O’Reilly Automotive Inc ORLY

What the company does

O’Reilly Automotive Inc is a large-cap company in the Consumer Cyclical sector (Auto Parts), with a market value of $72.7B, based in the USA.

It employs about 95,822 people and has been listed since Apr 22, 1993.

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.

Cheap or expensive? priced in line with its group

Its price-to-earnings (P/E) is 28.5 versus 24.6 for the median of the Consumer Cyclical sector in our universe (21 companies) — priced in line with its group.

Revenue is growing 8% versus the same quarter last year.

On analysts' next-year forecasts the multiple drops to 23.4 — they expect higher earnings.

The average analyst price target is 106.88, 19% above the current price (their view, not ours).

The stock sits at 37% of its one-year range (0% = the low, 100% = the high).

The risks

• • Quarterly report in 3 days (2026-10-28) — a day the stock can move a lot.

Strengths

• ✅ Profitable — 15 of every 100 dollars of revenue stays as profit.
• ✅ Generates free cash flow — profit becomes cash in the bank.
• ✅ Buys back its shares (4% fewer shares in a year).
• ✅ Most analysts rate it buy (23 vs 0).

What changed this week

Over the past week the stock rose 0.7% (for comparison: S&P 500 -0.4%, sector ETF XLY +0.6%).

This week's news

• Unveiling O'Reilly Automotive (ORLY) Q3 Outlook: Wall Street Estimates for Key Metrics finance.yahoo.com · 2026-10-23
  What the article says

  Analysts on Wall Street project that O'Reilly Automotive (ORLY) will announce quarterly earnings of $0.93 per share in its forthcoming report, representing an increase of 9.4% year over year. Revenues are projected to reach $5 billion, increasing 6.2% from the same quarter last year. The current level reflects an… source ↗

• Does Earnings Preview Change The Bull Case For O'Reilly Stock (ORLY)? finance.yahoo.com · 2026-10-22
  What the article says

  O'Reilly Automotive is preparing to report September 2026 quarter results, with analysts expecting earnings of $0.93 per share on about $5 billion in revenue. The earnings release on October 28 is viewed as a key event for the business. The earnings preview focuses attention on O'Reilly Automotive's execution on… source ↗

• O'Reilly Automotive (ORLY) Stock Could Be 25% Overvalued On Cash Flow finance.yahoo.com · 2026-10-22
  What the article says

  O'Reilly Automotive has rewarded long term holders, yet the recent share price and a year of weaker returns now put a sharper spotlight on whether that valuation is still grounded in the cash the business can generate. With the stock trading at US$89.20 at the last close, the key issue is whether the current market… source ↗

• O'Reilly Automotive (ORLY) Earnings Expected to Grow: Should You Buy? finance.yahoo.com · 2026-10-21
  What the article says

  O'Reilly Automotive (ORLY) is expected to deliver a year-over-year increase in earnings on higher revenues when it reports results for the quarter ended September 2026. This widely-known consensus outlook gives a good sense of the company's earnings picture, but how the actual results compare to these estimates is a… source ↗

• Gabelli Releases Agenda for 50th Annual Automotive Symposium finance.yahoo.com · 2026-10-21
  What the article says

  Gabelli Funds PALM BEACH, Fla., Oct. 21, 2026 (GLOBE NEWSWIRE) -- Gabelli today released the agenda for its 50th Annual Automotive Symposium, taking place Monday and Tuesday, November 2nd and 3rd, at the Encore at Wynn in Las Vegas, Nevada. The symposium will link investors with executive leadership across the… source ↗

• Genuine Parts (GPC) Q3 Earnings Lag Estimates finance.yahoo.com · 2026-10-20
  What the article says

  Genuine Parts (GPC) came out with quarterly earnings of $2.07 per share, missing the Zacks Consensus Estimate of $2.09 per share. This compares to earnings of $1.98 per share a year ago. These figures are adjusted for non-recurring items. This quarterly report represents an earnings surprise of -0.96%. A quarter ago,… source ↗

What changed since last week

No material change: same valuation verdict, same risk flags, price moved less than 3%.