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 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.
Cummins Hits New 52-Week High as Data Center Power Demand Fuels Momentum Amid Truck Slowdown.
- Stock soared to $584.70 52-week high on January 21, reflecting optimism despite insider sales totaling 19,330 shares last quarter.
- Q3 earnings crushed estimates with EPS of $5.59 beating $4.83 forecasts and revenue of $8.32B topping $7.97B expectations, even as overall sales dipped 1.6% year-over-year.
- Power Systems segment thrives on data center backup demand, balancing softer Engine and Components sales hit by lower U.S. and Mexico truck volumes; Raymond James upgraded to Outperform with $585 target.
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.
Cummins Hits New 52-Week High as Data Center Power Demand Fuels Momentum Amid Truck Slowdown.
- Stock soared to $584.70 52-week high on January 21, reflecting optimism despite insider sales totaling 19,330 shares last quarter.
- Q3 earnings crushed estimates with EPS of $5.59 beating $4.83 forecasts and revenue of $8.32B topping $7.97B expectations, even as overall sales dipped 1.6% year-over-year.
- Power Systems segment thrives on data center backup demand, balancing softer Engine and Components sales hit by lower U.S. and Mexico truck volumes; Raymond James upgraded to Outperform with $585 target.
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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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 financial calendars.
Cummins (CMI) Next Earnings Date
Cummins Inc. (CMI) is scheduled to report earnings on Thursday, February 5, 2026, as confirmed by the company's investor relations calendar for the Q4 and full-year 2025 results. This date aligns with analyst estimates and historical patterns, with the earnings conference call set for 10:00 am EST. The report will cover the quarter ending December 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.
Cummins (CMI) Next Earnings Date
Cummins Inc. (CMI) is scheduled to report earnings on Thursday, February 5, 2026, as confirmed by the company's investor relations calendar for the Q4 and full-year 2025 results. This date aligns with analyst estimates and historical patterns, with the earnings conference call set for 10:00 am EST. The report will cover the quarter ending December 2025.
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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