O'Reilly Automotive（OM6）株式概要O'Reilly Automotive, Inc.は、その子会社とともに、米国、プエルトリコ、メキシコ、カナダにおいて、自動車アフターマーケット部品、工具、用品、機器、アクセサリーの小売業者およびサプライヤーとして事業を展開している。 詳細OM6 ファンダメンタル分析スノーフレーク・スコア評価2/6将来の成長2/6過去の実績5/6財務の健全性2/6配当金0/6報酬収益は年間6.3%増加すると予測されています 過去1年間で収益は9.5%増加しました アナリストらは、株価が21.1%上昇するだろうとほぼ一致している。 リスク分析マイナスの株主資本 多額の負債を抱えている すべてのリスクチェックを見るOM6 Community Fair Values Create NarrativeSee what others think this stock is worth. Follow their fair value or set your own to get alerts.Your Fair Value€Current Price€77.877.9% 割安 内在価値ディスカウントGrowth estimate overAnnual revenue growth rate5 Yearstime period%/yrDecreaseIncreasePastFuture024b2016201920222025202620282031Revenue US$24.0bEarnings US$3.4bAdvancedSet Fair ValueView all narrativesO'Reilly Automotive, Inc. 競合他社AUTO1 GroupSymbol: XTRA:AG1Market cap: €5.1bZalandoSymbol: XTRA:ZALMarket cap: €5.9bAutoZoneSymbol: NYSE:AZOMarket cap: US$50.4bCarvanaSymbol: NYSE:CVNAMarket cap: US$74.9b価格と性能株価の高値、安値、推移の概要O'Reilly Automotive過去の株価現在の株価US$77.8752週高値US$92.3852週安値US$73.29ベータ0.521ヶ月の変化1.83%3ヶ月変化-2.66%1年変化-0.064%3年間の変化37.22%5年間の変化159.11%IPOからの変化3,767.72%最新ニュースお知らせ • May 02O'Reilly Automotive, Inc. Provides Earnings Guidance for the Year Ending December 31, 2026O'Reilly Automotive, Inc. provided earnings guidance for the year ending December 31, 2026. For the period, the company expects total revenue of $18.7 billion to $19.0 billion. Operating income as percentage of sales of 19.3% to 19.8%. Diluted earnings per share of $3.15 to $3.25.お知らせ • Apr 03O'Reilly Automotive, Inc. to Report Q1, 2026 Results on Apr 29, 2026O'Reilly Automotive, Inc. announced that they will report Q1, 2026 results at 3:30 PM, Central Standard Time on Apr 29, 2026お知らせ • Mar 30O'Reilly Automotive, Inc., Annual General Meeting, May 14, 2026O'Reilly Automotive, Inc., Annual General Meeting, May 14, 2026.お知らせ • Feb 06O'reilly Automotive, Inc. Provides Earnings Guidance for the Full Year Ending December 31, 2026O'Reilly Automotive, Inc. provided earnings guidance for the full year ending December 31, 2026. For the year, the company expects comparable store sales to be between 3.0% to 5.0%, Total revenue to be between $18.7 billion to $19.0 billion, Diluted earnings per share to be between $3.10 to $3.20, Operating income as a percentage of sales is 19.2% to 19.7%.お知らせ • Jan 03O'Reilly Automotive, Inc. to Report Q4, 2025 Results on Feb 04, 2026O'Reilly Automotive, Inc. announced that they will report Q4, 2025 results at 3:30 PM, Central Standard Time on Feb 04, 2026お知らせ • Oct 24O'Reilly Automotive, Inc. Updates Earnings Guidance for the Full Year Ending December 31, 2025O'Reilly Automotive, Inc. updated earnings guidance for the full year ending December 31, 2025. For the year, the company expects comparable store sales to be between 4.0% to 5.0%. Total revenue to be between $17.6 billion to $17.8 billion. Diluted earnings per share to be between $2.90 to $3.00. Operating income as a percentage of sales is 19.2% to 19.7%.最新情報をもっと見るRecent updatesお知らせ • May 02O'Reilly Automotive, Inc. Provides Earnings Guidance for the Year Ending December 31, 2026O'Reilly Automotive, Inc. provided earnings guidance for the year ending December 31, 2026. For the period, the company expects total revenue of $18.7 billion to $19.0 billion. Operating income as percentage of sales of 19.3% to 19.8%. Diluted earnings per share of $3.15 to $3.25.お知らせ • Apr 03O'Reilly Automotive, Inc. to Report Q1, 2026 Results on Apr 29, 2026O'Reilly Automotive, Inc. announced that they will report Q1, 2026 results at 3:30 PM, Central Standard Time on Apr 29, 2026お知らせ • Mar 30O'Reilly Automotive, Inc., Annual General Meeting, May 14, 2026O'Reilly Automotive, Inc., Annual General Meeting, May 14, 2026.お知らせ • Feb 06O'reilly Automotive, Inc. Provides Earnings Guidance for the Full Year Ending December 31, 2026O'Reilly Automotive, Inc. provided earnings guidance for the full year ending December 31, 2026. For the year, the company expects comparable store sales to be between 3.0% to 5.0%, Total revenue to be between $18.7 billion to $19.0 billion, Diluted earnings per share to be between $3.10 to $3.20, Operating income as a percentage of sales is 19.2% to 19.7%.お知らせ • Jan 03O'Reilly Automotive, Inc. to Report Q4, 2025 Results on Feb 04, 2026O'Reilly Automotive, Inc. announced that they will report Q4, 2025 results at 3:30 PM, Central Standard Time on Feb 04, 2026お知らせ • Oct 24O'Reilly Automotive, Inc. Updates Earnings Guidance for the Full Year Ending December 31, 2025O'Reilly Automotive, Inc. updated earnings guidance for the full year ending December 31, 2025. For the year, the company expects comparable store sales to be between 4.0% to 5.0%. Total revenue to be between $17.6 billion to $17.8 billion. Diluted earnings per share to be between $2.90 to $3.00. Operating income as a percentage of sales is 19.2% to 19.7%.お知らせ • Oct 02O'Reilly Automotive, Inc. to Report Q3, 2025 Results on Oct 22, 2025O'Reilly Automotive, Inc. announced that they will report Q3, 2025 results at 3:30 PM, Central Standard Time on Oct 22, 2025お知らせ • Jul 24O'reilly Automotive, Inc. Updates Earnings Guidance for the Year ending December 31, 2025O'Reilly Automotive, Inc. updated earnings guidance for the Year ending December 31, 2025. For the year, the company expects Total revenue of $17.5 billion to $17.8 billion and Diluted earnings per share of $2.85 to $2.95.お知らせ • Jul 02O'Reilly Automotive, Inc. to Report Q2, 2025 Results on Jul 23, 2025O'Reilly Automotive, Inc. announced that they will report Q2, 2025 results at 3:30 PM, Central Standard Time on Jul 23, 2025お知らせ • May 22O'Reilly Automotive, Inc. Approves Resignation of Larry O’Reilly from the BoardO'Reilly Automotive, Inc. announced the following the Annual Meeting held on May 15, 2025, one member of the Board, Larry O’Reilly, tendered his notice of resignation from the Board, consistent with the Board’s mandatory retirement age policy and after his successor had been duly elected at the Annual Meeting, and the Board accepted his resignation. The members of the Board’s Audit Committee, Human Capital and Compensation Committee, and Corporate Governance/Nominating Committee are set forth below. The purposes and functions of the respective committees remain unchanged. Audit Committee Members: Thomas T. Hendrickson (Chair), John R. Murphy, Dana M. Perlman, and Maria A. Sastre. Human Capital and Compensation Committee Members: John R. Murphy (Chair), Maria A. Sastre, Kimberly A. deBeers, and Fred Whitfield Corporate Governance/Nominating Committee Members: Dana M. Perlman (Chair), Thomas T. Hendrickson, Kimberly A. deBeers, and Fred Whitfield.お知らせ • Apr 24O'Reilly Automotive, Inc. Updates Earnings Guidance for the Full-Year 2025O'Reilly Automotive, Inc. updated earnings guidance for the full-year 2025. For the period, the company expects Total revenue to be in the range of $17.4 billion to $17.7 billion. Diluted earnings per share is expected to be in the range of $42.90 to $43.40.お知らせ • Apr 02O'Reilly Automotive, Inc. to Report Q1, 2025 Results on Apr 23, 2025O'Reilly Automotive, Inc. announced that they will report Q1, 2025 results at 3:30 PM, Central Standard Time on Apr 23, 2025お知らせ • Mar 18O'Reilly Automotive, Inc., Annual General Meeting, May 15, 2025O'Reilly Automotive, Inc., Annual General Meeting, May 15, 2025.お知らせ • Feb 06O'Reilly Automotive, Inc. Provides Earnings Guidance for the Year Ending December 31, 2025O'Reilly Automotive, Inc. provided earnings guidance for the year ending December 31, 2025. For the year, the company expects total revenue to be in the range of $17.4 billion to $17.7 billion. Operating income as a percentage of sales 19.2% to 19.7%. Diluted earnings per share to be in the range of $42.60 to $43.10.お知らせ • Jan 03O'Reilly Automotive, Inc. to Report Q4, 2024 Results on Feb 05, 2025O'Reilly Automotive, Inc. announced that they will report Q4, 2024 results at 3:30 PM, Central Standard Time on Feb 05, 2025Recent Insider Transactions • Nov 16Executive Vice Chairman recently sold €5.8m worth of stockOn the 11th of November, David O'Reilly sold around 5k shares on-market at roughly €1,155 per share. This transaction amounted to 2.3% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth €14m. David has been a net seller over the last 12 months, reducing personal holdings by €54m.Reported Earnings • Oct 24Third quarter 2024 earnings released: EPS: US$11.47 (vs US$10.82 in 3Q 2023)Third quarter 2024 results: EPS: US$11.47 (up from US$10.82 in 3Q 2023). Revenue: US$4.36b (up 3.8% from 3Q 2023). Net income: US$665.5m (up 2.4% from 3Q 2023). Profit margin: 15% (in line with 3Q 2023). Revenue is forecast to grow 5.5% p.a. on average during the next 3 years, compared to a 5.8% growth forecast for the Specialty Retail industry in Germany. Over the last 3 years on average, earnings per share has increased by 11% per year but the company’s share price has increased by 26% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • Oct 02O'Reilly Automotive, Inc. to Report Q3, 2024 Results on Oct 23, 2024O'Reilly Automotive, Inc. announced that they will report Q3, 2024 results at 3:30 PM, Central Standard Time on Oct 23, 2024Recent Insider Transactions • Aug 19Executive Vice Chairman recently sold €23m worth of stockOn the 14th of August, David O'Reilly sold around 23k shares on-market at roughly €1,021 per share. This transaction amounted to 9.4% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. David has been a net seller over the last 12 months, reducing personal holdings by €47m.Reported Earnings • Jul 25Second quarter 2024 earnings released: EPS: US$10.61 (vs US$10.32 in 2Q 2023)Second quarter 2024 results: EPS: US$10.61. Revenue: US$4.27b (up 5.0% from 2Q 2023). Net income: US$622.8m (flat on 2Q 2023). Profit margin: 15% (in line with 2Q 2023). Revenue is forecast to grow 5.5% p.a. on average during the next 3 years, compared to a 5.8% growth forecast for the Specialty Retail industry in Germany.お知らせ • Jul 25O'Reilly Automotive, Inc. Updates Earnings Guidance for the Full-Year Ending December 31, 2024O'Reilly Automotive, Inc. updated earnings guidance for the full-year ending December 31, 2024. For the year, the company expects comparable store sales to be between 2.0% to 4.0%. Total revenue to be between $16.6 billion to $16.9 billion. Diluted earnings per share to be between $40.75 to $41.25. Operating income as a percentage of sales is 19.6% to 20.1%.お知らせ • Jul 02O'Reilly Automotive, Inc. to Report Q2, 2024 Results on Jul 24, 2024O'Reilly Automotive, Inc. announced that they will report Q2, 2024 results at 3:30 PM, Central Standard Time on Jul 24, 2024Recent Insider Transactions • Jun 03Vice Chairman recently sold €2.6m worth of stockOn the 29th of May, Lawrence O'Reilly sold around 3k shares on-market at roughly €878 per share. This transaction amounted to 1.6% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Lawrence has been a net seller over the last 12 months, reducing personal holdings by €17m.お知らせ • Apr 26O'Reilly Automotive, Inc. Updates Earnings Guidance for the Full-Year Ending December 31, 2024O'Reilly Automotive, Inc. updated earnings guidance for the full-year ending December 31, 2024. For the year, the company expects comparable store sales to be between 3.0% to 5.0%. Total revenue to be between $16.8 billion to $17.1 billion. Diluted earnings per share to be between $41.35 to $41.85.Reported Earnings • Apr 25First quarter 2024 earnings released: EPS: US$9.27 (vs US$8.36 in 1Q 2023)First quarter 2024 results: EPS: US$9.27 (up from US$8.36 in 1Q 2023). Revenue: US$3.98b (up 7.2% from 1Q 2023). Net income: US$547.2m (up 5.9% from 1Q 2023). Profit margin: 14% (in line with 1Q 2023). Revenue is forecast to grow 5.6% p.a. on average during the next 3 years, compared to a 6.0% growth forecast for the Specialty Retail industry in Germany. Over the last 3 years on average, earnings per share has increased by 13% per year but the company’s share price has increased by 32% per year, which means it is tracking significantly ahead of earnings growth.Reported Earnings • Apr 25First quarter 2024 earnings released: EPS: US$9.27 (vs US$8.36 in 1Q 2023)First quarter 2024 results: EPS: US$9.27 (up from US$8.36 in 1Q 2023). Revenue: US$3.98b (up 7.2% from 1Q 2023). Net income: US$547.2m (up 5.9% from 1Q 2023). Profit margin: 14% (in line with 1Q 2023). Revenue is forecast to grow 5.6% p.a. on average during the next 3 years, compared to a 6.0% growth forecast for the Specialty Retail industry in Germany. Over the last 3 years on average, earnings per share has increased by 13% per year but the company’s share price has increased by 32% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • Apr 02O'Reilly Automotive, Inc. to Report Q1, 2024 Results on Apr 24, 2024O'Reilly Automotive, Inc. announced that they will report Q1, 2024 results at 3:30 PM, Central Standard Time on Apr 24, 2024お知らせ • Mar 30O'Reilly Automotive, Inc., Annual General Meeting, May 16, 2024O'Reilly Automotive, Inc., Annual General Meeting, May 16, 2024, at 09:00 Central Standard Time. Agenda: To consider elect as Directors the ten nominees named in the attached proxy statement; to consider conduct an advisory vote on executive compensation; and to consider other matters.Recent Insider Transactions • Feb 23Executive Vice Chairman recently sold €9.8m worth of stockOn the 16th of February, David O'Reilly sold around 10k shares on-market at roughly €978 per share. This transaction amounted to 3.7% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. David has been a net seller over the last 12 months, reducing personal holdings by €33m.Reported Earnings • Feb 08Full year 2023 earnings released: EPS: US$38.80 (vs US$33.75 in FY 2022)Full year 2023 results: EPS: US$38.80 (up from US$33.75 in FY 2022). Revenue: US$15.8b (up 9.7% from FY 2022). Net income: US$2.35b (up 8.0% from FY 2022). Profit margin: 15% (in line with FY 2022). Revenue is forecast to grow 5.1% p.a. on average during the next 3 years, compared to a 5.8% growth forecast for the Specialty Retail industry in Germany. Over the last 3 years on average, earnings per share has increased by 14% per year but the company’s share price has increased by 38% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • Feb 08O'Reilly Automotive, Inc. Provides Earnings Guidance for the Year Ending December 31, 2024O'Reilly Automotive, Inc. provided earnings guidance for the year ending December 31, 2024. For the year, the company expects total revenue to be in the range of $16.8 billion to $17.1 billion. Operating income as a percentage of sales 19.7% to 20.2%. Diluted earnings per share to be in the range of $41.05 to $41.55.お知らせ • Dec 19O'Reilly Automotive, Inc. (NasdaqGS:ORLY) entered into a definitive stock purchase agreement to acquire Groupe Del Vasto.O'Reilly Automotive, Inc. (NasdaqGS:ORLY) entered into a definitive stock purchase agreement to acquire Groupe Del Vasto on December 18, 2023. Transaction is subject to customary closing conditions and regulatory approvals. Transaction is expected to close in January, 2024.Recent Insider Transactions • Nov 15Vice Chairman recently sold €3.7m worth of stockOn the 10th of November, Lawrence O'Reilly sold around 4k shares on-market at roughly €921 per share. This transaction amounted to 1.9% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Lawrence has been a net seller over the last 12 months, reducing personal holdings by €7.0m.Reported Earnings • Oct 26Third quarter 2023 earnings released: EPS: US$10.82 (vs US$9.25 in 3Q 2022)Third quarter 2023 results: EPS: US$10.82 (up from US$9.25 in 3Q 2022). Revenue: US$4.20b (up 11% from 3Q 2022). Net income: US$649.8m (up 11% from 3Q 2022). Profit margin: 16% (in line with 3Q 2022). Revenue is forecast to grow 4.8% p.a. on average during the next 3 years, compared to a 6.3% growth forecast for the Specialty Retail industry in Germany. Over the last 3 years on average, earnings per share has increased by 15% per year but the company’s share price has increased by 29% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • Oct 26O'Reilly Automotive, Inc. Provides Earnings Guidance for Full Year 2023O'Reilly Automotive, Inc. provided earnings guidance for the full year 2023. For the year, the company expects Comparable store sales of 7% to 8%, Total revenue of $15.7 billion to $15.8 billion, Operating income as a percentage of sales of 19.8% to 20.3%, and Diluted earnings per share of $37.80 to $38.30.お知らせ • Oct 05O'Reilly Automotive, Inc. to Report Q3, 2023 Results on Oct 25, 2023O'Reilly Automotive, Inc. announced that they will report Q3, 2023 results at 3:30 PM, Central Standard Time on Oct 25, 2023お知らせ • Jul 27+ 1 more updateO’Reilly Automotive, Inc. Announces Management ChangesO'Reilly Automotive, Inc. Greg Johnson, the Company’s Chief Executive Officer, has informed the Company’s Board of Directors of his intention to retire from the Company effective January 31, 2024. The Board has also determined that Brent Kirby, the Company’s Co-President, will be promoted to President upon Mr. Johnson’s retirement. About Brent Kirby: Mr. Kirby, age 55, has been an O’Reilly Team Member since 2018. Mr. Kirby began his 35 year retail career with Lowe’s Companies, Inc. (“Lowe’s”) as a hardware associate and progressed through various positions at the store, district, and regional levels before being promoted to Senior Vice President of Store Operations and later Chief Omnichannel Officer. Prior to joining O’Reilly, Mr. Kirby held the position of Chief Supply Chain Officer for Lowe’s. In 2018, Mr. Kirby’s O’Reilly career began as Senior Vice President of Omnichannel and progressed through the roles of Executive Vice President of Supply Chain and Executive Vice President and Chief Supply Chain Officer. Mr. Kirby has held the position of Co-President since January of 2023.Reported Earnings • Jul 27Second quarter 2023 earnings released: EPS: US$10.32 (vs US$8.86 in 2Q 2022)Second quarter 2023 results: EPS: US$10.32 (up from US$8.86 in 2Q 2022). Revenue: US$4.07b (up 11% from 2Q 2022). Net income: US$627.4m (up 8.8% from 2Q 2022). Profit margin: 15% (in line with 2Q 2022). Revenue is forecast to grow 4.9% p.a. on average during the next 3 years, compared to a 6.3% growth forecast for the Specialty Retail industry in Germany. Over the last 3 years on average, earnings per share has increased by 17% per year but the company’s share price has increased by 28% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • Jul 04O'Reilly Automotive, Inc. to Report Q2, 2023 Results on Jul 26, 2023O'Reilly Automotive, Inc. announced that they will report Q2, 2023 results at 3:30 PM, Central Standard Time on Jul 26, 2023Board Change • Jun 01Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 4 experienced directors. 5 highly experienced directors. Independent Director Fred Whitfield was the last director to join the board, commencing their role in 2021. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.Recent Insider Transactions • May 06Independent Director recently sold €253k worth of stockOn the 2nd of May, John Murphy sold around 300 shares on-market at roughly €842 per share. This transaction amounted to 19% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of €68m more than they bought in the last 12 months.Reported Earnings • Apr 28First quarter 2023 earnings released: EPS: US$8.36 (vs US$7.24 in 1Q 2022)First quarter 2023 results: EPS: US$8.36 (up from US$7.24 in 1Q 2022). Revenue: US$3.71b (up 13% from 1Q 2022). Net income: US$516.9m (up 7.3% from 1Q 2022). Profit margin: 14% (in line with 1Q 2022). Revenue is forecast to grow 5.1% p.a. on average during the next 3 years, compared to a 6.6% growth forecast for the Specialty Retail industry in Germany. Over the last 3 years on average, earnings per share has increased by 19% per year but the company’s share price has increased by 32% per year, which means it is tracking significantly ahead of earnings growth.Recent Insider Transactions • Feb 22Insider recently sold €97k worth of stockOn the 17th of February, C. Wilbanks sold around 120 shares on-market at roughly €811 per share. This transaction amounted to 15% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth €410k. Insiders have been net sellers, collectively disposing of €68m more than they bought in the last 12 months.Reported Earnings • Feb 10Full year 2022 earnings released: EPS: US$33.75 (vs US$31.39 in FY 2021)Full year 2022 results: EPS: US$33.75 (up from US$31.39 in FY 2021). Revenue: US$14.4b (up 8.1% from FY 2021). Net income: US$2.17b (flat on FY 2021). Profit margin: 15% (down from 16% in FY 2021). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 5.2% p.a. on average during the next 3 years, compared to a 4.4% growth forecast for the Specialty Retail industry in Germany. Over the last 3 years on average, earnings per share has increased by 21% per year but the company’s share price has increased by 28% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • Jan 07O’Reilly Automotive, Inc. Announces Executive Changes, Effective January 9, 2023O’Reilly Automotive, Inc. announced executive leadership promotions. Effective January 9, 2023, Brad Beckham, the Company’s Executive Vice President and Chief Operating Officer, and Brent Kirby, the Company’s Executive Vice President and Chief Supply Chain Officer, will each be promoted to Co-Presidents. Mr. Beckham will be responsible for all domestic and international store operations and sales, real estate and expansion, human resources, legal, risk management, training, and finance. Mr. Kirby will be responsible for merchandise, distribution, logistics, inventory management, pricing, store design, advertising/marketing, electronic catalog, customer satisfaction, omnichannel, and information technology.お知らせ • Jan 04O'Reilly Automotive, Inc. to Report Q4, 2022 Results on Feb 08, 2023O'Reilly Automotive, Inc. announced that they will report Q4, 2022 results at 3:30 PM, Central Standard Time on Feb 08, 2023Recent Insider Transactions • Dec 02Senior VP of Legal & General Counsel recently sold €410k worth of stockOn the 29th of November, Jeffrey Groves sold around 500 shares on-market at roughly €820 per share. This transaction amounted to 54% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth €21m. Insiders have been net sellers, collectively disposing of €69m more than they bought in the last 12 months.Recent Insider Transactions • Nov 16Vice Chairman recently sold €9.1m worth of stockOn the 9th of November, Lawrence O'Reilly sold around 11k shares on-market at roughly €831 per share. This transaction amounted to 5.0% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth €21m. Lawrence has been a net seller over the last 12 months, reducing personal holdings by €24m.Recent Insider Transactions • Nov 04Executive Vice Chairman recently sold €21m worth of stockOn the 1st of November, David O'Reilly sold around 25k shares on-market at roughly €846 per share. This transaction amounted to 7.6% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. David has been a net seller over the last 12 months, reducing personal holdings by €44m.Reported Earnings • Oct 27Third quarter 2022 earnings released: EPS: US$9.25 (vs US$8.14 in 3Q 2021)Third quarter 2022 results: EPS: US$9.25 (up from US$8.14 in 3Q 2021). Revenue: US$3.80b (up 9.2% from 3Q 2021). Net income: US$585.4m (up 4.8% from 3Q 2021). Profit margin: 15% (in line with 3Q 2021). Revenue is forecast to grow 5.0% p.a. on average during the next 3 years, compared to a 6.1% growth forecast for the Specialty Retail industry in Germany. Over the last 3 years on average, earnings per share has increased by 23% per year whereas the company’s share price has increased by 26% per year.Recent Insider Transactions • Aug 10Vice Chairman recently sold €10m worth of stockOn the 5th of August, Lawrence O'Reilly sold around 15k shares on-market at roughly €697 per share. This was the largest sale by an insider in the last 3 months. Lawrence has been a seller over the last 12 months, reducing personal holdings by €17m.Recent Insider Transactions • Aug 05Independent Director recently sold €208k worth of stockOn the 2nd of August, John Murphy sold around 300 shares on-market at roughly €692 per share. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of €22m more than they bought in the last 12 months.Reported Earnings • Jul 29Second quarter 2022 earnings released: EPS: US$8.86 (vs US$8.41 in 2Q 2021)Second quarter 2022 results: EPS: US$8.86. Revenue: US$3.67b (up 5.9% from 2Q 2021). Net income: US$576.8m (down 1.5% from 2Q 2021). Profit margin: 16% (down from 17% in 2Q 2021). The decrease in margin was driven by higher expenses. Over the next year, revenue is forecast to grow 6.3%, compared to a 8.5% growth forecast for the industry in Germany.Recent Insider Transactions • May 25Executive VP & CFO recently bought €475k worth of stockOn the 20th of May, Jeremy Fletcher bought around 835 shares on-market at roughly €569 per share. This was the largest purchase by an insider in the last 3 months. This was Jeremy's only on-market trade for the last 12 months.Buying Opportunity • May 12Now 20% undervaluedOver the last 90 days, the stock is up 1.1%. The fair value is estimated to be €728, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 12% over the last 3 years. Earnings per share has grown by 24%. For the next 3 years, revenue is forecast to grow by 4.5% per annum. Earnings is also forecast to grow by 5.5% per annum over the same time period.Reported Earnings • Apr 28First quarter 2022 earnings released: EPS: US$7.24 (vs US$7.13 in 1Q 2021)First quarter 2022 results: EPS: US$7.24. Revenue: US$3.30b (up 6.6% from 1Q 2021). Net income: US$481.9m (down 3.9% from 1Q 2021). Profit margin: 15% (down from 16% in 1Q 2021). The decrease in margin was driven by higher expenses. Over the next year, revenue is forecast to grow 7.5%, compared to a 13% growth forecast for the industry in Germany.Recent Insider Transactions • Feb 27Vice Chairman recently sold €904k worth of stockOn the 18th of February, Lawrence O'Reilly sold around 2k shares on-market at roughly €603 per share. This was the largest sale by an insider in the last 3 months. Lawrence has been a seller over the last 12 months, reducing personal holdings by €25m.Recent Insider Transactions • Feb 18Independent Director recently sold €237k worth of stockOn the 16th of February, Thomas Hendrickson sold around 400 shares on-market at roughly €593 per share. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of €82m more than they bought in the last 12 months.Reported Earnings • Feb 10Full year 2021 earnings: EPS in line with analyst expectations despite revenue beatFull year 2021 results: EPS: US$31.39 (up from US$23.74 in FY 2020). Revenue: US$13.3b (up 15% from FY 2020). Net income: US$2.16b (up 24% from FY 2020). Profit margin: 16% (up from 15% in FY 2020). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 1.4%. Over the next year, revenue is forecast to grow 2.1%, compared to a 17% growth forecast for the retail industry in Germany. Over the last 3 years on average, earnings per share has increased by 24% per year whereas the company’s share price has increased by 19% per year.Board Change • Dec 02High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Independent Director Fred Whitfield was the last director to join the board, commencing their role in 2021. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.Reported Earnings • Oct 28Third quarter 2021 earnings released: EPS US$8.14 (vs US$7.13 in 3Q 2020)The company reported a solid third quarter result with improved earnings and revenues, although profit margins were flat. Third quarter 2021 results: Revenue: US$3.48b (up 8.5% from 3Q 2020). Net income: US$558.7m (up 6.0% from 3Q 2020). Profit margin: 16% (in line with 3Q 2020). Over the last 3 years on average, earnings per share has increased by 22% per year whereas the company’s share price has increased by 26% per year.Recent Insider Transactions • Aug 21Vice Chairman recently sold €6.1m worth of stockOn the 16th of August, Lawrence O'Reilly sold around 12k shares on-market at roughly €509 per share. In the last 3 months, there was an even bigger sale from another insider worth €17m. Lawrence has been a seller over the last 12 months, reducing personal holdings by €24m.Reported Earnings • Jul 30Second quarter 2021 earnings released: EPS US$8.41 (vs US$7.17 in 2Q 2020)The company reported a solid second quarter result with improved earnings and revenues, although profit margins were flat. Second quarter 2021 results: Revenue: US$3.47b (up 12% from 2Q 2020). Net income: US$585.5m (up 10% from 2Q 2020). Profit margin: 17% (in line with 2Q 2020). Over the last 3 years on average, earnings per share has increased by 21% per year whereas the company’s share price has increased by 23% per year.Recent Insider Transactions • Jun 23Executive Chairman recently sold €17m worth of stockOn the 17th of June, David O'Reilly sold around 37k shares on-market at roughly €448 per share. In the last 3 months, they made an even bigger sale worth €25m. David has been a seller over the last 12 months, reducing personal holdings by €66m.Recent Insider Transactions • May 08Executive Chairman recently sold €25m worth of stockOn the 6th of May, David O'Reilly sold around 55k shares on-market at roughly €464 per share. This was the largest sale by an insider in the last 3 months. David has been a seller over the last 12 months, reducing personal holdings by €49m.Reported Earnings • Apr 30First quarter 2021 earnings released: EPS US$7.13 (vs US$4.01 in 1Q 2020)The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2021 results: Revenue: US$3.09b (up 25% from 1Q 2020). Net income: US$501.6m (up 67% from 1Q 2020). Profit margin: 16% (up from 12% in 1Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 20% per year but the company’s share price has increased by 27% per year, which means it is tracking significantly ahead of earnings growth.Recent Insider Transactions • Mar 02Independent Director recently sold €130k worth of stockOn the 23rd of February, Thomas Hendrickson sold around 350 shares on-market at roughly €370 per share. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of €24m more than they bought in the last 12 months.Reported Earnings • Feb 28Full year 2020 earnings released: EPS US$23.74 (vs US$18.07 in FY 2019)The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2020 results: Revenue: US$11.6b (up 14% from FY 2019). Net income: US$1.75b (up 26% from FY 2019). Profit margin: 15% (up from 14% in FY 2019). The increase in margin was driven by higher revenue. Like-for-like sales growth: 10.9% vs FY 2019 Over the last 3 years on average, earnings per share has increased by 18% per year but the company’s share price has increased by 23% per year, which means it is tracking significantly ahead of earnings growth.Analyst Estimate Surprise Post Earnings • Feb 28Revenue beats expectationsRevenue exceeded analyst estimates by 0.4%. Over the next year, revenue is forecast to grow 1.4%, compared to a 7.4% growth forecast for the Specialty Retail industry in Germany.Reported Earnings • Feb 13Full year 2020 earnings released: EPS US$23.74 (vs US$18.07 in FY 2019)The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2020 results: Revenue: US$11.6b (up 14% from FY 2019). Net income: US$1.75b (up 26% from FY 2019). Profit margin: 15% (up from 14% in FY 2019). The increase in margin was driven by higher revenue. Like-for-like sales growth: 10.9% vs FY 2019 Over the last 3 years on average, earnings per share has increased by 18% per year whereas the company’s share price has increased by 21% per year.Analyst Estimate Surprise Post Earnings • Feb 13Revenue beats expectationsRevenue exceeded analyst estimates by 0.4%. Over the next year, revenue is forecast to grow 1.6%, compared to a 7.7% growth forecast for the Specialty Retail industry in Germany.Is New 90 Day High Low • Jan 29New 90-day low: €352The company is down 6.0% from its price of €373 on 30 October 2020. The German market is up 19% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Specialty Retail industry, which is up 12% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €319 per share.Is New 90 Day High Low • Jan 14New 90-day high: €405The company is up 3.0% from its price of €392 on 15 October 2020. The German market is up 8.0% over the last 90 days, indicating the company underperformed over that time. However, it outperformed the Specialty Retail industry, which is flat over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €231 per share.Recent Insider Transactions • Nov 27Executive Chairman recently sold €7.6m worth of stockOn the 24th of November, David O'Reilly sold around 20k shares on-market at roughly €379 per share. This was the largest sale by an insider in the last 3 months. David has been a seller over the last 12 months, reducing personal holdings by €31m.Is New 90 Day High Low • Nov 27New 90-day low: €371The company is down 5.0% from its price of €392 on 28 August 2020. The German market is up 2.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Specialty Retail industry, which is flat over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €204 per share.Recent Insider Transactions • Nov 14Independent Director recently sold €77k worth of stockOn the 12th of November, John Murphy sold around 200 shares on-market at roughly €383 per share. In the last 3 months, there was an even bigger sale from another insider worth €12m. Insiders have been net sellers, collectively disposing of €25m more than they bought in the last 12 months.Reported Earnings • Nov 08Third quarter 2020 earnings released: EPS US$7.13The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2020 results: Revenue: US$3.21b (up 20% from 3Q 2019). Net income: US$527.3m (up 35% from 3Q 2019). Profit margin: 16% (up from 15% in 3Q 2019). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 18% per year but the company’s share price has increased by 28% per year, which means it is tracking significantly ahead of earnings growth.Analyst Estimate Surprise Post Earnings • Nov 08Revenue beats expectationsRevenue exceeded analyst estimates by 5.4%. Over the next year, revenue is forecast to grow 3.3%, compared to a 5.7% growth forecast for the Specialty Retail industry in Germany.株主還元OM6DE Specialty RetailDE 市場7D-0.4%2.3%-3.0%1Y-0.06%-9.9%-0.7%株主還元を見る業界別リターン: OM6過去 1 年間で-9.9 % の収益を上げたGerman Specialty Retail業界を上回りました。リターン対市場: OM6は、過去 1 年間で-0.7 % のリターンをもたらしたGermanマーケットと一致しました。価格変動Is OM6's price volatile compared to industry and market?OM6 volatilityOM6 Average Weekly Movement4.0%Specialty Retail Industry Average Movement5.6%Market Average Movement5.9%10% most volatile stocks in DE Market13.2%10% least volatile stocks in DE Market2.7%安定した株価: OM6 、 German市場と比較して、過去 3 か月間で大きな価格変動はありませんでした。時間の経過による変動: OM6の 週次ボラティリティ ( 4% ) は過去 1 年間安定しています。会社概要設立従業員CEO（最高経営責任者ウェブサイト195793,072Brad Beckhamwww.oreillyauto.comO'Reilly Automotive, Inc.は、その子会社とともに、米国、プエルトリコ、メキシコ、カナダで自動車アフターマーケット部品、工具、用品、機器、アクセサリーの小売業者およびサプライヤーとして事業を展開している。同社は、オルタネーター、バッテリー、ブレーキシステム部品、ベルト、シャーシ部品、ドライブライン部品、エンジン部品、燃料ポンプ、ホース、スターター、温度調節器、ウォーターポンプ、不凍液、外観製品、エンジン添加剤、フィルター、フルード、照明製品、オイル、ワイパーブレードなどの新品および再生品の自動車用ハードパーツやメンテナンス用品、フロアマット、シートカバー、トラック用アクセサリーなどのアクセサリーを提供している。また、車体用塗料と関連資材、自動車用工具、専門サービス業者のサービス機器も提供している。さらに、使用済みオイル、オイルフィルター、バッテリーのリサイクル、バッテリー、ワイパー、電球の交換、バッテリー診断テスト、電気およびモジュールテスト、チェックエンジンライトコードの抽出、代替ツールプログラム、ドラムとローターの再研磨、カスタム油圧ホース、およびプロの塗装工場での調合と関連材料からなる充実したサービスとプログラムを提供している。さらに、国産および輸入自動車、バン、トラックのDIYおよびプロフェッショナルサービスを提供している。同社はBesTest、BrakeBest、Cartek、Import Direct、MasterPro、MicroGard、Murray、Omnispark、O'Reilly Auto Parts、Precision、PowerTorque、SuperStart、Syntec、Ultimaブランドで製品を提供している。O'Reilly Automotive, Inc.は1957年に設立され、ミズーリ州スプリングフィールドに本社を置いている。もっと見るO'Reilly Automotive, Inc. 基礎のまとめO'Reilly Automotive の収益と売上を時価総額と比較するとどうか。OM6 基礎統計学時価総額€64.53b収益（TTM）€2.25b売上高(TTM)€15.74b29.0xPER（株価収益率4.1xP/SレシオOM6 は割高か？公正価値と評価分析を参照収益と収入最新の決算報告書（TTM）に基づく主な収益性統計OM6 損益計算書（TTM）収益US$18.21b売上原価US$8.81b売上総利益US$9.40bその他の費用US$6.80b収益US$2.60b直近の収益報告Mar 31, 2026次回決算日該当なし一株当たり利益（EPS）3.14グロス・マージン51.63%純利益率14.30%有利子負債／自己資本比率-580.6%OM6 の長期的なパフォーマンスは？過去の実績と比較を見るView Valuation企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/06/12 02:49終値2026/06/12 00:00収益2026/03/31年間収益2025/12/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレーク本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋O'Reilly Automotive, Inc. 25 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。49 アナリスト機関Craig KennisonBairdJustin KleberBairdAlan RifkinBarclays46 その他のアナリストを表示
お知らせ • May 02O'Reilly Automotive, Inc. Provides Earnings Guidance for the Year Ending December 31, 2026O'Reilly Automotive, Inc. provided earnings guidance for the year ending December 31, 2026. For the period, the company expects total revenue of $18.7 billion to $19.0 billion. Operating income as percentage of sales of 19.3% to 19.8%. Diluted earnings per share of $3.15 to $3.25.
お知らせ • Apr 03O'Reilly Automotive, Inc. to Report Q1, 2026 Results on Apr 29, 2026O'Reilly Automotive, Inc. announced that they will report Q1, 2026 results at 3:30 PM, Central Standard Time on Apr 29, 2026
お知らせ • Mar 30O'Reilly Automotive, Inc., Annual General Meeting, May 14, 2026O'Reilly Automotive, Inc., Annual General Meeting, May 14, 2026.
お知らせ • Feb 06O'reilly Automotive, Inc. Provides Earnings Guidance for the Full Year Ending December 31, 2026O'Reilly Automotive, Inc. provided earnings guidance for the full year ending December 31, 2026. For the year, the company expects comparable store sales to be between 3.0% to 5.0%, Total revenue to be between $18.7 billion to $19.0 billion, Diluted earnings per share to be between $3.10 to $3.20, Operating income as a percentage of sales is 19.2% to 19.7%.
お知らせ • Jan 03O'Reilly Automotive, Inc. to Report Q4, 2025 Results on Feb 04, 2026O'Reilly Automotive, Inc. announced that they will report Q4, 2025 results at 3:30 PM, Central Standard Time on Feb 04, 2026
お知らせ • Oct 24O'Reilly Automotive, Inc. Updates Earnings Guidance for the Full Year Ending December 31, 2025O'Reilly Automotive, Inc. updated earnings guidance for the full year ending December 31, 2025. For the year, the company expects comparable store sales to be between 4.0% to 5.0%. Total revenue to be between $17.6 billion to $17.8 billion. Diluted earnings per share to be between $2.90 to $3.00. Operating income as a percentage of sales is 19.2% to 19.7%.
お知らせ • May 02O'Reilly Automotive, Inc. Provides Earnings Guidance for the Year Ending December 31, 2026O'Reilly Automotive, Inc. provided earnings guidance for the year ending December 31, 2026. For the period, the company expects total revenue of $18.7 billion to $19.0 billion. Operating income as percentage of sales of 19.3% to 19.8%. Diluted earnings per share of $3.15 to $3.25.
お知らせ • Apr 03O'Reilly Automotive, Inc. to Report Q1, 2026 Results on Apr 29, 2026O'Reilly Automotive, Inc. announced that they will report Q1, 2026 results at 3:30 PM, Central Standard Time on Apr 29, 2026
お知らせ • Mar 30O'Reilly Automotive, Inc., Annual General Meeting, May 14, 2026O'Reilly Automotive, Inc., Annual General Meeting, May 14, 2026.
お知らせ • Feb 06O'reilly Automotive, Inc. Provides Earnings Guidance for the Full Year Ending December 31, 2026O'Reilly Automotive, Inc. provided earnings guidance for the full year ending December 31, 2026. For the year, the company expects comparable store sales to be between 3.0% to 5.0%, Total revenue to be between $18.7 billion to $19.0 billion, Diluted earnings per share to be between $3.10 to $3.20, Operating income as a percentage of sales is 19.2% to 19.7%.
お知らせ • Jan 03O'Reilly Automotive, Inc. to Report Q4, 2025 Results on Feb 04, 2026O'Reilly Automotive, Inc. announced that they will report Q4, 2025 results at 3:30 PM, Central Standard Time on Feb 04, 2026
お知らせ • Oct 24O'Reilly Automotive, Inc. Updates Earnings Guidance for the Full Year Ending December 31, 2025O'Reilly Automotive, Inc. updated earnings guidance for the full year ending December 31, 2025. For the year, the company expects comparable store sales to be between 4.0% to 5.0%. Total revenue to be between $17.6 billion to $17.8 billion. Diluted earnings per share to be between $2.90 to $3.00. Operating income as a percentage of sales is 19.2% to 19.7%.
お知らせ • Oct 02O'Reilly Automotive, Inc. to Report Q3, 2025 Results on Oct 22, 2025O'Reilly Automotive, Inc. announced that they will report Q3, 2025 results at 3:30 PM, Central Standard Time on Oct 22, 2025
お知らせ • Jul 24O'reilly Automotive, Inc. Updates Earnings Guidance for the Year ending December 31, 2025O'Reilly Automotive, Inc. updated earnings guidance for the Year ending December 31, 2025. For the year, the company expects Total revenue of $17.5 billion to $17.8 billion and Diluted earnings per share of $2.85 to $2.95.
お知らせ • Jul 02O'Reilly Automotive, Inc. to Report Q2, 2025 Results on Jul 23, 2025O'Reilly Automotive, Inc. announced that they will report Q2, 2025 results at 3:30 PM, Central Standard Time on Jul 23, 2025
お知らせ • May 22O'Reilly Automotive, Inc. Approves Resignation of Larry O’Reilly from the BoardO'Reilly Automotive, Inc. announced the following the Annual Meeting held on May 15, 2025, one member of the Board, Larry O’Reilly, tendered his notice of resignation from the Board, consistent with the Board’s mandatory retirement age policy and after his successor had been duly elected at the Annual Meeting, and the Board accepted his resignation. The members of the Board’s Audit Committee, Human Capital and Compensation Committee, and Corporate Governance/Nominating Committee are set forth below. The purposes and functions of the respective committees remain unchanged. Audit Committee Members: Thomas T. Hendrickson (Chair), John R. Murphy, Dana M. Perlman, and Maria A. Sastre. Human Capital and Compensation Committee Members: John R. Murphy (Chair), Maria A. Sastre, Kimberly A. deBeers, and Fred Whitfield Corporate Governance/Nominating Committee Members: Dana M. Perlman (Chair), Thomas T. Hendrickson, Kimberly A. deBeers, and Fred Whitfield.
お知らせ • Apr 24O'Reilly Automotive, Inc. Updates Earnings Guidance for the Full-Year 2025O'Reilly Automotive, Inc. updated earnings guidance for the full-year 2025. For the period, the company expects Total revenue to be in the range of $17.4 billion to $17.7 billion. Diluted earnings per share is expected to be in the range of $42.90 to $43.40.
お知らせ • Apr 02O'Reilly Automotive, Inc. to Report Q1, 2025 Results on Apr 23, 2025O'Reilly Automotive, Inc. announced that they will report Q1, 2025 results at 3:30 PM, Central Standard Time on Apr 23, 2025
お知らせ • Mar 18O'Reilly Automotive, Inc., Annual General Meeting, May 15, 2025O'Reilly Automotive, Inc., Annual General Meeting, May 15, 2025.
お知らせ • Feb 06O'Reilly Automotive, Inc. Provides Earnings Guidance for the Year Ending December 31, 2025O'Reilly Automotive, Inc. provided earnings guidance for the year ending December 31, 2025. For the year, the company expects total revenue to be in the range of $17.4 billion to $17.7 billion. Operating income as a percentage of sales 19.2% to 19.7%. Diluted earnings per share to be in the range of $42.60 to $43.10.
お知らせ • Jan 03O'Reilly Automotive, Inc. to Report Q4, 2024 Results on Feb 05, 2025O'Reilly Automotive, Inc. announced that they will report Q4, 2024 results at 3:30 PM, Central Standard Time on Feb 05, 2025
Recent Insider Transactions • Nov 16Executive Vice Chairman recently sold €5.8m worth of stockOn the 11th of November, David O'Reilly sold around 5k shares on-market at roughly €1,155 per share. This transaction amounted to 2.3% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth €14m. David has been a net seller over the last 12 months, reducing personal holdings by €54m.
Reported Earnings • Oct 24Third quarter 2024 earnings released: EPS: US$11.47 (vs US$10.82 in 3Q 2023)Third quarter 2024 results: EPS: US$11.47 (up from US$10.82 in 3Q 2023). Revenue: US$4.36b (up 3.8% from 3Q 2023). Net income: US$665.5m (up 2.4% from 3Q 2023). Profit margin: 15% (in line with 3Q 2023). Revenue is forecast to grow 5.5% p.a. on average during the next 3 years, compared to a 5.8% growth forecast for the Specialty Retail industry in Germany. Over the last 3 years on average, earnings per share has increased by 11% per year but the company’s share price has increased by 26% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • Oct 02O'Reilly Automotive, Inc. to Report Q3, 2024 Results on Oct 23, 2024O'Reilly Automotive, Inc. announced that they will report Q3, 2024 results at 3:30 PM, Central Standard Time on Oct 23, 2024
Recent Insider Transactions • Aug 19Executive Vice Chairman recently sold €23m worth of stockOn the 14th of August, David O'Reilly sold around 23k shares on-market at roughly €1,021 per share. This transaction amounted to 9.4% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. David has been a net seller over the last 12 months, reducing personal holdings by €47m.
Reported Earnings • Jul 25Second quarter 2024 earnings released: EPS: US$10.61 (vs US$10.32 in 2Q 2023)Second quarter 2024 results: EPS: US$10.61. Revenue: US$4.27b (up 5.0% from 2Q 2023). Net income: US$622.8m (flat on 2Q 2023). Profit margin: 15% (in line with 2Q 2023). Revenue is forecast to grow 5.5% p.a. on average during the next 3 years, compared to a 5.8% growth forecast for the Specialty Retail industry in Germany.
お知らせ • Jul 25O'Reilly Automotive, Inc. Updates Earnings Guidance for the Full-Year Ending December 31, 2024O'Reilly Automotive, Inc. updated earnings guidance for the full-year ending December 31, 2024. For the year, the company expects comparable store sales to be between 2.0% to 4.0%. Total revenue to be between $16.6 billion to $16.9 billion. Diluted earnings per share to be between $40.75 to $41.25. Operating income as a percentage of sales is 19.6% to 20.1%.
お知らせ • Jul 02O'Reilly Automotive, Inc. to Report Q2, 2024 Results on Jul 24, 2024O'Reilly Automotive, Inc. announced that they will report Q2, 2024 results at 3:30 PM, Central Standard Time on Jul 24, 2024
Recent Insider Transactions • Jun 03Vice Chairman recently sold €2.6m worth of stockOn the 29th of May, Lawrence O'Reilly sold around 3k shares on-market at roughly €878 per share. This transaction amounted to 1.6% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Lawrence has been a net seller over the last 12 months, reducing personal holdings by €17m.
お知らせ • Apr 26O'Reilly Automotive, Inc. Updates Earnings Guidance for the Full-Year Ending December 31, 2024O'Reilly Automotive, Inc. updated earnings guidance for the full-year ending December 31, 2024. For the year, the company expects comparable store sales to be between 3.0% to 5.0%. Total revenue to be between $16.8 billion to $17.1 billion. Diluted earnings per share to be between $41.35 to $41.85.
Reported Earnings • Apr 25First quarter 2024 earnings released: EPS: US$9.27 (vs US$8.36 in 1Q 2023)First quarter 2024 results: EPS: US$9.27 (up from US$8.36 in 1Q 2023). Revenue: US$3.98b (up 7.2% from 1Q 2023). Net income: US$547.2m (up 5.9% from 1Q 2023). Profit margin: 14% (in line with 1Q 2023). Revenue is forecast to grow 5.6% p.a. on average during the next 3 years, compared to a 6.0% growth forecast for the Specialty Retail industry in Germany. Over the last 3 years on average, earnings per share has increased by 13% per year but the company’s share price has increased by 32% per year, which means it is tracking significantly ahead of earnings growth.
Reported Earnings • Apr 25First quarter 2024 earnings released: EPS: US$9.27 (vs US$8.36 in 1Q 2023)First quarter 2024 results: EPS: US$9.27 (up from US$8.36 in 1Q 2023). Revenue: US$3.98b (up 7.2% from 1Q 2023). Net income: US$547.2m (up 5.9% from 1Q 2023). Profit margin: 14% (in line with 1Q 2023). Revenue is forecast to grow 5.6% p.a. on average during the next 3 years, compared to a 6.0% growth forecast for the Specialty Retail industry in Germany. Over the last 3 years on average, earnings per share has increased by 13% per year but the company’s share price has increased by 32% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • Apr 02O'Reilly Automotive, Inc. to Report Q1, 2024 Results on Apr 24, 2024O'Reilly Automotive, Inc. announced that they will report Q1, 2024 results at 3:30 PM, Central Standard Time on Apr 24, 2024
お知らせ • Mar 30O'Reilly Automotive, Inc., Annual General Meeting, May 16, 2024O'Reilly Automotive, Inc., Annual General Meeting, May 16, 2024, at 09:00 Central Standard Time. Agenda: To consider elect as Directors the ten nominees named in the attached proxy statement; to consider conduct an advisory vote on executive compensation; and to consider other matters.
Recent Insider Transactions • Feb 23Executive Vice Chairman recently sold €9.8m worth of stockOn the 16th of February, David O'Reilly sold around 10k shares on-market at roughly €978 per share. This transaction amounted to 3.7% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. David has been a net seller over the last 12 months, reducing personal holdings by €33m.
Reported Earnings • Feb 08Full year 2023 earnings released: EPS: US$38.80 (vs US$33.75 in FY 2022)Full year 2023 results: EPS: US$38.80 (up from US$33.75 in FY 2022). Revenue: US$15.8b (up 9.7% from FY 2022). Net income: US$2.35b (up 8.0% from FY 2022). Profit margin: 15% (in line with FY 2022). Revenue is forecast to grow 5.1% p.a. on average during the next 3 years, compared to a 5.8% growth forecast for the Specialty Retail industry in Germany. Over the last 3 years on average, earnings per share has increased by 14% per year but the company’s share price has increased by 38% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • Feb 08O'Reilly Automotive, Inc. Provides Earnings Guidance for the Year Ending December 31, 2024O'Reilly Automotive, Inc. provided earnings guidance for the year ending December 31, 2024. For the year, the company expects total revenue to be in the range of $16.8 billion to $17.1 billion. Operating income as a percentage of sales 19.7% to 20.2%. Diluted earnings per share to be in the range of $41.05 to $41.55.
お知らせ • Dec 19O'Reilly Automotive, Inc. (NasdaqGS:ORLY) entered into a definitive stock purchase agreement to acquire Groupe Del Vasto.O'Reilly Automotive, Inc. (NasdaqGS:ORLY) entered into a definitive stock purchase agreement to acquire Groupe Del Vasto on December 18, 2023. Transaction is subject to customary closing conditions and regulatory approvals. Transaction is expected to close in January, 2024.
Recent Insider Transactions • Nov 15Vice Chairman recently sold €3.7m worth of stockOn the 10th of November, Lawrence O'Reilly sold around 4k shares on-market at roughly €921 per share. This transaction amounted to 1.9% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Lawrence has been a net seller over the last 12 months, reducing personal holdings by €7.0m.
Reported Earnings • Oct 26Third quarter 2023 earnings released: EPS: US$10.82 (vs US$9.25 in 3Q 2022)Third quarter 2023 results: EPS: US$10.82 (up from US$9.25 in 3Q 2022). Revenue: US$4.20b (up 11% from 3Q 2022). Net income: US$649.8m (up 11% from 3Q 2022). Profit margin: 16% (in line with 3Q 2022). Revenue is forecast to grow 4.8% p.a. on average during the next 3 years, compared to a 6.3% growth forecast for the Specialty Retail industry in Germany. Over the last 3 years on average, earnings per share has increased by 15% per year but the company’s share price has increased by 29% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • Oct 26O'Reilly Automotive, Inc. Provides Earnings Guidance for Full Year 2023O'Reilly Automotive, Inc. provided earnings guidance for the full year 2023. For the year, the company expects Comparable store sales of 7% to 8%, Total revenue of $15.7 billion to $15.8 billion, Operating income as a percentage of sales of 19.8% to 20.3%, and Diluted earnings per share of $37.80 to $38.30.
お知らせ • Oct 05O'Reilly Automotive, Inc. to Report Q3, 2023 Results on Oct 25, 2023O'Reilly Automotive, Inc. announced that they will report Q3, 2023 results at 3:30 PM, Central Standard Time on Oct 25, 2023
お知らせ • Jul 27+ 1 more updateO’Reilly Automotive, Inc. Announces Management ChangesO'Reilly Automotive, Inc. Greg Johnson, the Company’s Chief Executive Officer, has informed the Company’s Board of Directors of his intention to retire from the Company effective January 31, 2024. The Board has also determined that Brent Kirby, the Company’s Co-President, will be promoted to President upon Mr. Johnson’s retirement. About Brent Kirby: Mr. Kirby, age 55, has been an O’Reilly Team Member since 2018. Mr. Kirby began his 35 year retail career with Lowe’s Companies, Inc. (“Lowe’s”) as a hardware associate and progressed through various positions at the store, district, and regional levels before being promoted to Senior Vice President of Store Operations and later Chief Omnichannel Officer. Prior to joining O’Reilly, Mr. Kirby held the position of Chief Supply Chain Officer for Lowe’s. In 2018, Mr. Kirby’s O’Reilly career began as Senior Vice President of Omnichannel and progressed through the roles of Executive Vice President of Supply Chain and Executive Vice President and Chief Supply Chain Officer. Mr. Kirby has held the position of Co-President since January of 2023.
Reported Earnings • Jul 27Second quarter 2023 earnings released: EPS: US$10.32 (vs US$8.86 in 2Q 2022)Second quarter 2023 results: EPS: US$10.32 (up from US$8.86 in 2Q 2022). Revenue: US$4.07b (up 11% from 2Q 2022). Net income: US$627.4m (up 8.8% from 2Q 2022). Profit margin: 15% (in line with 2Q 2022). Revenue is forecast to grow 4.9% p.a. on average during the next 3 years, compared to a 6.3% growth forecast for the Specialty Retail industry in Germany. Over the last 3 years on average, earnings per share has increased by 17% per year but the company’s share price has increased by 28% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • Jul 04O'Reilly Automotive, Inc. to Report Q2, 2023 Results on Jul 26, 2023O'Reilly Automotive, Inc. announced that they will report Q2, 2023 results at 3:30 PM, Central Standard Time on Jul 26, 2023
Board Change • Jun 01Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 4 experienced directors. 5 highly experienced directors. Independent Director Fred Whitfield was the last director to join the board, commencing their role in 2021. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
Recent Insider Transactions • May 06Independent Director recently sold €253k worth of stockOn the 2nd of May, John Murphy sold around 300 shares on-market at roughly €842 per share. This transaction amounted to 19% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of €68m more than they bought in the last 12 months.
Reported Earnings • Apr 28First quarter 2023 earnings released: EPS: US$8.36 (vs US$7.24 in 1Q 2022)First quarter 2023 results: EPS: US$8.36 (up from US$7.24 in 1Q 2022). Revenue: US$3.71b (up 13% from 1Q 2022). Net income: US$516.9m (up 7.3% from 1Q 2022). Profit margin: 14% (in line with 1Q 2022). Revenue is forecast to grow 5.1% p.a. on average during the next 3 years, compared to a 6.6% growth forecast for the Specialty Retail industry in Germany. Over the last 3 years on average, earnings per share has increased by 19% per year but the company’s share price has increased by 32% per year, which means it is tracking significantly ahead of earnings growth.
Recent Insider Transactions • Feb 22Insider recently sold €97k worth of stockOn the 17th of February, C. Wilbanks sold around 120 shares on-market at roughly €811 per share. This transaction amounted to 15% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth €410k. Insiders have been net sellers, collectively disposing of €68m more than they bought in the last 12 months.
Reported Earnings • Feb 10Full year 2022 earnings released: EPS: US$33.75 (vs US$31.39 in FY 2021)Full year 2022 results: EPS: US$33.75 (up from US$31.39 in FY 2021). Revenue: US$14.4b (up 8.1% from FY 2021). Net income: US$2.17b (flat on FY 2021). Profit margin: 15% (down from 16% in FY 2021). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 5.2% p.a. on average during the next 3 years, compared to a 4.4% growth forecast for the Specialty Retail industry in Germany. Over the last 3 years on average, earnings per share has increased by 21% per year but the company’s share price has increased by 28% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • Jan 07O’Reilly Automotive, Inc. Announces Executive Changes, Effective January 9, 2023O’Reilly Automotive, Inc. announced executive leadership promotions. Effective January 9, 2023, Brad Beckham, the Company’s Executive Vice President and Chief Operating Officer, and Brent Kirby, the Company’s Executive Vice President and Chief Supply Chain Officer, will each be promoted to Co-Presidents. Mr. Beckham will be responsible for all domestic and international store operations and sales, real estate and expansion, human resources, legal, risk management, training, and finance. Mr. Kirby will be responsible for merchandise, distribution, logistics, inventory management, pricing, store design, advertising/marketing, electronic catalog, customer satisfaction, omnichannel, and information technology.
お知らせ • Jan 04O'Reilly Automotive, Inc. to Report Q4, 2022 Results on Feb 08, 2023O'Reilly Automotive, Inc. announced that they will report Q4, 2022 results at 3:30 PM, Central Standard Time on Feb 08, 2023
Recent Insider Transactions • Dec 02Senior VP of Legal & General Counsel recently sold €410k worth of stockOn the 29th of November, Jeffrey Groves sold around 500 shares on-market at roughly €820 per share. This transaction amounted to 54% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth €21m. Insiders have been net sellers, collectively disposing of €69m more than they bought in the last 12 months.
Recent Insider Transactions • Nov 16Vice Chairman recently sold €9.1m worth of stockOn the 9th of November, Lawrence O'Reilly sold around 11k shares on-market at roughly €831 per share. This transaction amounted to 5.0% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth €21m. Lawrence has been a net seller over the last 12 months, reducing personal holdings by €24m.
Recent Insider Transactions • Nov 04Executive Vice Chairman recently sold €21m worth of stockOn the 1st of November, David O'Reilly sold around 25k shares on-market at roughly €846 per share. This transaction amounted to 7.6% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. David has been a net seller over the last 12 months, reducing personal holdings by €44m.
Reported Earnings • Oct 27Third quarter 2022 earnings released: EPS: US$9.25 (vs US$8.14 in 3Q 2021)Third quarter 2022 results: EPS: US$9.25 (up from US$8.14 in 3Q 2021). Revenue: US$3.80b (up 9.2% from 3Q 2021). Net income: US$585.4m (up 4.8% from 3Q 2021). Profit margin: 15% (in line with 3Q 2021). Revenue is forecast to grow 5.0% p.a. on average during the next 3 years, compared to a 6.1% growth forecast for the Specialty Retail industry in Germany. Over the last 3 years on average, earnings per share has increased by 23% per year whereas the company’s share price has increased by 26% per year.
Recent Insider Transactions • Aug 10Vice Chairman recently sold €10m worth of stockOn the 5th of August, Lawrence O'Reilly sold around 15k shares on-market at roughly €697 per share. This was the largest sale by an insider in the last 3 months. Lawrence has been a seller over the last 12 months, reducing personal holdings by €17m.
Recent Insider Transactions • Aug 05Independent Director recently sold €208k worth of stockOn the 2nd of August, John Murphy sold around 300 shares on-market at roughly €692 per share. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of €22m more than they bought in the last 12 months.
Reported Earnings • Jul 29Second quarter 2022 earnings released: EPS: US$8.86 (vs US$8.41 in 2Q 2021)Second quarter 2022 results: EPS: US$8.86. Revenue: US$3.67b (up 5.9% from 2Q 2021). Net income: US$576.8m (down 1.5% from 2Q 2021). Profit margin: 16% (down from 17% in 2Q 2021). The decrease in margin was driven by higher expenses. Over the next year, revenue is forecast to grow 6.3%, compared to a 8.5% growth forecast for the industry in Germany.
Recent Insider Transactions • May 25Executive VP & CFO recently bought €475k worth of stockOn the 20th of May, Jeremy Fletcher bought around 835 shares on-market at roughly €569 per share. This was the largest purchase by an insider in the last 3 months. This was Jeremy's only on-market trade for the last 12 months.
Buying Opportunity • May 12Now 20% undervaluedOver the last 90 days, the stock is up 1.1%. The fair value is estimated to be €728, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 12% over the last 3 years. Earnings per share has grown by 24%. For the next 3 years, revenue is forecast to grow by 4.5% per annum. Earnings is also forecast to grow by 5.5% per annum over the same time period.
Reported Earnings • Apr 28First quarter 2022 earnings released: EPS: US$7.24 (vs US$7.13 in 1Q 2021)First quarter 2022 results: EPS: US$7.24. Revenue: US$3.30b (up 6.6% from 1Q 2021). Net income: US$481.9m (down 3.9% from 1Q 2021). Profit margin: 15% (down from 16% in 1Q 2021). The decrease in margin was driven by higher expenses. Over the next year, revenue is forecast to grow 7.5%, compared to a 13% growth forecast for the industry in Germany.
Recent Insider Transactions • Feb 27Vice Chairman recently sold €904k worth of stockOn the 18th of February, Lawrence O'Reilly sold around 2k shares on-market at roughly €603 per share. This was the largest sale by an insider in the last 3 months. Lawrence has been a seller over the last 12 months, reducing personal holdings by €25m.
Recent Insider Transactions • Feb 18Independent Director recently sold €237k worth of stockOn the 16th of February, Thomas Hendrickson sold around 400 shares on-market at roughly €593 per share. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of €82m more than they bought in the last 12 months.
Reported Earnings • Feb 10Full year 2021 earnings: EPS in line with analyst expectations despite revenue beatFull year 2021 results: EPS: US$31.39 (up from US$23.74 in FY 2020). Revenue: US$13.3b (up 15% from FY 2020). Net income: US$2.16b (up 24% from FY 2020). Profit margin: 16% (up from 15% in FY 2020). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 1.4%. Over the next year, revenue is forecast to grow 2.1%, compared to a 17% growth forecast for the retail industry in Germany. Over the last 3 years on average, earnings per share has increased by 24% per year whereas the company’s share price has increased by 19% per year.
Board Change • Dec 02High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Independent Director Fred Whitfield was the last director to join the board, commencing their role in 2021. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.
Reported Earnings • Oct 28Third quarter 2021 earnings released: EPS US$8.14 (vs US$7.13 in 3Q 2020)The company reported a solid third quarter result with improved earnings and revenues, although profit margins were flat. Third quarter 2021 results: Revenue: US$3.48b (up 8.5% from 3Q 2020). Net income: US$558.7m (up 6.0% from 3Q 2020). Profit margin: 16% (in line with 3Q 2020). Over the last 3 years on average, earnings per share has increased by 22% per year whereas the company’s share price has increased by 26% per year.
Recent Insider Transactions • Aug 21Vice Chairman recently sold €6.1m worth of stockOn the 16th of August, Lawrence O'Reilly sold around 12k shares on-market at roughly €509 per share. In the last 3 months, there was an even bigger sale from another insider worth €17m. Lawrence has been a seller over the last 12 months, reducing personal holdings by €24m.
Reported Earnings • Jul 30Second quarter 2021 earnings released: EPS US$8.41 (vs US$7.17 in 2Q 2020)The company reported a solid second quarter result with improved earnings and revenues, although profit margins were flat. Second quarter 2021 results: Revenue: US$3.47b (up 12% from 2Q 2020). Net income: US$585.5m (up 10% from 2Q 2020). Profit margin: 17% (in line with 2Q 2020). Over the last 3 years on average, earnings per share has increased by 21% per year whereas the company’s share price has increased by 23% per year.
Recent Insider Transactions • Jun 23Executive Chairman recently sold €17m worth of stockOn the 17th of June, David O'Reilly sold around 37k shares on-market at roughly €448 per share. In the last 3 months, they made an even bigger sale worth €25m. David has been a seller over the last 12 months, reducing personal holdings by €66m.
Recent Insider Transactions • May 08Executive Chairman recently sold €25m worth of stockOn the 6th of May, David O'Reilly sold around 55k shares on-market at roughly €464 per share. This was the largest sale by an insider in the last 3 months. David has been a seller over the last 12 months, reducing personal holdings by €49m.
Reported Earnings • Apr 30First quarter 2021 earnings released: EPS US$7.13 (vs US$4.01 in 1Q 2020)The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2021 results: Revenue: US$3.09b (up 25% from 1Q 2020). Net income: US$501.6m (up 67% from 1Q 2020). Profit margin: 16% (up from 12% in 1Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 20% per year but the company’s share price has increased by 27% per year, which means it is tracking significantly ahead of earnings growth.
Recent Insider Transactions • Mar 02Independent Director recently sold €130k worth of stockOn the 23rd of February, Thomas Hendrickson sold around 350 shares on-market at roughly €370 per share. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of €24m more than they bought in the last 12 months.
Reported Earnings • Feb 28Full year 2020 earnings released: EPS US$23.74 (vs US$18.07 in FY 2019)The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2020 results: Revenue: US$11.6b (up 14% from FY 2019). Net income: US$1.75b (up 26% from FY 2019). Profit margin: 15% (up from 14% in FY 2019). The increase in margin was driven by higher revenue. Like-for-like sales growth: 10.9% vs FY 2019 Over the last 3 years on average, earnings per share has increased by 18% per year but the company’s share price has increased by 23% per year, which means it is tracking significantly ahead of earnings growth.
Analyst Estimate Surprise Post Earnings • Feb 28Revenue beats expectationsRevenue exceeded analyst estimates by 0.4%. Over the next year, revenue is forecast to grow 1.4%, compared to a 7.4% growth forecast for the Specialty Retail industry in Germany.
Reported Earnings • Feb 13Full year 2020 earnings released: EPS US$23.74 (vs US$18.07 in FY 2019)The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2020 results: Revenue: US$11.6b (up 14% from FY 2019). Net income: US$1.75b (up 26% from FY 2019). Profit margin: 15% (up from 14% in FY 2019). The increase in margin was driven by higher revenue. Like-for-like sales growth: 10.9% vs FY 2019 Over the last 3 years on average, earnings per share has increased by 18% per year whereas the company’s share price has increased by 21% per year.
Analyst Estimate Surprise Post Earnings • Feb 13Revenue beats expectationsRevenue exceeded analyst estimates by 0.4%. Over the next year, revenue is forecast to grow 1.6%, compared to a 7.7% growth forecast for the Specialty Retail industry in Germany.
Is New 90 Day High Low • Jan 29New 90-day low: €352The company is down 6.0% from its price of €373 on 30 October 2020. The German market is up 19% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Specialty Retail industry, which is up 12% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €319 per share.
Is New 90 Day High Low • Jan 14New 90-day high: €405The company is up 3.0% from its price of €392 on 15 October 2020. The German market is up 8.0% over the last 90 days, indicating the company underperformed over that time. However, it outperformed the Specialty Retail industry, which is flat over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €231 per share.
Recent Insider Transactions • Nov 27Executive Chairman recently sold €7.6m worth of stockOn the 24th of November, David O'Reilly sold around 20k shares on-market at roughly €379 per share. This was the largest sale by an insider in the last 3 months. David has been a seller over the last 12 months, reducing personal holdings by €31m.
Is New 90 Day High Low • Nov 27New 90-day low: €371The company is down 5.0% from its price of €392 on 28 August 2020. The German market is up 2.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Specialty Retail industry, which is flat over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €204 per share.
Recent Insider Transactions • Nov 14Independent Director recently sold €77k worth of stockOn the 12th of November, John Murphy sold around 200 shares on-market at roughly €383 per share. In the last 3 months, there was an even bigger sale from another insider worth €12m. Insiders have been net sellers, collectively disposing of €25m more than they bought in the last 12 months.
Reported Earnings • Nov 08Third quarter 2020 earnings released: EPS US$7.13The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2020 results: Revenue: US$3.21b (up 20% from 3Q 2019). Net income: US$527.3m (up 35% from 3Q 2019). Profit margin: 16% (up from 15% in 3Q 2019). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 18% per year but the company’s share price has increased by 28% per year, which means it is tracking significantly ahead of earnings growth.
Analyst Estimate Surprise Post Earnings • Nov 08Revenue beats expectationsRevenue exceeded analyst estimates by 5.4%. Over the next year, revenue is forecast to grow 3.3%, compared to a 5.7% growth forecast for the Specialty Retail industry in Germany.
