O'Reilly Automotive, Inc., together with its subsidiaries, operates as a retailer and supplier of automotive aftermarket parts, tools, supplies, equipment, and …
$89.89-1.75%
报价 2026-11-06
市值
$72.72B
EV
$84.9B
PE (TTM)
28.8x
预期 PE (FY2026)
27.1x
52 周区间距高点 -11.6%
$82.73$101.70
筛选结果
pipeline · 2026-11-06Filter✗ 高增长✗ Cheap✗ GARP
does not hit growth, cheap, or GARP pool
爆发潜力
2026-11-07未命中✗ 收入线✗ EPS 线
| 财年 | 收入倍数 | EPS | PE |
|---|---|---|---|
| FY+22027-12 | 1.1x | 3.26 → 3.67（1.1x） | 24.5 |
| FY+32028-12 | 1.1x | 3.26 → 4.06（1.2x） | 22.1 |
毛利率 52% · TTM 收入 $18988M · 基数 EPS 3.26（调整后）
电话会信号
辅助标签Q3 20262026-10-29
扩产需求加速上调指引
指引 上调
信心 4
分析师 4
“We expect to continue to gain share and compound results, with 2027 new store growth accelerating to 265-275 net new stores.”
原文引用（3）
- 扩产：we will continue to prioritize our capital deployment toward new store investments and distribution expansion projects.
- 需求加速：we were pleased with the strong step up in sales results in July as summer heat began to set in. This benefit was sustained throughout the quarter.
- 上调指引：We raised our full year guidance from a range of 4% to 6% to a range of 5.5% to 6.5%.
蓝色标签在暴涨研究中略有区分度；悬停查看口径。
研究结论
还没有研究记录。先生成 L2 基本面报告（约 1–3 分钟），结论会显示在这里。
去生成基本面报告 →历史股价
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事件
0 条 · 随区间与图例筛选该区间内无事件。
同行对比
FMP 同行列表 · 2026-05-16| 公司 | 市值 | 今日 | 预期营收增速 | 毛利率 | PE | EV/EBITDA | P/FCF | 池 |
|---|---|---|---|---|---|---|---|---|
| ORLYO'Reilly Automotive, Inc. | $72.72B | -1.7% | +8.5% | 51.4% | 28.8x | 21.0x | 35.1x | |
| SBUXStarbucks Corporation | $120.18B | -0.7% | -0.1% | 69.7% | 54.5x | 21.7x | 29.7x | |
| ABNBAirbnb, Inc. | $113.76B | +11.7% | +16.5% | 86.6% | 35.1x | 31.2x | 22.7x | GARP |
| MARMarriott International, Inc. | $107.24B | -0.2% | +6.5% | 22% | 37.0x | 23.3x | 29.5x | |
| RCLRoyal Caribbean Cruises Ltd. | $87.51B | +1.4% | +9.0% | 47.3% | 19.0x | 14.7x | – | |
| HLTHilton Worldwide Holdings Inc. | $83.78B | +1.9% | +8.8% | 33.2% | 46.1x | 24.6x | 40.2x | |
| CVNACarvana Co. | $80.69B | +2.1% | +48.1% | 18.9% | 23.9x | 316.3x | 113.3x | |
| GMGeneral Motors Company | $73.15B | -3.5% | +0.1% | 18.5% | 20.3x | 12.1x | 4.6x | |
| RACEFerrari N.V. | $72.92B | -1.5% | – | 52.4% | 31.1x | 19.7x | – | |
| 同行中位数 | – | – | +8.8% | 40.2% | 33.1x | 22.5x | 29.6x |
研究全文
L2 基本面 memo
尚无基本面 memo
点击「生成基本面报告」——基于最新 filings、电话会纪要与分析师共识生成 L2 memo。
财务报表
| Metric | 2026-06-30 Q2 2026 | 2026-03-31 Q1 2026 | 2025-12-31 Q4 2025 | 2025-09-30 Q3 2025 | 2025-06-30 Q2 2025 | 2025-03-31 Q1 2025 | 2024-12-31 Q4 2024 | 2024-09-30 Q3 2024 |
|---|---|---|---|---|---|---|---|---|
| Revenue | $4.89B | $4.56B | $4.41B | $4.71B | $4.53B | $4.14B | $4.1B | $4.36B |
| Gross Margin | 51.4% | 51.5% | 51.8% | 51.9% | 51.4% | 51.3% | 51.3% | 51.6% |
| Operating Margin | 20.2% | 18.5% | 18.8% | 20.7% | 20.2% | 17.9% | 18% | 20.5% |
| Net Income | $715.1M | $604.2M | $605.2M | $725.9M | $668.6M | $538.5M | $551.1M | $665.5M |
| Diluted EPS | 0.86 | 0.72 | 0.71 | 0.85 | 0.78 | 0.62 | 0.63 | 0.76 |
| Operating Cash Flow | $1.01B | $1.03B | $633.5M | $616.5M | $756.8M | $755.1M | $624.5M | $772M |