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ORLYNASDAQ/consumer discretionary

O'Reilly Automotive, Inc.

$87.28Up+1,00 (+1,16%)
Research reviewed: 12. Juli 2026, 00:00 UTC
Research overview3-month price contextInvestment thesisKey catalystsLatest earnings researchRecent newsData and research sources

Research overview

O'Reilly Automotive, Inc. operates in Automotive Retail within the consumer discretionary sector. This profile tracks its company-specific earnings drivers, valuation conditions, and primary-source risks.

Eröffnung
87,33
Hoch
88,02
Tief
86,22
Marktkapitalisierung
72,33 Mrd.
KGV
28.43
52-Wochen-Hoch
--
Dividende
--
Quartalsdividende
--

3-month price context

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Investment thesis

Base case
Older vehicles require more maintenance and failure-related parts across economic cycles. The base case remains conditional on miles-driven weakness staying manageable.
Bull case
Older vehicles require more maintenance and failure-related parts across economic cycles. Dense delivery coverage and parts availability can win more business from repair shops. New stores and distribution capacity can compound market coverage and inventory productivity.
Bear case
Lower driving activity or a younger vehicle mix could slow parts demand. National chains, dealers and online sellers can pressure pricing and customer acquisition costs. Poor availability, excess complexity or distribution disruption can erode service levels and working capital.
Thesis invalidation

Key catalysts

  • Aging vehicle fleet

    Older vehicles require more maintenance and failure-related parts across economic cycles.

  • Professional customer share

    Dense delivery coverage and parts availability can win more business from repair shops.

  • Store network expansion

    New stores and distribution capacity can compound market coverage and inventory productivity.

Principal risks

  • Miles-driven weakness

    Lower driving activity or a younger vehicle mix could slow parts demand.

  • Price competition

    National chains, dealers and online sellers can pressure pricing and customer acquisition costs.

  • Inventory execution

    Poor availability, excess complexity or distribution disruption can erode service levels and working capital.

Latest earnings research

Q1 2026

O'Reilly Automotive's first-quarter update reflected continued demand from professional and do-it-yourself customers, supported by store expansion, parts availability and disciplined capital returns.

Valuation interpretation

  • A premium multiple requires durable share gains from service speed and parts availability, not only an aging fleet.
  • Buyback-supported per-share growth should be assessed alongside store investment and inventory funding needs.

Peer research

AZOAMZNHD

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AnalysemethodikMarktberichte lesen
Reassess the thesis if lower driving activity or a younger vehicle mix could slow parts demand.

Simply Wall St. · vor 6 Tagen

AutoZone (AZO) Faces New Questions As O'Reilly Eyes Genuine Parts Deal

Data and research sources

Research updated: 12. Juli 2026, 00:00 UTC
3 verified sources
O'Reilly Automotive Announces First Quarter 2026 ResultsO'Reilly Automotive, Inc. · earningsVerified

Fetched: 12.7.2026, 0:00:00 UTC

Published: 22.4.2026, 00:00:00

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O'Reilly Automotive, Inc. Investor RelationsO'Reilly Automotive, Inc. · companyVerified

Fetched: 12.7.2026, 0:00:00 UTC

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O'Reilly Automotive, Inc. SEC filingsU.S. Securities and Exchange Commission · filingVerified

Fetched: 12.7.2026, 0:00:00 UTC

Published: 22.4.2026, 00:00:00

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