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TickerTalks›$ORLY
ORORLY

O'Reilly Automotive, Inc.

Buzzing onWhy it's trendingX mentions rising faster than the marketBacked by solid revenue growthPrice and volume picking up
$ORLY·$70B·Specialty Retail·Consumer Cyclical
$84.71-0.2%YTD-6.4%1Y-18.3%
Price updated 12h ago·X counts updated 6d ago
ORORLY
$ORLYO'Reilly Automotive, Inc.
$84.71-0.21%90 posts1.4×
AI analysisFundamentalsVoices on X
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On X

The complete picture of $ORLY on X — how loud the conversation is right now, how it has trended over the last two weeks, and which way the crowd is leaning.

90X posts · last 7 days
Sep 2Sep 13
Chatter Meter
1.4×
QuietNormal · 1×Loud

How loud $ORLY's conversation on X is versus its own normal — 1× is typical, higher means busier. Right now it's about its usual level, louder than 93% of tracked names.

AI verdictAI analysisGenerated by AI from underlying data

TickerTalks' own read on what's driving $ORLY — fundamentals, momentum, or an event — and whether it agrees with the X crowd.

Proven numbersSelling offAI verdict · as of 2026-09-19

Falling on heavy selling — points lower unless it turns around.

O'Reilly is at the 8th percentile of range on 3.5x volume — the compounder is being sold hard despite steady 8% growth.

O'Reilly Automotive is one of the largest US auto-parts retailers — a proven long-term compounder, and this week's tape shows one of the sharpest volume-and-position breakdowns in the entire basket.

  • Revenue grew 8.1% YoY last quarter to $4.89B with 20% operating margin — the four-quarter run of 8-10% growth is intact and the last four EPS prints were basically in-line, so the fundamentals aren't the reason the stock is at the 8th percentile of range.
  • The $1.6B three-tranche senior-notes issuance in August priced 5-year, 7-year, and 10-year tenors at 4.80%-5.55% coupons — that's a real capital-structure event, and the debt-to-equity dynamic (D/E is negative from buybacks depleting equity) means every rate move is amplified.
  • The Analyst Day update on 'record store growth and Mexico push' plus the aftermarket-demand tailwinds are the operating positives — but volume 3.53x-average with the stock -4% versus the 50-day and -7% versus the 200-day is real institutional distribution, not just tape noise.

Oct 28 Q3 earnings — a clean same-store comp with Mexico-expansion commentary and store-growth guidance is what breaks the downtrend and reclaims the 200-day; another in-line print with elevated volume distribution is where 8th-percentile-of-range extends into fresh lows despite the compounder profile.

What to watch: Oct 28 Q3 earnings — a clean same-store comp with Mexico-expansion commentary and store-growth guidance breaks the downtrend and reclaims the 200-day; another in-line print with elevated volume distribution extends 8th-percentile-of-range into fresh lows despite the compounder profile.

On the calendar: 2026-10-28 — Q3 earnings

Read the AI verdict on $ORLY

  • One-line verdict on what's driving the move — fundamentals, momentum, both, or an event
  • Next dated catalyst when there is one (earnings, deal closing, activist clock)
  • Whether TickerTalks' read agrees with or diverges from the X crowd
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What it does

Plain-English summary of the business — what they sell and how they make money.

US automotive aftermarket parts retailer with ~6,000 stores serving both DIY consumers and professional repair shops.

Industry overviewAI analysisGenerated by AI from underlying data

Where Specialty Retail sits in its cycle right now — and what that implies for $ORLY.

Specialty Retail · Consumer Cyclical

Consumer spending is bifurcating as back-to-school seasonality fades: value-oriented and pet-staples retailers are outperforming while discretionary home furnishings lag. AMZN's logistics density and AI-personalised inventory continue to widen the share gap versus legacy specialty chains; XRT is flat YTD.

What this means for $ORLY

Neutral — O'Reilly's DIY and professional auto-parts retail is among the most resilient specialty-retail categories; aging US vehicle fleet structurally lifts maintenance demand.

Top industry ETF

$XRTSPDR S&P Retail ETF
-3.4%YTD
-7.3%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
29.5How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
34.3%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
19.6%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
2.8%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
4.2Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
-232%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
51.6%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
-5.2Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q2 2026Jul 29, 2026$0.86$0.86-0.2%
Q1 2026Apr 29, 2026$0.72$0.69+3.6%
Q4 2025Feb 4, 2026$0.71$0.73-2.2%
Q3 2025Oct 22, 2025$0.85$0.83+2.0%
Next earningsWed, Oct 28·consensus EPS $0.92

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q2 FY26$4.9B+8.1%51.4%20.2%$0.87$698.9M
Q1 FY26$4.6B+10.2%51.5%18.5%$0.72$788.5M
Q4 FY25$4.4B+7.8%51.8%18.8%$0.72$364.5M
Q3 FY25$4.7B+7.8%51.9%20.7%$0.86$304.4M

Forward consensus

5-year forecast · up to 19 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$19.1B$19.0B – $19.2B$3.29$3.24 – $3.3219
FY27$20.3B$19.9B – $20.6B$3.66$3.57 – $3.7219
FY28$21.5B$20.9B – $22.0B$4.07$3.89 – $4.2411
FY29$22.5B$22.1B – $22.8B$4.38$4.28 – $4.445
FY30$23.3B$22.8B – $23.5B$4.67$4.56 – $4.745

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.3.5×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.8%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.-4.3%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.-7.4%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatHigh float · 824.4M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today2.2% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.β0.525-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.FilingActive offeringA shelf registration (S-3 / S-3ASR / S-1) or prospectus supplement (424B*) was filed in the last 90 days — the company is registered to (or actively) issuing new shares. Dilution risk.

Insider activity

Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.

Recent transactions

SellAug 28Thomas HendricksonDirector1.0K sh$88KSellAug 12Maria SastreDirector2.0K sh$184KSellAug 12Mancini Christopher AndrewSVP OF PROF SALES & STORE OPS3.0K sh$279KSellMay 29Thomas HendricksonDirector1.2K sh$106KSellMay 20Dumas Robert AllenSVP OF EASTERN STORE OPS/SALES84.6K sh$7.8MSellMay 18Murphy John RaymondDirector2.6K sh$230KSellMay 8Brad W BeckhamCEO13.6K sh$1.3MSellMay 7Philip M HopperSVP OF REAL ESTATE & EXPANSION3.7K sh$350K
+ 12 other (8 awards · 4 exempts) in window

See when $ORLY insiders are putting their own money in

  • Real-time open-market buys and sells from Form 4 filings
  • Cluster-buy detection when multiple insiders pile in at once
  • 30 / 60 / 180-day windows so you can spot building conviction
Free, forever. No credit card.

SEC filings

Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.

Recent material filings

8-KMaterial agreementAug 148-K — Item 1.01: Material agreement
AI summary

O'Reilly Automotive, Inc. issued $1.6 billion in senior notes across three tranches on August 14, 2026: $700M at 4.800% due 2029, $500M at 5.050% due 2031, and $400M at 5.550% due 2037. The notes are general unsecured senior obligations governed by the Base Indenture with U.S. Bank Trust Company as trustee, ranking pari passu with existing senior debt. Interest is payable semi-annually beginning February 2027. This sizable investment-grade debt raise is consistent with O'Reilly's ongoing capital return program and should fund share repurchases or general corporate purposes.

8-KMaterial agreementAug 118-K — Item 1.01: Material agreement
AI summary

O'Reilly Automotive (ORLY) filed an 8-K on August 12, 2026 (event date August 10) under Item 1.01, announcing a material definitive agreement. The excerpt is the cover page; the agreement counterparty and terms are in the body. O'Reilly is a leading U.S. auto parts retailer. Material definitive agreements at O'Reilly often relate to real estate leases for new store locations, credit facility amendments, or supply agreements.

424B5Prospectus supplement (offering)Aug 10424B5
AI summary

O'Reilly Automotive (ORLY) filed a preliminary 424B5 prospectus supplement on August 11, 2026 for a multi-tranche senior notes offering; specific dollar amounts and interest rates were not yet determined in this preliminary filing. The notes are general unsecured senior obligations of O'Reilly Automotive, with a Change of Control put at 101% of principal. The offering is structured in three tranches. O'Reilly is a leading auto parts retailer with strong investment-grade credit; this debt issuance likely funds share buybacks or general corporate purposes.

3New insider — initial holdingsJul 153
AI summary

Yankee Colin (Last) (First) (Middle) 233 S. PATTERSON AVE (Street) SPRINGFIELD MISSOURI 65802 (City) (State) (Zip) UNITED STATES (Country) 2. Date of Event Requiring Statement (Month/Day/Year) 07/13/2026 3. Issuer Name and Ticker or Trading Symbol O REILLY AUTOMOTIVE INC [ ORLY ] 3a. Foreign Trading Symbol 5. If Amendment, Date of Original Filed (Month/Day/Year) 4. Relationship of Reporting Person(s) to Issuer (Check all applicable) Director 10% Owner X Officer (give title below) Other (specify below) EVP & CSCO 6. Individual or Joint/Group Filing (Check Applicable Line) X Form filed by One Reporting Person Form filed by More than One Reporting Person Table I - Non-Derivative Securities Beneficially Owned 1. Title of Security (Instr. 4) 2. Amount of Securities Beneficially Owned (Instr. 4) 3. Ownership Form: Direct (D) or Indirect (I) (Instr. 5) 4. Nature of Indirect Beneficial Ownership (Instr. 5) Table II - Derivative Securities Beneficially Owned (e.g., puts, calls, warrants, options, convertible securities) 1. Title of Derivative Security (Instr. 4) 2. Date Exercisable and Expiration Date (Month/Day/Year) 3. Title and Amount of Securities Underlying Derivative Security (Instr. 4) 4. Conversion or Exercise Price of Derivative Security 5. Ownership Form: Direct (D) or Indirect (I) (Instr. 5) 6. Nature of Indirect Beneficial Ownership (Instr. 5) Date Exercisable Expiration Date Title Amount or Number of Shares Nonqualified employee stock options (right to buy) 07/13/2027 (1) 07/13/2036 Common stock 14,279 $ 87.28 D Explanation of Responses: 1. The options vest in four equal annual installments beginning on this date. /s/ Colin Yankee 07/15/2026 ** Signature of Reporting Person Date Reminder: Report on a separate line for each class of securities beneficially owned directly or indirectly. * If the form is filed by more than one reporting person, see Instruction 5 (b)(v). ** Intentional misstatements or omissions of facts constitute Federal Criminal Violations See 18 U.S.C. 1001 and 15 U.S.C. 78ff(a). Note: File three copies of this Form, one of which must be manually signed. If space is insufficient, see Instruction 6 for procedure. Persons who respond to the collection of information contained in this form are not required to respond unless the form displays a currently valid OMB Number. * Form 3: SEC 1473 (03-26) filed an initial statement of beneficial ownership (Form 3) as a Director of ORLY, with an event date of 1473. This is a routine insider-ownership disclosure with no indication of open-market purchases or activist intent.

8-KOfficer or director changeJul 108-K — Item 5.02: Officer or director change
AI summary

ORLY filed an 8-K (Item 5.02) reporting a director or officer change. not to u is involved in the change. The role noted: Directors or Certain Officers; Election of Directors; Appointment of Certain Officers; Compensatory . This is primarily an administrative disclosure; materiality depends on the seniority of the role and whether it reflects a strategic shift.

8-KPress release / Reg FDJul 18-K — Item 7.01: Press release / Reg FD
AI summary

ORLY filed an 8-K (Item 7.01) for a Regulation FD disclosure. The disclosure relates to: conference call. The text of the press release is attached hereto as Exhibit 99.1. ​ Section 9 – Financial Statements and Exhibits ​ Item 9.01 – Finan. Reg FD disclosures are furnished rather than filed and are not typically market-moving on their own, but may contain forward-looking statements or strategy updates.

8-KOfficer or director changeMay 188-K — Item 5.02: Officer or director change · Item 5.07: Shareholder vote
8-KPress release / Reg FDApr 18-K — Item 7.01: Press release / Reg FD
+ 11 other (2 10-Qs · 2 earnings 8-Ks · 2 13Gs · 2 proxys) in window

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

O'Reilly Automotive Maps Record Store Growth, Mexico Push at Analyst Daymarketbeat.com·1d agoZacks Industry Outlook O'Reilly and Advance Auto Partszacks.com·4d ago2 Auto Retail Parts Stocks Worth Watching as Aftermarket Demand Growszacks.com·5d agoWhy Is O'Reilly Automotive (ORLY) Up 0.5% Since Last Earnings Report?zacks.com·22d agoAmerican Capital Management Inc. Purchases New Position in O’Reilly Automotive, Inc. $ORLYdefenseworld.net·24d ago

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Voices on X · last 7 days

No standout posts about $ORLY on X in the last 7 days.

TickerTalks is a research tool, not financial advice. We surface social-attention data; we do not make stock recommendations. Past attention is not predictive of future price movements.

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