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Company Research3 Apr 2023
12 Boring Businesses With Strong Track Records
To get great or stable returns, you don't necessarily need to be on the hunt for the "next big thing."
O’Reilly Automotive
O’Reilly Automotive (ORLY) investor relations material
O’Reilly Automotive Q4 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q4 2025 earnings summary5 Feb, 2026
Executive summary
Achieved record revenue, operating income, and EPS for the 33rd consecutive year, with 5.6% comparable store sales growth in Q4 and 4.7% for the full year, exceeding expectations.
Total sales rose 6.4% to $17.8 billion, marking over 50% growth in five years.
Opened 207 net new stores and a new distribution center in Virginia, expanding presence in the U.S., Mexico, and Canada.
Professional business led growth with over 10% comp sales increase for the second straight quarter, while DIY business saw low single-digit comp growth and stabilization.
Record 15-for-1 forward stock split completed in June 2025.
Financial highlights
Q4 sales rose 8% year-over-year to $4.41 billion; full-year sales up 6% to $17.78 billion.
Q4 gross profit increased 9% to $2.29 billion (51.8% of sales); full-year gross profit up 7% to $9.17 billion (51.6% of sales).
Operating profit reached $3.5 billion, up 6.4% year-over-year, representing 19.5% of sales.
Diluted EPS was $0.71 in Q4 (up 13%) and $2.97 for the year (up 10%).
Free cash flow was $1.6 billion, down from $2 billion in 2024, due to timing of tax credit payments and higher CapEx.
Outlook and guidance
2026 guidance: 225–235 net new store openings, comparable store sales growth of 3%-5%.
Total revenue expected between $18.7–$19.0 billion; gross margin 51.5%–52.0%.
Operating income as a percentage of sales projected at 19.2%–19.7%; diluted EPS guidance of $3.10–$3.20.
Free cash flow expected between $1.8–$2.1 billion.
CapEx guidance for 2026 is $1.3-$1.4 billion, focused on new store growth and distribution investments.
What specific actions address rising SG&A costs?
Share repurchase strategy for 2026?
Quantify new DC's impact on 2026 store growth.
When will self-insurance cost growth stabilize?
Strategy to improve DIY transaction counts
Northeast market share strategy post-Virginia DC
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Latest summaries
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- 7 Feb514167
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Net losses widened and revenue fell year-over-year amid regulatory and market headwinds. - 7 FebSBIN
Q3 FY26 net profit reached ₹21,028.15 crore, driven by robust income and strategic divestments. - 6 FebHTOO
Resale registration for 71,429 shares via warrant, with proceeds only on exercise; financial risks persist. - 6 FebVSAT
Q3 revenue up 3% to $1.16B, net income $25M, strong cash flow, Ligado boost, satellite focus. - 6 FebWEC
Targets 7–8% EPS growth, $37.5B capex, and coal exit by 2032 amid surging data center demand. - 6 FebBR
Q2 FY26 recurring revenue grew 8% and adjusted EPS guidance was raised to 9-12%.
Next O’Reilly Automotive earnings date
Q1 202623 Apr, 2026
O’Reilly Automotive
Next O’Reilly Automotive earnings date
Q1 202623 Apr, 2026
The essential earnings season companion
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One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
Eferix Drawings Google Play
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Frequently asked questions
Automotive Parts and Tools
O’Reilly Automotive is an American retail company that sells aftermarket auto parts. The company is primarily active in the US and operates over 6,000 stores across the country. O’Reilly provides parts, equipment, tools, and more to both individual consumers looking to fix their vehicles by themselves, as well as business customers such as garages and workshops. The company is headquartered in Springfield, Missouri, and its shares are listed on the Nasdaq.
From a Single Store to a National Presence
O'Reilly Automotive's trajectory from its first store in Missouri, which opened in 1957, to a major player in the auto parts industry mirrors the evolving American automotive landscape. The company initially served a growing market of car owners, focusing on customer service and carrying a large inventory of parts. During the 1970s and 1980s, O'Reilly's expansion was marked by the acquisition of smaller auto parts chains, enabling them to compound and grow at a rapid rate. This growth strategy continued into the 1990s, culminating in an IPO in 1993. Today, O'Reilly operates a large network of stores across the United States, complemented by an online retail presence.
The Business Model
O'Reilly Automotive operates as a specialty retailer of automotive aftermarket parts, tools, supplies, equipment, and accessories. Its inventory includes new and remanufactured automotive hard parts, such as alternators, batteries, brake system components, belts, and hoses. In addition to hard parts, O'Reilly also provides maintenance items like oil, antifreeze, fluids, filters, and wiper blades, as well as accessories like floor mats and seat covers. The company ensures product availability through a well-orchestrated supply chain and distribution network, encompassing multiple distribution centers and retail outlets across the United States. The company’s closest publicly traded peers are AutoZone, Advance Auto Parts, and Genuine Parts Company (the owner of NAPA Auto Parts).
For Professionals and Individuals
O'Reilly Automotive serves both professional mechanics and individual consumers. For professionals, they offer a range of automotive parts, tools, and equipment that cater to their repair and service needs. The company's inventory and distribution system aims to ensure the timely availability of essential components for these professionals. For individual consumers, particularly DIY enthusiasts, O'Reilly provides not just auto parts and accessories, but also guidance and tools. This dual approach means that the company is an attractive place to shop for customers ranging from expert repair shops to everyday vehicle owners.
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