O'Reilly Auto Parts vs Cummins
This page compares O'Reilly Auto Parts and Cummins, examining their business models, financial performance, and market context in a neutral, accessible way. It presents background, strategy, and industry context to help readers understand how these companies operate and compete. Educational content, not financial advice.
This page compares O'Reilly Auto Parts and Cummins, examining their business models, financial performance, and market context in a neutral, accessible way. It presents background, strategy, and indus...
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.
Cummins gears up for pivotal Q4 earnings as analysts hike targets amid mixed segment outlooks.
- Wells Fargo raised its price target to $630 from $599 with an 'overweight' rating last week, joining Truist ($653) and Citi ($630) in boosting expectations.
- Consensus points to Power Systems net sales jumping 14.5% year-over-year to $2 billion, while Distribution edges up 3%, highlighting resilient demand in key areas.
- Upcoming earnings carry a Zacks Rank #3 (Hold) with a slight Earnings ESP miss, but CMI's history of beating estimates by 20% on average keeps investors optimistic.
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.
Cummins gears up for pivotal Q4 earnings as analysts hike targets amid mixed segment outlooks.
- Wells Fargo raised its price target to $630 from $599 with an 'overweight' rating last week, joining Truist ($653) and Citi ($630) in boosting expectations.
- Consensus points to Power Systems net sales jumping 14.5% year-over-year to $2 billion, while Distribution edges up 3%, highlighting resilient demand in key areas.
- Upcoming earnings carry a Zacks Rank #3 (Hold) with a slight Earnings ESP miss, but CMI's history of beating estimates by 20% on average keeps investors optimistic.
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.
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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.
Cummins (CMI) Next Earnings Date
Cummins Inc. (CMI) is scheduled to report its next earnings on February 5, 2026, with a conference call at 10:00 a.m. EST. This release will cover the Q4 and full-year 2025 results. The date aligns with the company's investor relations calendar and consensus analyst estimates.
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.
Cummins (CMI) Next Earnings Date
Cummins Inc. (CMI) is scheduled to report its next earnings on February 5, 2026, with a conference call at 10:00 a.m. EST. This release will cover the Q4 and full-year 2025 results. The date aligns with the company's investor relations calendar and consensus analyst estimates.
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
Explore BasketBuy ORLY or CMI in Nemo
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