O'Reilly Automotive (ORLY)
Sells automotive parts to DIY motorists and repair shops through a shared store network.
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Sells automotive aftermarket parts, tools, supplies, and accessories to do-it-yourself motorists and professional repair shops through stores and digital channels across North America. Sales are split roughly evenly between the two customer groups, supported by a tiered distribution network that supplies stores and enables same-day commercial delivery.
Retails automotive replacement parts, tools, supplies, equipment, and accessories through nearly 6,700 stores across the United States, Puerto Rico, Mexico, and Canada. The assortment spans new and remanufactured hard parts, maintenance items, accessories, national brands, and proprietary labels. Stores and digital channels serve do-it-yourself motorists, while the same locations provide account sales and same-day delivery to professional repair shops.
Splits sales roughly evenly between the two customer groups, using trained parts specialists and a tiered network of distribution centers and hub stores to expand local inventory access. The business reports one automotive aftermarket parts segment and remains concentrated in North America. Demand depends on miles driven, vehicle age, repair frequency, parts availability, skilled employees, and access to vehicle diagnostics and repair information.
Company facts
Target rangeAs of Sep 21, 2026
Latest analyst notes
| Date | Firm | Action | Prior | Current |
|---|---|---|---|---|
| Jul 31, 2026 | Roth Capital | Reiterate | Rating: —Target: $109 | Target: $111 |
| Jul 31, 2026 | D.A. Davidson | Target | Target: $114 | Target: $106 |
| Jul 31, 2026 | Raymond James | Reiterate | Rating: —Target: $115 | Target: $110 |
| Jul 31, 2026 | Robert W. Baird | Target | Target: $110 | Target: $100 |
| Jul 24, 2026 | Wells Fargo | Target | Target: $110 | Target: $100 |
EPSReportedEstimate
RevenueReportedEstimate
Balance sheet, Jun 30, 2026Cash & short-term investments $262.2M · Total debt $9.59B · Total assets $17.39B · Shareholders' equity −$1.84B
- Revenue
- $4.89B
- Operating income
- $985.7M
- Net income
- $715.1M
No dividends on record.
| Institutions | 86.67% | 718.22M shares | |
|---|---|---|---|
| 1,713 holders · as of Jun 30, 2026 | |||
| Insiders | 0.74% | 6.12M shares | |
| 25 holders · as of Sep 1, 2026 | |||
| Other | 12.59% | 104.38M shares | |
| remainder | |||
828.72M company shares as of Sep 14, 2026 · institutions as of Jun 30, 2026 · holders as of their latest filing
Top shareholders13F · 13D/G · Form 4
| Holder | Stake | Shares | Date |
|---|---|---|---|
BlackRock, Inc.Institution | 7.80% | 64.61M | as of Jun 30, 2026 |
Vanguard Capital Management LLCInstitution | 6.53% | 54.15M | as of Jun 30, 2026 |
State Street CorpInstitution | 4.43% | 36.72M | as of Jun 30, 2026 |
Invesco Ltd.Institution | 3.21% | 26.61M | as of Jun 30, 2026 |
Geode Capital Management, LLCInstitution | 2.92% | 24.18M | as of Jun 30, 2026 |
Insider tradesForm 4
| Date | Insider | Role | Shares | Avg price |
|---|---|---|---|---|
| Aug 28, 2026 | Thomas Hendrickson | director | −1,000 | $87.83 |
| Aug 12, 2026 | Christopher Andrew Mancini | officer: SVP OF PROF SALES & STORE OPS | −3,000 | $93.00 |
| Aug 12, 2026 | Maria Sastre | director | −2,000 | $91.85 |
| May 29, 2026 | Thomas Hendrickson | director | −1,200 | $88.32 |
| May 20, 2026 | Robert Allen Dumas | officer: SVP OF EASTERN STORE OPS/SALES | −84,600 | $92.60 |
- AutoZone
Largest US aftermarket chain; 7,657 stores; direct DIY and commercial rival.
- Genuine Parts
NAPA Auto Parts owner; ~6,000 US locations; primary commercial installer rival.
- Advance Auto Parts
Third US aftermarket chain; 4,305 stores; DIY + commercial rival, restructuring
- Amazon
18% US online auto parts share; DIY e-commerce threat via Amazon Prime delivery
- Walmart
Named in ORLY 10-K; ~5% DIY auto parts share via mass-retail auto section.
Compare
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| O'Reilly Automotive | $86.16 | +3.96% | $68.68B | 26.4 | 24.9 | 3.7 | +8.1% |
| AutoZone | $2,937.84 | +4.80% | $45.76B | 19.3 | 16.8 | 2.3 | +5.6% |
| Genuine Parts | $129.92 | +2.74% | $17.43B | 526.9 | 16.2 | 0.7 | +6.0% |
| Advance Auto Parts | $43.09 | +5.07% | $2.47B | 29.9 | 11.8 | 0.3 | −0.5% |
| Amazon | $257.20 | −0.49% | $2.78T | 20.8 | 27.6 | 3.6 | +19.6% |
| Walmart | $108.26 | +0.76% | $855.02B | 38.8 | 36.2 | 1.2 | +5.9% |
| Median | 29.9 | 16.8 | 1.2 | +5.9% |