Genuine Parts’ Long-Term Growth Trajectory Looks Healthy Despite Soft Near-Term Demand
Genuine Parts (GPC) is expected to maintain a healthy long-term growth trajectory due to its strong presence in the global automotive distribution industry and its extensive network of over 9,800 affiliated stores. While near-term demand may be soft, the company benefits from its established distribution system, strong supplier relationships, and an aging vehicle fleet. However, the increasing adoption of electric vehicles could pose a long-term threat to its competitive standing.
First Week of April 17th Options Trading For O'Reilly Automotive (ORLY)
O'Reilly Automotive (ORLY) saw new options begin trading for the April 17th expiration. The article highlights a put contract at the $85.00 strike and a call contract at the $105.00 strike, analyzing potential returns and risks for investors using strategies like selling puts or covered calls. It also discusses the implied and historical volatility of ORLY stock.
Ontario Teachers Pension Plan Board Trims Stake in O'Reilly Automotive, Inc. $ORLY
The Ontario Teachers Pension Plan Board significantly reduced its stake in O'Reilly Automotive, Inc. (NASDAQ:ORLY) by 74.9% during the third quarter, selling 32,268 shares and retaining 10,801 shares valued at $1,164,000. This divestment occurred amidst other institutional investors dramatically increasing their positions in ORLY. Meanwhile, Zacks Research issued downward EPS revisions for ORLY, though analysts maintain a "Moderate Buy" consensus rating with an average target price of $110.26.
Zacks Research Issues Pessimistic Estimate for ORLY Earnings
Zacks Research has lowered its Q1 2026 EPS estimates for O'Reilly Automotive (NASDAQ:ORLY) to $0.68 per share, down from $0.71. This follows O'Reilly Automotive missing analysts' consensus estimates in Q4 2025, reporting $0.71 EPS against an anticipated $0.72. Despite the lowered estimates, several other brokerages maintain "buy" or "strong-buy" ratings for ORLY, with an average target price of $110.26.
Reflecting On Auto Parts Retailer Stocks' Q4 Earnings: Genuine Parts (NYSE:GPC)
This article reviews the Q4 earnings season for auto parts retailers, highlighting Genuine Parts (NYSE:GPC) as the weakest performer with a significant miss on EPS and EBITDA estimates, leading to an 18.6% stock decline. In contrast, Advance Auto Parts (NYSE:AAP) showed the strongest performance against analyst estimates, despite its stock also falling post-earnings. The piece also briefly discusses AutoZone (NYSE:AZO), Monro (NASDAQ:MNRO), and O'Reilly (NASDAQ:ORLY), detailing their Q4 results and market reactions.
What Price Targets Have Wall Street Analysts Set for O'Reilly Automotive Shares?
O'Reilly Automotive (ORLY) has shown resilience with its stock performance, despite slightly underperforming the S&P 500 over the past year. The company reported strong Q4 2025 results, with revenue growth and comparable store sales at the high end of guidance, and projects optimistic growth for fiscal 2026. Wall Street analysts maintain a positive outlook on ORLY, with a consensus "Strong Buy" rating and a price target suggesting a 14.7% potential upside.
What Are Wall Street Analysts' Target Price for O'Reilly Automotive Stock?
O'Reilly Automotive, Inc. (ORLY) has shown relative stability and growth, with shares rising nearly 9% over the past 52 weeks and 3.3% year-to-date, outperforming its sector and the broader S&P 500 in some periods. Despite missing Q4 EPS estimates slightly, the company reported strong revenue growth and comparable store sales, and analysts maintain a "Strong Buy" rating with significant upside potential. The average price target for ORLY stock is $108.04, representing a potential upside of 14.7%.
King Luther Capital Management Corp Acquires 170,068 Shares of O'Reilly Automotive, Inc. $ORLY
King Luther Capital Management Corp increased its stake in O'Reilly Automotive, Inc. by 8.1% during the third quarter, purchasing 170,068 additional shares, bringing their total holdings to 2,276,855 shares valued at approximately $245.47 million. This makes O'Reilly Automotive the 23rd largest position in their portfolio. Despite strong institutional investment, two senior executives recently sold significant portions of their shares, reducing overall insider ownership to about 1.01%.
Auto Parts Retailer Stocks Q4 Earnings: Advance Auto Parts (NYSE:AAP) Best of the Bunch
Advance Auto Parts (NYSE:AAP) emerged as the top performer among auto parts retailers in Q4 earnings, surpassing analyst estimates for EPS and providing strong full-year EPS guidance. While other retailers like Monro also beat some estimates, AutoZone and Genuine Parts reported weaker results, missing various financial projections. Overall, the auto parts sector saw a slower Q4, with stock prices collectively declining despite some individual company successes.
Cercano Management LLC Has $10.29 Million Stock Holdings in O'Reilly Automotive, Inc. $ORLY
Cercano Management LLC significantly reduced its stake in O'Reilly Automotive, Inc. (NASDAQ:ORLY) by 38.6% in the third quarter, holding 95,435 shares valued at $10.29 million. Despite this, other hedge funds increased their positions, and institutional investors collectively own 85% of the company's stock. Recent insider selling by senior executives also occurred, while analysts hold a "Moderate Buy" consensus rating for ORLY.
Horrell Capital Management Inc. Sells 23,595 Shares of O'Reilly Automotive, Inc. $ORLY
Horrell Capital Management Inc. reduced its stake in O'Reilly Automotive (NASDAQ:ORLY) by 8.2% in the third quarter of 2025, selling 23,595 shares but still retaining 264,754 shares valued at $28.54 million, making ORLY its largest holding at 11.8% of its portfolio. This comes as large institutional investors significantly increased their positions, driving institutional ownership to about 85%, while company insiders have been net sellers, with insider ownership at 1.01%. Analysts currently hold a "Moderate Buy" consensus rating for O'Reilly, with an average price target of $110.26.
First National Bank of Omaha Takes Position in O'Reilly Automotive, Inc. $ORLY
First National Bank of Omaha has acquired a new stake of 93,228 shares in O'Reilly Automotive, Inc. (NASDAQ:ORLY) during the third quarter, valued at approximately $10.05 million. This move is part of a broader trend of institutional investment, with several funds significantly increasing their positions in the company, leading to institutions owning about 85% of the stock. Despite a slight EPS miss for the quarter, O'Reilly Automotive reported an 7.8% increase in revenue and provided optimistic FY2026 EPS guidance, while analysts maintain a "Moderate Buy" consensus rating for the company.
Skandinaviska Enskilda Banken AB publ Has $19.73 Million Stake in O'Reilly Automotive, Inc. $ORLY
Skandinaviska Enskilda Banken AB publ has significantly reduced its stake in O'Reilly Automotive, Inc. (ORLY) by 5.8%, selling 11,209 shares and now holding 183,026 shares valued at $19.73 million. Other institutional investors like Vanguard Group Inc. and State of New Jersey Common Pension Fund D also adjusted their positions in the company. O'Reilly Automotive recently missed its EPS estimates but slightly exceeded revenue expectations, and the stock maintains a "Moderate Buy" consensus rating from analysts with an average price target of $110.26.
Shell Asset Management Co. Trims Stake in O'Reilly Automotive, Inc. $ORLY
Shell Asset Management Co. significantly reduced its stake in O'Reilly Automotive, Inc. by 92.5% in the third quarter, selling 50,895 shares and retaining 4,110 shares valued at $443,000. Despite missing Q4 EPS estimates by $0.01, O'Reilly Automotive reported revenue that exceeded expectations and provided FY2026 guidance of $3.10-$3.20 EPS. The stock has a "Moderate Buy" rating with a consensus target price of $110.26, although senior insiders recently sold meaningful portions of their holdings.
HighTower Advisors LLC Buys 23,152 Shares of O'Reilly Automotive, Inc. $ORLY
HighTower Advisors LLC increased its stake in O'Reilly Automotive, Inc. by 7.1% during the third quarter, acquiring an additional 23,152 shares to hold a total of 349,361 shares valued at approximately $37.67 million. Institutional investors now own about 85% of the company's stock, while insiders have recently sold shares, reducing their ownership to 1.01%. O'Reilly Automotive's stock is currently trading around $92.60, down about 4.2%, with a market capitalization of $78.16 billion and a P/E ratio of 31.25.
How O’Reilly’s 2025 Results, 2026 Outlook, and Buybacks Will Impact O’Reilly Automotive (ORLY) Investors
O'Reilly Automotive reported strong 2025 results with US$17.78 billion in sales and US$2.54 billion in net income, alongside significant share repurchases. The company plans to open 225-235 new stores in 2026 and expects higher revenue and EPS, supported by expansion and a new distribution center. Investors should consider how these growth initiatives, despite potential risks from rising costs, shape the company's future investment narrative.
New: NASCAR Local Racing Series Powered by O'Reilly Auto Parts
NASCAR has rebranded its weekly racing series as the NASCAR Local Racing Series Powered by O'Reilly Auto Parts, emphasizing the crucial role of local short tracks in communities across North America. O'Reilly Auto Parts has been named the exclusive entitlement partner, further strengthening its partnership with NASCAR, while Grizzly Nicotine Pouches will also support local tracks. This series continues to be a vital entry point for emerging drivers and a cornerstone of NASCAR's development pathway.
CarParts.com (PRTS): Beaten-Down E?Commerce Stock Setting Up for a Turnaround?
CarParts.com (PRTS) has transitioned from a growth-focused, cash-burning model to a disciplined, margin-focused operator, yet its stock remains near multi-year lows. The company is working to improve profitability and operational efficiency and could be an attractive opportunity for risk-tolerant investors looking for small-cap recovery stories. While analysts acknowledge operational progress, they emphasize the need for sustained margin improvement for a significant re-rating of the stock.
Vanguard Group Inc. Acquires 436,563 Shares of O'Reilly Automotive, Inc. $ORLY
Vanguard Group Inc. increased its stake in O'Reilly Automotive, Inc. (NASDAQ:ORLY) by 0.6% in the third quarter, purchasing an additional 436,563 shares and now owning 9.34% of the company worth $8.55 billion. The article also details insider stock sales, recent analyst ratings, and the company's financial performance.
O'Reilly Automotive, Inc. $ORLY Stock Holdings Lifted by NEOS Investment Management LLC
NEOS Investment Management LLC significantly increased its stake in O'Reilly Automotive, Inc. (NASDAQ:ORLY) by 75.8% in the third quarter. This move, along with other hedge funds and institutional investors boosting their positions, highlights continued investor interest in the specialty retailer. Despite some insider selling, the company's stock has seen a recent uptrend and analysts have a "Moderate Buy" rating with a consensus target price of $110.26.
O'Reilly Automotive, Inc. $ORLY Shares Bought by GSA Capital Partners LLP
GSA Capital Partners LLP significantly increased its stake in O'Reilly Automotive, Inc. (NASDAQ:ORLY) during the third quarter, acquiring an additional 11,247 shares to hold a total of 19,675 shares valued at $2.12 million. This move is part of a broader trend of institutional investment, with approximately 85% of O'Reilly's stock now owned by institutional investors. Despite recent insider sales by two senior VPs, the company maintains a "Moderate Buy" consensus rating from analysts, with an average price target of $110.26, and reported 7.8% revenue growth in its latest quarter.
O’Reilly Auto Parts Rod & Custom Car Show
The 57th annual O’Reilly Auto Parts Rod & Custom Car Show will be held in Monticello, Iowa, on February 21-22, featuring vintage street rods, custom cars, and motorcycles. Actor Tom Wopat of "The Dukes of Hazzard" will make a guest appearance. The event will include various displays, contests, music by DJ Dave Palmer, caricatures by David Fliss, and balloon creations by Mark Garvey.
O'Reilly Automotive, Inc. (NASDAQ:ORLY) Short Interest Down 12.9% in January
O'Reilly Automotive, Inc. (NASDAQ:ORLY) saw a significant decrease in short interest by 12.9% in January, holding a short-interest ratio of 2.3 days. The company recently reported earnings that slightly missed analyst estimates but showed a 7.8% year-over-year revenue increase. Analyst ratings for ORLY are predominantly positive, with a consensus of "Moderate Buy" and an average price target of $110.26.
Arvest Bank Trust Division Raises Position in O'Reilly Automotive, Inc. $ORLY
Arvest Bank Trust Division significantly increased its stake in O'Reilly Automotive, Inc. (NASDAQ:ORLY) during the third quarter, boosting its holdings by 378.3% to 19,586 shares valued at approximately $2.11 million. This move comes as analysts maintain a "Moderate Buy" rating for ORLY, with a consensus target price of $110.26, despite the company missing its Q3 EPS estimate by $0.01 but exceeding revenue expectations. The article also notes recent insider selling and other institutional investor activities.
Motorcar Parts of America: A Strategic Pivot Toward Recovery ()
Motorcar Parts of America is undergoing a strategic operational transition following a challenging third quarter impacted by reduced orders from a major client. The company is evaluating strategic alternatives for its EV technology division, focusing on operational efficiencies in brake components, and expanding into heavy-duty parts and the Mexican market. Upcoming Q4 and full fiscal year 2026 results are expected to provide insights into the recovery of customer orders and the effectiveness of these strategic initiatives.
Awning collapses at O’Reilly Auto Parts in Maple Heights
An awning collapsed at the O'Reilly Auto Parts store in Maple Heights, Ohio, within the Southgate Shopping Center on Sunday afternoon. No injuries were reported in the incident. Firefighters responded to the scene, and the store was closed for the day while the building department works to stabilize the awning and arrange for safe repairs.
O'Reilly Automotive's (NASDAQ:ORLY) five-year earnings growth trails the 26% YoY shareholder returns
O'Reilly Automotive's stock price has seen an impressive 217% increase over the last five years, outperforming its earnings per share (EPS) growth of 14% per year during the same period. This suggests that the market holds the company in high regard, anticipating continued growth. While CEO remuneration is reasonable, investors are encouraged to further examine the company's fundamentals for future growth potential.
O'Reilly Automotive, Inc. $ORLY Shares Purchased by Aberdeen Group plc
Aberdeen Group plc increased its stake in O'Reilly Automotive, Inc. (NASDAQ:ORLY) by 1.2% in the third quarter, now owning 889,221 shares worth approximately $96.46 million. Several other institutional investors also adjusted their holdings in the specialty retailer, which collectively comprise 85% of the company's stock. Despite missing Q4 earnings per share estimates by a small margin, analysts have a consensus of "Moderate Buy" for ORLY with a target price of $110.26, and the company provided a positive FY 2026 EPS guidance.
Pelham Capital Ltd. Boosts Stock Holdings in O'Reilly Automotive, Inc. $ORLY
Pelham Capital Ltd. significantly increased its stake in O'Reilly Automotive (NASDAQ:ORLY) by 24.7% in the third quarter, making it their 7th largest holding. Concurrently, two senior VPs at O'Reilly Automotive substantially reduced their personal stock holdings. The company recently reported a slight EPS miss but a revenue beat, issued FY2026 guidance, and holds a consensus "Moderate Buy" rating.
TimesSquare Capital Management LLC Sells 50,780 Shares of O'Reilly Automotive, Inc. $ORLY
TimesSquare Capital Management LLC reduced its stake in O'Reilly Automotive, Inc. by 4.9% in the third quarter, selling 50,780 shares and holding 993,180 shares worth approximately $107 million. Other institutional investors, however, increased their holdings in ORLY during the second quarter. The article also details recent insider stock sales and analyst ratings, with a consensus of "Moderate Buy" for O'Reilly Automotive.
Advance Auto Parts, Inc. (NYSE:AAP) Q4 2025 Earnings Call Transcript
Advance Auto Parts, Inc. (NYSE: AAP) reported Q4 2025 earnings, missing EPS expectations but showing positive comparable sales growth for the first time in three years. The company outlined its strategic priorities for 2026, focusing on merchandising excellence, supply chain optimization, and improved store operations to drive further margin expansion and free cash flow generation. Despite external economic challenges, Advance Auto Parts aims for 1% to 2% comparable sales growth and a 3.8% to 4.5% adjusted operating income margin in 2026.
BTC Capital Management Inc. Acquires 10,362 Shares of O'Reilly Automotive, Inc. $ORLY
BTC Capital Management Inc. has increased its stake in O'Reilly Automotive, Inc. (NASDAQ:ORLY) by 9.6%, acquiring an additional 10,362 shares, bringing their total holdings to 118,371 shares valued at approximately $12.76 million. Other institutional investors have also adjusted their positions in the company. Analysts generally maintain a "Moderate Buy" rating for O'Reilly Automotive with an average price target of $110.26, despite a recent earnings per share miss.
Assetmark Inc. Sells 13,937 Shares of O'Reilly Automotive, Inc. $ORLY
Assetmark Inc. reduced its stake in O'Reilly Automotive, Inc. (NASDAQ:ORLY) by 3.7%, selling 13,937 shares and leaving its total holdings at 359,760 shares valued at $38,786,000. This institutional activity, disclosed in a recent SEC filing, comes as other investment firms have increased their stakes in the company. Analysts currently have a "Moderate Buy" consensus rating for O'Reilly Automotive with a target price of $110.26.
AAP - Advance Auto Parts Inc Stock Price and Quote
Advance Auto Parts (AAP) reported beating Q4 2025 adjusted EPS expectations and declared a $0.25 dividend. The company plans a major footprint optimization, including closing over 700 stores and consolidating distribution centers for significant savings. Despite forecasting strong revenue and adjusted operating margin for 2026, concerns remain about achieving its 7% margin goal due to various headwinds.
Advance Auto Parts Beats Earnings Expectations. The Stock Is Down.
Advance Auto Parts (AAP) surpassed its earnings expectations, yet its stock still experienced a decline on Friday. Despite the recent dip, shares of the auto-parts retailer have significantly increased in 2026, although they are still below their peak values from 2021.
Advance Auto Parts Reports Fourth Quarter and Full Year 2025 Results; Releases Full Year 2026 Guidance Highlighting Continued Progress on Strategic Plan
Advance Auto Parts announced its financial results for the fourth quarter and full year ended January 3, 2026, reporting positive comparable sales growth and expanded adjusted operating income margin for 2025. The company also released its full year 2026 guidance, projecting accelerated comparable sales growth of 1.0% to 2.0% and an adjusted operating income margin of 3.8% to 4.5% as it continues to execute its strategic plan. These results come as the company continues to implement its 2024 Restructuring Plan, including store optimization and other transformative activities.
CENTRAL TRUST Co Decreases Stock Position in O'Reilly Automotive, Inc. $ORLY
CENTRAL TRUST Co reduced its stake in O'Reilly Automotive, Inc. (NASDAQ:ORLY) by 1.6% during the third quarter, selling 13,817 shares, though ORLY still accounts for 1.9% of the firm's holdings. Despite this decrease, other institutional investors have increased their positions in the company. Analysts maintain a "Moderate Buy" consensus rating for O'Reilly Automotive with a target price of $110.26, and the company recently reported mixed quarterly earnings.
Cibc World Market Inc. Grows Stock Holdings in O'Reilly Automotive, Inc. $ORLY
Cibc World Market Inc. significantly increased its stake in O'Reilly Automotive, Inc. (NASDAQ:ORLY) by 166.7% in the third quarter of 2025, now holding 189,925 shares valued at approximately $20.48 million. Despite institutional growth, O'Reilly Automotive missed its quarterly EPS target slightly but beat revenue expectations, with analysts maintaining a "Moderate Buy" rating and a consensus price target of $110.26. Insider selling has been noted, with two SVPs reducing their holdings, while institutional investors own about 85% of the company's stock.
Caprock Group LLC Invests $2.84 Million in O'Reilly Automotive, Inc. $ORLY
Caprock Group LLC recently acquired a new stake in O'Reilly Automotive, Inc. (NASDAQ:ORLY), investing approximately $2.84 million in 27,400 shares during the third quarter. This move is part of a broader trend of institutional investment in the specialty retailer, with several other firms increasing their holdings. Analysts currently rate O'Reilly Automotive as a "Moderate Buy" with a consensus target price of $110.26.
What's Driving the Market Sentiment Around O'Reilly Automotive Inc?
O'Reilly Automotive Inc's short interest has decreased by 12.97% since its last report, now standing at 1.61% of its float. This decline in short interest could indicate a more bullish market sentiment towards the stock. When compared to its peers, O'Reilly Automotive Inc has less short interest than the group's average of 10.77%.
What's Driving the Market Sentiment Around O'Reilly Automotive Inc?
O'Reilly Automotive Inc. (NASDAQ: ORLY) has seen its short interest as a percent of float decrease by 12.97% since its last report, indicating a potentially more bullish sentiment among investors. Currently, 13.45 million shares are sold short, representing 1.61% of the available regular shares, which is lower than the peer group average of 10.77%. This decline suggests that fewer shares are being shorted compared to previous periods and its competitors.
NASCAR Introduces the NASCAR Local Racing Series Powered by O’Reilly Auto Parts
NASCAR has launched the NASCAR Local Racing Series Powered by O’Reilly Auto Parts, a rebranding of its grassroots racing platform previously known as the NASCAR Weekly Series. This initiative aims to highlight the crucial role of local short tracks in communities and serves as a foundational element for developing new racing talent. O’Reilly Auto Parts is the exclusive entitlement partner, with Grizzly Nicotine Pouches also providing significant support.
NASCAR Introduces the NASCAR Local Racing Series Powered by O’Reilly Auto Parts
NASCAR has launched the "NASCAR Local Racing Series Powered by O’Reilly Auto Parts," reframing its grassroots racing platform to highlight the vital role of local short tracks and communities. Formerly known as the NASCAR Weekly Series, this initiative underscores NASCAR's commitment to developing talent and fostering local competition, with O’Reilly Auto Parts as the exclusive entitlement partner and Grizzly Nicotine Pouches as a significant track partner. The series aims to make grassroots racing more accessible to fans and partners while continuing to serve as a crucial entry point for emerging drivers.
Advance Auto Parts earnings up next: Margin targets in focus By Investing.com
Advance Auto Parts is set to release its fourth-quarter earnings, with investor attention focused on the company's ambitious profit-margin targets for 2026 and 2027. Despite a significant stock rally, Wall Street analysts remain cautious, with many rating shares a "Hold" and suggesting potential downside. The company's restructuring efforts, including store closures and a new loyalty program, alongside competitive performance and current valuation, will be key factors determining future stock movement.
NASCAR Introduces the NASCAR Local Racing Series Powered by O’Reilly Auto Parts
NASCAR has launched the NASCAR Local Racing Series Powered by O’Reilly Auto Parts, a rebranding of its grassroots racing platform previously known as the NASCAR Weekly Series. This new series emphasizes the community-driven aspect of local short tracks and aims to make grassroots racing more accessible to fans and partners. O’Reilly Auto Parts will serve as the exclusive entitlement partner, with additional support from Grizzly Nicotine Pouches, to foster local competitive racing and driver development.
With 85% ownership of the shares, O'Reilly Automotive, Inc. (NASDAQ:ORLY) is heavily dominated by institutional owners
O'Reilly Automotive, Inc. (NASDAQ:ORLY) is predominantly owned by institutional investors, holding 85% of the shares, which gives them significant influence over the company's share price. While several institutions collectively own a large portion of the company, no single individual or hedge fund holds a majority interest. The Vanguard Group, Inc. is the largest shareholder with 9.5% ownership, followed by BlackRock, Inc. and State Street Global Advisors, Inc.
ING Groep NV Sells 17,979 Shares of O'Reilly Automotive, Inc. $ORLY
ING Groep NV reduced its stake in O'Reilly Automotive, Inc. by 8.0% in the third quarter, selling 17,979 shares and retaining 207,475 shares valued at $22.37 million. Other institutional investors showed mixed activity, with some increasing and others initiating positions. O'Reilly Automotive's stock recently opened at $94.11, and the company reported Q3 earnings per share of $0.71, slightly missing analyst estimates.
Illinois Municipal Retirement Fund Decreases Stock Position in O'Reilly Automotive, Inc. $ORLY
The Illinois Municipal Retirement Fund reduced its stake in O'Reilly Automotive, Inc. (NASDAQ:ORLY) by 4.5% in the third quarter, selling 15,262 shares to hold a total of 320,801 shares valued at $34.59 million. Several other institutional investors also adjusted their holdings in O'Reilly Automotive. Analysts currently have a "Moderate Buy" rating for the stock with a consensus target price of $110.26.
Rhumbline Advisers Sells 23,519 Shares of O'Reilly Automotive, Inc. $ORLY
Rhumbline Advisers reduced its stake in O'Reilly Automotive, Inc. (NASDAQ:ORLY) by 1.3% in the third quarter, selling 23,519 shares and holding 1,845,526 shares valued at $198.97 million. Other institutional investors also adjusted their positions in the specialty retailer. The company's stock trades at $93.44, with a market capitalization of $78.87 billion, and analysts have a "Moderate Buy" consensus rating with an average target price of $110.26.
O'Reilly's Q4 Earnings Call: Our Top 5 Analyst Questions
O'Reilly Automotive (ORLY) reported Q4 2025 results, with revenue slightly beating estimates but EPS and Adjusted EBITDA missing expectations due to rising self-insurance and healthcare costs. Management acknowledged these cost pressures and cautious consumer behavior in the DIY segment, while highlighting strong professional segment performance. Analysts focused on the persistence of elevated costs, expansion expenses, pricing strategies, DIY consumer trends, and margin outlook.
