O’Reilly Automotive(US:ORLY) ZACKS·2025-04-23 22:40Group 1: Earnings Performance - O'Reilly Automotive reported quarterly earnings of $9.35 per share, missing the Zacks Consensus Estimate of $9.83 per share, but showing an increase from $9.20 per share a year ago, resulting in an earnings surprise of -4.88% [1] - The company posted revenues of $4.14 billion for the quarter, missing the Zacks Consensus Estimate by 0.80%, and compared to $3.98 billion in the same quarter last year [2] - Over the last four quarters, O'Reilly Automotive has surpassed consensus EPS estimates only once [2] Group 2: Stock Performance and Outlook - O'Reilly Automotive shares have increased approximately 17.5% since the beginning of the year, contrasting with the S&P 500's decline of -10.1% [3] - The company's earnings outlook is crucial for investors, as it includes current consensus earnings expectations for upcoming quarters and any recent changes to these expectations [4] - The current consensus EPS estimate for the upcoming quarter is $11.54 on revenues of $4.53 billion, and for the current fiscal year, it is $43.93 on revenues of $17.63 billion [7] Group 3: Industry Context - The Automotive - Retail and Wholesale - Parts industry is currently ranked in the bottom 15% of over 250 Zacks industries, indicating potential challenges for stocks within this sector [8] - Empirical research suggests a strong correlation between near-term stock movements and trends in earnings estimate revisions, which can impact O'Reilly Automotive's stock performance [5] - The estimate revisions trend for O'Reilly Automotive is currently unfavorable, resulting in a Zacks Rank 4 (Sell) for the stock, indicating expectations of underperformance in the near future [6]