ORLY Earnings

ORLY reported its FY2025Q4 earnings on 2026-02-04, showcasing a revenue of 0.00 against an estimate of 4.00B, resulting in a 0% surprise. The EPS was 0, surpassing the expected 0.72 by 0% . The stock experienced a 0% price change on the earnings day and a 0% change over the next five days, reflecting market reactions to the results.

Following ORLY's FY2025Q4 earnings announcement on 2026-02-04, the stock price moved by % on the day of the release. Over the subsequent five days, it saw a % change. Historically, ORLY's stock price tends to shift by an average of -2.20% in the 10 days leading up to earnings and +1.38% in the 10 days following, providing insight into potential market.

For 2025/Q4, analysts estimate ORLY’s annual revenue to reach 4.00B, while the EPS is projected at 1.00. These estimates reflect recent revisions, with revenue estimates revised Revenue Revise Upward by 0.03% and EPS estimates Revise Upward by 0.06% over the past three months, indicating analyst expectation in the company’s performance.

The correlation between ORLY's stock price and earnings forecast revisions shows that positive revisions in revenue or EPS often strengthen the stock’s fundamentals. Over the past three months, revenue estimates for FY2025 were Revise Upward by 0.03%, while EPS estimates moved Revise Upward by 0.06% . This trend suggests that price dips could present buying opportunities for investors.

Based on historical trends, ORLY's stock price typically moves by -2.20% in the 10 days before its earnings and +1.38% in the 10 days after. For the upcoming 2025/Q4 earnings, analysts expect an EPS of 1.00 and revenue of 4.00B.

The earnings call reveals a generally positive sentiment. Strong guidance updates, including improved comparable store sales and EPS guidance, along with strategic inventory investments, suggest optimism. Despite some concerns about inflation and free cash flow, management's confidence in market expansion and effective risk management is reassuring. The Q&A section highlights cautious optimism, with potential growth opportunities in international markets and effective cost management. Overall, the positive guidance and strategic initiatives outweigh the concerns, leading to a positive sentiment rating.