O'Reilly Automotive Inc. (ORLY)
O'Reilly Auto Parts: Time To Lean In
O'Reilly Automotive stands out as a defensive, high-quality auto aftermarket leader, currently trading 15% below its 2025 highs. SG&A pressure is poised to ease, setting up potential for consistent earnings beats and multiple expansion toward a low-30s P/E. I model Q1 same-store sales at 5.6% versus the street at 4%, supporting a likely earnings beat and positive guidance momentum.
Bank of Nova Scotia Purchases 77,208 Shares of O’Reilly Automotive, Inc. $ORLY
Bank of Nova Scotia lifted its position in shares of O'Reilly Automotive, Inc. (NASDAQ: ORLY) by 17.0% in the third quarter, according to its most recent disclosure with the SEC. The institutional investor owned 531,989 shares of the specialty retailer's stock after buying an additional 77,208 shares during the quarter. Bank of Nova
Banco Bilbao Vizcaya Argentaria S.A. Sells 25,786 Shares of O’Reilly Automotive, Inc. $ORLY
Banco Bilbao Vizcaya Argentaria S.A. trimmed its holdings in O'Reilly Automotive, Inc. (NASDAQ: ORLY) by 14.3% during the undefined quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 154,352 shares of the specialty retailer's stock after selling 25,786 shares during the period. Banco
O’Reilly Automotive, Inc. $ORLY Shares Purchased by Arrowstreet Capital Limited Partnership
Arrowstreet Capital Limited Partnership raised its holdings in shares of O'Reilly Automotive, Inc. (NASDAQ: ORLY) by 21.7% during the undefined quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 7,241,385 shares of the specialty retailer's stock after acquiring an additional 1,290,579 shares during
Why Is O'Reilly Automotive (ORLY) Up 1.6% Since Last Earnings Report?
O'Reilly Automotive (ORLY) reported earnings 30 days ago. What's next for the stock?
O'Reilly Automotive: Good For The Long Term, Performance Within Expectations
O'Reilly Automotive remains a long-term compounder, driven by steady expansion and aggressive share repurchases, despite a premium valuation. Q4 2025 delivered 7.6% sales growth and 5.6% comparable sales growth, with continued margin expansion and reliable execution. ORLY's robust buyback program—$2.1 billion in 2025—supports EPS growth and justifies a premium multiple for patient investors.
O'Reilly Automotive, Inc. (ORLY) Q4 2025 Earnings Call Transcript
O'Reilly Automotive, Inc. (ORLY) Q4 2025 Earnings Call Transcript
O'Reilly Q4 Earnings Miss Expectations, Revenues Rise Y/Y
ORLY Q4 earnings miss estimates, but revenues rise 7.8% Y/Y as comparable sales grow 5.6% and store count hits 6,585.
Compared to Estimates, O'Reilly Automotive (ORLY) Q4 Earnings: A Look at Key Metrics
The headline numbers for O'Reilly Automotive (ORLY) give insight into how the company performed in the quarter ended December 2025, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.
O'Reilly Automotive (ORLY) Q4 Earnings Lag Estimates
O'Reilly Automotive (ORLY) came out with quarterly earnings of $0.71 per share, missing the Zacks Consensus Estimate of $0.72 per share. This compares to earnings of $0.66 per share a year ago.
Ahead of O'Reilly Automotive (ORLY) Q4 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 December 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: International Expansion Adds Fuel To A Long-Term Compounder
O'Reilly Automotive is rated Buy, driven by robust financials, strong cash flow, and compelling international expansion potential, notably into Canada in 2026. ORLY expects 200–210 new store openings in 2025 and up to 235 in 2026, with comparable store sales growth guidance raised to 4–5%. Despite a high-rate environment and rising debt, ORLY continues aggressive buybacks, though sustainability is questioned given current valuations.
