O’Reilly Automotive (ORLY)
Consumer Discretionary · Automotive Aftermarket Retail
North America's largest specialty retailer of automotive aftermarket parts, serving both DIY and professional customers through 6,500+ stores.
What O’Reilly Automotive does
O'Reilly Automotive is one of the largest specialty retailers of automotive aftermarket parts, tools, supplies, equipment, and accessories across North America. The company operates through a dual market strategy, selling to both do-it-yourself (DIY) and professional service provider customers. As of December 31, 2025, O'Reilly operated 6,447 stores across the United States (48 states plus Puerto Rico), 112 stores in Mexico, and 26 stores in Canada. The company carries an extensive product line including hard parts, maintenance items, and accessories, along with enhanced in-store services such as battery testing, diagnostic code extraction, tool lending, and professional paint mixing.
Themes: ["automotive aftermarket retail","dual market strategy (DIY and professional)","regional retail expansion","customer service and diagnostics","omnichannel auto parts distribution"]
Fundamentals
- Price$85.12 as of 2026-07-09 close
- Market cap$70.1B as of 2026-07-10
- 1-year return-8.1% as of 2026-07-09 close
- P/E26.92 as of 2026-07-10
- Net margin+14.3% as of 2026-07-10
- Gross margin+51.6% as of 2026-07-10
- ROE+423.4% as of 2026-07-10
- Debt / equity17.55 as of 2026-07-10
- Revenue growth (YoY)+7.9% as of 2026-07-10
- Revenue CAGR (3y)+7.3% SEC XBRL
- Beta0.52 as of 2026-07-10
Key risks (from latest filing)
["Deteriorating economic conditions and sensitivity to regional economic cycles and weather patterns that affect automotive maintenance spending","Intense competition in the automotive aftermarket industry and potential loss of market share to larger national competitors","Dependence on key supplier relationships and availability of key products; disruptions could impact inventory and sales"]
Competitors & peers
- AutoZone (AZO)
- Advance Auto Parts (AAP)
- NAPA (part of Genuine Parts Company)
- Pep Boys
- Amazon (online competition)
- Walmart (automotive sections)
Fundamentals: Finnhub, as of 2026-07-10. Filings: SEC EDGAR. Prices are delayed daily-close data.
Last updated 2026-07-09.
Informational only — NOT financial advice. All figures are delayed daily-close data from SEC EDGAR & Finnhub, shown with their as-of date.