Company Overview - O'Reilly Automotive has seen a remarkable stock performance, climbing 509% over the past decade and outperforming the S&P 500 index [3] - Since its IPO in April 1993, O'Reilly's stock has skyrocketed 56,350%, indicating strong business fundamentals and shareholder value [9] Stock Split Details - On March 13, O'Reilly's board approved a 15-for-1 stock split, which was implemented on June 10, reducing the share price from approximately $1,350 to $90 [6] - The stock split increased the number of outstanding shares by a factor of 15, making shares more accessible to investors [5][6] Business Model and Demand Stability - O'Reilly operates 6,416 stores, primarily selling aftermarket auto parts, which are in stable demand regardless of economic conditions [10] - The necessity of maintaining working automobiles supports consistent demand, as consumers tend to either drive more in good times or maintain existing vehicles during recessions [11] Financial Performance - O'Reilly generated $2 billion in free cash flow in 2024 and reported $455 million in Q1, with a history of using this cash for share buybacks [12] - The diluted outstanding share count has been reduced by 24% over the last five years, enhancing earnings per share [12] Valuation Considerations - O'Reilly's stock trades at a price-to-earnings ratio of 33.3, which is 38% higher than its trailing-10-year average, suggesting that the stock may be overvalued [13] - A recommendation is made for investors to consider waiting for a pullback before investing, although a dollar-cost averaging strategy could be viable for those bullish on the stock [13]

The market's most-prominent stock split of the year has a number of macroeconomic and company-specific tailwinds in its sails.For the better part of the last three decades, investors have had a next-big-thing technology or innovation to captivate their attention, and their money. Over the last two-plus years, the evolution of artificial intelligence (AI) has been Wall Street's hottest trend.But it's not the only trend responsible for lifting the iconic Dow Jones Industrial Average, broad-based S&P 500, and ...

O'Reilly Automotive (ORLY -0.35%) operates a fairly boring business selling auto parts to consumers and commercial customers. And yet a $10,000 investment in the retailer at the turn of the century would now be worth over $1.2 million. Could putting $10k into the stock today make you a millionaire?What does O'Reilly Automotive do?At its core, O'Reilly Automotive is a retailer. The auto parts it sells place the company into the industrial sector, but the way a retailer grows is basically the same as it would ...

Nothing has captivated the attention of investors more over the last two years than the rise of artificial intelligence (AI). The potential for this game-changing technology to add $15.7 trillion to the global economy by 2030, based on estimates from PwC, suggests a broad swath of AI-hardware and applications companies are going to benefit. But it's far from the only trend that investors have flocked to. For instance, companies completing stock splits have consistently been a bright spot for the investing c ...

It has been about a month since the last earnings report for O'Reilly Automotive (ORLY) . Shares have added about 0.9% in that time frame, underperforming the S&P 500.Will the recent positive trend continue leading up to its next earnings release, or is O'Reilly Automotive due for a pullback? Before we dive into how investors and analysts have reacted as of late, let's take a quick look at the most recent earnings report in order to get a better handle on the important drivers.How Have Estimates Been Moving ...

Group 1: Company Overview - O'Reilly Automotive is primarily a retailer of auto parts, serving both do-it-yourself and professional markets, with approximately 6,400 stores across North America [2] Group 2: Growth Strategies - The company plans to open around 200 new locations in 2025, and same-store sales increased by 3.6% in the first quarter of 2025, contributing to reasonable top-line growth [4] Group 3: Financial Performance - In the first quarter of 2025, O'Reilly's sales increased by 4%, while earnings rose only about 2%, indicating a disparity between sales growth and earnings growth [5][6] - Despite a 4% increase in sales, the company's net income fell from $547 million in Q1 2024 to $538 million in Q1 2025 due to rising selling, general, and administrative costs [8] - Earnings per share increased from $9.20 in Q1 2024 to $9.35 in Q1 2025, attributed to a 3% reduction in share count, despite lower net income [9][10] Group 4: Operational Challenges - The increase in operating costs has been a significant factor affecting profitability, with the earnings advance year over year being around 1.6%, suggesting that stock buybacks only partially mitigated the impact of rising costs [11]

UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 10-Q ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended March 31, 2025 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from ________ to ________ O'REILLY AUTOMOTIVE, INC. (Exact name of registrant as specified in its charter) incorporation or organization) Missouri 000-21318 27-4358837 (State ...

I focus on long-term investments while incorporating short-term shorts to uncover alpha opportunities. My investment approach revolves around bottom-up analysis, delving into the fundamental strengths and weaknesses of individual companies. My investment duration is the medium to long-term. Ultimately, I aim to identify companies with solid fundamentals, sustainable competitive advantages, and growth potential.Analyst’s Disclosure: I/we have no stock, option or similar derivative position in any of the comp ...

O'Reilly Automotive, Inc. (NASDAQ:ORLY) Q1 2025 Earnings Conference Call April 24, 2025 11:00 AM ET Company Participants Jeremy Fletcher - Executive Vice President and Chief Financial Officer Brad Beckham - Chief Executive Officer Brent Kirby - President Conference Call Participants Michael Lasser - UBS Simeon Gutman - Morgan Stanley Greg Melich - Evercore Chris Bottiglieri - BNP Robbie Ohmes - Bank of America Kate McShane - Goldman Sachs Christopher Horvers - JPMorgan Operator Welcome to the O'Reilly Autom ...

O’Reilly Automotive, Inc. (ORLY) reported first-quarter 2025 adjusted earnings per share (EPS) of $9.35, which lagged the Zacks Consensus Estimate of $9.83. The bottom line, however, increased from $9.20 reported in the prior-year quarter.The automotive parts retailer registered quarterly revenues of $4.14 billion, missing the Zacks Consensus Estimate of $4.17 billion. The top line, however, increased 4% year over year.During the quarter, comparable store sales grew 3.6%. The company opened 38 stores in the ...