ORLY Stock - O'Reilly Automotive, Inc.
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Financial Statements
| Metric | FY2024 | FY2023 | FY2022 | FY2021 | FY2020 |
|---|---|---|---|---|---|
| Revenue | $16.71B | $15.81B | $14.41B | $13.33B | $11.60B |
| Gross Profit | $8.55B | $8.10B | $7.38B | $7.02B | $6.09B |
| Gross Margin | 51.2% | 51.3% | 51.2% | 52.7% | 52.4% |
| Operating Income | $3.25B | $3.19B | $2.96B | $2.93B | $2.42B |
| Net Income | $2.39B | $2.35B | $2.17B | $2.16B | $1.75B |
| Net Margin | 14.3% | 14.8% | 15.1% | 16.2% | 15.1% |
| EPS | $2.73 | $2.59 | $2.25 | $2.09 | $1.58 |
O'Reilly Automotive, Inc., together with its subsidiaries, operates as a retailer and supplier of automotive aftermarket parts, tools, supplies, equipment, and accessories in the United States. The company provides new and remanufactured automotive hard parts and maintenance items, such as 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; and accessories, including floor mats, seat covers, and truck accessories. Its stores offer auto body paint and related materials, automotive tools, and professional service provider service equipment. The company's stores also provide enhanced services and programs comprising 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. Its stores offer do-it-yourself and professional service provider customers a selection of products for domestic and imported automobiles, vans, and trucks. As of December 31, 2021, the company owned and operated 5,759 stores in the United States, and 25 stores in Mexico. O'Reilly Automotive, Inc. was founded in 1957 and is headquartered in Springfield, Missouri.
Visit WebsiteRating Distribution
Price Targets
Recent Analyst Actions
| Date | Firm | Action | Rating | Price Target |
|---|---|---|---|---|
| December 4th 2025 | Robert W. Baird | Initiation | Outperform | $115 |
| November 5th 2025 | Raymond James | Upgrade | Outperform | $105 |
| September 18th 2025 | Wolfe Research | Resumed | Outperform | $121 |
| August 13th 2025 | Argus | Initiation | Buy | $120 |
| January 21st 2025 | Morgan Stanley | Upgrade | Overweight | $1450← $1150 |
| December 13th 2024 | BMO Capital Markets | Initiation | Outperform | $1400 |
| October 16th 2024 | ROTH MKM | Resumed | Buy | $1337 |
| March 19th 2024 | Mizuho | Initiation | Buy | $1225 |
| October 10th 2023 | TD Cowen | Initiation | Outperform | $1100 |
| October 6th 2023 | Oppenheimer | Downgrade | Perform | $930← $1000 |
| October 5th 2023 | Citigroup | Upgrade | Buy | $1040← $983 |
| August 3rd 2023 | William Blair | Resumed | Outperform | - |
| May 12th 2023 | ROTH MKM | Reiterated | Buy | $995← $940 |
| February 8th 2023 | Barclays | Initiation | Equal Weight | $815 |
| January 9th 2023 | Guggenheim | Resumed | Buy | $9999.99 |
Earnings History & Surprises
ORLYEPS Surprise History
Quarterly EPS Details
| Period | Report Date | Estimated EPS | Actual EPS | Surprise | Result |
|---|---|---|---|---|---|
Q2 2026 | Apr 21, 2026 | — | — | — | — |
Q1 2026 | Feb 4, 2026 | $0.72 | — | — | — |
Q4 2025 | Oct 22, 2025 | $0.83 | $0.85 | +2.0% | ✓ BEAT |
Q3 2025 | Jul 23, 2025 | $0.78 | $0.78 | -0.1% | ✗ MISS |
Q2 2025 | Apr 23, 2025 | $0.66 | $0.62 | -5.6% | ✗ MISS |
Q1 2025 | Feb 5, 2025 | $9.73 | $9.96 | +2.4% | ✓ BEAT |
Q4 2024 | Oct 23, 2024 | $11.55 | $11.41 | -1.2% | ✗ MISS |
Q3 2024 | Jul 24, 2024 | $10.98 | $10.55 | -3.9% | ✗ MISS |
Q2 2024 | Apr 24, 2024 | $9.28 | $9.20 | -0.9% | ✗ MISS |
Q1 2024 | Feb 7, 2024 | $9.17 | $9.26 | +1.0% | ✓ BEAT |
Q4 2023 | Oct 25, 2023 | $10.40 | $10.73 | +3.2% | ✓ BEAT |
Q3 2023 | Jul 26, 2023 | $10.09 | $10.22 | +1.3% | ✓ BEAT |
Q2 2023 | Apr 26, 2023 | $8.00 | $8.28 | +3.5% | ✓ BEAT |
Q1 2023 | Feb 8, 2023 | $7.75 | $8.37 | +8.0% | ✓ BEAT |
Q4 2022 | Oct 26, 2022 | $8.50 | $9.17 | +7.9% | ✓ BEAT |
Q3 2022 | Jul 27, 2022 | $8.96 | $8.78 | -2.0% | ✗ MISS |
Q2 2022 | Apr 27, 2022 | $7.48 | $7.17 | -4.1% | ✗ MISS |
Q1 2022 | Feb 9, 2022 | $6.05 | $7.64 | +26.3% | ✓ BEAT |
Q4 2021 | Oct 27, 2021 | $7.19 | $8.07 | +12.2% | ✓ BEAT |
Q3 2021 | Jul 28, 2021 | $7.56 | $8.33 | +10.2% | ✓ BEAT |
Latest News
Evercore ISI Group Maintains Outperform on O'Reilly Automotive, Lowers Price Target to $110
➖ NeutralO'Reilly Automotive shares are trading lower in sympathy with AutoZone's weaker-than-expected Q1 results.
📉 NegativeBaird Initiates Coverage On O'Reilly Automotive with Outperform Rating, Announces Price Target of $115
📈 PositiveO'Reilly Automotive Announces $2B Increase In Buyback Plan
📈 PositiveBarclays Maintains Equal-Weight on O'Reilly Automotive, Raises Price Target to $91
📈 PositiveGoldman Sachs Maintains Buy on O'Reilly Automotive, Raises Price Target to $121
📈 PositiveRBC Capital Maintains Outperform on O'Reilly Automotive, Lowers Price Target to $110
➖ NeutralMorgan Stanley Maintains Overweight on O'Reilly Automotive, Raises Price Target to $115
📈 PositiveO'Reilly Automotive Raises FY2025 GAAP EPS Guidance from $2.85-$2.95 to $2.90-$3.00 vs $2.94 Est; Raises FY2025 Sales Guidance from $17.500B-$17.800B to $17.600B-$17.800B vs $17.723B Est
📈 PositiveO'Reilly Automotive GAAP EPS of $0.86 beats by $0.03, revenue of $4.71B beats by $20M
📈 PositiveO'Reilly Automotive Q3 EPS $0.85 Beats $0.83 Estimate, Sales $4.706B Beat $4.690B Estimate
📈 PositiveWells Fargo Maintains Overweight on O'Reilly Automotive, Raises Price Target to $115
📈 PositiveUBS Maintains Buy on O'Reilly Automotive, Raises Price Target to $120
📈 PositiveWolfe Research Assumes O'Reilly Automotive at Outperform, Announces Price Target of $121
📈 PositiveTD Cowen Maintains Buy on O'Reilly Automotive, Raises Price Target to $125
📈 PositiveLive On CNBC, Josh Brown Hosts Segment Titled "Best Stocks In The Market: O'Reilly Automotive, Synchrony Financial, The Hartford Insurance Group, Allstate"
📈 PositiveFrequently Asked Questions about ORLY
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