O'Reilly Automotive Maintains Analyst Confidence Despite Slight Q4 Miss

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O'Reilly Automotive, a leading automotive aftermarket retailer, recently reported its Q4 fiscal 2025 earnings results, which saw revenue rise 7.8% year-over-year but earnings per share (EPS) come in slightly below analyst estimates. However, the company's comparable store sales grew a robust 5.6% in Q4, and management provided confident guidance for fiscal 2026, including plans to open 225-235 net new stores. Despite the slight Q4 miss, Wall Street analysts have maintained a 'Strong Buy' rating on O'Reilly's stock, citing the company's resilient execution and stable sentiment.

Why it matters

O'Reilly Automotive's performance is seen as a bellwether for the broader automotive aftermarket industry. The company's ability to deliver consistent growth, even in the face of sector volatility, underscores its operational strength and the durability of the do-it-yourself and professional repair segments it serves.

The details

In Q4 2025, O'Reilly reported revenue of $4.41 billion, up 7.8% year-over-year and essentially in line with analyst estimates. EPS came in at $0.71, just shy of the $0.72 estimate but still growing 12.7% from the year-ago period. The company's comparable store sales rose a robust 5.6% in Q4, pushing full-year 2025 comps to 4.7%, reaching the high end of revised guidance. For fiscal 2026, O'Reilly guided EPS to a range of $3.10 to $3.20, implying 6.1% growth at the midpoint over 2025. The company also plans to open 225 to 235 net new stores in 2026, including expansion into Canada.

• On Feb. 4, ORLY stock edged lower and then slid another 4% the next day after O'Reilly posted its Q4 fiscal 2025 earnings results.
• On Feb. 6, Michael Baker of DA Davidson reiterated his 'Buy' rating and maintained a $110 price target.
• On Feb. 10, Steven Zaccone of Citigroup Inc. maintained a 'Buy' rating but trimmed the price target from $114 to $110.