Announcement • Jul 12
O'reilly Automotive, Inc. Announces Appointment of Colin Yankee to Executive Vice President and Chief Supply Chain Officer, Effective July 13, 2026 O'Reilly Automotive, Inc. had appointed Colin Yankee as Executive Vice President and Chief Supply Chain Officer, effective July 13, 2026. In this position, Mr. Yankee will be responsible for all aspects of supply chain operations including merchandise, inventory management, distribution operations, and transportation. Mr. Yankee, age 49, joins O'Reilly with more than 20 years of retail supply chain experience. Prior to joining O'Reilly, Mr. Yankee held the position of Executive Vice President, Chief Supply Chain Officer at Tractor Supply Company since February 2020, where he had responsibility for the end-to-end supply chain, global sourcing and trade compliance, inventory management, and e-commerce and omni-channel operations. Mr. Yankee's career also includes supply chain and distribution operations positions with Neiman Marcus and Target Corporation. Announcement • Jul 02
O'Reilly Automotive, Inc. to Report Q2, 2026 Results on Jul 29, 2026 O'Reilly Automotive, Inc. announced that they will report Q2, 2026 results at 3:30 PM, Central Standard Time on Jul 29, 2026 Recent Insider Transactions • May 25
Independent Director recently sold €198k worth of stock On the 18th of May, John Murphy sold around 3k shares on-market at roughly €76.19 per share. This transaction amounted to 18% 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 €1.2m more than they bought in the last 12 months. Reported Earnings • May 05
First quarter 2026 earnings released: EPS: US$0.72 (vs US$0.63 in 1Q 2025) First quarter 2026 results: EPS: US$0.72 (up from US$0.63 in 1Q 2025). Revenue: US$4.56b (up 10% from 1Q 2025). Net income: US$604.2m (up 12% from 1Q 2025). Profit margin: 13% (in line with 1Q 2025). 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 Europe. Over the last 3 years on average, earnings per share has increased by 8% per year whereas the company’s share price has increased by 12% per year. Announcement • May 02
O'Reilly Automotive, Inc. Provides Earnings Guidance for the Year Ending December 31, 2026 O'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. Announcement • Apr 03
O'Reilly Automotive, Inc. to Report Q1, 2026 Results on Apr 29, 2026 O'Reilly Automotive, Inc. announced that they will report Q1, 2026 results at 3:30 PM, Central Standard Time on Apr 29, 2026 Announcement • Mar 30
O'Reilly Automotive, Inc., Annual General Meeting, May 14, 2026 O'Reilly Automotive, Inc., Annual General Meeting, May 14, 2026. Announcement • Feb 06
O'reilly Automotive, Inc. Provides Earnings Guidance for the Full Year Ending December 31, 2026 O'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%. Reported Earnings • Feb 05
Full year 2025 earnings released: EPS: US$2.98 (vs US$2.73 in FY 2024) Full year 2025 results: EPS: US$2.98 (up from US$2.73 in FY 2024). Revenue: US$17.8b (up 6.4% from FY 2024). Net income: US$2.54b (up 6.3% from FY 2024). Profit margin: 14% (in line with FY 2024). Revenue is forecast to grow 5.5% p.a. on average during the next 3 years, compared to a 5.6% growth forecast for the Specialty Retail industry in Europe. Over the last 3 years on average, earnings per share has increased by 8% per year but the company’s share price has increased by 16% per year, which means it is tracking significantly ahead of earnings growth. Announcement • Jan 03
O'Reilly Automotive, Inc. to Report Q4, 2025 Results on Feb 04, 2026 O'Reilly Automotive, Inc. announced that they will report Q4, 2025 results at 3:30 PM, Central Standard Time on Feb 04, 2026 Announcement • Oct 24
O'Reilly Automotive, Inc. Updates Earnings Guidance for the Full Year Ending December 31, 2025 O'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%. New Risk • Oct 23
New major risk - Earnings quality The company has a high level of non-cash earnings. Accrual ratio: 21% This is considered a major risk. Non-cash earnings can arise from many different things. However, if a company consistently has a high level of non-cash earnings, it may be a sign that they are recognizing revenue from customers before the full value of the sales are received as cash or they are not depreciating the value of their assets appropriately. These are practices that inflate earnings, while not providing a similar increase to cash flows. Companies in some select industries naturally have a high level of non-cash earnings and it is not a major concern. However, in the worst case scenario it can be an early sign of performance manipulation by management. Currently, the following risks have been identified for the company: Major Risks Negative equity (-US$895m). High level of non-cash earnings (21% accrual ratio). Minor Risk Announcement • Oct 02
O'Reilly Automotive, Inc. to Report Q3, 2025 Results on Oct 22, 2025 O'Reilly Automotive, Inc. announced that they will report Q3, 2025 results at 3:30 PM, Central Standard Time on Oct 22, 2025 Recent Insider Transactions • Aug 07
Senior Vice President of International recently sold €434k worth of stock On the 29th of July, Mark Merz sold around 5k shares on-market at roughly €85.92 per share. This transaction amounted to 42% 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 €54m more than they bought in the last 12 months. Reported Earnings • Jul 24
Second quarter 2025 earnings released: EPS: US$0.78 (vs US$0.71 in 2Q 2024) Second quarter 2025 results: EPS: US$0.78 (up from US$0.71 in 2Q 2024). Revenue: US$4.53b (up 5.9% from 2Q 2024). Net income: US$668.6m (up 7.3% from 2Q 2024). Profit margin: 15% (in line with 2Q 2024). Revenue is forecast to grow 5.8% p.a. on average during the next 3 years, compared to a 5.6% growth forecast for the Specialty Retail industry in Europe. Over the last 3 years on average, earnings per share has increased by 9% per year but the company’s share price has increased by 23% per year, which means it is tracking significantly ahead of earnings growth. Announcement • Jul 24
O'reilly Automotive, Inc. Updates Earnings Guidance for the Year ending December 31, 2025 O'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. Buy Or Sell Opportunity • Jul 17
Now 23% overvalued Over the last 90 days, the stock has fallen 2.1% to €79.48. The fair value is estimated to be €64.83, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 7.6% over the last 3 years. Earnings per share has grown by 9.7%. For the next 3 years, revenue is forecast to grow by 5.7% per annum. Earnings are also forecast to grow by 6.8% per annum over the same time period. Announcement • Jul 02
O'Reilly Automotive, Inc. to Report Q2, 2025 Results on Jul 23, 2025 O'Reilly Automotive, Inc. announced that they will report Q2, 2025 results at 3:30 PM, Central Standard Time on Jul 23, 2025 Announcement • May 22
O'Reilly Automotive, Inc. Approves Resignation of Larry O’Reilly from the Board O'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. Reported Earnings • May 12
First quarter 2025 earnings released: EPS: US$9.40 (vs US$9.27 in 1Q 2024) First quarter 2025 results: EPS: US$9.40. Revenue: US$4.14b (up 4.0% from 1Q 2024). Net income: US$538.5m (down 1.6% from 1Q 2024). Profit margin: 13% (in line with 1Q 2024). Revenue is forecast to grow 5.7% p.a. on average during the next 3 years, compared to a 5.7% growth forecast for the Specialty Retail industry in Europe. Board Change • May 02
Insufficient new directors There is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 5 experienced directors. 4 highly experienced directors. Affiliated Director Greg Johnson was the last director to join the board, commencing their role in 2024. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model. Reported Earnings • Apr 25
First quarter 2025 earnings released: EPS: US$9.40 (vs US$9.27 in 1Q 2024) First quarter 2025 results: EPS: US$9.40. Revenue: US$4.14b (up 4.0% from 1Q 2024). Net income: US$538.5m (down 1.6% from 1Q 2024). Profit margin: 13% (in line with 1Q 2024). Revenue is forecast to grow 5.7% p.a. on average during the next 3 years, compared to a 5.9% growth forecast for the Specialty Retail industry in Europe. Announcement • Apr 24
O'Reilly Automotive, Inc. Updates Earnings Guidance for the Full-Year 2025 O'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. Buy Or Sell Opportunity • Apr 10
Now 20% overvalued after recent price rise Over the last 90 days, the stock has risen 3.7% to €1,215. The fair value is estimated to be €1,011, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 8.0% over the last 3 years. Earnings per share has grown by 10%. For the next 3 years, revenue is forecast to grow by 5.5% per annum. Earnings are also forecast to grow by 6.2% per annum over the same time period. Board Change • Apr 04
Insufficient new directors There is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 5 experienced directors. 4 highly experienced directors. Affiliated Director Greg Johnson was the last director to join the board, commencing their role in 2024. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model. Announcement • Apr 02
O'Reilly Automotive, Inc. to Report Q1, 2025 Results on Apr 23, 2025 O'Reilly Automotive, Inc. announced that they will report Q1, 2025 results at 3:30 PM, Central Standard Time on Apr 23, 2025 Announcement • Mar 18
O'Reilly Automotive, Inc., Annual General Meeting, May 15, 2025 O'Reilly Automotive, Inc., Annual General Meeting, May 15, 2025. Announcement • Feb 06
O'Reilly Automotive, Inc. Provides Earnings Guidance for the Year Ending December 31, 2025 O'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. Announcement • Jan 03
O'Reilly Automotive, Inc. to Report Q4, 2024 Results on Feb 05, 2025 O'Reilly Automotive, Inc. announced that they will report Q4, 2024 results at 3:30 PM, Central Standard Time on Feb 05, 2025 Board Change • Dec 26
Insufficient new directors There is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 5 experienced directors. 4 highly experienced directors. Affiliated Director Greg Johnson was the last director to join the board, commencing their role in 2024. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model. Recent Insider Transactions • Nov 15
Executive Vice Chairman recently sold €5.8m worth of stock On 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 24
Third 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 6.7% growth forecast for the Specialty Retail industry in Europe. 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 28% per year, which means it is tracking significantly ahead of earnings growth. Announcement • Oct 02
O'Reilly Automotive, Inc. to Report Q3, 2024 Results on Oct 23, 2024 O'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 19
Executive Vice Chairman recently sold €23m worth of stock On 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 25
Second 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 6.4% growth forecast for the Specialty Retail industry in Europe. Announcement • Jul 25
O'Reilly Automotive, Inc. Updates Earnings Guidance for the Full-Year Ending December 31, 2024 O'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%. Announcement • Jul 02
O'Reilly Automotive, Inc. to Report Q2, 2024 Results on Jul 24, 2024 O'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 09
Vice Chairman recently sold €2.7m worth of stock On the 31st of May, Lawrence O'Reilly sold around 3k shares on-market at roughly €887 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 €20m. Recent Insider Transactions • Jun 03
Vice Chairman recently sold €2.6m worth of stock On 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. Reported Earnings • Apr 26
First 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 5.8% growth forecast for the Specialty Retail industry in Europe. 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 30% per year, which means it is tracking significantly ahead of earnings growth. Announcement • Apr 26
O'Reilly Automotive, Inc. Updates Earnings Guidance for the Full-Year Ending December 31, 2024 O'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 25
First 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 5.8% growth forecast for the Specialty Retail industry in Europe. 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 25
First 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 5.8% growth forecast for the Specialty Retail industry in Europe. 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. Announcement • Apr 02
O'Reilly Automotive, Inc. to Report Q1, 2024 Results on Apr 24, 2024 O'Reilly Automotive, Inc. announced that they will report Q1, 2024 results at 3:30 PM, Central Standard Time on Apr 24, 2024 Announcement • Mar 30
O'Reilly Automotive, Inc., Annual General Meeting, May 16, 2024 O'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 23
Executive Vice Chairman recently sold €9.8m worth of stock On 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 08
Full 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 Europe. 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. Announcement • Feb 08
O'Reilly Automotive, Inc. Provides Earnings Guidance for the Year Ending December 31, 2024 O'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. Announcement • Dec 19
O'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 15
Vice Chairman recently sold €3.7m worth of stock On 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 27
Third 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 5.1% p.a. on average during the next 3 years, compared to a 6.2% growth forecast for the Specialty Retail industry in Europe. 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 30% per year, which means it is tracking significantly ahead of earnings growth. Announcement • Oct 26
O'Reilly Automotive, Inc. Provides Earnings Guidance for Full Year 2023 O'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. Announcement • Oct 05
O'Reilly Automotive, Inc. to Report Q3, 2023 Results on Oct 25, 2023 O'Reilly Automotive, Inc. announced that they will report Q3, 2023 results at 3:30 PM, Central Standard Time on Oct 25, 2023 Reported Earnings • Jul 27
Second 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 6.2% growth forecast for the Specialty Retail industry in Europe. 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. Announcement • Jul 04
O'Reilly Automotive, Inc. to Report Q2, 2023 Results on Jul 26, 2023 O'Reilly Automotive, Inc. announced that they will report Q2, 2023 results at 3:30 PM, Central Standard Time on Jul 26, 2023 Recent Insider Transactions • Jun 01
Vice Chairman recently sold €1.9m worth of stock On the 25th of May, Lawrence O'Reilly sold around 2k shares on-market at roughly €872 per share. This transaction amounted to 1.0% 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 €23m. Lawrence has been a net seller over the last 12 months, reducing personal holdings by €26m. Recent Insider Transactions • May 19
Vice Chairman recently sold €434k worth of stock On the 15th of May, Lawrence O'Reilly sold around 500 shares on-market at roughly €868 per share. This transaction amounted to less than 1% 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 €23m. Lawrence has been a net seller over the last 12 months, reducing personal holdings by €24m. Recent Insider Transactions • May 05
Independent Director recently sold €253k worth of stock On 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 28
First 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 5.4% growth forecast for the Specialty Retail industry in Europe. 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 33% per year, which means it is tracking significantly ahead of earnings growth. Recent Insider Transactions • Feb 22
Insider recently sold €97k worth of stock On 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 10
Full 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 4.9% growth forecast for the Specialty Retail industry in Europe. 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. Announcement • Jan 07
O’Reilly Automotive, Inc. Announces Executive Changes, Effective January 9, 2023 O’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. Announcement • Jan 04
O'Reilly Automotive, Inc. to Report Q4, 2022 Results on Feb 08, 2023 O'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 02
Senior VP of Legal & General Counsel recently sold €410k worth of stock On 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 16
Vice Chairman recently sold €9.1m worth of stock On 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 11
Vice Chairman recently sold €9.1m worth of stock On 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 04
Executive Vice Chairman recently sold €21m worth of stock On 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 27
Third 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 4.9% growth forecast for the Specialty Retail industry in Europe. 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. Announcement • Oct 27
O'Reilly Automotive, Inc. Provides Earnings Guidance for the Full Year of 2022 O'Reilly Automotive, Inc. provided earnings guidance for the full year of 2022. The company expects total revenue was $14.1 billion to $14.3 billion, Diluted earnings per share of $32.35 to $32.85. Announcement • Oct 04
O'Reilly Automotive, Inc. to Report Q3, 2022 Results on Oct 26, 2022 O'Reilly Automotive, Inc. announced that they will report Q3, 2022 results at 3:30 PM, Central Standard Time on Oct 26, 2022 Recent Insider Transactions • Aug 10
Vice Chairman recently sold €10m worth of stock On 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 05
Independent Director recently sold €208k worth of stock On 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 29
Second 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 7.0% growth forecast for the industry in Austria. Announcement • Jul 28
O'Reilly Automotive, Inc. Provides Earnings Guidance for the Year Ending December 31, 2022 O'Reilly Automotive, Inc. provided earnings guidance for the year ending December 31, 2022. For the year, the company expects total revenue of $14.0 billion to $14.3 billion and diluted earnings per share of $31.25 to $31.75. Announcement • Jul 02
O'Reilly Automotive, Inc. to Report Q2, 2022 Results on Jul 27, 2022 O'Reilly Automotive, Inc. announced that they will report Q2, 2022 results at 3:30 PM, Central Standard Time on Jul 27, 2022 Buying Opportunity • Jun 13
Now 21% undervalued after recent price drop Over the last 90 days, the stock is down 10%. The fair value is estimated to be €725, 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 4.4% per annum. Earnings is also forecast to grow by 5.6% per annum over the same time period. Recent Insider Transactions • May 25
Executive VP & CFO recently bought €475k worth of stock On 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 20
Now 21% undervalued after recent price drop Over the last 90 days, the stock is down 9.0%. The fair value is estimated to be €692, 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 4.4% per annum. Earnings is also forecast to grow by 5.6% per annum over the same time period. Valuation Update With 7 Day Price Move • May 04
Investor sentiment deteriorated over the past week After last week's 15% share price decline to €579, the stock trades at a forward P/E ratio of 18x. Average forward P/E is 11x in the Specialty Retail industry in Europe. Total returns to shareholders of 75% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €676 per share. Reported Earnings • Apr 28
First 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 7.4%, compared to a 7.6% growth forecast for the industry in Austria. Announcement • Apr 02
O'Reilly Automotive, Inc. to Report Q1, 2022 Results on Apr 27, 2022 O'Reilly Automotive, Inc. announced that they will report Q1, 2022 results After-Market on Apr 27, 2022 Announcement • Mar 31
O'Reilly Automotive, Inc., Annual General Meeting, May 12, 2022 O'Reilly Automotive, Inc., Annual General Meeting, May 12, 2022, at 09:00 Central Standard Time. Agenda: To elect as Directors the ten nominees named in the attached proxy statement; to conduct an advisory (non-binding) vote on executive compensation; to ratify the appointment of Ernst & Young LLP, as independent auditors for the fiscal year ending December 31, 2022; to consider and act upon a shareholder proposal, if properly presented at the Annual Meeting; and to transact such other germane business, as may properly come before the meeting or any adjournments thereof. Recent Insider Transactions • Feb 27
Vice Chairman recently sold €904k worth of stock On 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 18
Independent Director recently sold €237k worth of stock On 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 10
Full year 2021 earnings: EPS in line with analyst expectations despite revenue beat Full 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 16% growth forecast for the retail industry in Austria. 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. Announcement • Feb 10
O'Reilly Automotive, Inc. Provides Earnings Guidance for the Full Year Ending December 31, 2022 O'Reilly Automotive, Inc. provided earnings guidance for the full year ending December 31, 2022. For the year, the company expects total revenue is expected to be in the range of $14.2 billion to $14.5 billion. Operating income as a percentage of sales is expected to be 20.6% to 21.1%. Diluted earnings per share is expected to be in the range of $32.35 to $32.85. Board Change • Dec 02
High number of new directors There 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 28
Third 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 25% per year. Recent Insider Transactions • Aug 21
Vice Chairman recently sold €6.1m worth of stock On 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 30
Second 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 24% per year. Announcement • Jun 28
O'Reilly Automotive, Inc.(NasdaqGS:ORLY) dropped from Russell 1000 Dynamic Index O'Reilly Automotive, Inc.(NasdaqGS:ORLY) dropped from Russell 1000 Dynamic Index 
