PREVIEW: O'Reilly shares hit record; Q4 EPS, rev seen rising

OReilly Automotive

05/02/2025 18:51

** Shares in after-market auto parts retailer O'Reilly
Automotive  ORLY.O  up 0.9% on Wednesday, hitting record high, 
ahead of Q4 financial report due out after market close
    ** ORLY, a supplier to professionals and consumers, is
expected by Wall Street to report adj EPS of $9.75 vs $9.26 in
year-ago quarter on rev of $4.05 bln vs $3.83 bln year-ago
according to latest data from LSEG  
    ** In last 4 quarters ORLY missed the Street consensus for
rev every time after beating every time for the four prior
quarters; EPS beat in 5 of the last 8 quarters, but the 3 misses
all came in 2024 
    ** In Oct. ORLY had tightened its full-year profit, sales
expectations as customers cut back on purchases of some
non-essential auto parts
    ** After hitting $1,347.98 record earlier, ORLY last traded
at $1,346.48 vs median PT of $1,379.50, according to LSEG, which
shows 30 ratings: 5 'strong buy,' 17 'buy' and 8 'hold' 
    ** So far in 2024 at least 5 analysts have raised their
targets with BofA upping its price objective to $1,500 from
$1,360 as recently as Monday 
    ** Shares in ORLY up 13.6%, eyeing 8th consecutive annual
gain so far in 2025 after 24.8% rise in 2024 vs 3.1% gain YTD
and 29.1% gain in 2024 for S&P 500 consumer discretionary index
 .SPLRCD  

 (Reporting By Sinéad Carew)
 ((sinead.carew@thomsonreuters.com; +13322191897;))