O'Reilly maintains 33 consecutive years of comparable store sales growth and record revenue and operating income since becoming a public company in April of 1993. Net income has increased at a compound annual rate of 11.9% between 2014 and 2024. O'Reilly has a "moat" based on speed, as professional mechanics cannot wait days for shipping; O'Reilly delivers parts in minutes/hours, providing immediate availability that online-only retailers can't match.
Cyborg Score Rationale
O'Reilly demonstrated strong financial performance with comparable store sales growth of 4.7% and diluted EPS up 10% in 2025. The business is consistently profitable regardless of macro conditions, with net income growing at 11.9% CAGR since 2014. The company continuously implements share repurchases, spending $1.6 billion on buybacks in the first nine months of 2025.
Top Insights
O'Reilly forecast 2026 EPS of $3.10–$3.20 on up to $19B in sales, with plans to buy back stock as it generates strong cash flow.
O'Reilly is formally entering the Canadian market in 2026, following its acquisition of Groupe Del Vasto in 2024, potentially setting the stage for broader international expansion.
The professional segment drove overall sales with a comparable store sales increase of just over 10%, contributing significantly to total sales momentum through Pro ticket count growth and market share gains.
O'Reilly faces modest but growing pressure on DIY transaction counts due to rising price levels and persistent inflationary cost pressures, especially in SG&A.
Named Competitors
AutoZone — Major automotive parts retailer
Advance Auto Parts — Regional automotive parts chain
NAPA Auto Parts — Professional automotive parts distribution
Recent Developments
(February 2026) O'Reilly reported record 2025 revenue of $17.78 billion with 33 consecutive years of comparable store sales growth
(February 2026) Company guided to 2026 EPS of $3.10–$3.20 and plans to open 225–235 net new stores