O'Reilly Auto Parts

O'Reilly Auto Parts

Automotive parts retailer with nationwide stores

Overview

O’Reilly Auto Parts sells aftermarket automotive parts, tools, and accessories to both everyday drivers and professional mechanics through a network of over 6,100 stores. Customers purchase items in-person or online, supported by a distribution system that ensures parts are available for a wide variety of vehicle makes and models. The company distinguishes itself by balancing retail sales with a heavy focus on serving professional installers and jobbers through high service levels and consistent part quality. Its goal is to become the dominant supplier in the automotive aftermarket by providing the best combination of price and service to every customer.

About O'Reilly Auto Parts

Simplify's Rating
Why O'Reilly Auto Parts is rated
B-
Rated B on Competitive Edge
Rated B on Growth Potential
Rated C on Differentiation

Industries

Data & Analytics

Automotive & Transportation

Enterprise Software

Consumer Goods

Company Size

10,001+

Company Stage

IPO

Headquarters

Springfield, Illinois

Founded

1957

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Simplify's Take

What believers are saying

  • July 29, 2026: Q2 revenue hit $4.89 billion, up 8%, with 6% comps.
  • O'Reilly raised 2026 guidance to $18.9-$19.2 billion revenue and 225-235 openings.
  • Atlanta distribution expansion and Yankee's hire should improve replenishment and inventory turns.

What critics are saying

  • June 23, 2026: EEOC sued O'Reilly over disability discrimination at Belleville.
  • March 4, 2026: Washington imposed a $5.6 million pregnancy-discrimination settlement and reporting.
  • A supply-chain failure would break same-day availability and shatter the moat.

What makes O'Reilly Auto Parts unique

  • September 2026: O'Reilly runs 6,500-plus stores across North America, Mexico, and Canada.
  • July 13, 2026: Colin Yankee centralized merchandise, inventory, distribution, and transportation.
  • O'Reilly wins on immediate parts availability and service-heavy aftermarket execution.

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Funding

Total Funding

$1.6B

Above

Industry Average

Funded Over

2 Rounds

Post IPO Debt funding comparison data is currently unavailable. We're working to provide this information soon!
Post IPO Debt Funding Comparison
Coming Soon

Benefits

Health Insurance

Dental Insurance

Vision Insurance

401(k) Retirement Plan

401(k) Company Match

Paid Vacation

Wellness Program

Tuition Reimbursement

Stock Price

Company News

Top Class Actions
Sep 16th, 2026
UPS class action leads new wave of employee wage lawsuits.

UPS class action leads new wave of employee wage lawsuits. By top class actions | september 16, 2026. Employee wage lawsuits overview: * Who: O'Reilly Auto, UPS, United Airlines and Dunkin' Donuts are facing wage lawsuits filed by five current and former employees. * Why: The plaintiffs allege the companies failed to pay overtime and, in some cases, denied meal and rest breaks or required unpaid off-the-clock work. * Where: The wage lawsuits were filed in state and federal courts in Washington, Connecticut and Virginia. * How to get help: If you live in California and were not properly paid for all hours worked, you may qualify to seek unpaid wages or back pay through a wage and hour lawsuit investigation. A new round of wage lawsuits filed within about six weeks of each other accuses O'Reilly Auto, UPS, United Airlines and Dunkin' Donuts of shortchanging workers on pay they say they were owed. The UPS class action lawsuit, filed by two former hourly workers in Connecticut federal court, is the broadest of the four, covering hourly employees statewide and going back as far as six years. The workers claim in the UPS class action that they underwent unpaid security screening before and after every shift. Workers had to wait in a security line, then walk to a separate time clock, a routine that allegedly took 15 to 30 minutes per shift, unpaid. An O'Reilly Auto retail employee, on behalf of a proposed class covering the past three years, is suing the company for off-the-clock tasks like security sweeps and cash counts. The complaint also alleges the company failed to ensure staff could take required rest and meal breaks and argues the violations were a "low standard for willfulness" under Washington's wage statutes. Both lawsuits argue their employers established practices of failing to pay employees for time they were required to spend on the job and seek back pay and damages for their proposed classes. United Airlines, Dunkin' Donuts face wage lawsuits over skipped breaks, pay cuts. In Washington state court, a former United Airlines line technician, who alleges the airline failed to provide compliant meal and rest breaks and shorted overtime pay through time-rounding, seeks to represent a proposed statewide class of current and former employees. Citing a state ruling, the proposed class action lawsuit says "30 minutes of wages is an appropriate measure of damages for such a deprivation" - pay it says the technician was denied for each skipped or shortened break. Meanwhile, in Virginia, a former Dunkin' Donuts store manager claims a franchise operator misclassified managers as exempt from overtime despite scheduling them for 50 to 60 hours a week, combining a federal Fair Labor Standards Act collective action with a Virginia state class action. All four class action lawsuits allege the employers failed to track or compensate employees for time they actually worked, including time spent in screening lines, working through breaks or being misclassified. The lawsuits seek back pay and damages for the proposed classes. Have you experienced similar wage and hour issues at your job? Let us know in the comments. The plaintiffs are represented by Erin M. O'Leary, Lauren N. Vega, Nicholas J. Ferraro and Theodore R. Braun of Ferraro Vega Employment Lawyers Inc; Zachary L. Rubin of ZLR Litigation PLLC; Don J. Foty of Foty Law Group P.C.; Gregg C. Greenberg of Zipin, Amster & Greenberg LLC; and Jamie K. Serb of Crosner Legal P.C. The UPS class action lawsuit is Case No. 3:26-cv-01394, in the U.S. District Court for the District of Connecticut; the O'Reilly Auto class action lawsuit is Case No. 26-2-10333-5, in the Superior Court of Washington for Pierce County; the United Airlines proposed class action lawsuit is Case No. 26-2-24069-8 KNT, in the Superior Court of Washington for King County; and the Dunkin' Donuts FLSA collective action is Case No. 3:26-cv-00896, in the U.S. District Court for the Eastern District of Virginia. Don't miss out! Read About More Class Action Lawsuits & Class Action Settlements: "*" indicates required fields

Hot Shot Secret
Sep 1st, 2026
Introducing next generation diesel exhaust fluid - Ultra Premium DEF.

Introducing next generation diesel exhaust fluid - Ultra Premium DEF. September 1, 2026 Hot Shot's Secret(TM), the fastest-growing performance chemical brand in the USA, introduces Ultra Premium DEF(TM), a next-generation diesel exhaust fluid with patent-pending additive technology that stabilizes the fluid, helps clean the SCR system, and protects it from crystal buildup. The first rollout of Ultra Premium DEF will begin soon at O'Reilly Auto Parts stores nationwide. SCR-related fault codes can cause downtime, lost revenue, and costly repairs. When used as directed, Ultra Premium DEF improves reliability, provides long-term Selective Catalytic Reduction (SCR) protection, and can clear many DEF/SCR OBD trouble codes, including P20EE, P20EF, P204F, P207F, P20E8, and P218F. "Innovation has always been at the heart of Hot Shot's Secret, and we had no interest in bringing another commodity DEF to market," says Hot Shot's Secret Brand Manager Josh Steinmetz. "Our team saw an opportunity to do something better. By incorporating our patent-pending Premium DEFender(TM) technology directly into the fluid, we created a product designed to help protect the SCR system while supporting long-term performance and reliability." As an API (American Petroleum Institute) certified DEF, Ultra Premium DEF is recommended for any diesel vehicle or equipment with an SCR system, including pickups, cars, vans, semi-trucks, agricultural and construction equipment, and industrial applications. Made with high-grade synthetic urea and triple-filtered for purity, it exceeds industry standards for DEF fluid. Lubrication Specialties President Brett Tennar adds, "While most know Hot Shot's Secret for fuel and oil additives, we actually develop a broad range of products - oils, specialty products, greases, and maintenance solutions. This expertise gives us a unique understanding of diesel systems and why we've earned the reputation as 'The Diesel Experts.' This launch reflects the hard work and dedication of teams across our company, and we are very excited for our partnership with O'Reilly Auto Parts to bring this innovation to diesel owners nationwide."

Ticker Report
Aug 27th, 2026
EFG International AG Makes New Investment in O’Reilly Automotive, Inc. $ORLY

EFG International AG bought a new stake in O’Reilly Automotive, Inc. (NASDAQ:ORLY – Free Report) in the 2nd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm bought 13,557 shares of the specialty retailer’s stock, valued at approximately $1,248,000. A number of other hedge funds have also recently […]

Simply Wall St
Aug 15th, 2026
O'Reilly Automotive (ORLY) Raised $1.6b, But Is The Valuation Case Still Intact?

O'Reilly Automotive (ORLY) has just raised over US$1.6b through several fixed rate senior unsecured note offerings. This fresh financing is an important development for investors tracking the company’s capital structure. See our latest analysis for O'Reilly Automotive. At a share price of US$91.05, O'Reilly Automotive has seen short term weakness with a 1-day share price return that declined 1.65% and a 7-day share price return that declined 2.65%. However, momentum over the past month looks...

Insider Monkey
Aug 3rd, 2026
O'Reilly Automotive (ORLY) raises guidance - can margins keep up with growth?

O'Reilly Automotive (ORLY) raises guidance - can margins keep up with growth? Published on august 3, 2026 at 4:38 pm by ali ahmed in news. O'Reilly Automotive, Inc. (NASDAQ:ORLY) recently reported solid financial results for the second quarter of 2026. For the quarter ended June 30, 2026, sales increased by $367 million, or 8%, to $4.89 billion from $4.53 billion in the same period last year. Gross profit also increased 8% to $2.52 billion compared to the same period one year ago, while the gross margin remained unchanged at 51.4% of sales. Despite the strong quarterly performance, some Wall Street analysts lowered their price targets on O'Reilly Automotive, Inc. (NASDAQ:ORLY) while keeping their positive ratings on the stock. Morgan Stanley cut its price target from $112 to $108 and maintained its Overweight rating. The research firm said the company's second-quarter results were broadly in line with expectations and believes its underlying earnings power remains intact. DA Davidson also reduced its price target on O'Reilly Automotive, Inc. (NASDAQ:ORLY) to $106 from $114 while keeping its Buy rating. The firm noted that the company indicated it is not pursuing a deal with GPC, with both companies now stepping away from the transaction. According to DA Davidson, the market had not reacted favorably to the potential deal. DA Davidson noted that O'Reilly Automotive, Inc.'s (NASDAQ:ORLY) selling, general, and administrative expenses pressure have reached their peak, which should support stronger incremental margins. The firm also pointed out that the company's implied guidance for the second half of 2026 could prove to be conservative even as it navigates margin pressure. The company's latest results showed continued operational strength. Net income increased 7% year-over-year to reach $715.1 million, even though net margin slightly dropped down to 14.6% from 14.8%. Interest expense increased from $57.3 million to $69.9 million, partially offsetting higher operating profit. O'Reilly Automotive, Inc. (NASDAQ:ORLY) also raised its outlook for 2026 and now expects revenue of $18.9 billion to $19.2 billion with operating margins ranging between 19.3% and 19.8%. The company continued to expand its stores and return capital to shareholders. O'Reilly Automotive, Inc. (NASDAQ:ORLY) has opened 110 net new stores across North America so far in 2026 and remains on track to achieve its goal of opening 225 to 235 net new stores this year. During the second quarter, the company repurchased 16.7 million shares of its common stock at an average price of $90.40 per share, investing a total of $1.51 billion. While O'Reilly Automotive, Inc.'s (NASDAQ:ORLY) latest results and higher guidance support its near-term outlook, investors still face some risks as the investment case for the stock depends on steady demand for aftermarket parts, disciplined store expansion, and effective cost management. If the company can deliver on its updated 2026 revenue and margin guidance, it could be the biggest near-term catalyst. However, rising wage costs, tariffs, and increasing supply chain complexity could continue to pressure margins. The company also remains exposed to potential tariff or sourcing changes that could pressure product costs. In addition, inflation-driven increases in store-level wages and occupancy expenses remain key risks that investors should look out for. Hedge fund interest in O'Reilly Automotive, Inc. (NASDAQ:ORLY) has also slightly weakened recently. According to Insider Monkey's database of elite hedge funds, 67 hedge funds held positions in the company in the first quarter of 2026, down from 69 funds in the fourth quarter of 2025. Its competitor, AutoZone, Inc. (NYSE:AZO), saw an even larger decline in hedge fund ownership, with the number of hedge funds falling from 74 to 63 over the same period. Short interest points to a relatively more favorable view of O'Reilly Automotive, Inc. (NASDAQ:ORLY). As of July 15, 2.79% of the company's float was sold short, compared with 3.40% for AutoZone, Inc. (NYSE:AZO). The lower level of short interest indicates that investors are placing fewer bearish bets against O'Reilly Automotive, Inc. (NASDAQ:ORLY) than against its rival. Overall, O'Reilly's strong comparable sales, higher guidance, store expansion, and aggressive buybacks support the bull case. However, the key question is whether this growth can translate into stronger incremental margins in the second half of the year. While we acknowledge the potential of ORLY to grow, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and have limited downside risk. If you are looking for an AI stock that is more promising than ORLY and that has 100x upside potential, check out our report about the cheapest AI stock.

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