O’Reilly Automotive, Inc.


SKU: ORLY Category:


O’Reilly Automotive, Inc. delivered an all-around beat in the previous quarter, marked by notable achievements across various categories. While the quarter benefited from favorable weather conditions, the exceptional results extend beyond weather-driven factors. Key highlights include remarkable strength in application-specific car parts and maintenance categories, such as oil and filters. These dynamics underline a robust and broad-based consumer demand that does not rely solely on weather-related factors. The professional business segment continues to outperform, with mid-teens comparable store sales growth. In the face of challenging prior year comparisons, this achievement reflects their team’s commitment to executing their business model and delivering value to their professional customers. O’Reilly Automotive’s team anticipates further growth in the professional business, with opportunities in new and existing markets. In the DIY business, solid comparable store sales growth was achieved, with an increased average ticket value. Additionally, the third quarter saw positive DIY ticket count comps. The focus on average ticket and ticket count performance has yielded positive results. While average ticket growth remains significant, ticket count comps have significantly contributed to outperforming expectations.

Our Report Structure:

⦁ Company Overview
⦁ Investment Thesis
⦁ Key Drivers
⦁ Historical Quarterly Statement Analysis – Income Statement & Cash Flows
⦁ Historical Quarterly Balance Sheet Analysis
⦁ Historical Annual Financial Statement Analysis
⦁ Analysis Of Key Financial Ratios
⦁ Financial Forecasts For 3 Years
⦁ Forecasting The Capital Structure & Net Debt
⦁ Discounted Cash Flow Valuation
⦁ Trading Multiples
⦁ Key Risks
⦁ Disclosures

Want unlimited access to our reports? Purchase our $99 annual subscription!