First quarter comparable store sales growth of 3.6%$755 million net cash provided by operating activities in first quarter 2025 SPRINGFIELD, Mo., April 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 for its first quarter ended March 31, 2025. 1st Quarter Financial Results Brad Beckham, O’Reilly’s CEO, commented, “We are pleased to report a solid start to 2025, highl ...

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Wall Street analysts forecast that O'Reilly Automotive (ORLY) will report quarterly earnings of $9.83 per share in its upcoming release, pointing to a year-over-year increase of 6.9%. It is anticipated that revenues will amount to $4.17 billion, exhibiting an increase of 4.9% compared to the year-ago quarter.Over the last 30 days, there has been no revision in the consensus EPS estimate for the quarter. This signifies the covering analysts' collective reconsideration of their initial forecasts over the cour ...

Core Viewpoint - O'Reilly Automotive (ORLY) is expected to report first-quarter 2025 results on April 23, with consensus estimates for EPS at $9.83 and revenues at $4.17 billion, indicating growth from the previous year [1][2]. Financial Performance - The consensus estimate for ORLY's earnings has decreased by a penny in the past week, suggesting a 6.85% growth compared to the same quarter last year [2]. - The revenue estimate implies a year-over-year increase of 4.88%, with ORLY having beaten earnings estimates in two of the last four quarters, resulting in an average negative surprise of 0.48% [3]. Market Trends - U.S. new vehicle sales are projected to rise by 0.6% year-over-year to 3.79 million units in Q1 2025, which is expected to benefit O'Reilly due to increased demand for new vehicles [4]. - Comparable sales growth for O'Reilly is anticipated to be 1.8% in the first quarter of 2025 [4]. Revenue Outlook - O'Reilly has achieved record revenues for 32 consecutive years, driven by growth in the auto parts market, vehicle longevity, store expansion, and a strong distribution network. The company projects 2025 revenues between $17.4 billion and $17.7 billion, up from $16.71 billion in 2024 [5]. Inventory and Expenses - The company plans to increase inventory levels throughout the year to ensure product availability, aiming for a 5% growth in inventory per store for 2025 [6]. - Per-store SG&A expenses rose by 4.6% year-over-year in 2024, with expectations of a 2-2.5% increase in 2025 due to wage pressures and investments in hub stores and technology [6]. Margin Pressure - While a positive sales outlook for 2025 is likely to support ORLY's top-line growth, rising SG&A expenses may exert pressure on profit margins [7]. Earnings Prediction - The current model does not predict an earnings beat for ORLY, as it has an Earnings ESP of -0.78%, indicating that the Most Accurate Estimate is lower than the Zacks Consensus Estimate [8][9].

Group 1 - O'Reilly Automotive (ORLY) experienced a significant trading signal known as Power Inflow at a price of $1354.28, indicating a potential uptrend and entry point for traders [1][5] - The Power Inflow is a crucial indicator for traders, reflecting institutional activity and suggesting a bullish sentiment in the stock [1][3] - Following the Power Inflow, the stock reached a high price of $1392.96 and a close price of $1373.36, resulting in returns of 2.9% and 1.4% respectively [8] Group 2 - Order flow analytics, which includes the analysis of buy and sell orders, helps traders make informed decisions by interpreting market conditions and identifying trading opportunities [2][4] - The Power Inflow typically occurs within the first two hours of market opening and is used to gauge the stock's overall direction for the day [3]

Core Points - O'Reilly Automotive, Inc. will release its first quarter 2025 results on April 23, 2025, after 3:30 p.m. Central Time [1][2] - A conference call to discuss the financial results will take place on April 24, 2025, at 10:00 a.m. Central Time [2][4] Company Overview - O'Reilly Automotive, Inc. is a leading retailer in the automotive aftermarket industry, founded in 1957, and operates 6,378 stores across 48 U.S. states, Puerto Rico, Mexico, and Canada as of December 31, 2024 [3]

Core Points - O'Reilly Automotive, Inc. will release its first quarter 2025 financial results on April 23, 2025, after 3:30 p.m. Central Time [1][2] - A conference call to discuss the financial results will take place on April 24, 2025, at 10:00 a.m. Central Time [2][4] Company Overview - O'Reilly Automotive, Inc. is a leading specialty retailer in the automotive aftermarket industry, founded in 1957 [3] - The company operates 6,378 stores across 48 U.S. states, Puerto Rico, Mexico, and Canada as of December 31, 2024 [3]

Core Viewpoint - O'Reilly Automotive, Inc. announced a 15-for-1 stock split, subject to shareholder approval, aimed at making shares more accessible to team members and enhancing participation in the company's success [1][2][7]. Group 1: Stock Split Details - The stock split will be executed as a one-time special stock dividend, pending an amendment to increase the number of authorized shares [1][2]. - Shareholder approval for the amendment will be sought at the annual meeting on May 15, 2025 [2]. - If approved, shareholders of record as of June 2, 2025, will receive fourteen additional shares for each share held, with distribution occurring after market close on June 9, 2025 [4]. Group 2: Company Performance and Strategy - O'Reilly's CEO highlighted the company's strong financial performance since its IPO in April 1993, with a total share price increase of over 4,330%, averaging approximately 21% annually [3]. - The stock split aligns with the company's original goal of sharing success with team members, reinforcing the importance of the "Team O'Reilly" culture [3][4]. Group 3: Company Overview - O'Reilly Automotive, Inc. is a leading retailer in the automotive aftermarket industry, operating 6,378 stores across the U.S., Puerto Rico, Mexico, and Canada as of December 31, 2024 [5]. - The company serves both do-it-yourself customers and professional service providers, offering a wide range of automotive parts, tools, and accessories [5].

Core Viewpoint - O'Reilly Automotive, Inc. announced a 15-for-1 stock split, subject to shareholder approval, aimed at making shares more accessible to team members and enhancing participation in the company's success [1][2][4]. Group 1: Stock Split Details - The stock split will be executed as a one-time special stock dividend, pending an amendment to increase the number of authorized shares [1][2]. - Shareholder approval for the amendment will be sought at the annual meeting on May 15, 2025 [2]. - If approved, shareholders of record as of June 2, 2025, will receive fourteen additional shares for each share held, with distribution occurring after market close on June 9, 2025 [4]. Group 2: Company Performance and Strategy - O'Reilly's CEO highlighted the company's strong financial performance since its IPO in April 1993, with a total share price increase of over 4,330%, averaging approximately 21% annually [3]. - The stock split is intended to align with the company's original goal of sharing success with team members and enhancing their ability to acquire whole shares through the employee stock purchase program [3][4]. Group 3: Company Overview - O'Reilly Automotive, Inc. is a leading retailer in the automotive aftermarket industry, operating 6,378 stores across the U.S., Puerto Rico, Mexico, and Canada as of December 31, 2024 [5]. - The company serves both do-it-yourself customers and professional service providers, offering a wide range of automotive parts, tools, and accessories [5].

Core Viewpoint - O'Reilly Automotive reported mixed financial results for Q3 2024, with earnings and revenues missing consensus estimates, while showing year-over-year growth in net income and revenues [2][4]. Financial Performance - Adjusted earnings per share (EPS) for Q3 2024 were $11.41, missing the Zacks Consensus Estimate of $11.53, but up from $10.72 in the prior-year quarter [2] - Quarterly revenues reached $4.36 billion, falling short of the Zacks Consensus Estimate of $4.43 billion, but representing a 3.8% increase year over year [2] - Comparable store sales grew by 1.5% during the quarter [3] - Selling, general and administrative expenses rose by 7% year over year to $1.35 billion [4] - Operating income remained flat at $897 million year over year [4] - Net income increased to $665 million from $650 million in the year-ago quarter [4] Share Repurchase and Cash Flow - O'Reilly repurchased 0.5 million shares for $541 million at an average price of $1,084.28 per share during the quarter [5] - An additional 0.1 million shares were repurchased post-quarter for $70 million at an average price of $1,170.55 per share [5] - Cash and cash equivalents decreased to $115.6 million from $279.1 million at the end of 2023 [6] - Long-term debt was reduced to $5.36 billion from $5.57 billion as of December 31, 2023 [6] - Cash generated from operating activities was $772 million, down from $2.43 billion in the prior year [7] - Free cash flow was reported at $500 million, a decline of 69.8% year over year [7] 2024 Outlook - O'Reilly revised its 2024 revenue guidance to a range of $16.6-$16.8 billion, down from $16.6-$16.9 billion [8] - EPS guidance was adjusted to $40.60-$41.10, down from $40.75-$41.25 [8] - Comparable store sales growth outlook was revised to 2-3% from 2-4% [8] - Free cash flow guidance remained unchanged at $1.8-$2.1 billion [8] - Capital expenditure guidance remained at $900 million to $1 billion, with plans to open 190-200 stores this year [8] Estimate Trends - There has been a downward trend in estimates revisions for O'Reilly Automotive over the past month [9][11] - The stock currently holds a Zacks Rank 3 (Hold), indicating an expectation of in-line returns in the coming months [11] VGM Scores - O'Reilly Automotive has an average Growth Score of C, a Momentum Score of D, and a Value Score of D, placing it in the bottom 40% for the value investment strategy [10]