Price
No data yet.
Social Signal Score
Analyst Ratings
47 analystsRevenue
$4.89B+120.27%Analyst Estimates
Consensus estimates, not results. Via Financial Modeling Prep.
Company Profile
- CEO
- Brad W. Beckham
- Sector
- Consumer Cyclical
- Industry
- Specialty Retail
- Employees
- 93,072
- Beta
- 0.52
- Country
- US
- Piotroski score
- 7 / 9 (Strong)
- Altman Z-score
- 3.52
Financials
Revenue
$4.89B+120.3%Net Income
$715.06M+156.8%EBITDA
$979.13M+93.7%Free Cash Flow
$698.90M+179.9%EPS (diluted)
$0.86+330.0%Shares Outstanding (diluted)
828.88M-36.4%Operating Expenses
$1.53BCash & Debt
$262.18MReturn of Capital
$1.51BRevenue by Segment (annual)
$17.78BQuote
Valuation & Ratios
Returns & Efficiency
Revenue & Net Income (Annual)
| Fiscal Year | Revenue | Net Income | EPS |
|---|---|---|---|
| 2025 | $17.78B | $2.54B | $2.98 |
| 2024 | $16.71B | $2.39B | $2.71 |
| 2023 | $15.81B | $2.35B | $2.69 |
| 2022 | $14.41B | $2.17B | $2.34 |
| 2021 | $13.33B | $2.16B | $2.18 |
| 2020 | $11.60B | $1.75B | $1.65 |
| 2019 | $10.15B | $1.39B | $1.25 |
| 2018 | $9.54B | $1.32B | $1.13 |
| 2017 | $8.98B | $1.13B | $0.89 |
| 2016 | $8.59B | $1.04B | $0.75 |
| 2015 | $7.97B | $931.22M | $0.64 |
| 2014 | $7.22B | $778.18M | $0.51 |
| 2013 | $6.65B | $670.29M | $0.42 |
| 2012 | $6.18B | $585.75M | $0.33 |
Valuation
Project earnings forward and see what return today's price implies.
Seeded from ORLY's reported EPS growth of 18.4% a year over 13 years.
- EPS in 5 years
- $6.94
- Implied price
- $215.02
- Return from $84.90
- 20.4% a year
To earn 15.0% a year on these assumptions you'd need to buy at $106.90 — today's price is already 20.6% below that.
How sensitive is that answer?
Annual return across nearby assumptions. If the result is only attractive in one corner, that is the finding.
| growth \ P/E | 21 | 26 | 31 | 36 | 41 |
|---|---|---|---|---|---|
| 8.4% | 2.0% | 6.4% | 10.3% | 13.6% | 16.6% |
| 13.4% | 6.7% | 11.4% | 15.3% | 18.8% | 22.0% |
| 18.4% | 11.4% | 16.3% | 20.4% | 24.1% | 27.3% |
| 23.4% | 16.1% | 21.2% | 25.5% | 29.3% | 32.7% |
| 28.4% | 20.8% | 26.1% | 30.6% | 34.6% | 38.1% |
This is arithmetic on assumptions you chose, not a forecast or a recommendation. It ignores dividends, buybacks, share issuance and debt, and it assumes a company still earning money in 5 years. Change any input and the answer changes a lot — that sensitivity is the honest result, not a flaw in the model.
Signal Score (90d)
100+25.00%Social Signal Score
Mentions (6)
- Newsglobenewswire.com·5d ago·Neutral
O'Reilly Automotive, Inc. Announces Dates for Its Third Quarter 2026 Earnings Release and Conference Call SPRINGFIELD, Mo., Oct. 01, 2026 (GLOBE NEWSWIRE) -- O'Reilly Automotive, Inc. (the “Company” or “O'Reilly”) (Nasdaq: ORLY), a leading retailer in the automotive aftermarket industry, announces the release date for its third quarter 2026 results as Wednesday, October 28, 2026, with a conference call to follow on Thursday, October 29, 2026.
View source ↗ - Newsmarketbeat.com·6d ago·Positive
O'Reilly Automotive's Stock Slump Hides a Stronger Business The auto parts retailer has strung together year after year of comparable-store sales growth. Yet the stock has spent the past year mostly going in reverse.
View source ↗ - News (RSS)seekingalpha·13d ago·Neutral
O'Reilly Automotive: Great Business, Still No Bargain
View source ↗ - Newsmarketbeat.com·18d ago·Neutral
O'Reilly Automotive Maps Record Store Growth, Mexico Push at Analyst Day O'Reilly Automotive NASDAQ: ORLY used its 2026 Analyst Day to highlight its promote-from-within culture, distribution network, store expansion plans and opportunities in Mexico and Canada, while reiterating that it would not provide new outlook or update guidance beyond its most recent earnings release.
View source ↗ - News (RSS)yahoo·40d ago·Neutral
Is Wall Street Bullish or Bearish on O'Reilly Automotive Stock?
View source ↗ - Newsdefenseworld.net·45d ago·Negative
Advisors Capital Management LLC Purchases New Holdings in O’Reilly Automotive, Inc. $ORLY Advisors Capital Management LLC acquired a new position in shares of O'Reilly Automotive, Inc. (NASDAQ: ORLY) in the second quarter, according to its most recent disclosure with the SEC. The firm acquired 44,306 shares of the specialty retailer's stock, valued at approximately $4,080,000. Several other hedge funds and other institutional investors also recently
View source ↗
Earnings
Wed, Oct 28(in 3 weeks)
Consensus estimate $0.93 per share
Typical surprise -0.2% (median, so one quarter with a near-zero estimate can't distort it)
- Wed, Jul 29$0.86 vs $0.86miss
- Wed, Apr 29$0.72 vs $0.69beat
- Wed, Feb 4$0.71 vs $0.73miss
- Wed, Oct 22$0.85 vs $0.83beat
- Wed, Jul 23$0.78 vs $0.78miss
- Wed, Apr 23$0.62 vs $0.66miss
Estimates and results for ORLY via Financial Modeling Prep. Beating consensus says the company cleared the bar analysts set, not that the business grew.
Insider trading
Open-market buys and sells by ORLY officers and directors.
- Bought
- —
- Sold
- $29.6m
0 trades
23 trades
- Hendrickson Thomassold
- Sastre Mariasold
- Mancini Christopher Andrewsold
- Hendrickson Thomassold
- Dumas Robert Allensold
- Murphy John Raymondsold
- Beckham Brad Wsold
- Hopper Philip Msold
77 further Form 4 entries are share awards, option exercises or shares withheld for tax. Those are compensation, not trades, so they are excluded above. Buying is the stronger signal: an insider spends their own money for one reason. Selling has many innocent explanations — tax, diversifying, a house — so it says far less than it appears to. Via SEC filings.
Congress trades
- Kevin Hernhouse · OK01 · disclosed Sep 28, 2026 (26d later)Sell$15,001 - $50,000
- Kevin Hernhouse · OK01 · disclosed Sep 28, 2026 (28d later)Sell$15,001 - $50,000
- Alan Armstrongsenate · disclosed Jul 21, 2026 (113d later)Buy$1,001 - $15,000
- Alan Armstrongsenate · disclosed Jul 21, 2026 (116d later)Buy$1,001 - $15,000
- Jonathan Jacksonhouse · IL01 · disclosed May 28, 2026 (34d later)Sell$1,001 - $15,000
- Ro Khannahouse · CA17 · disclosed May 13, 2026 (30d later)Buy$1,001 - $15,000
- Jonathan Jacksonhouse · IL01 · disclosed Apr 9, 2026 (21d later)Sell$15,001 - $50,000
- Ro Khannahouse · CA17 · disclosed Feb 10, 2026 (28d later)Buy$1,001 - $15,000
- Lisa C. McClainhouse · MI09 · disclosed Nov 24, 2025 (24d later)Sell$1,001 - $15,000
- Lisa C. McClainhouse · MI09 · disclosed Nov 24, 2025 (25d later)Buy$1,001 - $15,000
- Lisa C. McClainhouse · MI09 · disclosed Nov 24, 2025 (25d later)Sell$1,001 - $15,000
- Kevin Hernhouse · OK01 · disclosed Nov 17, 2025 (20d later)Sell$1,001 - $15,000
- Val Hoylehouse · OR04 · disclosed Oct 10, 2025 (17d later)Sell$1,001 - $15,000
- Lisa C. McClainhouse · MI09 · disclosed Sep 15, 2025 (42d later)Sell$1,001 - $15,000
- Val Hoylehouse · OR04 · disclosed Sep 12, 2025 (318d later)Buy$1,001 - $15,000
- Lisa C. McClainhouse · MI09 · disclosed Aug 13, 2025 (245d later)Buy$1,001 - $15,000
- Gilbert Ray Cisneroshouse · CA31 · disclosed Jun 9, 2025 (10d later)Sell$1,001 - $15,000
- Gilbert Ray Cisneroshouse · CA31 · disclosed May 7, 2025 (8d later)Buy$1,001 - $15,000
- Greg Landsmanhouse · OH01 · disclosed Apr 9, 2025 (13d later)Sell$15,001 - $50,000
- Jonathan Jacksonhouse · IL01 · disclosed Jan 16, 2025 (31d later)Buy$15,001 - $50,000
Self-reported filings, amounts as brackets. Via Senate/House disclosures.