O'Reilly Auto Parts vs Cummins
O'Reilly Auto Parts sells replacement parts to professional mechanics and weekend DIYers through a dense store network, while Cummins engineers the heavy-duty engines and power systems that keep trucks, buses, and industrial equipment moving. Both companies benefit when vehicle fleets age and require more maintenance spend. The O'Reilly Auto Parts vs Cummins comparison explores how each captures that aftermarket tailwind and which translates it into stronger free cash flow per share.
O'Reilly Auto Parts sells replacement parts to professional mechanics and weekend DIYers through a dense store network, while Cummins engineers the heavy-duty engines and power systems that keep truck...
Why It's Moving
Wall Street Analysts Rally Behind ORLY with Strong Buy Consensus Targeting Major Upside
- Dominant Strong Buy ratings from 27+ analysts signal faith in ORLY's ability to capture rising vehicle repair needs as cars age across the U.S. fleet.
- Median forecasts point to double-digit upside, highlighting expectations for sustained revenue growth from DIY and professional customers.
- Recent analyst tweaks, like Truist's measured adjustment, still uphold buy recommendations, underscoring steady performance in a recovering auto aftermarket.
CMI Faces Analyst Warnings of 9% Downside Amid Truck Cycle Bottoming Challenges
- UBS upgraded CMI to Neutral from Sell, citing truck cycle bottoming but flagging downside to consensus estimates for engines due to market declines and margins.
- Raymond James sees 10% bear-case downside despite upgrading to Outperform, balancing truck recovery lags against power systems strength.
- Power segment shines with data center demand boosting EBITDA margins to 17.2% in Q3 2025, yet truck woes dominate near-term outlook.
Wall Street Analysts Rally Behind ORLY with Strong Buy Consensus Targeting Major Upside
- Dominant Strong Buy ratings from 27+ analysts signal faith in ORLY's ability to capture rising vehicle repair needs as cars age across the U.S. fleet.
- Median forecasts point to double-digit upside, highlighting expectations for sustained revenue growth from DIY and professional customers.
- Recent analyst tweaks, like Truist's measured adjustment, still uphold buy recommendations, underscoring steady performance in a recovering auto aftermarket.
CMI Faces Analyst Warnings of 9% Downside Amid Truck Cycle Bottoming Challenges
- UBS upgraded CMI to Neutral from Sell, citing truck cycle bottoming but flagging downside to consensus estimates for engines due to market declines and margins.
- Raymond James sees 10% bear-case downside despite upgrading to Outperform, balancing truck recovery lags against power systems strength.
- Power segment shines with data center demand boosting EBITDA margins to 17.2% in Q3 2025, yet truck woes dominate near-term outlook.
Investment Analysis
Pros
- O'Reilly Automotive has demonstrated strong revenue growth with consensus sales estimates projecting a 5.63% increase in 2025, continuing a multi-year growth trend.
- The company exhibits solid profitability with recent quarterly earnings surpassing analyst estimates and a robust net income figure of around $2.48 billion.
- O'Reilly maintains a resilient market position with substantial geographic reach across the US, Mexico, Canada, and Puerto Rico, supported by a diverse product portfolio.
Considerations
- Valuation metrics indicate O'Reilly may be overvalued, with discounted cash flow suggesting a 51% overvaluation and a high PE ratio over 33.
- Despite revenue growth, a recent negative return on equity raises concerns about capital efficiency and longer-term profitability.
- Recent insider selling and a moderate growth outlook with relatively modest EPS forecasts suggest caution about future upside potential.
Cummins
CMI
Pros
- Cummins benefits from a diversified product line in engines, power generation, and clean technologies, supporting stable demand across various markets.
- The company’s strong R&D focus and early adoption of clean energy and electrification solutions position it for long-term growth amid regulatory shifts.
- Cummins exhibits strong financial discipline with improving operating margins and robust free cash flow facilitating steady shareholder returns.
Considerations
- The company faces cyclical risks tied to the global industrial and automotive sectors, which can lead to revenue volatility in economic downturns.
- Cummins is exposed to raw material cost inflation and supply chain disruptions, which can pressure margins and delay production.
- Significant competition in emissions-compliant engine technologies and electrification markets increases pressure on pricing and market share.
O'Reilly Auto Parts (ORLY) Next Earnings Date
O'Reilly Automotive (ORLY) is scheduled to release its next earnings on April 29, 2026, after market close, covering the first quarter of 2026 (Q1 2026). A conference call for investors will follow on April 30, 2026. This aligns with the company's historical pattern of late-April releases for Q1 results.
Cummins (CMI) Next Earnings Date
Cummins Inc. (CMI) is scheduled to report its next earnings on May 5, 2026, before market open, covering the first quarter of 2026 (Q1 2026). This date aligns with the company's historical pattern and recent investor event scheduling. A conference call is anticipated at 10:00 A.M. ET on the same day.
O'Reilly Auto Parts (ORLY) Next Earnings Date
O'Reilly Automotive (ORLY) is scheduled to release its next earnings on April 29, 2026, after market close, covering the first quarter of 2026 (Q1 2026). A conference call for investors will follow on April 30, 2026. This aligns with the company's historical pattern of late-April releases for Q1 results.
Cummins (CMI) Next Earnings Date
Cummins Inc. (CMI) is scheduled to report its next earnings on May 5, 2026, before market open, covering the first quarter of 2026 (Q1 2026). This date aligns with the company's historical pattern and recent investor event scheduling. A conference call is anticipated at 10:00 A.M. ET on the same day.
Buy ORLY or CMI in Nemo
Zero Commission
Trade stocks, ETFs, and more with zero commission. Keep more of your returns.
Trusted & Regulated
Part of Exinity Group 2015, serving over a million customers globally.
6% Interest on Cash
Earn 6% AER on uninvested cash with daily interest payments.
