O'Reilly Automotive Analysts Slash Their Forecasts After Q4 Earnings

Core Viewpoint - O'Reilly Automotive reported mixed financial results for the fourth quarter, with earnings per share falling short of analyst expectations while sales exceeded projections [1][2]. Financial Performance - The company reported quarterly earnings of 71 cents per share, missing the analyst consensus estimate of 72 cents per share [1]. - Quarterly sales reached $4.414 billion, surpassing the analyst consensus estimate of $4.389 billion [1]. Future Guidance - For FY2026, O'Reilly Automotive expects GAAP EPS to be in the range of $3.10 to $3.20, compared to market estimates of $3.31 [2]. - The company anticipates sales between $18.700 billion and $19.000 billion, while projections were at $18.968 billion [2]. Stock Performance - Following the earnings announcement, O'Reilly Automotive shares fell by 0.8%, trading at $92.15 [2]. Analyst Ratings and Price Targets - Mizuho analyst David Bellinger maintained an Outperform rating but lowered the price target from $110 to $105 [3]. - Truist Securities analyst Scot Ciccarelli maintained a Buy rating and reduced the price target from $109 to $107 [3]. - RBC Capital analyst Steven Shemesh also maintained an Outperform rating, lowering the price target from $111 to $109 [3].