
AutoZone (NYSE:AZO | AZO Price Prediction) delivered a fourth quarter that beat on profit but missed on sales, and the reaction is running through auto parts retailers rather than through consumer discretionary as a whole.
O'Reilly Auto Parts is an American auto parts retailer that provides automotive aftermarket parts, tools, supplies, equipment, and accessories in the United States serving both the professional service providers and do-it-yourself customers.
| Revenue (TTM) | $18.57B |
| Gross Profit (TTM) | $9.59B |
| EBITDA | $4.17B |
| Operating Margin | 20.20% |
| Return on Equity | 58.60% |
| Return on Assets | 13.70% |
| Revenue/Share (TTM) | $22.14 |
| Book Value | $-2.25 |
| Price-to-Book | 206.18 |
| Price-to-Sales (TTM) | 3.75 |
| EV/Revenue | 4.24 |
| EV/EBITDA | 18.80 |
| Quarterly Earnings Growth (YoY) | 10.30% |
| Quarterly Revenue Growth (YoY) | 8.10% |
| Shares Outstanding | $808.96M |
| Float | $801.20M |
| % Insiders | 0.50% |
| % Institutions | 90.20% |
Volatility is currently expanding

AutoZone (NYSE:AZO | AZO Price Prediction) delivered a fourth quarter that beat on profit but missed on sales, and the reaction is running through auto parts retailers rather than through consumer discretionary as a whole.

O'Reilly Automotive NASDAQ: ORLY used its 2026 Analyst Day to highlight its promote-from-within culture, distribution network, store expansion plans and opportunities in Mexico and Canada, while reiterating that it would not provide new outlook or update guidance beyond its most recent earnings release.

O'Reilly and Advance Auto Parts have been highlighted in this Industry Outlook article.

An aging vehicle fleet and resilient vehicle demand are supporting auto parts retailers. ORLY and AAP look positioned to benefit from the aftermarket opportunity.

O'Reilly Automotive (ORLY) reported earnings 30 days ago. What's next for the stock?

Shares of Advance Auto Parts (NYSE:AAP | AAP Price Prediction) stock are down 21% to $44.33 Thursday morning after the company posted Q2 2026 results that paired a headline earnings beat with a revenue miss and negative comparable sales.

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O'Reilly Automotive, Inc. (ORLY) Q2 2026 Earnings Call Transcript

O'Reilly Automotive NASDAQ: ORLY reported a stronger-than-expected second quarter, with comparable store sales rising 6% and diluted earnings per share increasing 10% from the prior-year period, as growth in its professional business remained particularly robust.
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