Nama Insights

O'Reilly Automotive (ORLY)

Consumer Cyclical · Auto Parts · NASDAQ

S&P 500Nasdaq-100
O'Reilly Automotive (ORLY) is a Consumer Cyclical company in the Auto Parts industry. It has a market capitalization of $72.33B, a trailing price-to-earnings ratio of 27.6 and a free-cash-flow yield of 2.1%. Over the most recent reported fiscal year, revenue grew 6.4% and free cash flow per share fell 19.1%. Nama's AI scorecard rates it Hold, 5.5 out of 10. On 12-month momentum it ranks in the trailing band of its market.
AI scorecard
Hold · 5.5/10
The sections balance. As of Nov 7, 2026.
Momentum
Trailing · -10.9% over 12 months ex. last
Bottom 20% of its market on the past year's move.
Shariah screen
Shariah Compliant
Passes our debt, cash and income screen; not a scholar's ruling.
Off its high
-17.3%
How far the last close sits under the highest price of the past five years.
Market cap$72.33B
Trailing P/E27.6
Price / book—
Price / sales3.8
FCF yield2.1%
Dividend yield—
Gross margin51.6%
Operating margin19.6%
Net margin14.3%
Revenue growth (YoY)+6.4%
Revenue growth (3-yr annual)+7.3%
EPS growth (YoY)+9.6%
FCF/share growth (YoY)-19.1%
Beta0.5
ExchangeNASDAQ
SectorConsumer Cyclical
IndustryAuto Parts

ORLY earnings

Next report: Feb 10, 2027 (Q4 2026, EPS estimate $0.78). Beat the EPS estimate in 2 of 4 recent quarters.

QuarterReportedEPSEstimateSurpriseRevenue
Q3 2026 Oct 28, 2026 $0.97 $0.93 +4.3% —
Q2 2026 Jul 29, 2026 $0.86 $0.86 +0.0% $4.89B
Q1 2026 Apr 29, 2026 $0.72 $0.70 +2.9% $4.56B
Q4 2025 Feb 4, 2026 $0.71 $0.72 -1.4% $4.41B

ORLY analyst price target

Median target $108.00 from 26 analysts, ranging $91.00 – $122.00.

Auto Parts peers

TickerCompanyMarket capP/E
AZO AutoZone $51.77B 21.1
HSAI Hesai Group $18.01B 23.5
GPC Genuine Parts $16.93B 16.3
MGA Magna International $16.06B 8.5
BWA BorgWarner $9.80B 9.0
ALSN Allison Transmission $9.60B 12.2
AUR Aurora Innovation $8.91B —
ALV Autoliv $8.89B 12.5
Explore live ORLY data on Nama Insights →

Recent Congressional trades

O'Reilly Automotive trades disclosed by members of the US House and Senate under the STOCK Act. See the full Congress trades board →

Member Chamber Trade Amount Disclosed
Kevin Hern House Sell $15,001 - $50,000 Sep 25, 2026
Kevin Hern House Sell $15,001 - $50,000 Sep 25, 2026
Alan Armstrong Senate Buy $1,001 - $15,000 Jul 21, 2026
Alan Armstrong Senate Buy $1,001 - $15,000 Jul 21, 2026
Jonathan Jackson House Sell $1,001 - $15,000 May 27, 2026
Jonathan Jackson House Sell $15,001 - $50,000 Apr 8, 2026
Lisa McClain House Sell $1,001 - $15,000 Nov 21, 2025
Lisa McClain House Sell $1,001 - $15,000 Nov 21, 2025
Kevin Hern House Sell $1,001 - $15,000 Nov 16, 2025
Valerie Hoyle House Sell $1,001 - $15,000 Oct 10, 2025
Lisa McClain House Sell $1,001 - $15,000 Sep 12, 2025
Valerie Hoyle House Buy $1,001 - $15,000 Sep 12, 2025

ORLY FAQ

Is ORLY a buy?
Nama's AI scorecard currently rates O'Reilly Automotive Hold (5.5 out of 10), a call computed from its profitability, cash generation, growth, valuation and balance sheet. It is a research reading, not investment advice.
What is ORLY's P/E ratio?
O'Reilly Automotive trades at a trailing price-to-earnings ratio of 27.6.
When does ORLY report earnings?
O'Reilly Automotive's next scheduled report is on Feb 10, 2027. Analysts expect EPS of $0.78.
What is the ORLY price target?
The median analyst price target from 26 analysts is $108.00, with a range of $91.00 – $122.00.
Is ORLY Shariah compliant?
Nama's AAOIFI-style screen reads O'Reilly Automotive as Shariah Compliant. Passes our debt, cash and income screen; not a scholar's ruling.