O'Reilly Auto Parts vs AutoZone
This page compares O'Reilly Auto Parts and AutoZone, examining business models, financial performance, and market context in a neutral, accessible way. It outlines how each company operates, earns revenue, and positions itself within the automotive parts sector for readers seeking informational context. Educational content, not financial advice.
This page compares O'Reilly Auto Parts and AutoZone, examining business models, financial performance, and market context in a neutral, accessible way. It outlines how each company operates, earns rev...
Why It's Moving
O'Reilly Automotive gears up for pivotal Q4 earnings as investors eye continued growth momentum.
- Howard Capital Management boosted its stake by 37.4% with 19,195 shares, valuing its holding at $7.6 million, reflecting strong institutional conviction.
- Analysts maintain a bullish outlook, with two Strong Buy ratings, 17 Buys, and an average target well above the recent $98.41 share price.
- Strategic moves like 5% higher inventory per store in 2025 and reduced China sourcing aim to lock in revenue growth and shield margins from tariffs.
AutoZone SVP's $21.8M Share Sale Sparks Investor Scrutiny Amid Recent Margin Pressures.
- SVP Richard Craig Smith exercised options at $587/share and sold 5,910 shares at $3,700 apiece on Jan 23, reducing his direct holdings to 2,627 shares.
- Institutional tweaks include Truist Financial cutting its stake by 17.3% in Q3 to a $20.4M position, alongside smaller sales by Krilogy and New York State fund.
- Analysts adjusted targets lower—Morgan Stanley to $4,000, UBS to $4,325—citing elevated SG&A spending and gross margin hits, yet consensus stays at Moderate Buy.
O'Reilly Automotive gears up for pivotal Q4 earnings as investors eye continued growth momentum.
- Howard Capital Management boosted its stake by 37.4% with 19,195 shares, valuing its holding at $7.6 million, reflecting strong institutional conviction.
- Analysts maintain a bullish outlook, with two Strong Buy ratings, 17 Buys, and an average target well above the recent $98.41 share price.
- Strategic moves like 5% higher inventory per store in 2025 and reduced China sourcing aim to lock in revenue growth and shield margins from tariffs.
AutoZone SVP's $21.8M Share Sale Sparks Investor Scrutiny Amid Recent Margin Pressures.
- SVP Richard Craig Smith exercised options at $587/share and sold 5,910 shares at $3,700 apiece on Jan 23, reducing his direct holdings to 2,627 shares.
- Institutional tweaks include Truist Financial cutting its stake by 17.3% in Q3 to a $20.4M position, alongside smaller sales by Krilogy and New York State fund.
- Analysts adjusted targets lower—Morgan Stanley to $4,000, UBS to $4,325—citing elevated SG&A spending and gross margin hits, yet consensus stays at Moderate Buy.
Investment Analysis
Pros
- O'Reilly Auto Parts has shown consistent earnings growth, reporting a 4% increase in the current year with an average annual growth rate of 6% over the past five years.
- The company maintains a broad product offering including new and remanufactured automotive hard parts, appealing to both professional installers and DIY customers.
- Employee and customer sentiment ratings are relatively strong, with competitive CEO and culture ratings compared to peers.
Considerations
- Inventory availability issues have been noted, with some customers reporting the need to wait for parts to be ordered, potentially impacting service speed.
- Despite steady growth, stock price movements have been relatively quiet recently, suggesting limited near-term catalysts driving significant investor interest.
- Competition from other auto parts retailers with strong private label brands and pricing strategies may pressure O'Reilly's market position.
AutoZone
AZO
Pros
- AutoZone has differentiated itself through competitive pricing and a well-known private label brand, Duralast, which supports customer loyalty.
- The company has a reputation for a cleaner, more organized store experience, which attracts a loyal customer base.
- AutoZone benefits from focused retail execution, leveraging its founder's background to enhance store-level operations and customer satisfaction.
Considerations
- Employee and customer sentiment ratings are lower compared to O'Reilly Auto Parts, indicating potential challenges in culture or service perception.
- Product quality concerns with some private label parts have been reported, which may affect customer trust and repeat business.
- AutoZone faces strong competitive pressure from retailers like O'Reilly who balance professional and DIY customer segments more evenly.
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The Great Automotive Shift: Why Legacy Carmakers Are Finally Getting Serious
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O'Reilly Auto Parts (ORLY) Next Earnings Date
O'Reilly Automotive (ORLY) will release its next earnings report for the fourth quarter and full-year 2025 on Wednesday, February 4, 2026, after 3:30 p.m. Central Time. A conference call to discuss these results is scheduled for Thursday, February 5, 2026, at 10:00 a.m. Central Time. This timing aligns with the company's official announcement and consensus from multiple financial data providers.
AutoZone (AZO) Next Earnings Date
AutoZone's next earnings report is scheduled for March 3, 2026, where the company will discuss Q2 2026 financial results. The earnings call will provide executives' commentary on quarterly performance and forward guidance. Current EPS estimates for this quarter stand at approximately $27.36, based on analyst consensus projections.
O'Reilly Auto Parts (ORLY) Next Earnings Date
O'Reilly Automotive (ORLY) will release its next earnings report for the fourth quarter and full-year 2025 on Wednesday, February 4, 2026, after 3:30 p.m. Central Time. A conference call to discuss these results is scheduled for Thursday, February 5, 2026, at 10:00 a.m. Central Time. This timing aligns with the company's official announcement and consensus from multiple financial data providers.
AutoZone (AZO) Next Earnings Date
AutoZone's next earnings report is scheduled for March 3, 2026, where the company will discuss Q2 2026 financial results. The earnings call will provide executives' commentary on quarterly performance and forward guidance. Current EPS estimates for this quarter stand at approximately $27.36, based on analyst consensus projections.
Which Baskets Do They Appear In?
Automotive
Find a car stock to fuel your investment strategy 🏎. This collection brings together carefully selected automotive companies, from traditional manufacturers to electric vehicle pioneers, curated by professional analysts to help you navigate this transformative industry.
Published: May 14, 2025
Explore BasketWhich Baskets Do They Appear In?
Automotive
Find a car stock to fuel your investment strategy 🏎. This collection brings together carefully selected automotive companies, from traditional manufacturers to electric vehicle pioneers, curated by professional analysts to help you navigate this transformative industry.
Published: May 14, 2025
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