Core Insights - O'Reilly Automotive, Inc. reported record revenue for Q1 2025, with a total revenue of $4.14 billion, an increase of $161 million or 4% compared to $3.98 billion in Q1 2024 [2][3] - Comparable store sales increased by 3.6% in Q1 2025, building on a 3.4% increase in the same period last year, driven by growth in both professional and DIY segments [2][4] - The company maintains its full-year comparable store sales guidance of 2.0% to 4.0% and plans to open 200 to 210 new stores by the end of 2025 [2][8] Financial Performance - Gross profit for Q1 2025 was $2.12 billion, representing 51.3% of sales, up from $2.03 billion or 51.2% of sales in Q1 2024 [2][3] - Selling, general, and administrative expenses rose by 8% to $1.38 billion, accounting for 33.4% of sales, compared to 32.2% in the previous year [2] - Operating income decreased by 1% to $741 million, or 17.9% of sales, down from $752 million or 18.9% of sales in Q1 2024 [2][3] Net Income and Earnings - Net income for Q1 2025 was $538 million, a decrease of $9 million or 2% from $547 million in Q1 2024, representing 13.0% of sales compared to 13.8% [3][18] - Diluted earnings per share increased by 2% to $9.35 on 58 million shares, compared to $9.20 on 59 million shares in the same period last year [3][18] Share Repurchase Program - In Q1 2025, the company repurchased 0.4 million shares at an average price of $1,297.15, totaling an investment of $559 million [5][7] - An additional 0.1 million shares were repurchased after Q1 at an average price of $1,378.80, totaling $122 million [5][7] Cash Flow and Capital Expenditures - Net cash provided by operating activities for Q1 2025 was $755 million, an increase from $704 million in Q1 2024 [6][23] - Capital expenditures for Q1 2025 were $287 million, compared to $249 million in the same period last year [19][23] Store Expansion - The company opened 38 new stores in Q1 2025, contributing to a total of 6,416 stores across the U.S., Puerto Rico, Mexico, and Canada as of March 31, 2025 [2][24] - The company plans to continue its expansion strategy with a target of 200 to 210 new store openings for the full year [8][24]

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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Economic Environment and Trade Tariffs - The new economic environment is influenced by trade tariffs implemented by President Trump, affecting consumer psychology and business purchasing decisions [1][2] - The exemption of auto parts and manufacturers from these tariffs is expected to alleviate some concerns in the automotive sector [2] Auto Parts Sales Performance - Auto parts and dealer sales experienced a significant increase of 5.3% in March, reversing a previous contraction trend [4] - This surge is attributed to consumer behavior, as buyers anticipate rising prices due to tariffs [5] Investment Opportunities in Auto Parts Stocks - Three stocks are highlighted as potential beneficiaries of the recent sales shift: AutoZone Inc. (AZO), O'Reilly Automotive Inc. (ORLY), and Advance Auto Parts Inc. (AAP) [3][6] - AutoZone has seen substantial institutional investment, with $6.2 billion entering the stock over the past quarter [8] - O'Reilly Automotive maintains an Overweight rating from Wells Fargo, with a price target of $1,550, indicating a potential 12% upside [11][12] - Advance Auto Parts is viewed as an asymmetric opportunity, trading at 40% of its 52-week high, with a consensus price target of $45.1, suggesting a 42% upside [15][16] Market Sentiment and Analyst Ratings - The decline in short interest for AutoZone indicates a shift in market sentiment towards bullishness [10] - Analysts project a significant earnings growth for O'Reilly, forecasting a 23% increase in EPS [13] - Advance Auto Parts is trading at a premium P/E ratio of 44.80, reflecting strong market confidence in its growth potential [17]

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].