O'Reilly Auto Parts vs Hilton
This page compares O'Reilly Auto Parts and Hilton; it examines business models, financial performance, and market context to help readers understand their operations. The content is presented in a neutral, accessible way, without predictive claims or recommendations. Educational content, not financial advice.
This page compares O'Reilly Auto Parts and Hilton; it examines business models, financial performance, and market context to help readers understand their operations. The content is presented in a neu...
Why It's Moving
ORLY Shares Dip as Q4 Earnings Miss and 2026 Guidance Falls Short of Expectations
- Q4 revenue hit $4.41B, topping $4.39B expectations with 5.6% comparable store sales rise, underscoring steady demand for auto parts amid aging vehicle fleets.
- Earnings miss traced to SG&A expenses jumping 7% YoY from healthcare and casualty inflation, though operating income climbed 12% to $829M on better margins.
- 2026 guidance projects $18.7-$19B revenue and $3.10-$3.20 EPS below consensus, yet analysts hold 'Buy'/'Outperform' ratings with minor price target tweaks.
HLT Faces Analyst Warning of -7% Downside Despite Recent Bullish Upgrades and Earnings Anticipation
- Multiple analysts like Goldman Sachs, TD Cowen, and JPMorgan recently raised targets to around $330, signaling confidence in Hilton's growth trajectory and repurchase plans.
- Board boosted the stock buyback program by $3.5 billion to $4.6 billion total, underscoring faith in long-term value amid expectations of $11 billion in repurchases over four years.
- Earnings preview points to 17.6% EPS growth to $2.07 and 7.3% revenue rise to $2.99 billion, with a positive Earnings ESP suggesting a likely beat that could counter downside fears.
ORLY Shares Dip as Q4 Earnings Miss and 2026 Guidance Falls Short of Expectations
- Q4 revenue hit $4.41B, topping $4.39B expectations with 5.6% comparable store sales rise, underscoring steady demand for auto parts amid aging vehicle fleets.
- Earnings miss traced to SG&A expenses jumping 7% YoY from healthcare and casualty inflation, though operating income climbed 12% to $829M on better margins.
- 2026 guidance projects $18.7-$19B revenue and $3.10-$3.20 EPS below consensus, yet analysts hold 'Buy'/'Outperform' ratings with minor price target tweaks.
HLT Faces Analyst Warning of -7% Downside Despite Recent Bullish Upgrades and Earnings Anticipation
- Multiple analysts like Goldman Sachs, TD Cowen, and JPMorgan recently raised targets to around $330, signaling confidence in Hilton's growth trajectory and repurchase plans.
- Board boosted the stock buyback program by $3.5 billion to $4.6 billion total, underscoring faith in long-term value amid expectations of $11 billion in repurchases over four years.
- Earnings preview points to 17.6% EPS growth to $2.07 and 7.3% revenue rise to $2.99 billion, with a positive Earnings ESP suggesting a likely beat that could counter downside fears.
Investment Analysis
Pros
- O'Reilly Automotive consistently beats analyst expectations for earnings and revenue, demonstrating strong operational performance.
- The company showed a 5.6% year-over-year increase in comparable store sales, supported by continuous net new store openings.
- O'Reilly maintains a good financial health score with robust profitability metrics and low stock volatility, indicating financial stability.
Considerations
- Despite strong quarterly results, the stock recently experienced a notable price decline, reflecting investor concerns about future growth.
- Valuation metrics indicate O'Reilly Automotive is trading above fair value, with a high P/E ratio and overvaluation signals from discounted cash flow analysis.
- The company's growth outlook may face headwinds despite strong sales, as indicated by diverse analyst price targets and challenges in sustaining high earnings growth.
Hilton
HLT
Pros
- Hilton has a significant global presence with a diversified portfolio of brands across multiple market segments.
- The company benefits from a recovery in travel and hospitality demand, driving revenue growth and improved profitability.
- Hilton has shown operational improvements with a focus on cost management and expansion in key international markets.
Considerations
- Hilton remains exposed to economic cyclicality and geopolitical risks that can impact travel demand unpredictably.
- The hospitality sector faces ongoing cost pressures including labour and energy costs, which could constrain margins.
- Competitive pressures from other hotel chains and alternative lodging platforms present execution risks for sustaining market share.
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Related Market Insights
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.
Hilton (HLT) Next Earnings Date
Hilton Worldwide (HLT) will report its fourth quarter and full year 2025 earnings on Wednesday, February 11, 2026, before market open at 9 a.m. EST. The earnings report will be followed by a conference call with President & CEO Christopher Nassetta and CFO Kevin Jacobs to discuss company performance and field analyst questions. This announcement represents the company's final earnings release for the 2025 fiscal year, providing investors with a comprehensive view of full-year results.
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.
Hilton (HLT) Next Earnings Date
Hilton Worldwide (HLT) will report its fourth quarter and full year 2025 earnings on Wednesday, February 11, 2026, before market open at 9 a.m. EST. The earnings report will be followed by a conference call with President & CEO Christopher Nassetta and CFO Kevin Jacobs to discuss company performance and field analyst questions. This announcement represents the company's final earnings release for the 2025 fiscal year, providing investors with a comprehensive view of full-year results.
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 HLT in Nemo
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