O'Reilly Automotive consensus strengthens, shares trade in Nasdaq-100 range

By Anna Wagner, Analysts & Consensus desk. Reviewed prior to publication on 2026-06-25, 18:04.

O'Reilly Automotive (US67103H1077) sits firmly in the Nasdaq-100 today, with fresh consensus data from Zacks Equity Research pointing to continued earnings growth for the US auto parts retailer. The latest analyst outlook frames O'Reilly alongside sector peer Advance Auto Parts as of June 25, 2026, according to Zacks.

What Zacks now projects

Zacks Equity Research reports that O'Reilly Automotive currently carries a Zacks Rank #3 (Hold), putting it in the middle of their rating spectrum for US equities.The Zacks industry outlook on O'Reilly and Advance Auto Parts The Zacks Consensus Estimate for O'Reilly's 2026 earnings per share implies year-over-year growth of around 9 percent, while the 2027 consensus points to about 11 percent EPS growth compared with the prior year.Zacks consensus EPS figures for 2026 and 2027

As Zacks notes, the consensus mark for O'Reilly's current-year EPS has moved higher by roughly 4 cents over the past 60 days, while the next-year EPS estimate has risen by about 6 cents in the same period.Zacks commentary on estimate revisions That upward drift in estimates underpins a picture of steady, albeit not aggressive, optimism among covering analysts for the specialty auto parts retailer.

Analysts frame the sector

In its June 25, 2026 industry outlook, Zacks discusses O'Reilly Automotive together with Advance Auto Parts as representative names in the US auto parts retail segment.Zacks industry outlook on auto parts retailers The report highlights that both companies face a mature, competitive market, but benefit from stable demand for replacement parts, maintenance services and do-it-yourself customer traffic.

O'Reilly's inclusion in the Nasdaq-100 index underscores its role as one of the larger US-listed specialty retailers by market capitalization.Finanzen100 listing for O'Reilly Auto in the Nasdaq-100 Sector comparisons typically set O'Reilly against Advance Auto Parts and other US chains such as AutoZone, where differences in store footprint, inventory breadth and commercial customer focus contribute to varying margins and growth rates.

The business behind the stock

O'Reilly Automotive generates most of its revenue by selling aftermarket automotive parts, tools and related supplies through a broad store network across the United States. The chain serves both professional repair shops and do-it-yourself consumers with categories ranging from engine components and batteries to brake parts, filters and fluids.Company website overview of O'Reilly Automotive's product range A key focus lies on inventory availability and fast delivery to commercial customers, which supports repeat business and pricing power.

Where the shares trade today

O'Reilly Automotive shares (US67103H1077) trade on the NASDAQ on June 25, 2026 at around 87.78 US dollars, based on recent quotes compiled by StockTitan.StockTitan price snapshot for ORLY That translates into a market capitalization in the low tens of billions of US dollars, reflecting O'Reilly's established position in the Nasdaq-100 index as a specialty retailer.

This article is for informational purposes only and does not contain investment advice or recommendations. All data and estimates are based on sources cited in the text and may change over time.