O'Reilly Automotive マネジメント
マネジメント 基準チェック /34
O'Reilly Automotiveの CEO はBrad Beckhamで、 Jan2024年に任命され、 の在任期間は 2.33年です。 の年間総報酬は$ 4.23Mで、 26%給与と74%のボーナス（会社の株式とオプションを含む）で構成されています。 は、会社の株式の0.003%を直接所有しており、その価値は$ 2.49M 。経営陣と取締役会の平均在任期間はそれぞれ4年と8.5年です。
主要情報
Brad Beckham
最高経営責任者
US$4.2m
報酬総額
| CEO給与比率 | 25.97% |
| CEO在任期間 | 2.3yrs |
| CEOの所有権 | 0.003% |
| 経営陣の平均在職期間 | 4yrs |
| 取締役会の平均在任期間 | 8.5yrs |
経営陣の近況
Recent updates
Seeking Alpha • May 28
O'Reilly Is The Clear Winner In Auto Parts Right Now
Summary O'Reilly Automotive delivered a standout Q1, posting 8.1% comps and 16% EPS growth, outpacing major competitors. Guidance remains conservative despite strong trends, with management citing caution over consumer spending and fuel price volatility. ORLY is gaining significant market share, outperforming peers by approximately 5 percentage points in comparable sales. I maintain a Buy rating and $107 price target, seeing potential for guidance and stock upside as SG&A improves and DIY demand rises. Read the full article on Seeking Alpha
ナラティブの更新 • May 12
ORLY: Store Expansion And Buybacks Will Support Future Repricing Potential
Analysts have nudged their price targets on O'Reilly Automotive higher, reflected in a fair value estimate moving from about $105.72 to roughly $109.70. They cite a series of recent target increases across Wall Street firms despite only modest adjustments to growth, margin and P/E assumptions.
ナラティブの更新 • 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.ナラティブの更新 • 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.
ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.分析記事 • 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...ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.分析記事 • 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...分析記事 • 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 AlphaCEO報酬分析
| 日付 | 総報酬 | 給与 | 会社業績 |
|---|---|---|---|
| Mar 31 2026 | n/a | n/a | US$3b |
| Dec 31 2025 | US$4m | US$1m | US$3b |
| Sep 30 2025 | n/a | n/a | US$2b |
| Jun 30 2025 | n/a | n/a | US$2b |
| Mar 31 2025 | n/a | n/a | US$2b |
| Dec 31 2024 | US$3m | US$971k | US$2b |
| Sep 30 2024 | n/a | n/a | US$2b |
| Jun 30 2024 | n/a | n/a | US$2b |
| Mar 31 2024 | n/a | n/a | US$2b |
| Dec 31 2023 | US$3m | US$744k | US$2b |
| Sep 30 2023 | n/a | n/a | US$2b |
| Jun 30 2023 | n/a | n/a | US$2b |
| Mar 31 2023 | n/a | n/a | US$2b |
| Dec 31 2022 | US$3m | US$600k | US$2b |
| Sep 30 2022 | n/a | n/a | US$2b |
| Jun 30 2022 | n/a | n/a | US$2b |
| Mar 31 2022 | n/a | n/a | US$2b |
| Dec 31 2021 | US$4m | US$485k | US$2b |
報酬と市場: Bradの 総報酬 ($USD 4.23M ) は、 US市場 ($USD 14.81M ) の同様の規模の企業の平均を下回っています。
報酬と収益: Bradの報酬は過去 1 年間で 20% 以上増加しました。
CEO
Brad Beckham (46 yo)
2.3yrs
在職期間
US$4,231,108
報酬
Mr. Brad W. Beckham serves as Chief Executive Officer of O'Reilly Automotive Stores Inc., since 2024. Mr. Brad serves as Chief Executive Officer at O'Reilly Automotive, Inc. since January 01, 2024 and serv...
リーダーシップ・チーム
| 名称 | ポジション | 在職期間 | 報酬 | 所有権 |
|---|---|---|---|---|
| Executive Chairman | 8.5yrs | US$1.34m | 0.052% $ 37.6m | |
| Chief Executive Officer | 2.3yrs | US$4.23m | 0.0035% $ 2.5m | |
| Executive Vice Chairman | 54.3yrs | US$1.14m | 0.41% $ 292.4m | |
| President | 2.3yrs | US$3.59m | 0.00014% $ 100.8k | |
| Executive VP & CFO | 4yrs | US$2.32m | 0.0047% $ 3.4m | |
| Executive VP & Chief Information Officer | 2.6yrs | US$1.71m | 0.00030% $ 216.0k | |
| Executive Vice President of Store Operations & Sales | 8.3yrs | US$1.35m | 0.0027% $ 1.9m | |
| Senior VP of Legal & General Counsel | 2.8yrs | データなし | 0.00055% $ 396.0k | |
| Senior Vice President of Human Resources & Training | 2.3yrs | データなし | 0.0046% $ 3.3m | |
| Senior Vice President of Eastern Store Operations & Sales | 9.8yrs | データなし | 0.00051% $ 367.2k | |
| Senior Vice President of Merchandise | 10.2yrs | データなし | 0.0015% $ 1.1m | |
| Senior Vice President of International | 4yrs | データなし | 0.00088% $ 633.7k |
4.0yrs
平均在職期間
53.5yo
平均年齢
経験豊富な経営陣: ORLYの経営陣は 経験豊富 であると考えられます ( 4年の平均在職年数)。
取締役
| 名称 | ポジション | 在職期間 | 報酬 | 所有権 |
|---|---|---|---|---|
| Executive Chairman | 8.5yrs | US$1.34m | 0.052% $ 37.6m | |
| Executive Vice Chairman | 54.3yrs | US$1.14m | 0.41% $ 292.4m | |
| Independent Lead Director | 16.3yrs | US$368.37k | 0.0025% $ 1.8m | |
| Independent Director | 6yrs | US$296.50k | 0.0021% $ 1.5m | |
| Independent Director | 1yr | US$268.00k | 0.00048% $ 345.6k | |
| Independent Director | 4.5yrs | US$296.50k | 0.0018% $ 1.3m | |
| Affiliated Director | 2.3yrs | US$296.50k | 0.011% $ 8.2m | |
| Independent Director | 8.5yrs | US$317.62k | 0.0022% $ 1.5m | |
| Independent Director | 23.3yrs | US$322.06k | 0.0015% $ 1.1m |
8.5yrs
平均在職期間
66yo
平均年齢
経験豊富なボード: ORLYの 取締役会 は 経験豊富 であると考えられます ( 8.5年の平均在任期間)。
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 | 2026/05/30 03:45 |
| 終値 | 2026/05/29 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 |
| |
| アナリストのコンセンサス予想 | +プラス3年 |
|
|
| 市場価格 | 30年 |
| |
| 所有権 | 10年 |
| |
| マネジメント | 10年 |
| |
| 主な進展 | 10年 |
|
* 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。48
| アナリスト | 機関 |
|---|---|
| Craig Kennison | Baird |
| Justin Kleber | Baird |
| Alan Rifkin | Barclays |