Consumer Cyclical
O'Reilly Automotive, Inc.(ORLY)
Live Price
Offline$88.40
-2.51% today
1Y Change
+0.64%
Window
Jun 25, 2025 β Jun 17, 2026
- Market Cap
- $80.88B
- Revenue Growth
- +6.4%
- EPS Growth
- +9.2%
- Dividend Yield
- 0.0%
Coverage: 246 bars Β· Jun 25, 2025 β Jun 17, 2026
Research Briefing
A compact read on the setup, peer context, quarterly changes, and recent earnings reaction.
Research Snapshot
O'Reilly Automotive, Inc. (ORLY) is a Consumer Cyclical stock with a market cap of $80.88B and listed on NASDAQ. The stock last traded around $88.40 and up 0.6% across the available one-year price window (Jun 25, 2025 β Jun 17, 2026). Baseline metrics include revenue growth of +6.4%, EPS growth of +9.2%, a dividend yield of 0.0%. What stands out right now is revenue +6.4%, EPS +9.2%, free cash flow -21.4% with operating margin 19.6% and ROIC 34.1%. Valuation already assumes a fairly strong business story at P/E 31.1 and price/sales 4.4. Stock Foundry combines ORLY price history, valuation, growth, dividend context, earnings, analyst forecasts, news, related Consumer Cyclical peers on this page.
Sector Context
How this name stacks up against nearby peers on first-pass metrics.
Revenue Growth
Near sector median
+6.4% vs +7.5% peer median
Operating Margin
Above sector median
+19.6% vs +8.4% peer median
P/E
Above sector median
31.1 vs 18.1 peer median
What Changed This Quarter
Latest report context and the signals most likely to have changed the story.
Latest report is on the board
2026 was reported on Apr 29, 2026, but the surprise data is still limited.
The operating story is still moving forward
Revenue is running at +6.4% and EPS at +9.2%, with operating margin around 19.6%.
Earnings Reaction Memory
How the stock has tended to move after recent reports.
Across the last 3 reported quarters, the stock averaged -2.0% over the next 5 trading days and finished higher after 1 of those reports.
View quarter-by-quarter reaction table
| Quarter | EPS Ξ | 1D | 5D | 20D |
|---|---|---|---|---|
2026 Apr 29, 2026 | β | +8.4% | +3.4% | -2.7% |
2026 Feb 4, 2026 | -2.2% | -4.0% | -2.7% | -2.5% |
2025 Oct 22, 2025 | +2.0% | -2.9% | -6.6% | -2.5% |
Benchmark Edge
ORLY vs SPY, QQQ, and Sector ETFs
Normalized return, excess return, max drawdown, and calendar-year wins against the benchmarks investors actually use.
ORLY
β
Normalized return
SPY
--
S&P 500
Excess Return
--
Relative to SPY
ORLY Max Drawdown
-20.02%
Trailing 1Y
SPY Max Drawdown
β
Trailing 1Y
Calendar-Year Returns
Uses the longest available daily history for ORLY and SPY.
Company Overview
O'Reilly Automotive, Inc.
NASDAQ Global Select
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.
- Leadership
- Brad W. Beckham
- IPO Date
- Apr 23, 1993
- Employees
- 93.4k
- Street Address
- 233 South Patterson Avenue
- Mailing
- Springfield, MO, 65802-2298
- Region
- Springfield, MO, US
- Reporting Currency
- USD
- Investor Line
- 417 862 6708
- Last Updated
- May 3, 2026
Key Fundamentals
Valuation, growth, profitability, and balance sheet signals.
Valuation
- P/E
- 31.1
- EV/EBITDA
- 21.8
- Price/Sales
- 4.4
- Price/Book
- β
Growth
- Revenue
- +6.4%
- EPS
- +9.2%
- Free Cash Flow
- -21.4%
Profitability
- Gross Margin
- 51.6%
- Operating Margin
- 19.6%
- Net Margin
- 14.3%
- ROE
- -263.2%
- ROIC
- 34.1%
Balance Sheet
- Debt/Equity
- β
- Current Ratio
- 0.76
Earnings Reports
Latest News
Official Releases
Company announcements and filings-style updates.
Next Step
Keep the research moving
After the overview, the strongest next step is usually chart context or a tighter compare set.