PerpEquities

Equity · Consumer cyclical

Is O'Reilly Auto Parts (ORLY) tradable as a perp? Not yet

O'Reilly Automotive, Inc. is a leading US retailer and wholesaler of automotive aftermarket parts, tools, and accessories, serving DIY customers and professionals.

Not yet listed on any perp exchange

No perpetual-futures venue lists ORLY yet. We track it continuously; as soon as the first listing appears, this page becomes a full market page. Until then: fundamentals below and tradable alternatives.

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Company financials

Financials at a glance

Last report Q3 '26 · filed 2026-10-28 · next report 2027-02-03 · Updated 98h ago
All financials →

Valuation & key figures

Market cap
$71.3B
Updated 98h ago
Revenue
$19B
Trailing 12 months
Revenue growth
+8%
Next fiscal year
Profit margin
+14.3%
P/E
26.9
Peer P/E 22.9
P/S
3.8
Peer P/E
22.9
Similar listed perps
Free cash flow
$2.1B
Trailing 12 months
Net income
$2.7B
Trailing 12 months
Revenue estimate
$19.3B
Next fiscal year
Earnings
2027-02-03
Revenue est. $4.7B · Updated 98h ago
Dividend
-
Revenue (TTM)$19B+8.7% vs a year agoLast 4 quarters; bars = each quarter
Operating margin (TTM)19.8%+0.5 pp vs a year agoOperating income $3.75B
Net income (TTM)$2.71B+9.1% vs a year agoAfter tax, incl. non-operating gains
Free cash flow (TTM)$2.1B+34.5% vs a year agoCapex $1.13B
Diluted EPS (TTM)$3.26+12.9% vs a year agoSum of the last 4 quarters
Net cash-$10.1B-23.2% vs a year agoCash + short-term investments - debt
  • Last report (2026-10-28): revenue beat by 2.1%, EPS beat by 4.3%Revenue $5.12B vs $5.02B expected (+2.1%); EPS $0.97 vs $0.93 (+4.3%).
  • Revenue growth steady: 8.8% year on yearQ3 '26 revenue $5.12B, against an average of 8.5% over the four quarters before.
  • Operating margin 19.8% (TTM), +0.5 pp on a year agoOperating income grew 11.4% while revenue grew 8.7%.
  • Capex 5.9% of revenue (a year ago 6.8%)$1.13B invested in the last 4 quarters (-5.1% on a year earlier). Free cash flow $2.1B = 77.6% of net income.

Revenue, operating income and growth

quarterly

Revenue by business line

latest quarter
LineRevenuey/yShare
Automotive Aftermarket Parts Segment$4.89B+8.1%100.0%
In the full financialsIncome statement, balance sheet and cash flow (12 quarters / 10 years) · margins and cost structure · capital allocation and buybacks · valuation against the 5-year range · analyst estimates · all 232 lines O'Reilly Automotive, Inc. reported to the SEC

Research data

Analysts, filings and peer context

Estimates

6
DateEPS estimateRevenue estimateGrowthAnalysts
FY 20263.31$19.3B+8%17
FY 20273.67$20.5B+15%18
FY 20284.06$21.8B+23%10
FY 20294.43$23.3B+31%4
FY 20304.69$24B+35%4
Q1 20270.79$4.8B+6%9

Company events

6
2027-02-03EarningsActual - / Estimate 0.77-
2026-10-28Earnings · After market closeActual 0.97 / Estimate 0.93Beat
2026-07-29EarningsActual 0.86 / Estimate 0.86Miss
2026-04-29EarningsActual 0.72 / Estimate 0.7Beat
2026-02-04EarningsActual 0.71 / Estimate 0.73Miss
2025-10-22EarningsActual 0.85 / Estimate 0.83Beat

Peer comparison

Similar listed perps
NameMarket capP/SP/EProfit marginVenues
CVNA$74.9B2.722.2+6.2%14RACE$75.8B9.140.1+22.5%1GM$66.6B0.417.2+2.1%11ROST$78.8B3.229.5+10.8%1HLT$79.2B6.247.6+13.4%5BYDCO$79.3B0.723.5+3.9%11RCL$82.2B4.318.1+23.8%1MEITUAN$59.5B1.0-10.2-10.1%13

Analyst track record

How the analysts covering ORLY have done: ratings, price-target accuracy and the measured reaction after their calls.

12 months3 years
Ratings114338
Analysts3037
Buy / hold / sell103 / 11 / 0303 / 35 / 0
Upgrades / downgrades / initiations1 / 0 / 53 / 0 / 9
Price targets hit / missed0 / 98 (0%)43 / 264 (14%)
Avg. return after a rating (TipRanks)-18.8%-7.6%
Best / worst call-3.2% / -29.5%+2,430.8% / -93.2%

After buy calls on this stock: median 21-day move +1.7% vs S&P 500 +0.4% (n = 317)

Most accurate on this stock

Share of an analyst's price targets on this stock that the price reached within 12 months (our measurement over the last 3 years, at least 8 targets). It describes past calls, not the odds of the current one.

  1. Michael BakerD.A. Davidson75% hit rate on this stock · 8 targets measuredBuytarget $106Sep 16, 2026
  2. David BellingerMizuho Securities73% hit rate on this stock · 11 targets measuredBuytarget $110Jul 2, 2026
  3. Greg MelichEvercore ISI69% hit rate on this stock · 16 targets measuredBuytarget $110Oct 30, 2026

Latest ratings

DateAnalystCallTarget
Oct 30, 2026Christopher NardoneBank of America SecuritiesBuyReiterated–article ↗
Oct 30, 2026Greg MelichEvercore ISIBuyMaintained$110article ↗
Oct 29, 2026Steven ShemeshRBC CapitalBuyMaintained$111article ↗
Oct 30, 2026Steven ForbesGuggenheimBuyReiterated$110article ↗
Oct 30, 2026Michael LasserUBSBuyReiterated$122article ↗
Consensus over the last 12 months buy hold sell avg. target month-end close
Monthly buy, hold and sell shares of analyst ratings with the average price target and the month-end close$85.00$90.00$95.00$100$105$110Dec 25 · Buy 23 · Hold 2 · Sell 0Dec 25Jan 26 · Buy 21 · Hold 2 · Sell 0Feb 26 · Buy 20 · Hold 3 · Sell 0Feb 26Mar 26 · Buy 19 · Hold 3 · Sell 0Apr 26 · Buy 18 · Hold 2 · Sell 0Apr 26May 26 · Buy 20 · Hold 2 · Sell 0Jun 26 · Buy 19 · Hold 2 · Sell 0Jun 26Jul 26 · Buy 23 · Hold 2 · Sell 0Aug 26 · Buy 21 · Hold 2 · Sell 0Aug 26Sep 26 · Buy 23 · Hold 3 · Sell 0Oct 26 · Buy 24 · Hold 3 · Sell 0Oct 26Nov 26 · Buy 24 · Hold 3 · Sell 0Dec 25 · avg. target $112Jan 26 · avg. target $112Feb 26 · avg. target $108Mar 26 · avg. target $108Apr 26 · avg. target $109May 26 · avg. target $111Jun 26 · avg. target $111Jul 26 · avg. target $111Aug 26 · avg. target $111Sep 26 · avg. target $110Oct 26 · avg. target $110Nov 26 · avg. target $110Dec 25 · month-end close $91.21Jan 26 · month-end close $98.41Feb 26 · month-end close $93.88Mar 26 · month-end close $92.31Apr 26 · month-end close $99.40May 26 · month-end close $86.88Jun 26 · month-end close $92.09Jul 26 · month-end close $89.35Aug 26 · month-end close $88.80Sep 26 · month-end close $85.41Oct 26 · month-end close $88.12Nov 26 · month-end close $88.12

Share of analysts per call each month (latest call per analyst within 180 days). Targets and closes in USD.

TipRanks data · computed Oct 30, 2026 · 114 ratings