O'Reilly Automotive, Inc. (ORLY)

In the past six months, O'Reilly Automotive, Inc. reported strong financial results for Q4 and full-year 2025, with comparable store sales growth and increased diluted earnings per share. The company announced record revenue and earnings for Q1 2026, beating expectations with an EPS of $0.72 and revenue of $4.56 billion, driven by an 8.1% comparable store sales gain. Management raised its full-year 2026 EPS and revenue guidance. Analysts responded positively, upgrading price targets and maintaining 'Buy' ratings. The company repurchased $923 million in shares during Q1 2026. Earlier, on June 10, 2025, the company completed a 15-for-1 forward stock split.

Historical stock price data suggests some seasonal trends in investor sentiment or performance. November has historically shown the highest probability of a positive return for ORLY stock, while May has the lowest probability. This could indirectly reflect periods of higher or lower demand for automotive parts and services, or investor expectations related to such demand.

O'Reilly Automotive, Inc. is a retailer and supplier in the automotive aftermarket industry, serving both professional service providers and DIY customers. The company distributes and retails automotive aftermarket parts, tools, supplies, equipment, and accessories, including new and remanufactured hard parts, maintenance items, and accessories. O'Reilly also provides services such as recycling, battery, wiper, and bulb replacement, diagnostic testing, a loaner tool program, and professional paint shop mixing. The company offers products under various brand names like BesTest and MasterPro.

As of March 31, 2026, O'Reilly Automotive, Inc. operates 6,644 stores across 48 U.S. states, Puerto Rico, Mexico, and Canada. The company's headquarters are located in Springfield, Missouri, U.S.

O'Reilly Automotive, Inc. maintains a strong brand reputation as a leader in the automotive replacement parts industry since 1957. The company is known for its customer service, knowledgeable staff, and broad product line. In 2026, Forbes listed O'Reilly Automotive among 'America's Best Companies' and 'Most Trusted Companies in America' in the retailing sector.

O'Reilly Automotive, Inc. is predominantly owned by institutional shareholders, who hold approximately 84.56% of the stock. Insiders own about 4.11%, and retail investors hold 11.33%. Major institutional owners include The Vanguard Group, Inc., BlackRock, Inc., and State Street Corp. David E. Oreilly is the largest individual shareholder.