O'Reilly Automotive (ORLY) Surpasses Q2 Earnings Estimates

Group 1: Earnings Performance - O'Reilly Automotive reported quarterly earnings of $0.78 per share, exceeding the Zacks Consensus Estimate of $0.77 per share, and up from $0.70 per share a year ago, representing an earnings surprise of +1.30% [1] - The company posted revenues of $4.53 billion for the quarter ended June 2025, which was slightly below the Zacks Consensus Estimate by 0.16%, and an increase from $4.27 billion year-over-year [2] - Over the last four quarters, O'Reilly Automotive has surpassed consensus EPS estimates two times and topped consensus revenue estimates just once [2] Group 2: Stock Performance and Outlook - O'Reilly Automotive shares have increased approximately 20.6% since the beginning of the year, outperforming the S&P 500's gain of 7.3% [3] - The current consensus EPS estimate for the upcoming quarter is $0.82 on revenues of $4.64 billion, and for the current fiscal year, it is $2.91 on revenues of $17.62 billion [7] - The estimate revisions trend for O'Reilly Automotive was mixed ahead of the earnings release, resulting in a Zacks Rank 3 (Hold) for the stock, indicating expected performance in line with the market [6] Group 3: Industry Context - The Automotive - Retail and Wholesale - Parts industry, to which O'Reilly Automotive belongs, is currently ranked in the bottom 13% of over 250 Zacks industries, suggesting potential challenges ahead [8] - Empirical research indicates a strong correlation between near-term stock movements and trends in earnings estimate revisions, which can be tracked by investors [5]