earnings
confidence high
sentiment neutral
materiality 0.65
O'Reilly Automotive Q1 revenue $4.14B (+4% YoY), comps +3.6%; maintains FY guidance
O REILLY AUTOMOTIVE INC
2025-Q1 EPS reported
$9.35
revenue$4,136,924,000
- Revenue $4.14B, up 4% YoY; comparable store sales +3.6%, at high end of guidance range.
- Net income $538M (-2% YoY); diluted EPS $9.35 (+2% YoY) on lower share count from buybacks.
- Gross margin 51.3% (up 10 bps); SG&A 33.4% (up 120 bps); operating income $741M (-1% YoY).
- Q1 share repurchases: 0.4M shares for $559M at avg $1,297; subsequent 0.1M for $122M; $1.81B authorization remaining.
- FY 2025 guidance: rev $17.4-17.7B, comps 2%-4%, EPS $42.90-43.40; CEO cites tariff uncertainty.