O'Reilly Automotive Crescita futura
Criteri Future verificati 2/6
O'Reilly Automotive prevede che gli utili e i ricavi cresceranno rispettivamente di 6.1% e 5.5% all'anno. Si prevede che l'EPS crescerà di 8.6% all'anno. Si prevede che il ritorno sul capitale proprio sarà di 360% in 3 anni.
Informazioni chiave
6.1%
Tasso di crescita degli utili
8.64%
Tasso di crescita dell'EPS
| Specialty Retail crescita degli utili | 9.6% |
| Tasso di crescita dei ricavi | 5.5% |
| Rendimento futuro del capitale proprio | 360.04% |
| Copertura analitica | Good |
| Ultimo aggiornamento | 04 May 2026 |
Aggiornamenti recenti sulla crescita futura
Recent updates
Aggiornamento dell'analisi • Apr 28
ORLY: Tactical Rating Shift And Buybacks May Test Current Share Pricing
Analysts made a modest upward adjustment to the price target for O'Reilly Automotive, adding roughly $0.01 per share. They factored in recent research that reflects slightly updated views on growth, profitability, and valuation, following a mix of target hikes, trims, and list changes across major firms.Seeking Alpha • Apr 21
O'Reilly Auto Parts: Time To Lean In
Summary O'Reilly Automotive stands out as a defensive, high-quality auto aftermarket leader, currently trading 15% below its 2025 highs. SG&A pressure is poised to ease, setting up potential for consistent earnings beats and multiple expansion toward a low-30s P/E. I model Q1 same-store sales at 5.6% versus the street at 4%, supporting a likely earnings beat and positive guidance momentum. Clear upside exists to a $107 price target, with further gains possible as earnings consistency and operating leverage return. Read the full article on Seeking AlphaAggiornamento dell'analisi • Apr 13
ORLY: Cautious Store Expansion And Margins May Challenge Current Share Pricing
Analysts have adjusted the updated price target for O'Reilly Automotive to $84.66 from $67.20, reflecting revised assumptions around fair value, discount rate, revenue growth, profit margin, and future P/E in light of mixed recent research that includes both small target cuts and one modest $5 increase. Analyst Commentary Recent Street research on O'Reilly Automotive has leaned cautious, with several bearish analysts revisiting ratings and price targets.
Aggiornamento dell'analisi • Mar 30
ORLY: Margin Resilience And Buybacks Will Support Future Upside Returns
Analysts have lowered the price target for O'Reilly Automotive to $115 from $125. This change reflects a reset in expectations after the stock was removed from a high conviction list and several firms modestly reduced their targets, while still citing supportive profit margin and revenue growth assumptions.
Aggiornamento dell'analisi • Mar 16
ORLY: Store Expansion And Buybacks Will Support Future Upside Potential
Analysts have trimmed their price targets on O'Reilly Automotive by a few dollars, reflecting slightly adjusted assumptions on discount rate and future P/E, while keeping fair value essentially unchanged at $105.72. Analyst Commentary Recent Street research on O'Reilly Automotive centers on modest price target cuts and one downgrade, with most reports pointing to fine tuning of assumptions rather than a wholesale reset of the story.Aggiornamento dell'analisi • Mar 02
ORLY: Store Expansion And Buybacks Will Support Attractive Future Risk Reward
Narrative Update on O'Reilly Automotive The analyst price target for O'Reilly Automotive has been trimmed by a few dollars, reflecting a modest reset in valuation multiples such as future P/E following recent research updates from several firms. However, underlying fair value inputs like growth and margins remain essentially unchanged.Aggiornamento dell'analisi • Feb 16
ORLY: Steady Execution And Buybacks Expected To Support Balanced Risk Reward
Analysts have trimmed their price targets for O'Reilly Automotive, and our fair value estimate has edged down by about $4 to $105.72. They cite recent cuts from multiple research firms, even as they factor in relatively steady assumptions on growth, margins, and future P/E.Articolo di analisi • Feb 07
O'Reilly Automotive, Inc. (NASDAQ:ORLY) Yearly Results: Here's What Analysts Are Forecasting For This Year
Last week, you might have seen that O'Reilly Automotive, Inc. ( NASDAQ:ORLY ) released its full-year result to the...Aggiornamento dell'analisi • Feb 02
ORLY: Pricing Tailwinds And Expanded Buybacks Will Support Future Returns
Narrative Update Analysts have nudged their price target on O'Reilly Automotive slightly higher by US$1. This reflects updated assumptions around discount rate, revenue growth, profit margin and future P/E, supported by recent research that cites pricing tailwinds and a cleaner earnings backdrop.Aggiornamento dell'analisi • Jan 19
ORLY: Pricing Tailwinds And Expanded Buybacks Will Support Future Upside
Analysts have trimmed their price target on O'Reilly Automotive by $5, citing slightly higher discount rate and P/E assumptions, along with recent Street research that includes a modest target cut at Morgan Stanley and an upgrade with supportive pricing commentary at Raymond James. Analyst Commentary Bullish analysts are highlighting a constructive setup for O'Reilly Automotive, pointing to recent research that balances a modest price target trim against more optimistic rating changes and commentary on pricing.Aggiornamento dell'analisi • Jan 04
ORLY: Pricing Tailwinds And Buybacks Will Support Upside Opportunity
Analysts have raised their price target on O'Reilly Automotive to $125 from $113, citing a clean recent earnings report, an attractive entry point after the stock's pullback, and expectations for pricing tailwinds to support comparable sales growth into 2025 and early 2026. Analyst Commentary Bullish analysts have highlighted that the recent upgrade and higher price targets reflect growing confidence in O'Reilly Automotive's execution and long term growth prospects.Aggiornamento dell'analisi • Dec 14
ORLY: Pricing Tailwinds Are Expected To Drive Comp Momentum And Share Gains
Analysts have modestly increased their price target on O'Reilly Automotive to approximately $110.20 from $110.00, citing a clean Q3 print, attractive valuation after the recent pullback, and expectations for pricing tailwinds and same store sales strength to support sustained growth. Analyst Commentary Bullish analysts emphasize that the recent pullback has created an appealing entry point, particularly after a solid Q3 performance that reinforced confidence in the company’s operational execution and earnings durability.Aggiornamento dell'analisi • Nov 28
ORLY: Pricing Tailwinds And Supply Chain Improvements Will Support Share Gains Into 2025
Analysts have raised their price targets for O'Reilly Automotive, with new estimates ranging from $120 to $125. They attribute the upward revision to a "clean" quarterly report, attractive valuation after a recent pullback, and expectations for continued same-store-sales growth driven by pricing and improved industry trends.Aggiornamento dell'analisi • Nov 14
ORLY: Strengthening Supply Chain Will Support Share Gains Into 2025
O'Reilly Automotive's analyst price target increased from $115 to a range between $120 and $125, as analysts cite improving same-store sales, sustained pricing tailwinds, and ongoing strength in the company's supply chain and consumer base as key drivers for the upward revision. Analyst Commentary Analyst sentiment on O'Reilly Automotive has recently tilted positive, reflecting the company's operational momentum and sector position.Aggiornamento dell'analisi • Oct 31
ORLY: Improving Supply Chain Will Drive Resilient Same-Store Sales Strength
O'Reilly Automotive's fair value estimate has increased from $108.78 to $110.13 per share. Analysts point to improved profit margins, a resilient consumer, and ongoing operational strengths supporting recent upward adjustments in price targets.Aggiornamento dell'analisi • Oct 16
Inventory Improvements And Store Expansions Will Boost Retail Presence
O'Reilly Automotive's analyst price target has increased from approximately $107.55 to $108.78 per share. Analysts point to resilient consumer dynamics, ongoing supply chain improvements, and margin stability as drivers of incremental upside.Aggiornamento dell'analisi • Sep 16
Inventory Improvements And Store Expansions Will Boost Retail Presence
O’Reilly Automotive’s consensus price target saw a modest upward revision, as analysts point to strong EPS growth, consistent profitability, robust Q2 comps and margins, supply chain execution, and successful cost pass-throughs as key drivers, with the fair value estimate rising slightly from $106.95 to $107.55. Analyst Commentary Bullish analysts cite continued strong EPS growth projections (9%-10% over two years) and a consistent track record of profitability and technical outperformance.Articolo di analisi • Jun 24
O'Reilly Automotive, Inc.'s (NASDAQ:ORLY) Share Price Not Quite Adding Up
With a price-to-earnings (or "P/E") ratio of 32.8x O'Reilly Automotive, Inc. ( NASDAQ:ORLY ) may be sending very...Articolo di analisi • Jun 01
O'Reilly Automotive (NASDAQ:ORLY) Could Become A Multi-Bagger
If you're looking for a multi-bagger, there's a few things to keep an eye out for. Firstly, we'll want to see a proven...Seeking Alpha • Feb 14
O'Reilly Automotive: Valuation Is Too Expensive For Me
Summary I maintain a hold rating for O'Reilly Automotive due to its expensive valuation at 29.5x forward earnings, despite strong fundamentals. ORLY's 4Q24 results showed solid performance with 4.4% comps growth and $4.1 billion in revenue, but EPS missed consensus due to a one-time charge. Industry tailwinds, such as the increasing complexity of car repairs, support demand for ORLY's DIFM services, which grew faster than DIY sales. ORLY's increased capex investment in distribution infrastructure and company-owned stores is crucial for long-term growth, but the current valuation limits upside potential. Read the full article on Seeking AlphaSeeking Alpha • Feb 07
O'Reilly Automotive: Three Weaknesses In 2025 Outlook
Summary O'Reilly Automotive's Q4 financials showed good 4.4% comparable sales growth and consistent underlying profitability, being positive after prior quarters showed more severe industry pressures. O'Reilly's 2025 outlook has three weak points, adding short- to mid-term uncertainty and pressuring cash flow expectations. As the stock has continued to rise, I now estimate -16% downside to a fair value of $1118. Read the full article on Seeking AlphaSeeking Alpha • Oct 06
O'Reilly Automotive Looks Vulnerable
Summary I’m placing a sell rating on O’Reilly Automotive (ORLY) due to high valuation amidst deteriorating fundamentals and weakening momentum. Despite strong seasonality in October and November, the stock faces resistance with higher prices but lower momentum, signaling potential consolidation or selling. Earnings estimates show consistent downward revisions, with margins deteriorating and share repurchases insufficient to meet projected EPS growth. The forward P/E ratio at ~27X is historically high, making the stock overvalued and vulnerable until earnings growth or valuation improves. Read the full article on Seeking AlphaSeeking Alpha • Jul 28
O'Reilly Automotive's Q2: Gaining Market Share In A Tough Environment (Rating Downgrade)
Summary O'Reilly Automotive Inc. slightly missed expectations in its Q2 results but outperformed its competitors and continues gaining market share. Despite margin decrease due to acquisitions and changing revenue composition, inventory turnover improved, and store growth remains on track. Share buybacks accelerated in Q2 due to a temporary decrease in valuation multiples. The company adjusted its guidance for 2024, reducing same-store revenue growth, margins and EPS. The average age of U.S. vehicles is hitting new highs, and despite lowering my fair price for the stock, I rate O'Reilly as a buy given its defensiveness and superior business model. Read the full article on Seeking AlphaSeeking Alpha • Jul 05
O'Reilly Automotive: Industry Weakness May Provide A Buying Opportunity
Summary O'Reilly Automotive, Inc. showed stable performance in Q1, but shares didn't appreciate the result due to a weaker-than-expected profitability in the quarter and 2024 guidance. The industry is expected to show weakness as companies are showing slower comparable sales. O'Reilly Automotive has also seen pressured 2024 forecasts as adverse short-term industry dynamics weigh on the stock. If further weakness pushes O'Reilly Automotive's earnings and stock down further, a great buying opportunity could emerge. Read the full article on Seeking AlphaSeeking Alpha • Apr 29
O'Reilly Automotive: Initiate Hold Rating As Valuation Is Not Cheap
Summary Hold rating recommended for O'Reilly Automotive stock due to limited upside in share price. O'Reilly benefits from its competitive advantage of scale, allowing for better pricing and wider assortment of products. The company is positioned to benefit from the current high interest rate environment, but valuation already reflects potential upside. Read the full article on Seeking AlphaSeeking Alpha • Apr 19
Forget EVs: Compound Your Returns With O'Reilly Automotive
Summary I am skeptical about investing in the EV market due to its risk profile and high degree of unpredictability. Aftermarket parts specialty retailers such as O'Reilly Automotive, though, offer a sustainable path for investors to compound their capital in the auto industry. The company seems well-positioned to sustain its outstanding sales growth, improving unit economics, and aggressive buyback track record. Thus, the stock forms a compelling investment case against the highly unpredictable EV stocks, prompting me to keep adding to my position. Read the full article on Seeking AlphaSeeking Alpha • Feb 24
O'Reilly Automotive: Looking At Mexico And Canada For Future Growth
Summary O'Reilly has had an impressive financial track record with a revenue CAGR of 12.5% in the past two decades along with great margin expansion & capital-light growth. The company's expansion into Mexico and Canada could potentially provide a great runway of growth for O'Reilly in the long term. The stock's valuation leaves little short-term upside, but O'Reilly could still be a good long-term investment if the capital-light growth strategy continues well. Read the full article on Seeking AlphaPrevisioni di crescita degli utili e dei ricavi
| Data | Ricavi | Utili | Flusso di cassa libero | Liquidità dell'operazione | Avg. Numero di analisti |
|---|---|---|---|---|---|
| 12/31/2028 | 21,515 | 3,137 | 2,651 | 3,775 | 11 |
| 12/31/2027 | 20,241 | 2,928 | 2,287 | 3,550 | 25 |
| 12/31/2026 | 19,078 | 2,713 | 2,135 | 3,399 | 25 |
| 3/31/2026 | 18,206 | 2,604 | 1,913 | 3,040 | N/A |
| 12/31/2025 | 17,782 | 2,538 | 1,593 | 2,762 | N/A |
| 9/30/2025 | 17,463 | 2,484 | 1,563 | 2,753 | N/A |
| 6/30/2025 | 17,122 | 2,424 | 1,772 | 2,908 | N/A |
| 3/31/2025 | 16,869 | 2,378 | 2,039 | 3,100 | N/A |
| 12/31/2024 | 16,708 | 2,387 | 2,026 | 3,050 | N/A |
| 9/30/2024 | 16,445 | 2,388 | 1,956 | 2,942 | N/A |
| 6/30/2024 | 16,284 | 2,372 | 2,016 | 3,036 | N/A |
| 3/31/2024 | 16,081 | 2,377 | 1,992 | 3,025 | N/A |
| 12/31/2023 | 15,812 | 2,347 | 2,028 | 3,034 | N/A |
| 9/30/2023 | 15,625 | 2,323 | 2,384 | 3,313 | N/A |
| 6/30/2023 | 15,220 | 2,258 | 2,612 | 3,408 | N/A |
| 3/31/2023 | 14,822 | 2,208 | 2,490 | 3,172 | N/A |
| 12/31/2022 | 14,410 | 2,173 | 2,585 | 3,148 | N/A |
| 9/30/2022 | 14,057 | 2,163 | 2,504 | 2,995 | N/A |
| 6/30/2022 | 13,738 | 2,136 | 2,437 | 2,886 | N/A |
| 3/31/2022 | 13,533 | 2,145 | 2,555 | 3,007 | N/A |
| 12/31/2021 | 13,328 | 2,165 | 2,764 | 3,207 | N/A |
| 9/30/2021 | 12,865 | 2,039 | 2,610 | 3,053 | N/A |
| 6/30/2021 | 12,593 | 2,007 | 2,547 | 2,990 | N/A |
| 3/31/2021 | 12,219 | 1,953 | 2,841 | 3,268 | N/A |
| 12/31/2020 | 11,604 | 1,752 | 2,371 | 2,837 | N/A |
| 9/30/2020 | 11,259 | 1,684 | 2,058 | 2,568 | N/A |
| 6/30/2020 | 10,718 | 1,548 | 1,844 | 2,421 | N/A |
| 3/31/2020 | 10,216 | 1,370 | 1,119 | 1,727 | N/A |
| 12/31/2019 | 10,150 | 1,391 | N/A | 1,708 | N/A |
| 9/30/2019 | 9,982 | 1,366 | N/A | 1,875 | N/A |
| 6/30/2019 | 9,798 | 1,341 | N/A | 1,699 | N/A |
| 3/31/2019 | 9,664 | 1,341 | N/A | 1,736 | N/A |
| 12/31/2018 | 9,536 | 1,324 | N/A | 1,728 | N/A |
| 9/30/2018 | 9,412 | 1,326 | N/A | 1,658 | N/A |
| 6/30/2018 | 9,269 | 1,244 | N/A | 1,568 | N/A |
| 3/31/2018 | 9,104 | 1,174 | N/A | 1,459 | N/A |
| 12/31/2017 | 8,978 | 1,134 | N/A | 1,404 | N/A |
| 9/30/2017 | 8,886 | 1,078 | N/A | 1,384 | N/A |
| 6/30/2017 | 8,767 | 1,072 | N/A | 1,392 | N/A |
| 3/31/2017 | 8,653 | 1,047 | N/A | 1,384 | N/A |
| 12/31/2016 | 8,593 | 1,038 | N/A | 1,511 | N/A |
| 9/30/2016 | 8,443 | 1,010 | N/A | 1,433 | N/A |
| 6/30/2016 | 8,302 | 998 | N/A | 1,412 | N/A |
| 3/31/2016 | 8,161 | 974 | N/A | 1,379 | N/A |
| 12/31/2015 | 7,967 | 931 | N/A | 1,345 | N/A |
| 9/30/2015 | 7,782 | 894 | N/A | 1,270 | N/A |
| 6/30/2015 | 7,578 | 845 | N/A | 1,233 | N/A |
Previsioni di crescita futura degli analisti
Guadagni vs tasso di risparmio: La crescita prevista degli utili di ORLY ( 6.1% all'anno) è superiore al tasso di risparmio ( 3.5% ).
Guadagni vs Mercato: Si prevede che gli utili di ORLY ( 6.1% all'anno) cresceranno più lentamente rispetto al mercato US ( 16.4% all'anno).
Guadagni ad alta crescita: Si prevede che gli utili di ORLY cresceranno, ma non in modo significativo.
Ricavi vs Mercato: Si prevede che il fatturato di ORLY ( 5.5% all'anno) crescerà più lentamente rispetto al mercato US ( 11.4% all'anno).
Ricavi ad alta crescita: Si prevede che il fatturato di ORLY ( 5.5% all'anno) crescerà più lentamente di 20% all'anno.
Previsioni di crescita dell'utile per azione
Rendimento futuro del capitale proprio
ROE futuro: Si prevede che il Return on Equity di ORLY sarà molto alto tra 3 anni ( 360 %).
Scoprire le aziende in crescita
Analisi aziendale e situazione dei dati finanziari
| Dati | Ultimo aggiornamento (ora UTC) |
|---|---|
| Analisi dell'azienda | 2026/05/07 02:35 |
| Prezzo dell'azione a fine giornata | 2026/05/07 00:00 |
| Utili | 2026/03/31 |
| Utili annuali | 2025/12/31 |
Fonti dei dati
I dati utilizzati nella nostra analisi aziendale provengono da S&P Global Market Intelligence LLC. I seguenti dati sono utilizzati nel nostro modello di analisi per generare questo report. I dati sono normalizzati, il che può comportare un ritardo nella disponibilità della fonte.
| Pacchetto | Dati | Tempistica | Esempio Fonte USA * |
|---|---|---|---|
| Dati finanziari della società | 10 anni |
| |
| Stime di consenso degli analisti | +3 anni |
|
|
| Prezzi di mercato | 30 anni |
| |
| Proprietà | 10 anni |
| |
| Gestione | 10 anni |
| |
| Sviluppi principali | 10 anni |
|
* Esempio per i titoli statunitensi, per i titoli non statunitensi si utilizzano forme e fonti normative equivalenti.
Se non specificato, tutti i dati finanziari si basano su un periodo annuale ma vengono aggiornati trimestralmente. Si tratta dei cosiddetti dati TTM (Trailing Twelve Month) o LTM (Last Twelve Month). Per saperne di più.
Modello di analisi e Snowflake
I dettagli del modello di analisi utilizzato per generare questo report sono disponibili sulla nostra pagina Github; abbiamo anche guide su come utilizzare i nostri report e tutorial su Youtube.
Scoprite il team di livello mondiale che ha progettato e realizzato il modello di analisi Simply Wall St.
Metriche di settore e industriali
Le nostre metriche di settore e di sezione sono calcolate ogni 6 ore da Simply Wall St; i dettagli del nostro processo sono disponibili su Github.
Fonti analitiche
O'Reilly Automotive, Inc. è coperta da 48 analisti. 25 di questi analisti ha fornito le stime di fatturato o di utile utilizzate come input per il nostro report. Le stime degli analisti vengono aggiornate nel corso della giornata.
| Analista | Istituzione |
|---|---|
| Craig Kennison | Baird |
| Justin Kleber | Baird |
| Alan Rifkin | Barclays |