O'Reilly beats quarterly estimates, raises 2025 revenue forecast on strong auto parts demand

OReilly Automotive

22/10/2025 23:47

Oct 22 (Reuters) - O'Reilly Automotive ORLY.O raised the lower end of its full-year revenue forecast on Wednesday after beating Wall Stret estimates for third-quarter results on strong demand for replacement auto parts.

More consumers are choosing to repair older vehicles rather than buy new ones as tariffs imposed by the Trump administration continue to pressure the auto industry.

O'Reilly now expects total annual revenue between $17.6 billion to $17.8 billion, compared to its prior forecast of $17.5 billion to $17.8 billion.

The company, which sources many of its products from China and Mexico — countries whose goods are subject to steep duties — reported earnings of 85 cents per share for the quarter, above analysts' average estimate of 83 cents per share, according to data compiled by LSEG.

Revenue for the quarter ended September 30 came in at $4.71 billion, also topping expectations of $4.69 billion.

Shares of the company rose marginally in after-hours trading.

 (Reporting by Apratim Sarkar and Anshuman Tripathy; Editing by Alan Barona)

 ((Apratim.Sarkar@thomsonreuters.com))