O`Reilly Automotive, Inc.

O`Reilly Automotive, Inc.

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Market Cap$72B
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Compare to Similar Companies

P/E RatioDividendsReturn on EquityPrice-to-SalesDebt-to-Equity
O`Reilly Automotive, Inc.O`Reilly Automotive, Inc.28--244%4.2-8.2

Earnings Call Q1 2026

April 30, 2026 - AI Summary

Strong First Quarter Performance: O'Reilly Automotive reported a robust 10.2% total sales growth and an 8.1% increase in comparable store sales for Q1 2026, exceeding expectations. This was fueled by a combination of successful strong performance from both the professional and DIY segments.
Increased Earnings Guidance: The company raised its full-year diluted earnings per share (EPS) guidance to a range of $3.15 to $3.25, reflecting the strong sales and operating performance in the first quarter, alongside share repurchase activities, indicating confidence in continued profitability.
Gross Margin Improvement: Gross margin for Q1 was reported at 51.5%, a 19-basis point increase from the previous year. This improvement was driven by cost reductions and better distribution efficiency, signifying effective cost management and operational efficiency. The company maintains a full-year gross margin guidance of 51.5% to 52%.

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$109.14

Target Price by Analysts

24.9% upsideO`Reilly Automotive Target Price DetailsTarget Price
$98.91

Current Fair Value

13.2% upside

Undervalued by 13.2% based on the discounted cash flow analysis.

Share Statistics

Market cap$72.00 Billion
Enterprise Value$80.48 Billion
Dividend Yield$- (-)
Earnings per Share$2.98
Beta0.58
Outstanding Shares838,578,000

Return

Return on Equity-244.03%ROE
Return on Assets15.37%
Return on Invested Capital43.34%

Valuation & Multiples

P/E Ratio27.98P/E Ratio
PEG229.34PEG
Price to Sales4.16Price to Sales
Price to Book Ratio-43.69Price to Book Ratio
Enterprise Value to Revenue4.42
Enterprise Value to EBIT24.08
Enterprise Value to Net Income30
Total Debt to Enterprise0.11
Debt to Equity-8.19Debt to Equity

Revenue Sources

No data

Insider Trades

Last Earnings Call

Report Date
April 29, 2026
EPS Estimate
$0.69
Average shareholder expectation
Revenue Estimate
$4.46 B
Average shareholder expectation

Next Earnings Call

Expected Date
July 22, 2026
EPS Estimate
$0.85
Average shareholder expectation
Revenue Estimate
$4.84 B
Average shareholder expectation

Institutional Put/Call Ratio

Market sentiment based on institutional option activity.

Put/Call Ratio0.6690▼ 23.86%
Total Calls1,823,100▲ 5.53%
Total Puts1,219,725▼ 22.21%

Institutional Ownership

Holdings and activity of institutional investors.

Ownership %81.66%▼ 1.55%
Total Invested$63.62B▼ 1.58%
Investors Holding1,679▼ 85.00%

ESG Score

No data

About O`Reilly Automotive, Inc.

CEO: Gregory Johnson

Relevant Senate Committees

Joint Committee on Taxation

This committee's role in analyzing and scoring tax legislation makes it instrumental in shaping tax policy, which directly affects O'Reilly Automotive's corporate tax burden and financial structure.

Finance

This powerful committee controls taxation and trade policy. Changes in corporate tax rates directly impact O'Reilly Automotive's profitability, and trade tariffs could affect the cost of imported parts, influencing its cost of goods sold.

Health, Education, Labor, and Pensions

This committee's regulation of labor laws, including minimum wage and unionization, directly impacts O'Reilly Automotive as a major employer, significantly affecting its operational costs and profitability.

Commerce, Science, and Transportation

With vast jurisdiction over interstate commerce, consumer protection (FTC), and product safety standards, this committee directly impacts O'Reilly Automotive's operations, advertising practices, and the types of products it sells.