requirements.
