O’Reilly Automotive (ORLY)
NASDAQConsumer DiscretionarySpecialty RetailSnapshot 2026-11-05
$91.49-0.92%
Close 2026-11-05 · 1-day change
NASDAQConsumer DiscretionarySpecialty RetailSnapshot 2026-11-05
QuarterlyIQ Insights · ORLY
How strong the business is — where it ranks within its sector on capital efficiency and cash generation, and how well management has been executing.
How this business ranks within consumer discretionary on a research-validated quality screen. As of 2026-11-05.
The screen ranks ORLY against its sector on four durable signals: share dilution, return on capital, free-cash-flow yield, and FCF margin. Historically the highest-quality names tended toward better typical outcomes and fewer bad years over multi-year holds (strongest at three years, modest at one), and that pattern showed up even before the price moved. It characterizes business quality, not price direction.
Each leg is a sector-relative percentile (higher is better); 4 of 4 legs were available for this name. The composite is built from these four; the raw value follows each percentile for context.
A forward quality tilt, not a price prediction, and context for your own research rather than a recommendation. Not investment advice.
How management runs the business: capital, margins, balance sheet, and how reliably they guide and deliver.
Each factor is a parallel diagnostic with a clear read of what it shows and how names like it have historically fared. Never aggregated into a single score.
Operating income rose in 2 of the last 3 quarter-over-quarter moves. Historically, Consumer Discretionary names rated neutral grew net income 45% of the time over the next year (vs 59% for the rest of the cohort, n=6999).
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
A guidance track record builds as the company issues and delivers on guidance.
Priorities management has stated in recent disclosures, with status and evidence drawn from earnings calls, filings, and press releases.
Year-to-Date Financial Results Mr. Beckham concluded, “As a result of our strong year-to-date performance and expectations for the remainder of 2026, we are raising our full-year 2026 comparable st…
Stated in 8 of 8 supplied quarters. Management reported: “ Year-to-Date Financial Results Mr. Beckham concluded, “As a result of our strong year-to-date performance and expectations for the remainder of 2026, we are raising our full-year 2026 comparable store sales guidance to a range of 5.5% to 6.5%.” “ Year-to-Date Financial Results Mr. Beckham concluded, “As a result of our strong performance in the first half of 2026, we are raising our full-year 2026 comparable store sales guidance to a range of 4% to 6%.” Revenue was $4.892 billion in 2026-Q2.
“ Year-to-Date Financial Results Mr. Beckham concluded, “As a result of our strong year-to-date performance and expectations for the remainder of 2026, we are raising our full-year 2026 comparable st…”
“ Year-to-Date Financial Results Mr. Beckham concluded, “As a result of our strong performance in the first half of 2026, we are raising our full-year 2026 comparable store sales guidance to a range…”
“ Updated Full-Year 2026 Guidance The table below outlines the Company’s updated guidance for selected full-year 2026 financial data: For the Year Ending December 31, 2026 Net, new st…”
“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 sale…”
“ Year-to-Date Financial Results Mr. Beckham concluded, “As a result of our year-to-date performance and updated outlook for the remainder of 2025, we are raising our full-year 2025 comparable store…”
“ Year-to-Date Financial Results Mr. Beckham concluded, “As a result of our solid performance in the first half of 2025, we are increasing our full-year comparable store sales guidance to a range of…”
Year-to-date, we have opened 173 net, new stores across North America and are on track to reach our goal of 225 to 235 net, new store openings in 2026.
Stated in 8 of 8 supplied quarters. Management reported: “Year-to-date, we have opened 173 net, new stores across North America and are on track to reach our goal of 225 to 235 net, new store openings in 2026.” “Year-to-date, we have opened 110 net, new stores across North America, and we are on track to achieve our goal of 225 to 235 net, new store openings in 2026.””
We are also raising our full-year 2026 gross margin guidance to a range of 51.6% to 52.1% and our operating profit guidance to a range of 19.5% to 20.0%.
Stated in 8 of 8 supplied quarters. Management reported: “Our ability to drive productivity in our business and translate robust sales growth into a 14% increase in operating profit is the direct result of our Team’s focus on prudent expense management.” “We remain intensely focused on managing expenses and mitigating these cost pressures but will always prioritize delivering the service levels and parts availability in our stores that are critical to winning share and driving industry-leading results.”” Operating income was $985.746 million in 2026-Q2.
Year-to-Date Financial Results Mr. Beckham concluded, “As a result of our strong year-to-date performance and expectations for the remainder of 2026, we are raising our full-year 2026 comparable st…
Stated in 8 of 8 supplied quarters. Management reported: “ Year-to-Date Financial Results Mr. Beckham concluded, “As a result of our strong year-to-date performance and expectations for the remainder of 2026, we are raising our full-year 2026 comparable store sales guidance to a range of 5.5% to 6.5%.” “ Year-to-Date Financial Results Mr. Beckham concluded, “As a result of our strong performance in the first half of 2026, we are raising our full-year 2026 comparable store sales guidance to a range of 4% to 6%.”
We are also raising our full-year 2026 gross margin guidance to a range of 51.6% to 52.1% and our operating profit guidance to a range of 19.5% to 20.0%.
Stated in 8 of 8 supplied quarters. Management reported: “We are also raising our full-year 2026 gross margin guidance to a range of 51.6% to 52.1% and our operating profit guidance to a range of 19.5% to 20.0%.” “Our updated full-year sales outlook reflects our confidence in the strength of the underlying demand drivers within our industry, as well as our Team’s focus on providing the excellent customer service that drives long-term profitable growth.”
Over the trailing year it converted 1.34x of net income into operating cash flow. Historically, Consumer Discretionary names rated neutral grew net income 49% of the time over the next year (vs 49% for the rest of the cohort, n=4822).
Not enough signal yet.
Not enough signal to read sensitivity to the US dollar, long-term interest rates, real (inflation-adjusted) rates, the broad stock market, Fed net liquidity (low R² over the window).
11 material management or governance events in the past 24 months, led by capital-allocation actions. Historically, Consumer Discretionary names rated neutral grew net income 53% of the time over the next year (vs 54% for the rest of the cohort, n=6802).
Not investment advice. As of 2026-11-05.
“ Mr. Beckham concluded, “We are maintaining our full-year comparable store sales guidance range of 2.0% to 4.0% and have not changed the key assumptions behind this guidance range from our original…”
“Our Team is relentlessly focused on executing our industry-leading model at a high level, which we believe continues to generate market share gains on both sides of our business.”
“Year-to-date, we have opened 173 net, new stores across North America and are on track to reach our goal of 225 to 235 net, new store openings in 2026.”
“Year-to-date, we have opened 110 net, new stores across North America, and we are on track to achieve our goal of 225 to 235 net, new store openings in 2026.””
“ Updated Full-Year 2026 Guidance The table below outlines the Company’s updated guidance for selected full-year 2026 financial data: For the Year Ending December 31, 2026 Net, new st…”
“ Full-Year 2026 Guidance The table below outlines the Company’s guidance for selected full-year 2026 financial data: For the Year Ending December 31, 2026 Net, new store openings 2…”
“ Updated Full-Year 2025 Guidance The table below outlines the Company’s updated guidance for selected full-year 2025 financial data: For the Year Ending December 31, 2025 Net, new store…”
“ Updated Full-Year 2025 Guidance The table below outlines the Company’s updated guidance for selected full-year 2025 financial data: For the Year Ending December 31, 2025 Net, new store op…”
“ Updated Full-Year 2025 Guidance The table below outlines the Company’s updated guidance for selected full-year 2025 financial data: For the Year Ending December 31, 2025 Net, new store op…”
“ Full-Year 2025 Guidance The table below outlines the Company’s guidance for selected full-year 2025 financial data: For the Year Ending December 31, 2025 Net, new store openings 200 to…”
“We are also raising our full-year 2026 gross margin guidance to a range of 51.6% to 52.1% and our operating profit guidance to a range of 19.5% to 20.0%.”
“Our updated full-year sales outlook reflects our confidence in the strength of the underlying demand drivers within our industry, as well as our Team’s focus on providing the excellent customer servi…”
“Our ability to drive productivity in our business and translate robust sales growth into a 14% increase in operating profit is the direct result of our Team’s focus on prudent expense management.”
“We remain intensely focused on managing expenses and mitigating these cost pressures but will always prioritize delivering the service levels and parts availability in our stores that are critical to…”
“We remain confident in the underlying demand drivers of our industry and our Team’s ability to grow our share of the market by delivering industry-leading customer service.””
“Our Team’s unwavering commitment to executing on the fundamentals of our business translated our top-line results into an 11% increase in diluted earnings per share, and we remain very confident in o…”
“What we know for certain is that our Team remains absolutely dedicated to providing the highest levels of customer service and best-in-class parts availability, regardless of external market conditio…”
“Our Team is relentlessly focused on executing our industry-leading model at a high level, which we believe continues to generate market share gains on both sides of our business.”
“ Year-to-Date Financial Results Mr. Beckham concluded, “As a result of our strong year-to-date performance and expectations for the remainder of 2026, we are raising our full-year 2026 comparable st…”
“ Year-to-Date Financial Results Mr. Beckham concluded, “As a result of our strong performance in the first half of 2026, we are raising our full-year 2026 comparable store sales guidance to a range…”
“ Updated Full-Year 2026 Guidance The table below outlines the Company’s updated guidance for selected full-year 2026 financial data: For the Year Ending December 31, 2026 Net, new st…”
“ Full-Year 2026 Guidance The table below outlines the Company’s guidance for selected full-year 2026 financial data: For the Year Ending December 31, 2026 Net, new store openings 2…”
“ Updated Full-Year 2025 Guidance The table below outlines the Company’s updated guidance for selected full-year 2025 financial data: For the Year Ending December 31, 2025 Net, new store…”
“ Updated Full-Year 2025 Guidance The table below outlines the Company’s updated guidance for selected full-year 2025 financial data: For the Year Ending December 31, 2025 Net, new store op…”
“ Updated Full-Year 2025 Guidance The table below outlines the Company’s updated guidance for selected full-year 2025 financial data: For the Year Ending December 31, 2025 Net, new store op…”
“ Full-Year 2025 Guidance The table below outlines the Company’s guidance for selected full-year 2025 financial data: For the Year Ending December 31, 2025 Net, new store openings 200 to…”
“We are also raising our full-year 2026 gross margin guidance to a range of 51.6% to 52.1% and our operating profit guidance to a range of 19.5% to 20.0%.”
“Our updated full-year sales outlook reflects our confidence in the strength of the underlying demand drivers within our industry, as well as our Team’s focus on providing the excellent customer servi…”
“ Updated Full-Year 2026 Guidance The table below outlines the Company’s updated guidance for selected full-year 2026 financial data: For the Year Ending December 31, 2026 Net, new st…”
“ Full-Year 2026 Guidance The table below outlines the Company’s guidance for selected full-year 2026 financial data: For the Year Ending December 31, 2026 Net, new store openings 2…”
“ Updated Full-Year 2025 Guidance The table below outlines the Company’s updated guidance for selected full-year 2025 financial data: For the Year Ending December 31, 2025 Net, new store…”
“ Updated Full-Year 2025 Guidance The table below outlines the Company’s updated guidance for selected full-year 2025 financial data: For the Year Ending December 31, 2025 Net, new store op…”
“ Updated Full-Year 2025 Guidance The table below outlines the Company’s updated guidance for selected full-year 2025 financial data: For the Year Ending December 31, 2025 Net, new store op…”
“ Full-Year 2025 Guidance The table below outlines the Company’s guidance for selected full-year 2025 financial data: For the Year Ending December 31, 2025 Net, new store openings 200 to…”