earnings
confidence high
sentiment positive
materiality 0.80
O'Reilly Q4 EPS $9.50 (+3%), revenue $4.10B (+7%); FY EPS $40.66 (+6%); issues FY25 guidance
O REILLY AUTOMOTIVE INC
2024-FY EPS reported
$40.66
revenue$16,708,479,000
- Q4 diluted EPS $9.50 (+3% YoY), revenue $4.10B (+7%), comp store sales +4.4%.
- Full-year diluted EPS $40.66 (+6%), revenue $16.71B (+6%), comp sales +2.9% at high end of guidance.
- Q4 includes $35M pre-tax self-insurance reserve adjustment, reducing EPS by $0.46.
- Repurchased 0.4M shares for $472M in Q4; $2.08B total FY; $2.31B remaining authorization.
- FY25 guidance: EPS $42.60-$43.10, rev $17.4B-$17.7B, comp sales +2% to +4%, 200-210 net new stores.