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ORLYO'Reilly Automotive, Inc.
$85.90$71.2B
Overview & Tools
OverviewChart Terminal ↗Visualize
Valuation & Forecasts
Valuation ModelsEstimatesDCF Model
Price & Analyst Data
Analyst TargetsPrice History
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Income StatementBalance SheetCash FlowRatios & Margins
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P/E HistoryRevenue HistoryEarnings HistoryDividend HistoryTotal Return
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ORLY logo

O'Reilly Automotive, Inc.

ORLY
NASDAQ · Auto Parts & Equipment
$85.90
At close - Sep 23, 4:00 PM EDT - USD
Market Cap$71.19B
P/E28.9x
52W High$108.72
Volume4.82M
OverviewTerminalAnalysisFinancialsValuationEarningsBreakoutsOwnership
VCP Research Verdict2026Q2

Accelerating Comps and Buybacks Mask Wage Cost Pressures

O'Reilly's revenue growth accelerated to 8.1% in Q2 2026, driven by 6.0% comparable store sales, while gross margin expanded 70 basis points year-over-year to 51.4%, reflecting pricing power and private-label mix. However, SG&A inflation from wage and insuranc...

GrowthAccelerating
ProfitabilityStrong
ValuationAttractive
TechnicalsWeak
Explore valuation models
MARKET ACTION

ORLY price & volume

Price trend, volume and key moving averages

Launch Terminal
Loading chart...
Decision Checklist4 Core Signals

What matters now

The signals most likely to change the investment case.

01

Earnings momentum

3/12 Beats

EPS beat 3 of last 12 quarters

02

Valuation risk

+43% Peers

P/E is 43% above peer median

03

Market leadership

RS 42 · Lag

Laggard (Underperforming 58% of market)

04

Weak Trend

Below 200DMA

Price < 200DMA

Next CatalystEstimated earnings · Oct 29
01

Build the investment case

Start with the evidence for owning the stock and the risks that can break the thesis.

EXECUTIVE THESIS

The Investment Case

Full Analysis
Fundamental Trajectory

Revenue growth accelerated to 8.1% in Q2 2026 with gross margin at 51.4%, up 70 basis points year-over-year, but SG&A inflation limited operating leverage as operating income grew 7.8%, slightly below revenue growth.

Analyst Consensus+24.9% target
Buy(47 analysts)
28 Buy18 Hold1 Sell

The Bull Case

Upside Catalysts

Extensive store network

O'Reilly Automotive operates 6,644 stores across 48 U.S. states, Puerto Rico, Mexico, and Canada, providing broad market coverage.

Dual customer base

The company serves both professional service providers and do-it-yourself customers, diversifying its revenue streams.

Strong brand heritage

Founded in 1957 by the O'Reilly family, the company has a long-standing reputation in the automotive parts retail industry.

The Bear Case

Key Downside Risks

Market performance

Price History →

Trailing total returns as of 9/24/2026, which may include dividends or other distributions. Benchmark is S&P 500 (^GSPC).

YTD Return
ORLY-4.91%
S&P 500 (^GSPC)+12.39%
1-Year Return
ORLY-17.19%
S&P 500 (^GSPC)+15.77%
3-Year Return
ORLY+38.01%
S&P 500 (^GSPC)+78.21%
5-Year Return
ORLY+105.70%
S&P 500 (^GSPC)+71.65%
02

Test the fundamentals

Check whether operating performance supports the current valuation.

VALUATION & INTRINSIC VALUE

Valuation Scenarios

Valuation Analysis
Trailing P/EMedian
28.9x
Forward P/EExpansion
26.1x
EV/EBITDA80th %ile
20.0x
FCF YieldCash Flow
2.2%

Valuation vs 5-Year History

Multiple Range
Metric
Current
5Y Median
Historical Range
Percentile
P/E
28.9x
24.0x
60th· Fair
EV/EBITDA
20.0x
17.7x
80th· High
Price/FCF
44.7x
27.2x
80th· High
Current Multiple
5Y Median (50th %ile)

Intrinsic Value Scenarios

DCF Projection
Bear$27.66-67.8%
Base (Fair)$64.24-24.2%
Bull$94.31+9.8%
$27.66 Bear$64.24 Base$94.31 Bull
Current Market Price: $85.90
Trades at a 33.7% premium to Base DCF ($64.24)
Open DCF & Valuation Models →Chart Terminal ↗

Growth & profitability

Annual revenue & EPS trend
Revenue
$17.78B+6.4% YoY
Net income
$2.54B+6.3% YoY
Free cash flow
$1.59B-21.4% YoY
Operating margin
19.5%+0.0 pts YoY
ROIC (TTM)37.2%
Avg ROIC 5Y-
ROE (TTM)-
Piotroski Score6 / 9
Financial Statements →
03

Monitor what changed

Recent results and news deserve attention only when they alter the forward view.

OPERATING RESULTS

Recent Earnings

Earnings History
EPS Beat Rate3/12 (25%)
Revenue Beat Rate5/12 (42%)
QuarterEPS (Act vs Est)Revenue (Act vs Est)
Q3 2026Latest
Jul 29, 2026
$0.86-0.2%
vs $0.86
$4.9B+0.6%
vs $4.9B
Q2 2026
Apr 29, 2026
$0.72+3.6%
vs $0.69
$4.6B+2.3%
vs $4.5B
Q1 2026
Feb 4, 2026
$0.71-2.2%
vs $0.73
$4.4B+0.5%
vs $4.4B
Q4 2025
Oct 22, 2025
$0.85+2.0%
vs $0.83
$4.7B+0.3%
vs $4.7B
Historical baseline: 12 quarters analyzedGAAP / Adjusted
MARKET COVERAGE

Latest News

5 Stories
Benzinga·1d ago
Nasdaq 100 Flirts with Records, Oil Sinks for Fifth Day: Stock Market Today

The Nasdaq 100 carved out a fresh intraday record by midday Tuesday as the artificial intelligence trade powered ahead.

24/7 Wall Street·1d ago
AutoZone Climbs 6% as Profit Beat Offsets Revenue Miss; Advance Auto Parts Rises 6%, O'Reilly Automotive Gains 4%

AutoZone (NYSE:AZO | AZO Price Prediction) delivered a fourth quarter that beat on profit but missed on sales, and the reaction is running through auto parts retailers rather than through consumer discretionary as a whole.

Defense World·5d ago
Nykredit A S Takes Position in O’Reilly Automotive, Inc. $ORLY

Nykredit A S acquired a new stake in O'Reilly Automotive, Inc. (NASDAQ: ORLY) in the second quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor acquired 369,634 shares of the specialty retailer's stock, valued at approximately $34,040,000. A number of other large investors

MarketBeat·5d ago
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.

Filtered for O'Reilly Automotive, Inc.More Headlines
04

Compare before deciding

Benchmark ORLY against direct peers instead of judging its metrics in isolation.

Peers Comparison

Key metrics vs top competitors for O'Reilly Automotive, Inc. (ORLY)

Full Screener →
CompanyPriceMarket CapP/E RatioRev Growth (1Y)Net MarginROEDiv Yield
ORLY logoORLYO'Reilly Automotive, Inc.Current
$85.90$71.19B28.926.42%14.27%——
AZO logoAZOAutoZone, Inc.
$2843.34$46.54B19.632.43%12.4%——
AAP logoAAPAdvance Auto Parts, Inc.
$41.10$2.48B56.30-5.42%0.97%3.79%—
GPC logoGPCGenuine Parts Company
$128.76$17.75B273.963.46%0.13%0.72%—
PRTS logoPRTSCarParts.com, Inc.
$8.34$67.54M-1.02-7.02%-5.35%-47.19%—
LKQ logoLKQLKQ Corporation
$23.43$5.97B9.97-3.06%3.37%7.06%—

Compare ORLY vs Peers

O'Reilly Automotive, Inc. (ORLY) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.

Closest Rival

vs AZO

Most directly comparable listed peer for ORLY.

Scale Benchmark

vs TSLA

Larger-name benchmark to compare ORLY against a more recognizable public peer.

Peer Set

Compare Top 5

vs AZO, AAP, GPC, PRTS

05

Keep researching

Verify the primary filings, follow material updates, and answer the remaining questions.

ORLY SEC Filings & Documents

O'Reilly Automotive, Inc. (ORLY) SEC filings — annual & quarterly reports (10-K, 10-Q)

8-K Announcements

6
Material company update

Aug 14, 2026·SEC

Material company update

Aug 11, 2026·SEC

Material company update

Jul 29, 2026·SEC

10-K Annual Reports

2
FY 2026

Feb 27, 2026·SEC

FY 2025

Feb 28, 2025·SEC

10-Q Quarterly Reports

6
FY 2026

Aug 7, 2026·SEC

FY 2026

May 8, 2026·SEC

FY 2025

Nov 7, 2025·SEC

Get notified when ORLY posts new earnings or crosses analyst targets

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ORLY Frequently Asked Questions

O'Reilly Automotive, Inc. (ORLY) stock FAQ — growth, dividends, profitability & financials explained

Growth & Financials
What is O'Reilly Automotive, Inc.'s revenue?

O'Reilly Automotive, Inc. (ORLY) reported $18.57B in revenue for fiscal year 2025. This represents a 7065% increase from $259.2M in 1996.

How fast is O'Reilly Automotive, Inc. growing?

O'Reilly Automotive, Inc. (ORLY) grew revenue by 6.4% over the past year. This is steady growth.

Is ORLY profitable?

Yes, O'Reilly Automotive, Inc. (ORLY) is profitable, generating $2.65B in net income for fiscal year 2025 (14.3% net margin).

Dividend & Returns
What is O'Reilly Automotive, Inc.'s free cash flow?

O'Reilly Automotive, Inc. (ORLY) generated $2.16B in free cash flow for fiscal year 2025. Positive FCF indicates the company can fund dividends, buybacks, or reinvestment.

What if you invested $1,000 in ORLY back in 1996?

Total return calculator · dividends reinvested · 30+ years of data

See returns →