O'Reilly Automotive, Inc.

NasdaqGS:ORLY Aktierapport

Börsvärde: US$76.7b

O'Reilly Automotive Förvaltning

Förvaltning kriterier kontrolleras 3/4

O'Reilly Automotive VD är Brad Beckham, utsedd i Jan 2024, har en mandatperiod på 2.25 år. totala årliga ersättningen är $ 4.23M, bestående av 26% lön 74% bonusar, inklusive företagsaktier och optioner. äger direkt 0.003% av företagets aktier, värda $ 2.62M. Den genomsnittliga mandatperioden för ledningsgruppen och styrelsen är 3.9 år respektive 8.4 år.

Viktig information

Brad Beckham

Verkställande direktör

US$4.2m

Total ersättning

VD-lön i procent25.97%
Anställning som VD2.3yrs
Ägande av VD0.003%
Ledningens genomsnittliga anställningstid3.9yrs
Styrelsens genomsnittliga mandatperiod8.4yrs

Senaste uppdateringar av ledningen

Recent updates

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.

O'Reilly Auto Parts: Time To Lean In

Apr 21

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.

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.

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.

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.

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.

O'Reilly Automotive, Inc. (NASDAQ:ORLY) Yearly Results: Here's What Analysts Are Forecasting For This Year

Feb 07
O'Reilly Automotive, Inc. (NASDAQ:ORLY) Yearly Results: Here's What Analysts Are Forecasting For This Year

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.

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.

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.

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.

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.

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.

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.

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.

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.

O'Reilly Automotive, Inc.'s (NASDAQ:ORLY) Share Price Not Quite Adding Up

Jun 24
O'Reilly Automotive, Inc.'s (NASDAQ:ORLY) Share Price Not Quite Adding Up

O'Reilly Automotive (NASDAQ:ORLY) Could Become A Multi-Bagger

Jun 01
O'Reilly Automotive (NASDAQ:ORLY) Could Become A Multi-Bagger

O'Reilly Automotive: Valuation Is Too Expensive For Me

Feb 14

O'Reilly Automotive: Three Weaknesses In 2025 Outlook

Feb 07

O'Reilly Automotive Looks Vulnerable

Oct 06

O'Reilly Automotive's Q2: Gaining Market Share In A Tough Environment (Rating Downgrade)

Jul 28

O'Reilly Automotive: Industry Weakness May Provide A Buying Opportunity

Jul 05

O'Reilly Automotive: Initiate Hold Rating As Valuation Is Not Cheap

Apr 29

Forget EVs: Compound Your Returns With O'Reilly Automotive

Apr 19

O'Reilly Automotive: Looking At Mexico And Canada For Future Growth

Feb 24

Analys av ersättningar till VD

Hur har Brad Beckham:s ersättning förändrats jämfört med O'Reilly Automotive:s resultat?
DatumTotal ersättningLönFöretagets resultat
Mar 31 2026n/an/a

US$3b

Dec 31 2025US$4mUS$1m

US$3b

Sep 30 2025n/an/a

US$2b

Jun 30 2025n/an/a

US$2b

Mar 31 2025n/an/a

US$2b

Dec 31 2024US$3mUS$971k

US$2b

Sep 30 2024n/an/a

US$2b

Jun 30 2024n/an/a

US$2b

Mar 31 2024n/an/a

US$2b

Dec 31 2023US$3mUS$744k

US$2b

Sep 30 2023n/an/a

US$2b

Jun 30 2023n/an/a

US$2b

Mar 31 2023n/an/a

US$2b

Dec 31 2022US$3mUS$600k

US$2b

Sep 30 2022n/an/a

US$2b

Jun 30 2022n/an/a

US$2b

Mar 31 2022n/an/a

US$2b

Dec 31 2021US$4mUS$485k

US$2b

Ersättning vs marknad: Brad s total kompensation ($USD 4.23M ) är under genomsnittet för företag av liknande storlek på US marknaden ($USD 14.50M ).

Ersättning vs inkomst: Ersättningen för Brad har ökat med mer än 20 % det senaste året.


VD OCH KONCERNCHEF

Brad Beckham (46 yo)

2.3yrs
Anställning
US$4,231,108
Kompensation

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...


Ledningsgrupp

NamnPositionAnställningKompensationÄgarskap
Gregory Henslee
Executive Chairman8.4yrsUS$1.34m0.052%
$ 39.7m
Brad Beckham
Chief Executive Officer2.3yrsUS$4.23m0.0034%
$ 2.6m
David O'Reilly
Executive Vice Chairman54.3yrsUS$1.14m0.40%
$ 308.5m
Brent Kirby
President2.3yrsUS$3.59m0.00014%
$ 107.4k
Jeremy Fletcher
Executive VP & CFO3.9yrsUS$2.32m0.0047%
$ 3.6m
Scott Ross
Executive VP & Chief Information Officer2.5yrsUS$1.71m0.00030%
$ 230.2k
Jason Tarrant
Executive Vice President of Store Operations & Sales8.3yrsUS$1.35m0.0027%
$ 2.0m
Tamara Conn
Senior VP of Legal & General Counsel2.8yrsinga uppgifter0.00055%
$ 421.9k
Shari Reaves
Senior Vice President of Human Resources & Training2.2yrsinga uppgifter0.0046%
$ 3.5m
Robert Dumas
Senior Vice President of Eastern Store Operations & Sales9.8yrsinga uppgifter0.00050%
$ 383.6k
C. Wilbanks
Senior Vice President of Merchandise10.1yrsinga uppgifter0.0014%
$ 1.1m
Mark Merz
Senior Vice President of International3.9yrsinga uppgifter0.00087%
$ 667.4k
3.9yrs
Genomsnittlig anställningstid
53.5yo
Genomsnittlig ålder

Erfaren ledning: ORLY s ledningsgrupp anses vara erfaren ( 3.9 års genomsnittlig anställningstid).


Styrelseledamöter

NamnPositionAnställningKompensationÄgarskap
Gregory Henslee
Executive Chairman8.4yrsUS$1.34m0.052%
$ 39.7m
David O'Reilly
Executive Vice Chairman54.3yrsUS$1.14m0.40%
$ 308.5m
Thomas Hendrickson
Independent Lead Director16.3yrsUS$368.37k0.0022%
$ 1.7m
Maria Sastre
Independent Director5.9yrsUS$296.50k0.0018%
$ 1.4m
Kimberly DeBeers
Independent Directorless than a yearUS$268.00k0.00023%
$ 176.4k
Fred Whitfield
Independent Director4.4yrsUS$296.50k0.0015%
$ 1.2m
Gregory Johnson
Affiliated Director2.3yrsUS$296.50k0.011%
$ 8.4m
Dana Perlman
Independent Director8.4yrsUS$317.62k0.0019%
$ 1.4m
John Murphy
Independent Director23.3yrsUS$322.06k0.0015%
$ 1.2m
8.4yrs
Genomsnittlig anställningstid
66yo
Genomsnittlig ålder

Erfaren styrelse: ORLY s styrelse anses vara erfaren ( 8.4 års genomsnittlig mandatperiod).


Företagsanalys och finansiella data Status

UppgifterSenast uppdaterad (UTC-tid)
Analys av företag2026/04/30 05:16
Aktiekurs vid dagens slut2026/04/30 00:00
Intäkter2026/03/31
Årlig intjäning2025/12/31

Datakällor

Den data som används i vår företagsanalys kommer från S&P Global Market Intelligence LLC. Följande data används i vår analysmodell för att generera denna rapport. Data är normaliserade vilket kan medföra en fördröjning från det att källan är tillgänglig.

PaketUppgifterTidsramExempel US-källa
Företagets finansiella ställning10 år
  • Resultaträkning
  • Kassaflödesanalys
  • Balansräkning
Analytikernas konsensusuppskattningar+3 år
  • Prognos för finansiella poster
  • Analytikernas prismål
Marknadspriser30 år
  • Aktiekurser
  • Utdelningar, splittar och åtgärder
Ägarskap10 år
  • Största aktieägare
  • Insiderhandel
Förvaltning10 år
  • Ledningsgrupp
  • Styrelse och verkställande direktörer
Viktiga utvecklingstendenser10 år
  • Företagsmeddelanden

* Exempel för amerikanska värdepapper, för icke-amerikanska värdepapper används motsvarande regelverk och källor.

Om inget annat anges är all finansiell data baserad på en årsperiod men uppdateras kvartalsvis. Detta kallas data för efterföljande tolv månader (TTM) eller senaste tolv månader (LTM). Lär dig mer om detta.

Analysmodell och snöflinga

Detaljer om analysmodellen som användes för att skapa den här rapporten finns på vår Github-sida, vi har också guider om hur du använder våra rapporter och tutorials på Youtube.

Lär dig mer om det team i världsklass som utformade och byggde analysmodellen Simply Wall St.

Industri- och sektormått

Våra bransch- och sektionsmått beräknas var sjätte timme av Simply Wall St, detaljer om vår process finns tillgängliga på Github.

Källor för analytiker

O'Reilly Automotive, Inc. bevakas av 48 analytiker. 25 av dessa analytiker lämnade de uppskattningar av intäkter eller resultat som användes som indata till vår rapport. Analytikernas inskickade estimat uppdateras löpande under dagen.

AnalytikerInstitution
Craig KennisonBaird
Justin KleberBaird
Alan RifkinBarclays