NASDAQ:ORLY • US67103H1077
View the latest analyst price targets, stock forecast, EPS estimates, revenue projections, revisions, full estimates, rating distribution and upgrades/downgrades for O'REILLY AUTOMOTIVE INC (ORLY).
| Date | Firm | Action | From → To |
|---|---|---|---|
| 2026-02-09 | Citigroup | Maintains | Buy -> Buy |
| 2026-02-06 | Mizuho | Maintains | Outperform -> Outperform |
| 2026-02-06 | DA Davidson | Maintains | Buy -> Buy |
| 2026-02-06 | RBC Capital | Maintains | Outperform -> Outperform |
| 2026-02-06 | Truist Securities | Maintains | Buy -> Buy |
| 2026-02-06 | JP Morgan | Maintains | Overweight -> Overweight |
| 2026-02-05 | DA Davidson | Maintains | Buy -> Buy |
| 2026-02-03 | DA Davidson | Maintains | Buy -> Buy |
| 2026-01-30 | RBC Capital | Maintains | Outperform -> Outperform |
| 2026-01-15 | Morgan Stanley | Maintains | Overweight -> Overweight |
| 2025-12-16 | Evercore ISI Group | Maintains | Outperform -> Outperform |
| 2025-12-04 | Baird | Initiate | Outperform |
| 2025-10-27 | Barclays | Maintains | Equal-Weight -> Equal-Weight |
| 2025-10-24 | RBC Capital | Maintains | Outperform -> Outperform |
| 2025-10-24 | Goldman Sachs | Maintains | Buy -> Buy |
| 2025-10-23 | Morgan Stanley | Maintains | Overweight -> Overweight |
| 2025-10-15 | UBS | Maintains | Buy -> Buy |
| 2025-10-15 | Wells Fargo | Maintains | Overweight -> Overweight |
| 2025-09-15 | TD Cowen | Maintains | Buy -> Buy |
| 2025-08-12 | Evercore ISI Group | Maintains | Outperform -> Outperform |
| 2025-07-25 | Guggenheim | Maintains | Buy -> Buy |
| 2025-07-25 | DA Davidson | Maintains | Buy -> Buy |
| 2025-07-25 | BMO Capital | Maintains | Outperform -> Outperform |
| 2025-07-25 | RBC Capital | Maintains | Outperform -> Outperform |
| 2025-07-25 | Barclays | Maintains | Equal-Weight -> Equal-Weight |
| 2023 | 2024 | 2025 | 2026 | 2027 | 2028 | 2029 | 2030 | 2031 | 2032 | 2033 | ||
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue YoY % growth | 15.812B 9.73% | 16.708B 5.67% | 17.782B 6.42% | 19.319B 8.64% | 20.517B 6.20% | 21.832B 6.41% | 22.701B 3.98% | 23.942B 5.47% | 26.488B 10.63% | 28.149B 6.27% | 29.9B 6.22% | |
| EBITDA YoY % growth | 3.598B 8.37% | 3.714B 3.22% | 3.974B 7.02% | 4.337B 9.12% | 4.617B 6.46% | 4.999B 8.27% | 5.145B 2.92% | 5.458B 6.08% | 6.092B 11.62% | 6.503B 6.75% | 6.937B 6.67% | |
| EBIT YoY % growth | 3.189B 7.65% | 3.252B 1.98% | 3.463B 6.50% | 3.776B 9.03% | 4.05B 7.26% | 4.346B 7.31% | 4.48B 3.08% | 4.749B 6.00% | 5.351B 12.68% | 5.714B 6.78% | 6.1B 6.76% | |
| Operating Margin | 20.17% | 19.46% | 19.48% | 19.55% | 19.74% | 19.91% | 19.73% | 19.84% | 20.20% | 20.30% | 20.40% | |
| EPS YoY % growth | 2.57 14.91% | 2.71 5.65% | 2.96 9.32% | 3.29 11.03% | 3.64 10.54% | 4.00 9.98% | 4.28 7.10% | 4.71 10.00% | 5.68 20.56% | 6.40 12.57% | 7.18 12.28% |
All data in USD
| Q1 / 26 | Q2 / 26 | Q3 / 26 | Q4 / 26 | Q1 / 27 | Q2 / 27 | Q3 / 27 | Q4 / 27 | |
|---|---|---|---|---|---|---|---|---|
| EPS Q2Q % growth | 0.71 13.62% | 0.87 11.69% | 0.92 8.58% | 0.78 10.11% | 0.78 9.51% | 0.96 10.31% | 1.02 10.40% | 0.87 11.08% |
| Revenue Q2Q % growth | 4.545B 9.86% | 4.941B 9.19% | 5.077B 7.89% | 4.754B 7.70% | 4.814B 5.92% | 5.239B 6.03% | 5.388B 6.13% | 5.052B 6.27% |
| EBITDA Q2Q % growth | 964.97M 11.73% | 1.141B -1.78% | 1.193B -11.75% | 1.039B -22.45% | 1.002B 3.84% | 1.203B 5.43% | 1.261B 5.70% | 1.099B 5.77% |
| EBIT Q2Q % growth | 829.31M 11.85% | 1.003B 9.68% | 1.052B 7.78% | 893.09M 7.78% | 874.31M 5.43% | 1.069B 6.58% | 1.118B 6.27% | 949.28M 6.29% |
All data in USD
37 analysts have analysed ORLY and the average price target is 107.4 USD. This implies a price increase of 16.34% is expected in the next year compared to the current price of 92.31.
O'REILLY AUTOMOTIVE INC (ORLY) will report earnings on 2026-04-21.
The consensus EPS estimate for the next earnings of O'REILLY AUTOMOTIVE INC (ORLY) is 0.71 USD and the consensus revenue estimate is 4.54B USD.
The expected long term growth rate for O'REILLY AUTOMOTIVE INC (ORLY) is 6.41%.