ORLY O'Reilly Automotive, Inc.
USConsumer CyclicalAs of 2026-08-24
Why ORLY matters now
O'Reilly Automotive, Inc. (ORLY) is a US stock in Consumer Cyclical. The latest InvestLog snapshot shows $90.68 with +1.76% on the session and $75.15B in market capitalization; recent performance reads 1-month -5.53% and YTD -4.79%.
The latest financial table shown here is Q1 2026, with revenue of $4.56B, net income of $604.2M, and EPS of $0.72. Investors can compare that operating picture with valuation signals such as P/E 30.18 and FCF yield 2.7%.
InvestLog's latest related AI research is a Earnings Analysis note titled "ORLY earnings call: guidance, demand, margins, analyst Q&A". The latest indexable market news headline is "Barbara Oil Co. Invests $1.38 Million in O’Reilly Automotive, Inc. ORLY" from Defense World.
Additional event context on this page matters because analyst consensus is Buy with a median target of $110.00; recent insider activity includes HENDRICKSON THOMAS filing S-Sale; recent congressional disclosure data includes Jonathan Jackson Sale. These signals are research inputs, not a recommendation.
Valuation
P/E (TTM)
30.18
PEG
4.75
P/B
-68.25
P/S
3.95
EV/EBITDA
19.62
DCF Value
$100.96
FCF Yield
2.7%
Div Yield
0.0%
Margins & Returns
Gross Margin
51.6%
Operating Margin
19.6%
Net Margin
14.3%
ROE
-263.2%
ROA
15.4%
ROIC
34.1%
Financials
| Period | Revenue | Net Income | EPS |
|---|---|---|---|
| Q1 2026 | $4.56B | $604.2M | $0.72 |
| Q4 2025 | $4.41B | $605.2M | $0.71 |
| FY 2025 | $17.78B | $2.54B | $2.97 |
| Q3 2025 | $4.71B | $725.9M | $0.85 |
Analyst Ratings
Consensus
Buy
Target (Consensus)
$110.64
Target (Median)
$110.00
Target Range
$105.00 - $115.00
Trading Activity
Insider Trades
Congress Trades
Related AI Research
ORLY earnings call: guidance, demand, margins, analyst Q&A奥莱利汽车公司 (ORLY) 电话会要点：指引、需求、利润率、分析师问答
Jeremy Adam Fletcher: For 2026, we now expect our total revenues to be between $18.9 billion and $19.2 billion. Our second quarter effective tax rate was in line with our expectations at 22.6% of pretax income, comprised of a base rate of 23.3%, reduced by a 0.7% benefit from share-based compensation.杰里米·亚当·弗莱彻：对于2026年，我们目前预计总营收在189亿美元至192亿美元之间。我们第二季度有效税率为税前利润的22.6%，符合预期，由23.3%的基准税率减去股权激励带来的0.7%税收优惠组成。
ORLY earnings release — EPS in line -0.2% · revenue in line +0.6%奥莱利汽车公司 (ORLY) 财报发布 — EPS 基本符合预期-0.2% · 营收 基本符合预期+0.6%
O'Reilly Automotive, Inc. reported EPS $0.86 vs $0.86 estimate and revenue $4.9B vs $4.9B estimate.奥莱利汽车公司 公布财报：EPS $0.86 vs $0.86 预期，营收 $4.9B vs $4.9B 预期。
Related Stocks
Latest News
Company Info
Sector
Consumer Cyclical
Industry
Specialty Retail
Country
US
Exchange
—
Beta
0.52
O'Reilly Automotive, Inc., along with its subsidiary companies, functions as a leading retail and wholesale provider of automotive aftermarket products, specialized tools, supplies, and accessories across the United States. The company's comprehensive inventory includes both new and reconditioned vehicle hard parts and essential maintenance items. This expansive selection covers critical components such as alternators, batteries, brake system parts, belts, chassis and driveline components, engine parts, fuel pumps, hoses, starters, temperature control systems, and water pumps. Additionally, they supply consumables like antifreeze, appearance products, engine additives, filters, various fluids, lighting solutions, oil, and wiper blades. Their accessory range features items like floor mats, seat covers, and specific truck enhancements. Beyond just parts, O'Reilly's outlets also stock auto body paint and related materials, a wide array of automotive tools, and specialized equipment catering to professional service providers. Customers can also benefit from a suite of value-added services and programs offered in-store. These include recycling initiatives for used oil, oil filters, and batteries; complimentary installation services for batteries, wiper blades, and light bulbs; comprehensive diagnostic testing for batteries, electrical systems, and vehicle modules; retrieval of check engine light codes; a convenient loaner tool program; resurfacing services for brake drums and rotors; custom hydraulic hose fabrication; and professional-grade paint shop mixing with associated materials. O'Reilly's stores serve a diverse clientele, providing an extensive product assortment for both individual do-it-yourself (DIY) mechanics and professional auto repair facilities, covering domestic and imported automobiles, vans, and trucks. As of December 31, 2021, the company maintained a significant retail presence, operating 5,759 stores throughout the United States and an additional 25 locations in Mexico. Established in 1957, O'Reilly Automotive, Inc. is headquartered in Springfield, Missouri.