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O’Reilly Automotive (ORLY) investor relations material
O’Reilly Automotive Q2 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q2 2025 earnings summary24 Jul, 2025
Executive summary
Q2 2025 revenue reached $4.53 billion, up 6% year-over-year, with comparable store sales up 4.1% and net income up 7% to $669 million.
Diluted EPS increased 11% to $0.78, driven by higher average ticket values and strong operational execution.
Professional segment led growth with over 7% comp sales increase, while DIY saw higher average ticket size despite a small decline in ticket count.
105 net new stores opened in the first half of 2025, expanding presence in the U.S., Puerto Rico, Mexico, and Canada.
Maintenance categories like oil, filters, and spark plugs performed strongly, while discretionary categories remained soft.
Financial highlights
Gross margin for Q2 was 51.4%, up 67 basis points year-over-year, exceeding expectations.
Q2 operating income was $914 million (20.2% of sales), with six-month operating income at $1.66 billion.
Free cash flow for the first half of 2025 was $904 million, down from $1.2 billion last year due to timing of renewable energy tax credit payments.
Inventory per store ended at $833,000, up 9% year-over-year; AP to inventory ratio at 127%.
13.3 million shares repurchased in the first half of 2025 for $1.18 billion.
Outlook and guidance
Full-year 2025 comparable store sales guidance raised to 3%–4.5%; revenue expected between $17.5–$17.8 billion.
Diluted EPS guidance updated to $2.85–$2.95, reflecting a 1% increase at midpoint after stock split adjustment.
Gross margin guidance unchanged at 51.2%–51.7%; operating profit expected at 19.2%–19.7%.
Plans to open 200–210 net new stores in 2025.
Free cash flow guidance for 2025 is $1.6–$1.9 billion.
Explain the updated 2025 comparable sales guidance.
How did share repurchases impact EPS?
Detail O'Reilly's store expansion in Mexico.
How do tariffs impact DIY vs pro pricing?
Assess consumer health and spending caution.
Discuss Virginia DC's share gain potential.
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Next O’Reilly Automotive earnings date
Q3 202523 Oct, 2025
Next O’Reilly Automotive earnings date
Q3 202523 Oct, 2025
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Frequently asked questions
Automotive Parts and Tools
O’Reilly Automotive is an American retail company that sells aftermarket auto parts. The company is primarily active in the US and operates over 6,000 stores across the country. O’Reilly provides parts, equipment, tools, and more to both individual consumers looking to fix their vehicles by themselves, as well as business customers such as garages and workshops. The company is headquartered in Springfield, Missouri, and its shares are listed on the Nasdaq.
From a Single Store to a National Presence
O'Reilly Automotive's trajectory from its first store in Missouri, which opened in 1957, to a major player in the auto parts industry mirrors the evolving American automotive landscape. The company initially served a growing market of car owners, focusing on customer service and carrying a large inventory of parts. During the 1970s and 1980s, O'Reilly's expansion was marked by the acquisition of smaller auto parts chains, enabling them to compound and grow at a rapid rate. This growth strategy continued into the 1990s, culminating in an IPO in 1993. Today, O'Reilly operates a large network of stores across the United States, complemented by an online retail presence.
The Business Model
O'Reilly Automotive operates as a specialty retailer of automotive aftermarket parts, tools, supplies, equipment, and accessories. Its inventory includes new and remanufactured automotive hard parts, such as alternators, batteries, brake system components, belts, and hoses. In addition to hard parts, O'Reilly also provides maintenance items like oil, antifreeze, fluids, filters, and wiper blades, as well as accessories like floor mats and seat covers. The company ensures product availability through a well-orchestrated supply chain and distribution network, encompassing multiple distribution centers and retail outlets across the United States. The company’s closest publicly traded peers are AutoZone, Advance Auto Parts, and Genuine Parts Company (the owner of NAPA Auto Parts).
For Professionals and Individuals
O'Reilly Automotive serves both professional mechanics and individual consumers. For professionals, they offer a range of automotive parts, tools, and equipment that cater to their repair and service needs. The company's inventory and distribution system aims to ensure the timely availability of essential components for these professionals. For individual consumers, particularly DIY enthusiasts, O'Reilly provides not just auto parts and accessories, but also guidance and tools. This dual approach means that the company is an attractive place to shop for customers ranging from expert repair shops to everyday vehicle owners.
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