ORLY

O'Reilly AutomotiveNASDAQ · Automotive Retail · Consumer Discretionary

Previous close

83.68

Change

−1.48 / −1.74%

FinDog View

Neutral

52-Week Range

82.59 – 108.72

P/E (TTM)

26.0

Forward P/E

25.1

Based on consensus earnings for the next 12 months

Market Cap

$67.7B

−7.26%

S&P 500 −2.41% over same period

Volume / Avg Volume

7.2M / 5.8M

1.25× average

Price History

Closing price · USD1M 6M 1Y 5Y

Historical P/E

Close ÷ trailing four-quarter EPS · Period median 27.91M 6M 1Y 5Y

Recent Earnings

Click to read the FinDog analysis

Period	Reported	Revenue	EPS Actual / Est.	Next-Day Move	Analysis
FY2026 Q2 Quarter ended 2026-06	2026-07-29	$4.9B	0.86 / 0.88	−3.61%	Pending
FY2026 Q1 Quarter ended 2026-03	2026-04-29	$4.6B	0.72 / 0.71	+8.41%	Pending
FY2025 Q4 Quarter ended 2025-12	2026-02-04	—	— / —	−4.01%	Pending
FY2025 Q3 Quarter ended 2025-09	2025-10-22	—	— / —	−2.90%	Pending
FY2025 Q2 Quarter ended 2025-06	2025-07-23	—	— / —	+2.87%	Pending
FY2025 Q1 Quarter ended 2025-03	2025-04-23	—	— / —	−2.05%	Pending

Decision Panel

Trends · Valuation · Earnings reaction · Guidance credibility — all from company filings and market data

Valuation

P/E is at percentile 64 of its 5-year rangeMid-range

5-year range 1.7 – 33.5 · Median 2.6

Last 4 quarters: $3.4B in buybacks + $0 in dividends, 4.95% of market cap combined

P/E (TTM)

26.0

P/B

—

P/S

3.7

PEG

2.65

Earnings Reaction

Over the last 6 reports, the stock moved ±4.0% on average on the first trading day after, rising 2 times

Most recent −3.61%

Volatility & Correlation

1-year beta 0.11 · Correlation with S&P 500 0.05Low beta

Annualized volatility 29% vs. 14% for the S&P 500

Insider Trading

View all →

Last 90 days · Open-market buys and sells by officers and directors · Amounts in USD millions

Buy 0 · $0.00MSell 3 · $0.55MNet selling $0.55M

08-28HENDRICKSON THOMASDirectorSell$0.09M1,000 shares · Avg price 87.83
08-12MANCINI CHRISTOPHER ANDREWSVP OF PROF SALES & STORE OPSSell$0.28M3,000 shares · Avg price 93.00
08-12SASTRE MARIADirectorSell$0.18M2,000 shares · Avg price 91.85

Multi-Quarter Financial Trends

View all quarters →

Last 12 quarters · As reported by the company

Quarter	Revenue ($B)	YoY	Gross Margin	Operating Income ($B)	Net Income ($B)	Free Cash Flow ($B)	EPS
FY2026 Q2	4.89	+8.1%	51.4%	0.99	0.72	0.70	0.86
FY2026 Q1	4.56	+10.2%	51.5%	0.84	0.60	0.79	0.72
FY2025 Q4	4.41	+7.8%	51.8%	0.83	0.61	0.36	0.72
FY2025 Q3	4.71	+7.8%	51.9%	0.98	0.73	0.30	0.85
FY2025 Q2	4.53	+5.9%	51.4%	0.91	0.67	0.46	0.78
FY2025 Q1	4.14	+4.0%	51.3%	0.74	0.54	0.47	0.62
FY2024 Q4	4.10	+6.9%	51.3%	0.74	0.55	0.33	-7.95
FY2024 Q3	4.36	+3.8%	51.6%	0.90	0.67	0.51	0.76
FY2024 Q2	4.27	+5.0%	50.7%	0.86	0.62	0.72	0.70
FY2024 Q1	3.98	+7.2%	51.2%	0.75	0.55	0.45	9.20
FY2023 Q4	3.83	+5.1%	—	0.72	0.55	0.26	9.26
FY2023 Q3	4.20	+10.7%	51.4%	0.90	0.65	0.57	10.72

Peers

Largest by market cap in the sector · Latest quarterView Consumer Discretionary sector →

Ticker	Company	Market Cap	P/E	Revenue YoY	Gross Margin	1M	View
ORLY	O'Reilly Automotive	$67.7B	26.0	+8.1%	51.4%	−7.26%	Neutral
AMZN	Amazon	$2.65T	19.7	+19.6%	52.3%	−5.87%	Neutral	Compare
TSLA	Tesla, Inc.	$1.41T	370.0	+25.5%	16.8%	+5.53%	Neutral	Compare
HD	Home Depot (The)	$302B	21.3	+5.7%	33.7%	−10.48%	Neutral	Compare
MCD	McDonald's	$176B	20.5	+3.7%	90.4%	−6.39%	Neutral	Compare
TJX	TJX Companies	$135B	22.3	+5.4%	33.4%	−18.57%	Bullish	Compare
BKNG	Booking Holdings	$129B	17.9	+8.1%	—	−16.29%	Neutral	Compare
SBUX	Starbucks	$111B	56.0	−1.4%	—	−9.80%	Neutral	Compare
LOW	Lowe's	$109B	16.4	+24.0%	33.0%	−10.06%	Neutral	Compare

The View in One Line

FY2026 Q2 revenue of $4.89 billion, gross margin 51.4%, but YoY and EPS missing, price declining, news has no company details, lean Neutral.

Updated 2026-09-16

Notable Institutional Holders

Citadel Advisors · Ken Griffin$646MAdded +45%
Renaissance Technologies$9.9M
Bridgewater Associates · Ray Dalio$1.9MReduced −69%

As of 2026-06-30

Key Events

08-14Capital Actions
O'Reilly Issues $1.6 Billion in Three Tranches of Senior Notes
On August 14, 2026, O'Reilly issued $700 million of 4.800% senior notes due 2029, $500 million of 5.050% senior notes due 2031, and $400 million of 5.550% senior notes due 2037.Source ↗
08-11Capital Actions
O'Reilly Issues $1.6 Billion of Senior Notes
On August 10, O'Reilly entered into an underwriting agreement to issue a total of $1.6 billion of senior notes due 2029, 2031 and 2037, with net proceeds of approximately $1.59 billion to repay commercial paper.Source ↗
07-10Management Change
O'Reilly Appoints Colin Yankee as EVP of Supply Chain
Effective July 13, 2026, O'Reilly appointed Colin Yankee as Executive Vice President and Chief Supply Chain Officer, with a base salary of $700,000.Source ↗
06-01Capital Actions
O'Reilly Increases Buyback Authorization by $2 Billion
On June 1, 2026, O'Reilly's board approved a $2 billion increase in the stock repurchase program authorization, bringing total authorization to $31.75 billion.Source ↗
05-18Governance
O'Reilly Annual Shareholder Meeting Elects Directors and Approves Executive Compensation
At the May 14, 2026 shareholder meeting, shareholders elected 9 directors, approved 2025 executive compensation, and granted Executive Chairman Henslee stock options worth $2 million.Source ↗

Key Financial Trends

Quarterly Revenue ($B)4.9

Gross Margin51.4%

Free Cash Flow ($B)0.7