O'Reilly Automotive, Inc. (NASDAQ: ORLY) is set to report its second-quarter 2025 financial results amid rising demand for aftermarket auto parts, as the average age of vehicles on U.S. roads continues to climb. The company will release its earnings after 3:30 p.m. Central Time on Wednesday, July 23, 2025, followed by a conference call at 10:00 a.m. Central Time on Thursday, July 24, 2025, according to company statements.
Stronger Demand Driven by Aging Vehicles
The U.S. market sees vehicles lasting longer, with the average age reaching 12.8 years in 2025, up from 12.6 years in 2024, and 12.5 years in 2023. This trend is a critical factor expected to support O'Reilly’s sales, as older vehicles typically require more repairs and part replacements. O’Reilly plans to capitalize by increasing inventory levels across its network of 6,416 stores in the U.S., Puerto Rico, Mexico, and Canada, as of March 31, 2025. The company anticipates a 5% inventory expansion in 2025 to ensure adequate stock in all distribution hubs and markets (AInvest).
Q2 2025 Analyst Projections and Previous Performance
Analysts project O’Reilly will report earnings per share (EPS) of $0.77, a 10% increase year-over-year, and revenues of $4.53 billion, marking a 6.1% rise compared to the prior year (Zacks). However, recent weeks have seen slight downward revisions in the average EPS estimate as analysts consider ongoing margin pressures.
Historically, O’Reilly has shown mixed earnings performance. In the first quarter of 2025, the company reported a 4% year-over-year revenue increase to $4.14 billion, and adjusted earnings that rose annually but missed consensus estimates (AInvest). Similarly, in the second quarter of 2024, O'Reilly reported an EPS of $10.55, below the consensus forecast of $10.95, and quarterly revenue of $4.27 billion, also under the expected $4.32 billion (Nasdaq).
Rising Costs and Margin Concerns
O’Reilly anticipates ongoing margin challenges, particularly due to rising selling, general, and administrative (SG&A) expenses. In Q1 2025, SG&A expenses per store rose by 4.1%, driven by wage inflation and investments in hub stores and technology. The company projects SG&A growth of 2–2.5% for the year. While analysts remain optimistic about sales growth fueled by the aging car fleet, concerns linger that expenses may continue to compress margins through the rest of 2025.
For full-year 2024, O'Reilly revised its revenue guidance downward to $16.6–$16.9 billion from its prior forecast of $16.8–$17.1 billion and adjusted its EPS outlook to $40.75–$41.25 from $41.35–$41.85, reflecting the difficulty in offsetting higher costs even amid steady sales (Nasdaq).
Performance and Market Overview
O’Reilly Automotive is an established equity on the USA market. As of the latest available trading data, the company’s share price stood at $94.15 USD, up $1.81 (0.02%) from the previous close. The latest opening price was $92.26, with an intraday high of $94.64 and a low of $91.95. The intraday volume reached 5,306,847 shares, with the most recent trade recorded at 00:15 UTC on Tuesday, July 22.
Peer Comparison and Investor Focus
O’Reilly’s major peers in the auto parts retail industry, such as AutoZone and Advance Auto Parts, are also scheduled to release quarterly results shortly, adding further anticipation to the current earnings cycle (Yahoo Finance). Investors and analysts are expected to focus on the impact of vehicle aging, inventory strategies, and ongoing operating expenses in O’Reilly’s forthcoming report, assessing the company’s capacity to balance cost pressures with opportunity in a growing aftermarket sector.
For further details, see coverage by Yahoo Finance and O'Reilly Automotive’s corporate website.