O'Reilly Automotive, Inc. (ORLY)

O'Reilly Automotive, Inc.'s stock price has been impacted by several events in the past six months. On June 10, 2025, the company completed a 15-for-1 forward stock split. On July 23, 2025, the company announced its second-quarter 2025 results, reporting record revenue and earnings, with comparable store sales increasing by 3.9%. During the second quarter, O'Reilly repurchased 6.8 million shares of its common stock for approximately $617 million. On October 22, 2025, O'Reilly Automotive, Inc. reported its third-quarter 2025 results, with comparable store sales increasing by 5.6% for the quarter and 4.5% for the nine months ended September 30, 2025. The company also repurchased 4.3 million shares of its common stock during the third quarter for about $420 million. The company increased its full-year comparable store sales guidance to a range of 4.0% to 5.0% for the full year 2025. As of January 7, 2026, the share price was $90.85, representing a 13.02% increase from January 8, 2025. The stock experienced a "Golden Star Signal" on July 1, 2025. However, some analysts in July 2025 noted a bearish consolidation pattern and expressed caution due to weakening fundamental outlooks, including margin compression and tariff risks.

Demand for O'Reilly Automotive, Inc.'s products and services exhibits seasonality, with peak demand generally occurring in the spring and fall months due to seasonal car maintenance activities. Sales tend to be lowest in the winter months, although certain products like snow tires and battery replacements see increased demand. Summer months see higher sales for cooling systems, air filters, and travel-related accessories. The holiday season can also present opportunities for sales of automotive tool sets as gifts.

O'Reilly Automotive, Inc. is a specialty retailer and supplier in the automotive aftermarket industry, operating in the United States, Puerto Rico, Mexico, and Canada. The company sells automotive parts, tools, supplies, equipment, and accessories to both professional service providers and do-it-yourself customers. Its product assortment includes new and remanufactured automotive hard parts and maintenance items, as well as accessories, auto body paint, automotive tools, and professional service provider equipment. O'Reilly provides services such as battery diagnostic testing, battery, wiper, and bulb replacement, a loaner tool program, and recycling services. Products are sold under O'Reilly's own brands and third-party brands.

O'Reilly Automotive, Inc. operates over 6,400 stores across 48 states in the U.S., Puerto Rico, Mexico, and Canada. The company has a robust distribution system and extensive network of retail locations. In January 2024, O'Reilly acquired Groupe Del Vasto (Vast Auto), expanding its reach in Eastern Canada.

O'Reilly Automotive maintains a strong brand reputation in the automotive aftermarket sector, built on its commitment to customer service, a broad product line, and an efficient distribution network. The company emphasizes providing an efficient and pleasant in-store experience, with knowledgeable staff and ample product availability. The company's expansion strategy and acquisition history have also contributed to its market presence and reputation as a leader in the sector. No specific events negatively impacted O'Reilly Automotive, Inc.'s brand reputation in the past year.

O'Reilly Automotive, Inc. has a mixed ownership structure comprising institutional, retail, and individual investors. Institutional investors hold a significant majority, with approximately 83.17% to 87% of the company's stock. Major institutional shareholders include Vanguard Group Inc., BlackRock, Inc., and State Street Corp. Insiders own less than 1% to 4.02% of the company's stock, with David E. O'Reilly being a significant individual shareholder, owning 1.73% of the company's shares. The general public holds approximately 12% to 33.38% of the stock.