-- 独立研究机构CFRA向提供了以下研究报告。CFRA分析师的观点总结如下： 欧莱利汽车（O'Reilly Automotive，股票代码：ORLY）公布的第一季度每股收益为0.72美元，高于预期的0.62美元（增长16%），也高于市场普遍预期的0.70美元。这一业绩超预期主要得益于远超预期的同店销售额（SSS）增长。净销售额增长10%至45.6亿美元（比市场普遍预期高出1亿美元），其中同店销售额增长8.1%（远高于市场普遍预期的5.5%），毛利率增长20个基点至51.5%（比市场普遍预期低10个基点）。值得注意的是，ORLY的季度同店销售额增长是自2023年第三季度以来最强劲的。ORLY将全年每股收益预期从3.10-3.20美元上调至3.15-3.25美元，高于市场普遍预期的3.23美元。值得注意的是，尽管该公司第一季度营收增长率高达8.1%，但该预期仍基于187亿-190亿美元的总营收和3%-5%的同店销售额增长率。ORLY股价在盘后交易中上涨了6%。该公司强劲的同店销售额增长是最大的亮点。此外，尽管该公司上调了全年每股收益预期，但新预期中的销售额假设似乎较为保守，这可能为今年晚些时候再次上调预期埋下了伏笔。
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