With a market cap of $78.3 billion, O'Reilly Automotive, Inc. (ORLY) is a leading retailer and supplier of automotive aftermarket parts, tools, and accessories across the U.S., Puerto Rico, Mexico, and Canada. Serving both professional service providers and do-it-yourself customers, it offers a wide range of branded products and enhanced services, positioning itself as a dominant force in the auto parts retail industry.

Shares of the Springfield, Missouri-based company have significantly outperformed the broader market over the past 52 weeks. ORLY has surged 40.8% over this time frame, while the broader S&P 500 Index ($SPX) has rallied 10.2%. Moreover, shares of O'Reilly Automotive are up 15.9% on a YTD basis, compared to SPX’s 1.3% decrease.

Focusing more closely, the auto parts retailer has also outpaced the Consumer Discretionary Select Sector SPDR Fund’s (XLY) 21.2% return over the past 52 weeks.

Shares of O'Reilly Automotive fell 2.1% on Apr. 23 after the company reported Q1 2025 EPS of $9.35, missing analysts’ expectations. Quarterly sales also came in below estimates at $4.1 billion, raising concerns despite the raised full-year profit forecast of $42.90 to $43.40 per share. Investor sentiment was further dampened by the management's caution over tariff-related uncertainty, as O'Reilly heavily sources from China and Mexico, with Chinese import levies reaching 145%.

For the current fiscal year, ending in December 2025, analysts expect ORLY’s EPS to grow 6.1% year-over-year to $43.64. The company's earnings surprise history is mixed. It beat the consensus estimates in one of the last four quarters while missing on three other occasions.

Among the 26 analysts covering the stock, the consensus rating is a “Strong Buy.” That’s based on 18 “Strong Buy” ratings, two “Moderate Buys,” and six “Holds.”

On Apr. 25, Barclays analyst Seth Sigman reiterated a “Hold” rating on O’Reilly Automotive and set a price target of $1,290.

As of writing, ORLY is trading below the mean price target of $1,498. The Street-high price target of $1,600 implies a potential upside of 16.4% from the current price levels.