Inside the research

O'Reilly Automotive, Inc.

ORLY Research profile · latest available data

Price overview

$86.12

▼ -0.12 (-0.1%)

52w hi$107.81
52w lo$82.73
Vol4.16M
As of25 Sep 2026

The Verdict

Hold

Our score -0.31

Short-0.32
Medium-0.39
Long-0.11

computed 2026-09-27

Key fundamentals

O'Reilly Automotive, Inc.

Consumer Cyclical · Auto Parts

Market cap$69.66B
Enterprise value$78.99B
Trailing P/E27.34x
Forward P/E23.58x
EV / EBITDA18.94x
P / S (ttm)3.75x
Profit margin14.3%
Revenue growth+8.1%
Earnings growth+10.3%

Layer Breakdown

LayerRawContribution
Fundamental+0.27
Sector-0.03
Technical-0.29
Earnings+0.00
Sentiment+0.00

macro × 1.00 · 2026-09-27

Business overview

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, Puerto Rico, Mexico, and Canada. The company offers 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. It also provides auto body paint and related materials, automotive tools, and professional service provider service equipment. In addition, the company offers enhanced services and programs consisting of 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; referrals to trusted local repair shops; drum and rotor resurfacing; custom hydraulic hoses; and professional paint shop mixing and related materials. It offers its products to do-it-yourself and professional service providers for domestic and imported automobiles, vans, and trucks. It offers its products under the BesTest, BrakeBest, Cartek, Import Direct, MasterPro, MicroGard, Murray, Omnispark, O'Reilly Auto Parts, Precision, PowerTorque, SuperStart, Syntec, and Ultima brand names. O'Reilly Automotive, Inc. was founded in 1957 and is headquartered in Springfield, Missouri.

United States · www.oreillyauto.com

Risk Metrics

Beta vs SPX0.20
Corr SPX0.14
Annual vol23.4%
Annual ret+10.4%
Sharpe0.44
Max DD-23.3%

Window: 504 trading days (504 obs)

Analyst Coverage

Mean PT$109.17
High / Low$120.00 / $64.00
Median$110.00
Analysts24
Strong Buy5
Buy16
Hold4
Sell1
Strong Sell0

Recent rating actions

2026-05-08Mizuho→ Outperform
2026-05-01UBS→ Buy
2026-05-01TD Cowen→ Buy
2026-05-01Evercore ISI Group→ Outperform
2026-05-01DA Davidson→ Buy
2026-05-01Citigroup→ Buy

Material Events

DateEvent8-K
2026-08-14Material Agreement, Exhibitsread
2026-08-11Material Agreement, Exhibitsread
2026-07-29Earnings Release, Exhibitsread
2026-07-10Officer / Director Changeread
2026-07-01Reg FD Disclosure, Exhibitsread
2026-06-01Other Material Eventread
2026-05-18Officer / Director Change, Shareholder Voteread
2026-04-29Earnings Release, Exhibitsread
2026-04-01Reg FD Disclosure, Exhibitsread
2026-03-12Material Agreement, Exhibitsread
2026-03-06Material Agreement, Exhibitsread
2026-02-04Earnings Release, Exhibitsread

Insider Trades

DateInsiderRoleActionSharesValue
2026-08-12SASTRE MARIADirectorSell2.00K$183.71K
2026-08-12MANCINI CHRISTOPHER ANDREWOfficer, SVP OF PROF SALESell3.00K$279.00K
2026-08-12MANCINI CHRISTOPHER ANDREWOfficer, SVP OF PROF SALEOption exercise3.00K$50.13K
2026-05-29HENDRICKSON THOMASDirectorSell1.20K$105.98K
2026-05-20DUMAS ROBERT ALLENOfficer, SVP OF EASTERN SOption exercise9.60K$164.35K
2026-05-20DUMAS ROBERT ALLENOfficer, SVP OF EASTERN SOption exercise75.00K$1.35M
2026-05-20DUMAS ROBERT ALLENOfficer, SVP OF EASTERN SSell84.60K$7.83M
2026-05-18MURPHY JOHN RAYMONDDirectorSell2.60K$230.10K
2026-05-15HENDRICKSON THOMASDirectorGrant2.04K$180.08K
2026-05-15JOHNSON GREGORY DDirectorGrant2.04K$180.08K

Flow & Concentration

Insider 180d net-$8.63M
Insider buys / sells0 / 5
Insider biasSellers
13F holders0
Top-5 share0.0%
HHI0 (—)

Connections

Customers: Plans Inc

SEC Filings

DateFormDoc
2026-08-144view
2026-08-148-Kview
2026-08-144view
2026-08-118-Kview
2026-08-11424B2view
2026-08-10424B5view
2026-08-0710-Qview
2026-07-298-Kview
2026-07-153view
2026-07-108-Kview
2026-07-018-Kview
2026-06-2611-Kview
2026-06-024view
2026-06-018-Kview
2026-05-224view

The Long Run

FY 2010–2025 · 16 years

LineLatestCAGRTrend
Revenue$15.81B+10.4%
Gross profit$9.17B+18.8%
Operating income$3.46B+21.0%
Net income$2.54B+19.0%
Cash from ops$3.03B+17.1%

Indices

NASDAQ-100S&P 500

Recent Sessions

DateOpenHighLowCloseVol
Sep 25$86.10$86.80$85.56$86.124.16M
Sep 24$86.55$87.45$85.78$86.244.35M
Sep 23$85.22$86.43$84.71$85.905.20M
Sep 22$83.92$87.02$83.92$85.829.59M
Sep 21$83.78$84.89$82.83$82.887.78M

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