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...

About The Companies

O'Reilly Auto Parts (ORLY)

O'Reilly Automotive Inc. (ORLY) is a leading US speciality retailer of automotive aftermarket parts, tools, supplies and accessories. Investors should know it operates a large store network and omni‑channel platform serving DIY and professional customers, generating substantial free cash flow that management often returns via reinvestment, dividends and share buybacks. The company benefits from steady demand for vehicle maintenance and repair, which can be more resilient than discretionary retail in downturns, but it remains exposed to the automotive cycle, fuel prices and parts supply dynamics. Competitive pressures come from peers and online sellers, and margins depend on inventory management and supplier relationships. Key metrics to watch include same‑store sales, gross margin, inventory turnover and capital allocation choices. This summary is for educational purposes and not personalised advice; values can rise or fall and past performance is not a guide to the future.

Cummins (CMI)

Cummins Inc. (CMI) is a US-based designer and manufacturer of diesel and natural-gas engines, power-generation systems and related components such as filtration, fuel systems and turbochargers. The company sells to original-equipment manufacturers (OEMs), commercial vehicle fleets, industrial customers and the aftermarket, where parts and service provide recurring revenue and margin resilience. Cummins is investing in lower-emission technologies, including electrified powertrains and hydrogen capabilities, while continuing to support traditional internal-combustion platforms. With a market capitalisation near US$57.6bn, its performance tends to track global industrial and commercial vehicle demand, commodity costs and regulatory shifts. Key attractions for investors include a diversified product mix, a broad global distribution network and a sizeable aftermarket business, but risks include cyclical end markets, supply-chain pressures, commodity and currency headwinds, and the capital intensity of energy transition. This is general information only and not personalised financial advice; investors should assess suitability and consider the company’s filings and their own objectives and risk tolerance.

Comparison Snapshot

Key Financial Metrics

ORLY

Metric

CMI

$79.44B

Market Cap

$70.41B

18.74%

Potential Profit

-1.63%

Buy

Analyst Rating

Buy

Why It's Moving

O'Reilly Automotive faces sector headwinds as peer pressures overshadow its recent earnings strength.

Stock fell 4.2-4.8% after AutoZone's report highlighted gross margin decline from LIFO impacts and higher operating costs, signaling potential risks across the sector.
ORLY's Q3 results topped estimates with $0.85 EPS versus $0.83 expected and $4.71B revenue against $4.69B forecast, reinforcing market share gains.
Raised 2025 comparable store sales guidance to 4-5% and Baird's new Outperform rating underscore confidence in sales productivity amid competition.

Sentiment:

🌋Volatile

Cummins (CMI) surges to new 52-week high on momentum and analyst upgrades.

Achieved 52-week high of $515.83 on December 8, fueled by upward earnings estimate revisions and Momentum Style Score of A, with shares up 15.6% in recent weeks.[1][6]
Analysts maintain 'Moderate Buy' consensus with average target around $479, reflecting optimism despite sector headwinds.[1][5]
Recent quarterly dividend of $2.00 per share paid December 4 supports yield of 1.6%, attracting income-focused investors amid stock strength.[1]

Sentiment:

🐃Bullish

O'Reilly Automotive faces sector headwinds as peer pressures overshadow its recent earnings strength.

Stock fell 4.2-4.8% after AutoZone's report highlighted gross margin decline from LIFO impacts and higher operating costs, signaling potential risks across the sector.
ORLY's Q3 results topped estimates with $0.85 EPS versus $0.83 expected and $4.71B revenue against $4.69B forecast, reinforcing market share gains.
Raised 2025 comparable store sales guidance to 4-5% and Baird's new Outperform rating underscore confidence in sales productivity amid competition.

Sentiment:

🌋Volatile

Cummins (CMI) surges to new 52-week high on momentum and analyst upgrades.

Achieved 52-week high of $515.83 on December 8, fueled by upward earnings estimate revisions and Momentum Style Score of A, with shares up 15.6% in recent weeks.[1][6]
Analysts maintain 'Moderate Buy' consensus with average target around $479, reflecting optimism despite sector headwinds.[1][5]
Recent quarterly dividend of $2.00 per share paid December 4 supports yield of 1.6%, attracting income-focused investors amid stock strength.[1]

Sentiment:

🐃Bullish

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

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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 Basket

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