O'Reilly Automotive (ORLY) reported $4.14 billion in revenue for the quarter ended March 2025, representing a year-over-year increase of 4%. EPS of $9.35 for the same period compares to $9.20 a year ago.
The reported revenue compares to the Zacks Consensus Estimate of $4.17 billion, representing a surprise of -0.80%. The company delivered an EPS surprise of -4.88%, with the consensus EPS estimate being $9.83.
While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Street expectations to determine their next move, some key metrics always offer a more accurate picture of a company's financial health.
As these metrics influence top- and bottom-line performance, comparing them to the year-ago numbers and what analysts estimated helps investors project a stock's price performance more accurately.
Here is how O'Reilly Automotive performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:
- Comparable store sales - YoY change: 3.6% versus the 10-analyst average estimate of 2.6%.
- Square footage - Total: 49.37 Msq ft versus the four-analyst average estimate of 49.16 Msq ft.
- Number of stores - Total: 6,416 versus 6,440 estimated by four analysts on average.
- Sales per weighted-average store: $0.64 million compared to the $0.66 million average estimate based on three analysts.
- Ending domestic store count: 6,298 compared to the 6,326 average estimate based on three analysts.
- Total Stores at Beginning of the period: 6,378 versus the two-analyst average estimate of 6,393.
- Mexico Stores at End of the Period: 93 compared to the 89 average estimate based on two analysts.
- Domestic New stores opened: 33 versus 50 estimated by two analysts on average.
- Ending Canada store count: 25 versus the two-analyst average estimate of 30.
- Sales to Do-It-Yourself Customers: $2.05 billion compared to the $2.10 billion average estimate based on three analysts. The reported number represents a change of +2.5% year over year.
- Sales to professional service provider customers: $2 billion versus the three-analyst average estimate of $1.96 billion. The reported number represents a year-over-year change of +6.9%.
- Other sales and sales adjustments: $86.47 million compared to the $106.06 million average estimate based on two analysts. The reported number represents a change of -17.3% year over year.
View all Key Company Metrics for O'Reilly Automotive here>>>
Shares of O'Reilly Automotive have returned +1.3% over the past month versus the Zacks S&P 500 composite's -6.6% change. The stock currently has a Zacks Rank #4 (Sell), indicating that it could underperform the broader market in the near term.
Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report
O'Reilly Automotive, Inc. (ORLY): Free Stock Analysis ReportThis article originally published on Zacks Investment Research (zacks.com).
Zacks Investment Research
