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 Boosts Share Buyback by $2 Billion, Signaling Strong Confidence in Future Growth
- The authorization, effective immediately, reflects optimism about ongoing same-store sales growth and market share gains in a resilient sector.
- Recent Q3 2025 earnings beat expectations with EPS of $0.85 versus $0.83 forecast and revenue of $4.71 billion topping $4.69 billion projections.
- Analysts remain divided, with Raymond James upgrading to Outperform on pricing tailwinds into 2026, while others note rising expenses.
AutoZone Stock Bounces Back Amid Valuation Debate and Expansion Momentum.
- Recent weekly gains reverse some three-month declines, prompting fresh valuation checks on $19.3B annual revenue and $2.5B net income.
- International push into Mexico and Brazil targets 100 new stores this fiscal year, unlocking revenue from untapped markets.
- New high-tech distribution centers in California and Virginia promise supply chain efficiencies to boost margins.
O'Reilly Automotive Boosts Share Buyback by $2 Billion, Signaling Strong Confidence in Future Growth
- The authorization, effective immediately, reflects optimism about ongoing same-store sales growth and market share gains in a resilient sector.
- Recent Q3 2025 earnings beat expectations with EPS of $0.85 versus $0.83 forecast and revenue of $4.71 billion topping $4.69 billion projections.
- Analysts remain divided, with Raymond James upgrading to Outperform on pricing tailwinds into 2026, while others note rising expenses.
AutoZone Stock Bounces Back Amid Valuation Debate and Expansion Momentum.
- Recent weekly gains reverse some three-month declines, prompting fresh valuation checks on $19.3B annual revenue and $2.5B net income.
- International push into Mexico and Brazil targets 100 new stores this fiscal year, unlocking revenue from untapped markets.
- New high-tech distribution centers in California and Virginia promise supply chain efficiencies to boost margins.
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.
Related Market Insights
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Related Market Insights
The Great Automotive Shift: Why Legacy Carmakers Are Finally Getting Serious
Explore the automotive industry's shift to EVs & autonomous tech. Invest in leading carmakers like GM, Ford, Tesla via Nemo's thematic Neme. Start investing from $1.
Aimee Silverwood | Financial Analyst
July 25, 2025
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 financial calendars.
AutoZone (AZO) Next Earnings Date
AutoZone's next earnings report is scheduled for March 3, 2026, when the company will announce results for the second quarter of fiscal 2026. The earnings call will provide management's discussion of financial performance and forward guidance for the period. Based on current consensus estimates, analysts expect AutoZone to report earnings per share of approximately $27.21 for this quarter. This timing aligns with the company's typical quarterly reporting schedule.
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 financial calendars.
AutoZone (AZO) Next Earnings Date
AutoZone's next earnings report is scheduled for March 3, 2026, when the company will announce results for the second quarter of fiscal 2026. The earnings call will provide management's discussion of financial performance and forward guidance for the period. Based on current consensus estimates, analysts expect AutoZone to report earnings per share of approximately $27.21 for this quarter. This timing aligns with the company's typical quarterly reporting schedule.
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 AZO in Nemo
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