O’Reilly Automotive, Inc. (NASDAQ:ORLY) reported mixed results for the fourth quarter on Thursday.
The company posted quarterly earnings of 71 cents per share which missed the analyst consensus estimate of 72 cents per share. The company reported quarterly sales of $4.414 billion which beat the analyst consensus estimate of $4.389 billion.
O’Reilly Automotive said it sees FY2026 GAAP EPS of $3.10-$3.20, versus market estimates of $3.31. The company expects sales of $18.700 billion-$19.000 billion, versus projections of $18.968 billion.
Brad Beckham, O’Reilly’s CEO, commented, “I would like to thank our over 93,000 Team Members for their tremendous hard work and commitment while delivering a strong finish to 2025. Our Team continues to drive share gains on both sides of our business through excellent customer service and industry-leading parts availability, resulting in our fourth quarter comparable store sales growth of 5.6%. Our top-line results, coupled with strong gross margin performance, drove a 12% increase in operating profit dollars and a 13% increase in diluted earnings per share for the fourth quarter.”
O’Reilly Automotive shares fell 0.8% to trade at $92.15 on Friday.
These analysts made changes to their price targets on O’Reilly Automotive following earnings announcement.
- Mizuho analyst David Bellinger maintained O’Reilly Automotive with an Outperform rating and lowered the price target from $110 to $105.
- Truist Securities analyst Scot Ciccarelli maintained the stock with a Buy and cut the price target from $109 to $107.
- RBC Capital analyst Steven Shemesh maintained O’Reilly Automotive with an Outperform rating and lowered the price target from $111 to $109.
Considering buying ORLY stock? Here’s what analysts think:
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