O'Reilly Automotive
Sells automotive parts to DIY motorists and repair shops through a shared store network.
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Profile
Sells automotive aftermarket parts, tools, supplies, and accessories to do-it-yourself motorists and professional repair shops through stores and digital channels across North America. Sales are split roughly evenly between the two customer groups, supported by a tiered distribution network that supplies stores and enables same-day commercial delivery.
Retails automotive replacement parts, tools, supplies, equipment, and accessories through nearly 6,700 stores across the United States, Puerto Rico, Mexico, and Canada. The assortment spans new and remanufactured hard parts, maintenance items, accessories, national brands, and proprietary labels. Stores and digital channels serve do-it-yourself motorists, while the same locations provide account sales and same-day delivery to professional repair shops.
Splits sales roughly evenly between the two customer groups, using trained parts specialists and a tiered network of distribution centers and hub stores to expand local inventory access. The business reports one automotive aftermarket parts segment and remains concentrated in North America. Demand depends on miles driven, vehicle age, repair frequency, parts availability, skilled employees, and access to vehicle diagnostics and repair information.
Company facts
Key statistics
Year to date −2.0% · Average volume (30d) 5.9M
Analysts
Ratings
Target range
Latest analyst notes
| Date | Firm | Action | Rating | Prior target | Target |
|---|---|---|---|---|---|
| Jul 31, 2026 | Roth Capital | Reiterate | Buy | $109 | $111 |
| Jul 31, 2026 | D.A. Davidson | Target | $114 | $106 | |
| Jul 31, 2026 | Raymond James | Reiterate | Outperform | $115 | $110 |
| Jul 31, 2026 | Robert W. Baird | Target | $110 | $100 | |
| Jul 24, 2026 | Wells Fargo | Target | $110 | $100 |
Earnings
EPS
Revenue
History
| Report date | EPS est | EPS | Surprise | Revenue est | Revenue | Surprise | Next session |
|---|---|---|---|---|---|---|---|
| Jul 29, 2026Q2 FY26 | $0.86 | $0.86 | −0.2% | $4.86B | $4.89B | +0.6% | −3.61% |
| Apr 29, 2026Q1 FY26 | $0.70 | $0.72 | +3.6% | $4.46B | $4.56B | +2.3% | +8.41% |
| Feb 4, 2026Q4 FY25 | $0.73 | $0.71 | −2.2% | $4.39B | $4.41B | +0.5% | −4.01% |
| Oct 22, 2025Q3 FY25 | $0.83 | $0.85 | +2.0% | $4.69B | $4.71B | +0.3% | −2.90% |
Financial highlights
| 12 quarters | Q1 FY25 | Q2 FY25 | Q3 FY25 | Q4 FY25 | Q1 FY26 | Q2 FY26 | |
|---|---|---|---|---|---|---|---|
| Revenue | $4.14B | $4.53B | $4.71B | $4.41B | $4.56B | $4.89B | |
| Gross profit | $2.12B | $2.33B | $2.44B | $2.29B | $2.35B | $2.52B | |
| Operating income | $741.5M | $914.5M | $976.1M | $828.6M | $841.6M | $985.7M | |
| Net income | $538.5M | $668.6M | $725.9M | $605.2M | $604.2M | $715.1M | |
| Diluted EPS | $0.62 | $0.78 | $0.85 | $0.71 | $0.72 | $0.86 | |
| Gross margin | 51.3% | 51.4% | 51.9% | 51.8% | 51.5% | 51.4% | |
| Operating margin | 17.9% | 20.2% | 20.7% | 18.8% | 18.5% | 20.2% |
Fiscal years (4-quarter sums)FY21 $13.33B · FY22 $14.41B · FY23 $15.81B · FY24 $16.71B · FY25 $17.78B
Revenue by product · Q2 FY26
Balance sheet, Jun 30, 2026Cash & short-term investments $262.2M · Total debt $9.59B · Total assets $17.39B · Shareholders' equity −$1.84B
Dividends
No dividends on record.
Ownership
A 13F quarter can total more than the shares outstanding — sub-advisers file the same block twice, and a filer's own share count can be a quarter stale. No split is drawn from it.
Shares outstanding 828.72M · Float 824.39M · 99.5% free float
Top shareholders13F · 13D/G · Form 4
| Holder | Shares | % outstanding | Form | Filed |
|---|---|---|---|---|
| BlackRock, Inc. | 64.61M | 7.80% | 13F | Aug 7, 2026 |
| Vanguard Capital Management LLC | 54.15M | 6.53% | 13F | Aug 13, 2026 |
| State Street Corp | 36.72M | 4.43% | 13F | Aug 7, 2026 |
| Invesco Ltd. | 26.61M | 3.21% | 13F | Aug 14, 2026 |
| Geode Capital Management, LLC | 24.18M | 2.92% | 13F | Aug 12, 2026 |
Insider tradesForm 4
| Date | Insider | Role | Shares | Avg price |
|---|---|---|---|---|
| Aug 12, 2026 | Christopher Andrew Mancini | officer: SVP OF PROF SALES & STORE OPS | −3,000 | $93.00 |
| Aug 12, 2026 | Maria Sastre | director | −2,000 | $91.85 |
| May 29, 2026 | Thomas Hendrickson | director | −1,200 | $88.32 |
| May 20, 2026 | Robert Allen Dumas | officer: SVP OF EASTERN STORE OPS/SALES | −84,600 | $92.60 |
| May 18, 2026 | John Raymond Murphy | director | −2,595 | $88.67 |
Peers
- AutoZone
Largest US aftermarket chain; 7,657 stores; direct DIY and commercial rival.
- Genuine Parts
NAPA Auto Parts owner; ~6,000 US locations; primary commercial installer rival.
- Advance Auto Parts
Third US aftermarket chain; 4,305 stores; DIY + commercial rival, restructuring
- Amazon
18% US online auto parts share; DIY e-commerce threat via Amazon Prime delivery
- Walmart
Named in ORLY 10-K; ~5% DIY auto parts share via mass-retail auto section.
CompareAfter-hours close
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| O'Reilly Automotive | $89.30 | +0.88% | $73.34B | 28.2 | 25.6 | 3.9 | +8.1% |
| AutoZone | $2,961.96 | −0.05% | $48.36B | 20.4 | 17.7 | 2.4 | +8.4% |
| Genuine Parts | $139.42 | +1.46% | $18.96B | 573.0 | 17.1 | 0.8 | +6.0% |
| Advance Auto Parts | $43.00 | +0.19% | $2.59B | 31.3 | 11.6 | 0.3 | −0.5% |
| Amazon | $266.10 | −0.11% | $2.87T | 21.4 | 28.5 | 3.7 | +19.6% |
| Walmart | $103.07 | −0.03% | $820.40B | 37.2 | 34.5 | 1.1 | +5.9% |
| Median | 31.3 | 17.7 | 1.1 | +6.0% |