Analyse produit facultative
Avec votre autorisation, nous utilisons une analyse limitée et respectueuse de la vie privée pour comprendre les parcours de recherche utiles. Nous n’utilisons ni traceurs publicitaires ni enregistrement de session. Vous pouvez modifier ce choix dans les préférences. Consultez la Politique de confidentialité.
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 | |
|---|---|---|
| P/E (forward) | 25.4x |
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.
La notation portée par l'édition de recherche publiée chaque mois. Une notation compare le cours à la date d'analyse à la juste valeur ; elle n'indique pas si l'appréciation s'est révélée juste.
| Année | janv. | févr. | mars | avr. | mai | juin | juil. | août | sept. | oct. | nov. | déc. |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 |
