ORLY Stock Recent News

The mere fact that a company recently executed a stock split isn't much of an investment thesis. The move neither creates nor destroys bottom-line profits or shareholder value -- it simply lowers the stock price by dividing the same business value into a larger number of equal slices.

For more than 30 years, there have been a number of next-big-thing trends and innovations that have captivated the attention of professional and everyday investors. Though the rise of artificial intelligence (AI) has been the primary market mover for more than two years, it hasn't been the only trend responsible for lifting Wall Street's major stock indexes to new heights.

Downgrade ORLY to sell due to extreme valuation at ~30.1x forward PE, significantly above its historical average and comps group premium. ORLY's competitive advantages include scale, diverse supply chain, and market share consolidation, but these may not offset macroeconomic pressures. Current valuation leaves no margin for error; prefer to revisit if valuation resets to more reasonable levels, amidst economic uncertainties.

Putting aside the historic bouts of volatility we've witnessed on Wall Street over the last two months, the previous two-plus years were dominated by optimists. Between early December 2024 and mid-February 2025, the Dow Jones Industrial Average, S&P 500, and Nasdaq Composite all hit respective all-time highs.

O'Reilly Automotive NASDAQ: ORLY is a must-own stock of calibre akin to Cintas NASDAQ: CTAS, Casey's General Stores NASDAQ: CASY, and its close competitor, Autozone NYSE: AZO.

O'Reilly Automotive, Inc. (NASDAQ:ORLY ) Q1 2025 Earnings Conference Call April 24, 2025 11:00 AM ET Company Participants Jeremy Fletcher - Executive Vice President and Chief Financial Officer Brad Beckham - Chief Executive Officer Brent Kirby - President Conference Call Participants Michael Lasser - UBS Simeon Gutman - Morgan Stanley Greg Melich - Evercore Chris Bottiglieri - BNP Robbie Ohmes - Bank of America Kate McShane - Goldman Sachs Christopher Horvers - JPMorgan Operator Welcome to the O'Reilly Automotive, Inc. First Quarter 2025 Earnings Call. My name is Matthew and I'll be your operator for today's call.

ORLY reports lower-than-expected first quarter results and expects 2025 EPS in the band of $42.90-$43.40 compared with the previous expected range of $42.60-$43.10.

While the top- and bottom-line numbers for O'Reilly Automotive (ORLY) give a sense of how the business performed in the quarter ended March 2025, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.

O'Reilly Automotive (ORLY) came out with quarterly earnings of $9.35 per share, missing the Zacks Consensus Estimate of $9.83 per share. This compares to earnings of $9.20 per share a year ago.

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.