O'Reilly Automotive

ORLY

Market cap $79B

Last summer, this thriving business implemented a significant 15-for-1 stock split. Due to the types of products this company sells, demand is durable, exemplified by 33 straight years of same-store sales growth.

O'Reilly Automotive, Inc. (NASDAQ: ORLY) reported mixed results for the fourth quarter on Thursday.

O'Reilly Automotive remains a long-term compounder, driven by steady expansion and aggressive share repurchases, despite a premium valuation. Q4 2025 delivered 7.6% sales growth and 5.6% comparable sales growth, with continued margin expansion and reliable execution. ORLY's robust buyback program—$2.1 billion in 2025—supports EPS growth and justifies a premium multiple for patient investors.

O'Reilly Automotive, Inc. (ORLY) Q4 2025 Earnings Call Transcript

ORLY Q4 earnings miss estimates, but revenues rise 7.8% Y/Y as comparable sales grow 5.6% and store count hits 6,585.

The headline numbers for O'Reilly Automotive (ORLY) give insight into how the company performed in the quarter ended December 2025, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.

O'Reilly Automotive (ORLY) came out with quarterly earnings of $0.71 per share, missing the Zacks Consensus Estimate of $0.72 per share. This compares to earnings of $0.66 per share a year ago.

Get a deeper insight into the potential performance of O'Reilly Automotive (ORLY) for the quarter ended December 2025 by going beyond Wall Street's top-and-bottom-line estimates and examining the estimates for some of its key metrics.

Alphabet continued to make significant contributions to performance during the quarter. Taiwan Semiconductor Manufacturing also contributed to performance during the quarter. Old Dominion Freight Line contributed to performance as investors rotated into more economically sensitive sectors late in the year. Meta Platforms was a leading detractor from performance during the quarter despite reporting +26% revenue growth.

This company's share price has climbed in nine out of the past 10 years. Ongoing financial success, with new locations, rising same-store sales, and growing earnings, can keep investors happy.