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ORLYNASDAQ/consumer discretionary

O'Reilly Automotive, Inc.

$87.28上涨+1.00 (+1.16%)
研究复核截至: 2026年7月12日 上午12:00 [UTC]
研究概览近 3 个月价格投资论点关键催化剂最新财报研究近期新闻数据与研究来源

研究概览

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.

开盘
87.33
最高
88.02
最低
86.22
市值
723.3亿
市盈率
28.43
52 周高点
--
股息
--
季度分红金额
--

近 3 个月价格

這裡展示近 3 個月價格走勢，幫助使用者先理解短期結構，再決定是否進入完整研究工作台。

投资论点

基础情景
Older vehicles require more maintenance and failure-related parts across economic cycles. The base case remains conditional on miles-driven weakness staying manageable.
多头情景
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.
空头情景
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.
论点失效条件
Reassess the thesis if lower driving activity or a younger vehicle mix could slow parts demand.

关键催化剂

  • 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.

主要风险

  • 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.

最新财报研究

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.

估值解读

  • 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.

同行比较入口

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数据与研究来源

研究更新: 2026年7月12日 上午12:00 [UTC]
3 个已核验来源
O'Reilly Automotive Announces First Quarter 2026 ResultsO'Reilly Automotive, Inc. · earnings已核验

抓取时间: 2026/7/12 上午12:00:00 [UTC]

发布时间: 2026/4/22 上午12:00:00

查看原始来源
O'Reilly Automotive, Inc. Investor RelationsO'Reilly Automotive, Inc. · company已核验

抓取时间: 2026/7/12 上午12:00:00 [UTC]

查看原始来源
O'Reilly Automotive, Inc. SEC filingsU.S. Securities and Exchange Commission · filing已核验

抓取时间: 2026/7/12 上午12:00:00 [UTC]

发布时间: 2026/4/22 上午12:00:00

查看原始来源

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