O'Reilly Automotive, Inc. (ORLY)

O'Reilly Automotive, Inc. completed a 15-for-1 forward stock split on June 10, 2025. The company reported strong second-quarter 2025 results on July 23, 2025, with a comparable store sales increase of 4.1% and an 11% increase in diluted earnings per share to $0.78. On October 22, 2025, O'Reilly Automotive, Inc. reported its third-quarter 2025 results, with sales increasing 8% to $4.71 billion and comparable store sales growing by 5.6%; diluted earnings per common share increased 12% to $0.85, falling short of projected $0.92 due to rising supply chain costs and inventory management challenges. RBC Capital lowered its price target on ORLY to $110.00 from $111.00 on October 24, 2025, while Barclays raised its price target for O'Reilly Automotive shares to $91.00 from $86.00. As of October 24, 2025, the share price was $97.27, representing a 22.07% increase over the past year, but experienced a decline of -5.66% in the week prior to October 28, 2025, and a -8.37% fall over the month.

Demand for O'Reilly Automotive, Inc.'s products and services can be influenced by seasonal factors, such as improved sales trends in June 2024 driven by strong performance in summer weather-related categories. The automotive aftermarket industry experiences consistent demand due to the increasing average age of vehicles on the road, which leads to higher demand for maintenance and repair parts.

O'Reilly Automotive, Inc. is a leading retailer and supplier of automotive aftermarket parts, tools, supplies, equipment, and accessories, serving both professional service providers and DIY customers. Its product offerings include new and remanufactured automotive hard parts, maintenance items, accessories, and other products like auto body paint, automotive tools, and professional service equipment. The company also offers services such as battery testing, wiper blade installation, and check engine light diagnostics for DIY customers, as well as technical support for professional service providers.

O'Reilly Automotive, Inc. operates over 6,400 stores across 48 U.S. states, Puerto Rico, Mexico, and Canada as of June 30, 2025. The company has been actively expanding its international footprint, including rebranding its stores in Mexico to O'Reilly Autopartes in December 2023 and entering the Canadian market through the acquisition of Groupe Del Vasto in 2024. O'Reilly plans to open between 225 and 235 net new stores in 2026, with continued growth in its international markets.

O'Reilly Automotive's brand reputation is strongly tied to its commitment to customer service, which is considered a key differentiator. The company emphasizes providing high-quality products and exceptional customer service to both professional installers and DIY customers. The company's earnings per share fell short of expectations due to rising supply chain costs and inventory management issues, leading to stockouts of high-demand items, which could potentially affect customer satisfaction and brand perception if not effectively managed.

O'Reilly Automotive, Inc. is heavily dominated by institutional owners, who hold approximately 87% of the shares. The largest institutional shareholders include The Vanguard Group, Inc., BlackRock, Inc., and State Street Corp. The top 24 shareholders control 50% of the ownership, meaning no single shareholder has a majority interest. Individual investors hold a 12% stake in the company.