Springfield, Missouri-based O'Reilly Automotive, Inc. (ORLY) operates as a retailer and supplier of automotive aftermarket parts, tools, supplies, equipment, and accessories in the United States and internationally. With a market cap of $77.4 billion, the company is expected to announce its fiscal Q2 earnings results on Wednesday, July 23.
Ahead of this event, analysts expect the auto parts company to report a profit of $0.78 per share, up 11.4% from $0.70 per share in the year-ago quarter. The company has surpassed Wall Street's bottom-line estimates in one of the past four quarters, while missing on three other occasions.
For fiscal 2025, analysts expect ORLY to report an EPS of $2.91, up 6.2% year over year from $2.74 in fiscal 2024. Moreover, in FY2026, the company’s EPS is expected to increase 13.1% annually to $3.29.

ORLY stock has surged 29.2% over the past 52 weeks, outperforming the Consumer Discretionary Select Sector SPDR Fund’s (XLY) 17.9% rally and the S&P 500 Index’s ($SPX) 13% uptick during the same time frame.

O'Reilly Automotive stock fell 2.1% on Apr. 23 following the company's Q1 2025 earnings release. The company posted revenue of $4.14 billion, a 4% year-over-year increase. Its Comparable store sales grew by 3.6%, and the company opened 38 new stores during the quarter. The company’s adjusted EPS came in at $0.62, failing to touch the consensus estimates by 6.1%.
Wall Street analysts are highly bullish about OLRY’s stock, with a "Strong Buy" rating overall. Among 26 analysts covering the stock, 18 recommend "Strong Buy," two suggest a “Moderate Buy,” and six suggest “Hold.” ORLY’s average analyst price target of $100.79 indicates a potential upside of 12.8% from the current levels.
On the date of publication, Kritika Sarmah did not have (either directly or indirectly) positions in any of the securities mentioned in this article. All information and data in this article is solely for informational purposes. For more information please view the Barchart Disclosure Policy here.