Tom Yeung here with your Sunday Digest.  Last week, TradeSmith CEO Keith Kaplan hosted a presentation where he explained why we’re entering a “danger zone” for the stock market. In this free special broadcast, he was joined by legendary “quant” investor Louis Navellier to discuss look at what makes the late summer treacherous for investors… and to look at a few lesser-known stocks set for upcoming big gains, despite these seasonal doldrums. They’re confident about these calls because Keith and his team at T ...

These hedge fund managers sold Apple and bought O'Reilly Automotive in the first quarter.The hedge fund billionaires listed below sold Apple (AAPL 0.07%) during the first quarter and bought O'Reilly Automotive (ORLY -0.51%), a company whose share price rocketed 510% over the last decade, leading to a 15-for-1 stock split in early June.David Shaw's D.E. Shaw & Co. sold 340,900 shares of Apple, trimming its stake by 6%. The hedge fund also added 19,000 shares of O'Reilly Automotive, though it remains a very s ...

Key Takeaways ORLY posted Q2 EPS of $0.78, topping estimates and rising from $0.70 in the prior-year quarter.Quarterly revenues rose 6% to $4,525M, with 4.1% growth in comparable store sales and 67 stores opened.ORLY raised its 2025 revenue forecast and repurchased $617M shares in the second quarter.O’Reilly Automotive, Inc. (ORLY) reported second-quarter 2025 adjusted earnings per share (EPS) of 78 cents, which marginally beat the Zacks Consensus Estimate of 77 cents. The bottom line also increased from 70 ...

O’Reilly Automotive (ORLY) Q2 2025 Earnings Call July 24, 2025 11:00 AM ET Company ParticipantsJeremy Fletcher - EVP & CFOBrad Beckham - CEOBrent Kirby - PresidentSteven Zaccone - Director, Equity Research, Hardlines RetailMax Rakhlenko - Managing DirectorSteven Forbes - Senior Managing Director Equity ResearchConference Call ParticipantsSimeon Gutman - Equity AnalystMichael Lasser - Equity Research Analyst - Hardlines, Broadlines & Food RetailScot Ciccarelli - MD & Senior Equity Research AnalystZachary Fad ...

O’Reilly Automotive (ORLY) Q2 2025 Earnings Call July 24, 2025 11:00 AM ET Speaker0Welcome to the O'Reilly Automotive Inc. Second Quarter twenty twenty five Earnings Call. My name is Matthew, and I'll be your operator for today's call. At this time, all participants are in a listen only mode. Later, we'll conduct a question and answer session.During the question and answer session, if you have a question, please press star one on your touch tone phone. I'll now hand the call over to Jeremy Fletcher. Mr. Fle ...

What's Next for O'Reilly Automotive? O'Reilly Automotive (ORLY) came out with quarterly earnings of $0.78 per share, beating the Zacks Consensus Estimate of $0.77 per share. This compares to earnings of $0.7 per share a year ago. These figures are adjusted for non-recurring items. This quarterly report represents an earnings surprise of +1.30%. A quarter ago, it was expected that this auto parts retailer would post earnings of $0.66 per share when it actually produced earnings of $0.62, delivering a surpris ...

Exhibit 99.1 FOR IMMEDIATE RELEASE O'REILLY AUTOMOTIVE, INC. REPORTS SECOND QUARTER 2025 RESULTS Springfield, MO, July 23, 2025 – O'Reilly Automotive, Inc. (the "Company" or "O'Reilly") (Nasdaq: ORLY), a leading retailer in the automotive aftermarket industry, today announced record revenue and earnings for its second quarter ended June 30, 2025. 2nd Quarter Financial Results Brad Beckham, O'Reilly's CEO, commented, "I would like to thank our Team of over 92,000 Professional Parts People for their tremendou ...

Second quarter comparable store sales growth of 4.1%11% increase in second quarter diluted earnings per share to $0.78$1.51 billion net cash provided by operating activities year-to-date SPRINGFIELD, Mo., July 23, 2025 (GLOBE NEWSWIRE) -- O’Reilly Automotive, Inc. (the “Company” or “O’Reilly”) (Nasdaq: ORLY), a leading retailer in the automotive aftermarket industry, today announced record revenue and earnings for its second quarter ended June 30, 2025. 2nd Quarter Financial Results Brad Beckham, O’Reilly’s ...

Industry Overview - The Zacks Automotive - Retail and Wholesale - Parts industry involves retailing, distribution, and installation of vehicle parts and accessories, with options for consumers to choose between DIY and DIFM services [2] - The industry is highly competitive and is undergoing significant changes due to evolving customer expectations and technological innovations [2] Key Growth Drivers - The average age of vehicles in the U.S. has reached a record high of 12.6 years, increasing demand for auto parts as older vehicles require more maintenance [3] - Modern vehicles are becoming more complex, leading consumers to prefer professional repair services, thus boosting the DIFM segment [4] - Auto parts dealers are expanding through acquisitions and digital platforms, enhancing market presence and operational efficiency [5] Electric Vehicle Market Impact - U.S. EV sales reached a record 607,089 units in the first half of 2025, marking a 1.5% year-over-year increase, which is expected to provide a boost to auto parts retailers, especially those with EV-specific components [6] Industry Performance - The Zacks Auto Retail & Wholesale Parts industry ranks 63, placing it in the top 26% of 245 Zacks industries, indicating solid near-term prospects [7][8] - Over the past year, the industry has outperformed both the Auto, Tires and Truck sector and the S&P 500, with a growth of 17% compared to the S&P 500's 13% [10] Valuation Metrics - The industry is currently trading at an EV/EBITDA ratio of 27.27X, higher than the S&P 500's 17.7X and the sector's 21.01X [13] - The industry's EV/EBITDA ratio has fluctuated between 21.41X and 28.32X over the past five years, with a median of 24.67X [14] Company Highlights - **Advance Auto Parts (AAP)**: Focuses on selling replacement parts and has bolstered liquidity through the sale of its Worldpac business for $1.5 billion. The company aims to streamline operations and reduce costs through supply chain consolidation [18] - Advance Auto carries a Zacks Rank 2 (Buy), with a projected EPS growth of 752% year-over-year for 2025 [19] - **O'Reilly Automotive (ORLY)**: A leading player in the aftermarket auto parts space, known for 32 consecutive years of revenue growth. The company plans to increase inventory levels and has committed to share repurchases totaling $2.08 billion in 2024 [22] - O'Reilly Automotive holds a Zacks Rank 3 (Hold), with projected EPS growth of 5.4% for 2025 [23]

Core Viewpoint - Analysts expect O'Reilly Automotive to report quarterly earnings of $0.77 per share, reflecting a 10% year-over-year increase, with revenues projected at $4.53 billion, up 6.1% from the previous year [1] Earnings Estimates - Changes in earnings estimates are crucial for predicting investor reactions, with empirical research showing a strong correlation between earnings estimate revisions and short-term stock performance [2] Key Metrics Forecast - Sales to Do-It-Yourself Customers are estimated at $2.30 billion, indicating a 6.8% increase from the prior year [4] - Sales to professional service provider customers are projected to be $2.13 billion, reflecting a 6.7% year-over-year increase [5] - Other sales and sales adjustments are expected to reach $108.53 million, showing a decline of 12.1% from the previous year [4] Store Metrics - Total number of stores is expected to reach 6,466, up from 6,244 a year ago [6] - Ending domestic store count is projected at 6,341, compared to 6,152 last year [6] - Number of stores opened is estimated at 48, an increase from 27 in the same quarter last year [6] Additional Store Insights - Domestic new stores opened are forecasted at 40, compared to 21 in the same quarter of the previous year [7] - Estimated Mexico stores at the end of the period is 100, up from 69 last year [7] Sales Performance - Sales per weighted-average square foot are expected to reach $91.58 million, compared to $87.88 million in the same quarter last year [8] - Total stores at the beginning of the period are estimated at 6,416, compared to 6,217 a year ago [8] Stock Performance - Over the past month, O'Reilly Automotive shares have returned +3.7%, while the Zacks S&P 500 composite has changed +5.4% [8] - Currently, O'Reilly Automotive holds a Zacks Rank 3 (Hold), indicating performance may align with the overall market in the near future [8]