Optional product analytics
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O'Reilly Automotive Inc.'s published Sell conclusion compares the analysis-date price with fair value and potential value. Read the full report for assumptions, evidence, and material risks.
| Market cap | $76.2B | |
|---|---|---|
| Revenue (ttm) | 18.6B | |
| Net income (ttm) | 2.7B | |
| EPS (ttm) | $3.15 | |
| Shares out | 809M | |
| P/E (trailing) | 28.6x | |
| P/E (forward) | 25.4x | |
| Volume | 5,291,616 | |
| Beta | 0.54 |
Recent price action with selectable time range.
| Item | P1 | P2 | P3 | P4 | P5 | Trend |
|---|---|---|---|---|---|---|
| Period | 2021-12-31 | 2022-12-31 | 2023-12-31 | 2024-12-31 | 2025-12-31 | Trend |
| Revenue | $13.33B | $14.41B | $15.81B | $16.71B | $17.78B | +7.5% |
| Gross profit | $7.02B | $7.38B | $8.10B | $8.55B | $9.17B | +6.9% |
| Operating income | $2.93B | $2.96B | $3.21B | $3.27B | $3.48B | +4.4% |
| Net income | $2.16B | $2.17B | $2.35B | $2.39B | $2.54B | +4.1% |
| EPS (diluted) | $2.07 | $2.23 | $2.56 | $2.71 | $2.97 | +9.4% |
| EBITDA | $3.25B | $3.31B | $3.62B | $3.73B | $3.99B | +5.2% |
| R&D | — | — | — | — | — | — |
| SG&A | $4.10B | $4.43B | $4.92B | $5.30B | $5.71B | +8.6% |
Recent company headlines from major financial publishers.
ORLY continues aggressive commercial market share capture, sustaining low double-digit earnings growth. The market maintains its premium 25x multiple, ignoring medium-term capex drags.
Revenue growth fades to a mature 5.7% trajectory. Operating margins hold firm, but the forward multiple structurally compresses toward a normalized 20x terminal exit.
| Ke ↓ / g → | 1.0% | 1.5% | 2.0% | 2.5% | 3.0% |
|---|---|---|---|---|---|
| 8.1% | $62.4 | $67.1 | $72.6 | $79.1 | $86.9 |
| 9.1% | $54.7 | $58.3 | $62.4 | $67.1 | $72.6 |
| 10.1% | $48.6 | $51.5 | $54.7 | $58.3 | $62.4 |
| 11.1% | $43.8 | $46.1 | $48.6 | $51.5 | $54.7 |
| 12.1% | $39.9 | $41.7 | $43.8 | $46.1 | $48.6 |
Upcoming earnings date and setup when available.
The rating each month's published research edition carried. A rating compares the price at analysis with the Fair value; it is not a record of whether the call was right.
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 |
