$ORLY

16 stories mentioning ORLYUpdated 7d ago

Every FINWIRES story that references ORLY, newest first.

O'Reilly Automotive Expected to Deliver 'Resilient' Q2, UBS Securities Says

O'Reilly Automotive (ORLY) is expected to report a "resilient" Q2 that reinforces its long-term earnings power and brings market focus back to its fundamentals, UBS Securities said in a note Thursday.The investment firm forecasts earnings per share of $0.86, in-line with estimates, and same-store sales growth of 6%, compared with consensus of 5.4%. Stronger sales would reflect continued pricing benefits and market share gains across the company's "commercial" and do-it-yourself businesses, the note said.Operating costs are expected to become more manageable, with selling, general and administrative expenses per store forecast to rise 5% in the quarter before moderating in H2. Improving productivity and slower expense growth could support stronger margins, analysts said.The firm said lower-cost inventory should provide an additional gross-profit benefit while improving customer transactions could offset slower pricing growth.O'Reilly may raise its full-year earnings guidance of $3.15 to $3.25 per share by $0.05 to $0.10 following the results, according to the note.UBS Securities has a buy rating on O'Reilly Automotive, with a price target of $120.Price: $85.99, Change: $-0.55, Percent Change: -0.63%

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Wire8d ago

Genuine Parts Delivers In-line Q2 as Focus Returns to Separation Plan, UBS Securities Says

Genuine Parts (GPC) delivered an in-line Q2, with focus shifting back to segment performance and the planned corporate separation, UBS Securities said in a note Wednesday.Analysts said management made it clear that the company remains fully committed to the separation, is not in discussions with O'Reilly Automotive (ORLY), and views recent reports and market speculation as "largely noise."Management clarified that the previously disclosed $50 million to $75 million in Motion standalone costs are no longer expected to be incremental expenses and will instead be covered within the existing corporate cost structure, according to the note.Based on its 2025 corporate cost base of about $360 million, management expects $210 million to $230 million to be allocated to Automotive, including about $20 million in asbestos-related expenses. The previously discussed $50 million to $75 million in separation-related costs are expected to be split evenly between the two businesses, analysts said."The market is eager for greater visibility around post-separation leadership structures, but this will happen down the road," analysts said.UBS Securities lowered its price target on Genuine Parts to $122 from $125, while keeping its neutral rating.Shares of Genuine Parts were up more than 2% in Wednesday trading.Price: $121.68, Change: $+2.56, Percent Change: +2.15%

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Wire9d ago

O'Reilly Automotive Poised for Strong Full-Year Delivery Despite Q2 Softness, RBC Says

O'Reilly Automotive (ORLY) is expected to deliver toward the upper end of full-year guidance, despite softening Q2 trends, RBC Capital Markets said in a note Tuesday.The company is scheduled to report Q2 results on July 29.The analysts said they have lowered their Q2 and 2026 estimates for the company following softer third-party data. They now expect Q2 comparable sales to rise 5.7%, down from 6.7% prior, versus consensus of 5.5%, and adjusted earnings per share to increase 11% year-over-year to $0.87, down from $0.88 earlier, versus consensus of $0.86.For 2026 and 2027, RBC now models comparable sales forecasts of 4.9% and 4.0%, respectively, and lowered its adjusted EPS estimates to $3.26 and $3.66. "Importantly, despite softening trends, we continue to expect 2026 delivery towards the upper-end of guidance," the analysts added.They also said a potential deal with Genuine Parts (GPC) is unlikely due to significant US store overlap, antitrust and cannibalization concerns, and complications related to Genuine Parts' ownership structure.RBC maintained its outperform rating and a $110 price target on O'Reilly Automotive.Price: $87.81, Change: $+3.28, Percent Change: +3.88%

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Sectors23d ago

Sector Update: Consumer Stocks Mixed Late Afternoon

Consumer stocks were mixed late Tuesday afternoon, with the State Street Consumer Staples Select Sector SPDR ETF (XLP) increasing 0.9% and the State Street Consumer Discretionary Select Sector SPDR ETF (XLY) shedding 0.8%.Redbook US same-store sales rose by 11.5% from a year earlier in the week ended July 4 after a 10.5% year-over-year increase in the previous week. "Significant nationwide temperature increases, combined with Independence Day promotions, led to increased demand for summer merchandise and brought more shoppers into air-conditioned stores," Redbook noted.In corporate news, Netflix (NFLX) has entered multiple deals with digital publishers, including The Hollywood Reporter, BuzzFeed, Conde Nast, and other Penske Media's PMX brands to bring content from these publishers to the US and other regions like the UK, Ireland, Canada, and New Zealand, media outlets reported. Netflix shares increased 0.4%.Rivian Automotive (RIVN) shares fell past 17% after the electric vehicle maker launched a stock offering, even as it issued a Q2 revenue estimate that exceeded market expectations.Walmart (WMT) and Sam's Club lowered prices on "thousands" of essentials and groceries as part of a summer rollback effort, Walmart said late Monday. Walmart shares rose 0.8%.O'Reilly Automotive's (ORLY) potential acquisition of Genuine Parts' (GPC) NAPA business could deliver upside, but the benefits could be outweighed by challenges, including how different the international and independent businesses are from O'Reilly's core operations, Truist Securities said Tuesday. Truist maintained a buy rating on O'Reilly with a $108 price target. O'Reilly shares added 2.7%.

$NFLX$ORLY$RIVN$WMT

Wire28d ago

Market Chatter: Genuine Parts' Auto-Parts Unit Draws Bid From O'Reilly

Genuine Parts (GPC) has received a cash bid for its auto-parts business from O'Reilly Automotive (ORLY), Bloomberg reported Thursday, citing people familiar with the matter.The business could be valued at $10 billion or more in a deal, according to the report, which cited unnamed sources.Genuine Parts and O'Reilly Automotive did not immediately respond to requests for comment from.(Market Chatter news is derived from conversations with market professionals globally. This information is believed to be from reliable sources but may include rumor and speculation. Accuracy is not guaranteed.)Price: $132.00, Change: $+14.60, Percent Change: +12.44%

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US Markets48d ago

AI Likely to Become Functional Part Across Retail Operations, UBS Says

Artificial intelligence will likely become a functional part across retail operations, with implications ranging from demand generation to cost structures, UBS Securities said in a note emailed Friday.The US hardline and food retail sector has mostly used AI in areas such as marketing, customer service chatbots and basic inventory optimization, the brokerage said.However, the technology is now being adopted more broadly across different functions, UBS analysts, including Michael Lasser, said."As consumers increasingly rely on large language models and agentic systems to discover, evaluate, and purchase goods, traditional traffic channels -- stores and websites -- may become less central," Lasser said. "This raises important questions around traffic monetization, particularly for high-margin businesses such as retail media."UBS expects higher-income consumers to influence demand dynamics, as the top 10% of households dictate about half of all spending.AI may exacerbate income inequality, benefiting premium categories and adding pressure on value-oriented segments, according to the UBS note. This means retailers may have to alter strategies to reflect "a more bifurcated consumer landscape."Retailers that use AI-driven marketing are likely to see improved customer acquisition efficiency, Lasser said.On the cost management front, he said working capital needs could drop due to the automation of repetitive processes and improved inventory management systems.While AI helps improve accuracy in stores and distribution centers, it introduces new costs, including cloud computing, data governance and cybersecurity, Lasser said.Retailers with integrated ecosystems are likely best positioned to benefit from mounting AI adoption, according to UBS. They include Walmart (WMT), Costco Wholesale (COST), Target (TGT), Home Depot (HD), Lowe's (LOW) and Kroger (KR).Also on that list are AutoZone (AZO), O'Reilly Automotive (ORLY), Wayfair (W) and Williams-Sonoma (WSM).Price: $120.42, Change: $-0.08, Percent Change: -0.07%

$AZO$COST$HD$KR$LOW$ORLY$TGT$W$WMT$WSM

Wire69d ago

AutoZone Gains Market Share as Smaller Rivals Struggle, Truist Says

AutoZone (AZO) is gaining market share by riding on its service and inventory availability, as smaller rivals face heat from higher interest rates, tariffs, and broader macroeconomic challenges, Truist Securities said in a note on Friday.The automotive parts retailer, much like its peer O'Reilly Automotive (ORLY), is also benefiting from a consumer trend of repairing or fixing vehicles rather than purchasing new ones as higher cost-of-living constrain spending, according to the note.The brokerage sees the operating environment for smaller companies to become increasingly difficult over time, while it expects AutoZone's inventory accounting pressures to ease over the next few quarters and operating expense growth to slow down as the company continues to aggressively buy back shares.Truist maintained its buy rating and its price target of $4,045.Price: $3447.58, Change: $+9.40, Percent Change: +0.27%

$AZO$ORLY

Insider Trading80d ago

O Reilly Automotive Insider Sold Shares Worth $350,038, According to a Recent SEC Filing

Philip M Hopper, Senior Vice President, Real Estate & Expansion, on May 07, 2026, sold 3,700 shares in O Reilly Automotive (ORLY) for $350,038. Following the Form 4 filing with the SEC, Hopper has control over a total of 6,082 common shares of the company, with 4,888 shares held directly and 1,194 controlled indirectly.SEC Filing:https://www.sec.gov/Archives/edgar/data/898173/000195452426000004/xslF345X05/form4-05112026_080558.xml

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Insider Trading80d ago

O Reilly Automotive Insider Sold Shares Worth $1,295,325, According to a Recent SEC Filing

Brad W Beckham, CEO, on May 08, 2026, sold 13,635 shares in O Reilly Automotive (ORLY) for $1,295,325. Following the Form 4 filing with the SEC, Beckham has control over a total of 28,633 common shares of the company, with 12,250 shares held directly and 16,383 controlled indirectly.SEC Filing:https://www.sec.gov/Archives/edgar/data/898173/000162588926000004/xslF345X05/form4-05112026_080539.xml

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Wire90d ago

UBS Adjusts Price Target on O'Reilly Automotive to $120 From $114, Maintains Buy Rating

O'Reilly Automotive (ORLY) has an average rating of overweight and mean price target of $110.91, according to analysts polled by FactSet.(covers equity, commodity and economic research from major banks and research firms in North America, Asia and Europe. Research providers may contact us here: https://finwires.com/en/contact)Price: $99.02, Change: $-0.38, Percent Change: -0.38%

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Sectors91d ago

Sector Update: Consumer Stocks Gain Late Afternoon

Consumer stocks rose late Thursday afternoon, with the State Street Consumer Staples Select Sector SPDR ETF (XLP) rising 1.7% and the State Street Consumer Discretionary Select Sector SPDR ETF (XLY) adding 1.5%.In corporate news, O'Reilly Automotive (ORLY) shares gained 7.2% on Thursday, a day after it reported higher-than-expected Q1 results.Lamb Weston (LW) shareholder Starboard Value said in a letter to the board that the company should hold an investor day and reset earnings to a normalized level. Lamb Weston shares rose 1.6%.Wayfair (W) shares slumped 12% after the company reported Q1 adjusted earnings that missed Wall Street estimates, while net revenue topped expectations.Ford Motor (F) is in early discussions with the US government on potential defense projects, CEO Jim Farley said on the company's earnings call. Ford shares were down 1.5%.

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Sectors91d ago

Sector Update: Consumer

$ORLY

Wire91d ago

Update: O'Reilly Automotive Shares Rise After Q1 Beat

(Updates with the latest stock price movement in the headline and the first paragraph.)O'Reilly Automotive (ORLY) shares rose 7.5% on Thursday, a day after the company reported higher-than-expected Q1 results.The company reported Q1 earnings late Wednesday of $0.72 per diluted share, up from $0.62 a year earlier.Analysts polled by FactSet expected $0.70.Revenue for the three months ended March 31 was $4.56 billion, up from $4.14 billion a year earlier.Analysts surveyed by FactSet expected $4.46 billion.For full-year 2026, the company said it now expects EPS of $3.15 to $3.25 on revenue of $18.7 billion to $19 billion. Analysts surveyed by FactSet expect EPS of $3.22 on revenue of $18.95 billion.Price: $98.66, Change: $+6.97, Percent Change: +7.60%

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Wire91d ago

Wells Fargo Adjusts Price Target on O'Reilly Automotive to $110 From $105

O'Reilly Automotive (ORLY) has an average rating of overweight and mean price target of $108.45, according to analysts polled by FactSet.(covers equity, commodity and economic research from major banks and research firms in North America, Asia and Europe. Research providers may contact us here: https://finwires.com/en/contact)Price: $98.05, Change: $+6.36, Percent Change: +6.93%

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Research91d ago

Research Alert: CFRA Reiterates Buy Opinion On Shares Of O'reilly Automotive Inc.

CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:We raise our 12-month target by $5 to $115, based on a 2027 P/E of 31.1x, a justified premium to historical averages. We increase our EPS estimates to $3.35 from $3.30 for 2026 and to $3.70 from $3.65 for 2027. Following ORLY's Q1 earnings release and increased full-year guidance, we are raising our estimates and price target. Accordingly, we reiterate our Buy rating on the shares. We think the company's better-than-expected Q1 earnings, driven by robust same-store sales growth (+8.1%, ORLY's strongest since Q3 2023), set the stage for another guidance increase later this year. Furthermore, the company significantly increased its share repurchases in Q1 ($923M) relative to its recent quarterly run-rate, sending a strong signal to the market. With its mix of robust same-store sales growth, new store openings (207 in 2025 and 225-235 expected in 2026), and EPS-boosting share repurchases, we think ORLY will continue to create value for shareholders in a favorable environment for auto aftermarket retailers.

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Research92d ago

Research Alert: Orly: Booming Same-store Sales Growth Drives Q1 Beat And Guidance Raise

CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:O'Reilly Automotive (ORLY) posted Q1 EPS of $0.72 vs. $0.62 (+16%), ahead of the $0.70 consensus. The beat was driven by much stronger-than-expected same-store sales (SSS) growth. Net sales rose 10% to $4.56B ($100M ahead of consensus), led by SSS growth of 8.1% (well ahead of the +5.5% consensus), and gross margin expanded 20 bps to 51.5% (10 bps shy of consensus). Notably, ORLY's quarterly SSS growth was the strongest since Q3 2023. ORLY increased full-year EPS guidance to $3.15-$3.25 from $3.10-$3.20, vs. the current consensus of $3.23. Notably, the guidance still assumes total revenue of $18.7B-$19.0B and SSS growth of 3%-5%, despite the company posting an 8.1% growth rate in Q1. ORLY shares are currently trading 6% higher after hours. The company's sizzling SSS growth was the big story. Also, even though the company raised full-year EPS guidance, the sales assumptions in the new guidance appear conservative, potentially setting the stage for another raise later this year.

$ORLY

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