O'Reilly Automotive Inc. (ORLY)
O'Reilly Automotive: Downgrade To Sell On Valuation Concerns
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. (ORLY) Q1 2025 Earnings Call Transcript
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.
O'Reilly Q1 Earnings & Sales Miss Estimates, EPS Guidance Revised
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.
Compared to Estimates, O'Reilly Automotive (ORLY) Q1 Earnings: A Look at Key Metrics
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) Misses Q1 Earnings and Revenue Estimates
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.
Worried About a Market Crash? 1 Stock Up 17% in 2025 to Keep an Eye On.
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.
Ahead of O'Reilly Automotive (ORLY) Q1 Earnings: Get Ready With Wall Street Estimates for Key Metrics
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.
O'Reilly Automotive (ORLY) Reports Next Week: Wall Street Expects Earnings Growth
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 Gears Up to Report Q1 Earnings: Here's What to Expect
The Zacks Consensus Estimate for ORLY's first-quarter EPS and revenues is pegged at $9.83 and $4.17 billion, respectively.
2 Stock Splits Stocks To Buy in April
The stock market's implosion over the past few days in response to President Trump's sweeping tariffs on U.S.
Tariffs Are Positive For O'Reilly Automotive
O'Reilly Automotive benefits from tariffs on imported vehicles, as higher new car prices lead consumers to keep and repair older vehicles. Despite potential cost increases, O'Reilly can maintain margins due to low demand elasticity and strategic supplier negotiations. Historical performance during previous tariff periods shows O'Reilly's ability to sustain and even improve gross margins.
Why Is O'Reilly Automotive (ORLY) Up 0% Since Last Earnings Report?
O'Reilly Automotive (ORLY) reported earnings 30 days ago. What's next for the stock?
