O'Reilly Automotive, Inc.
NasdaqGS-ORLY
Company Overview
O'Reilly Automotive, Inc., together with its subsidiaries, operates as a retailer and supplier of automotive aftermarket parts, tools, supplies, equipment, and accessories in the United States. The company provides new and remanufactured automotive hard parts and maintenance items, such as alternators, batteries, brake system components, belts, chassis parts, driveline parts, engine parts, fuel pumps, hoses, starters, temperature control, water pumps, antifreeze, appearance products, engine additives, filters, fluids, lighting products, and oil and wiper blades; and accessories, including floor mats, seat covers, and truck accessories. Its stores offer auto body paint and related materials, automotive tools, and professional service provider service equipment. The company's stores also provide enhanced services and programs comprising used oil, oil filter, and battery recycling; battery, wiper, and bulb replacement; battery diagnostic testing; electrical and module testing; check engine light code extraction; loaner tool program; drum and rotor resurfacing; custom hydraulic hoses; and professional paint shop mixing and related materials. Its stores offer do-it-yourself and professional service provider customers a selection of products for domestic and imported automobiles, vans, and trucks. As of December 31, 2021, the company owned and operated 5,759 stores in the United States, and 25 stores in Mexico. O'Reilly Automotive, Inc. was founded in 1957 and is headquartered in Springfield, Missouri.
Name
O'Reilly Automotive, Inc.
CEO
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Website
www.oreillyauto.com
Sector
Specialty Retail
Year Founded
1957
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Bulls Say
O’Reilly’s distribution network and supplier relationships are difficult to replicate and give the firm a durable edge as it pertains to product availability.
Demand variability for auto parts tends to be minimal relative to other retail categories and less susceptible to macroeconomic conditions due to its nondiscretionary nature.
The aftermarket auto parts industry is still highly fragmented, giving O’Reilly ample opportunity to leverage its existing distribution network to take market share from subscale peers.
Bears Say
Competing online channels often have less expense overhead than pure-play auto parts retailers and thus may be able to price items below O’Reilly.
Electric vehicle penetration poses a threat to auto parts demand given EVs have fewer moving parts than conventionally powered vehicles.
O’Reilly’s plans to expand in Mexico offer some uncertainty as the retailer’s presence is still nascent and its reliable brand name may not translate internationally.
What's happening
Nov 20, 2025 - Dec 20, 2025
O'Reilly Automotive Faces Headwinds Amid Market Gains
- O'Reilly Automotive Inc. experienced significant insider selling, raising investor concerns about management confidence.
- The company announced a $2 billion increase in its share repurchase program, signaling commitment to shareholder value despite challenges.
- Analysts maintained a positive outlook for ORLY, with upgrades from firms like Baird R W and TD Cowen.
Over the past month, O'Reilly Automotive Inc. (ORLY) saw a notable decline of 7.8%, underperforming the S&P 500's gain of 2.7%. This performance gap underscores the challenges faced by ORLY amid prevailing market conditions. The stock's downward trend was particularly evident in early December when it recorded its most significant percentage drop since July 2023, falling as much as 4.2% due to concerns surrounding competitor Advance Auto Parts and overall market sentiment.
The negative sentiment intensified following reports from J Capital Research that raised alarms about competitive pressures affecting O'Reilly indirectly through issues at Advance Auto Parts. Despite these hurdles, analysts retained a generally optimistic outlook for ORLY with upgrades from firms such as Baird R W and TD Cowen earlier in December; however, this optimism did not stabilize the stock price amidst ongoing pressures.
Investor unease was further exacerbated by substantial insider selling during this period, including an insider transaction involving shares sold valued at approximately $238K which may have been interpreted negatively by the market regarding management’s confidence in future performance.
Despite these challenges, there were moments of bullish activity for O'Reilly Automotive; notably an announcement regarding an increase in its share repurchase program by $2 billion aimed at enhancing shareholder value—indicating commitment despite external pressures. Historical data shows that over two decades ORLY has significantly outperformed the market with average annual returns exceeding those of its peers.
In summary, while O’Reilly Automotive faced substantial headwinds leading to a -7.8% decline over the month against a backdrop where the S&P gained 2.7%, it still managed to outperform its sector—the Consumer Discretionary (XLY)—by 37.9%.