ORLY O Reilly Automotive (ORLY) Q4 FY25 earnings call
O'Reilly Automotive concluded FY25 with robust sales and gross margin expansion, driven by strong professional business performance and effective cost management. Despite facing persistent cost pressures in self-insurance and modest DIY transaction count headwinds, the company's strategic investments in distribution and store network continue to support market share gains. Management remains cautiously optimistic about the consumer environment while focusing on operational execution and long-term profitable growth.
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ORLY operating KPIs by quarter
| KPI | Mar 2025 Q1 FY25 | Jun 2025 Q2 FY25 | Sep 2025 Q3 FY25 | Mar 2026 Q1 FY26 | Jun 2026 Q2 FY26 | Change vs prior quarter |
|---|---|---|---|---|---|---|
| Employees | 93K+I'd like to begin today by thanking our over 93,000 team members for the hard work they put in during the first quarter to continue our track record of profitable growth, delivering a solid start to 2025.Source: earnings call transcript | 92K+Our second quarter sales growth drove an 11% increase in earnings per share to $0.78 and I'd like to thank our over 92,000 team members for their unwavering commitment to executing our business model at an extremely high level and providing the best customer service in our industry.Source: earnings call transcript | 93K+I'll begin our call today by expressing my appreciation to more than 93,000 team members across all of North America for the hard work they put in to deliver the third quarter results we released yesterday.Source: earnings call transcript | 93K+I'm excited to begin our call by thanking our over 93,000 team members for the incredible results they were able to deliver in the first quarter.Source: earnings call transcript | 95K+We are currently 6,695 stores strong across North America and Team O'Reilly includes over 95,000 of the most technically competent and customer-focused professional parts people in our industry.Source: earnings call transcript | — |
Operating figures the company stated on at least two of the calls shown, checked against each call's transcript. Click a figure to read the sentence. A dash means it was not stated that quarter.
Inve summary of the company's earnings call; see how call summaries are prepared. Not investment advice.