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    How O’Reilly’s Professional Sales Surge and Q3 Beat Will Impact O’Reilly Automotive (ORLY) Investors

    Simply Wall St·12/25/2025 11:25:00
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    • In the past quarter, Qualivian Investment Partners highlighted O’Reilly Automotive after the company posted Q3 2025 results that beat expectations, with comparable store sales up 5.6% and diluted earnings per share growing 12%.
    • A key takeaway from the quarter was the strength of O’Reilly’s professional business, which delivered more than 10% comparable sales growth and helped offset a softer do-it-yourself segment.
    • With professional segment comparable sales growth driving the earnings beat, we’ll now explore how this development influences O’Reilly’s investment narrative.

    These 12 companies survived and thrived after COVID and have the right ingredients to survive Trump's tariffs. Discover why before your portfolio feels the trade war pinch.

    O'Reilly Automotive Investment Narrative Recap

    To own O’Reilly Automotive, you generally need to believe in steady demand for auto maintenance and the company’s ability to execute across both DIY and professional channels. The latest quarter’s strong professional comparable sales growth above 10%, and overall 5.6% comps with 12% EPS growth, supports the near term catalyst of operational execution, while key risks around tariffs, inflation in store level costs and supply chain uncertainties appear unchanged rather than materially altered by this update.

    Among recent announcements, O’Reilly’s decision on 18 November 2025 to increase its share repurchase authorization by an additional US$2,000 million, taking total authorization to US$29,750 million and extending the program by three years, stands out in this context. While this does not change the underlying business drivers, it can amplify the impact of earnings growth from the professional segment and may influence how investors think about capital allocation relative to risks such as potential tariff related cost pressure.

    Yet against this positive backdrop, investors should be aware that concentrated tariff and supply chain risks could still...

    Read the full narrative on O'Reilly Automotive (it's free!)

    O'Reilly Automotive's narrative projects $20.5 billion revenue and $3.0 billion earnings by 2028.

    Uncover how O'Reilly Automotive's forecasts yield a $110.20 fair value, a 19% upside to its current price.

    Exploring Other Perspectives

    ORLY 1-Year Stock Price Chart
    ORLY 1-Year Stock Price Chart

    Five Simply Wall St Community fair value estimates for O’Reilly range widely, from about US$66 to over US$1,430, underlining how far apart individual views can be. Set against that diversity, the recent earnings beat driven by more than 10 percent professional segment comparable growth invites you to weigh how resilient that strength might be if tariffs or supply chain costs start to bite.

    Explore 5 other fair value estimates on O'Reilly Automotive - why the stock might be worth 29% less than the current price!

    Build Your Own O'Reilly Automotive Narrative

    Disagree with existing narratives? Create your own in under 3 minutes - extraordinary investment returns rarely come from following the herd.

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    This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.