
ORLY · Nasdaq
O'Reilly Automotive sells automotive aftermarket parts, accessories, tools and supplies through its store network and distribution infrastructure. It serves do-it-yourself consumers and professional repair shops, with professional customers supported by commercial delivery and parts-distribution services. The company operates as a single reportable business, with revenue generated primarily from sales to those two customer channels; the supplied evidence does not quantify how much each contributes. O'Reilly produced $17.8 billion of revenue and $2.5 billion of net income in FY2025, versus $16.7 billion and $2.4 billion, respectively, in FY2024.
ORLY rose $0.66, or 0.72%, across the supplied week, from $91.17 to $91.83. Trading was volatile: it slipped to $90.63 on July 29, then fell 3.61% to $87.36 on July 30, when the company reported a stronger-than-expected second quarter. The report included 6% comparable-store-sales growth, 10% diluted-EPS growth, strong professional-customer demand and a lifted 2026 outlook, but the shares initially gave back the prior close despite the beat. They rebounded 2.28% on July 31 and added 0.46% on August 3 before jumping 2.31% on August 4. The supplied evidence points to earnings-related repositioning, not broader market context.