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O'Reilly Automotive (ORLY 0.57%) and Snap-on (SNA -0.81%) have far outpaced the broader market over the last few decades despite their rather ordinary-sounding operations. The companies have delivered total returns of 8,790% and 1,790%, respectively, since 2000 -- far superior to the 469% total return of the S&P 500 index. Vehicle repair retailer O'Reilly Automotive has delivered 31 consecutive years of sales and earnings growth. Despite this extended run, the company's growth story might still be in its mi ...

After sliding 15% from its all-time highs, O'Reilly Automotive might be a classic example of a premium business trading at a fair price. O'Reilly Automotive (ORLY 1.14%) is one of the largest vehicle repair retailers in the United States, selling auto parts, tools, equipment, and accessories. It has grown sales 117-fold since its initial public offering (IPO) in 1993 and would have made a millionaire out of any investor who bought and held $2,500 worth of stock for the next three decades. Investors might be ...

文章核心观点 - O'Reilly Automotive (ORLY) 在最近一个季度的财报中表现强劲，收入和盈利均超出预期，但股价在过去一个月内下跌了7.4%，表现逊于标普500指数 [1][3] 公司业绩 - O'Reilly 2024年第一季度调整后每股收益(EPS)为$9.20，超出Zacks共识预期的$9.18，同比增长11.1% [3] - 季度收入为$39.8亿，超出Zacks共识预期的$39.6亿，同比增长7% [3] - 同店销售额增长3.4% [4] - 公司在美国和墨西哥开设了37家新店，并在加拿大通过收购Vast Auto新增了23家店，总店数达到6217家 [4] - 销售、一般和管理费用同比增长9%至$12.8亿，营业利润增长至$7.52亿，净利润增长至$5.47亿 [5] - 公司回购了0.3百万股股票，总价值$2.7亿，平均价格为$1029.24每股，并在财报发布后继续回购了0.1百万股，总价值$7900万，平均价格为$1102每股 [6] - 截至2024年3月31日，公司现金及现金等价物为$8930万，较2023年底的$2.791亿有所下降，长期债务为$52.9亿，较2023年底的$55.7亿有所减少 [7] - 经营活动产生的现金流量为$7.042亿，同比下降1.3%，资本支出为$2.492亿，同比增长11.6%，自由现金流为$4.389亿，同比下降9.7% [8] 2024年展望 - 公司维持2024年全年收入预期在$168亿至$171亿之间，调整后每股收益预期上调至$41.35至$41.85，同店销售额增长预期维持在3%至5%，自由现金流预期维持在$18亿至$21亿，资本支出预期维持在$9亿至$10亿，计划开设190至200家新店 [9] 市场反应 - 过去一个月，投资者对O'Reilly Automotive的盈利预期有所下调 [10] - 公司目前的增长得分较高，但动量得分较低，整体VGM得分为B [11][12] - 预计未来几个月股价将保持平稳 [14]

Investors might consider taking advantage of what the market is giving them right now.Investors should realize that some of the best-performing stocks historically can come from all different industries. O'Reilly Automotive (ORLY -1.10%) proves this.In the past decade, this boring retail stock has soared 581%. That gain is well ahead of the 224% total return of the S&P 500 index.But more recently, it's been a story of pessimism. O'Reilly shares currently sit 13% off their all-time high (as of May 3), which ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 10-Q QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended March 31, 2024 OR TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from ________ to ________ O'REILLY AUTOMOTIVE, INC. (Exact name of registrant as specified in its charter) Missouri 000-21318 27-4358837 (State or other jurisdiction of Commissio ...

财务数据和关键指标变化 - 公司第一季度销售额增长7.2%,其中可比店销售额增长3.4% [47] - 毛利率为51.2%,较上年同期增加18个基点 [31][32] - 销售、一般及管理费用(SG&A)占销售额的比重与预期一致,预计全年SG&A增长4.5%-5% [34][35][36][37] - 营业利润率预计全年在19.7%-20.2%之间,包括收购Vast-Auto带来的15个基点摊薄 [38] - 每股收益预计为41.35-41.85美元,较之前指引有所提升 [26] 各条业务线数据和关键指标变化 - DIY和DIFM(专业安装)业务均实现正增长,DIFM业务增长较快 [9][13] - 公司持续在专业市场获得市场份额,尽管面临去年同期超过20%的高基数 [14] - 公司未发现消费者有明显的降级行为,反而看到高端产品和延保产品表现良好 [19][20] 各个市场数据和关键指标变化 - 公司在美国、墨西哥、波多黎各和加拿大共有6,200多家门店 [7] - 墨西哥市场是公司首个国际市场,未来有较大增长空间 [141][142] 公司战略和发展方向及行业竞争 - 公司致力于成为各市场的行业领导者,不满足于行业平均水平的增长 [22] - 公司持续投资于人才培养、技术能力、车队和门店形象等方面 [35][36][37][42][43] - 公司认为行业需求韧性强,消费者仍会优先维修保养汽车 [17][18][21] - 公司面临的主要竞争对手包括大型连锁店和独立配件商 [128][129] 管理层对经营环境和未来前景的评论 - 第一季度受到天气和税收退税时间延迟的影响,导致销售表现略有波动 [10][11][12] - 公司对全年3%-5%的可比店销售增长目标保持信心,预计各季度表现将在该范围内 [16] - 公司对消费者需求保持谨慎乐观,但也关注宏观经济环境可能带来的潜在下行风险 [21] 问答环节重要的提问和回答 问题1 **Chris Horvers 提问** 询问公司不同地区的销售表现与天气变化的关系 [58][59][60][61][62][63][64][65] **Jeremy Fletcher 回答** 公司各地区销售表现受天气和税收退税时间的影响存在一定波动,但整体销售仍保持正增长 [63][64] 问题2 **Seth Basham 提问** 询问SG&A增长放缓的原因 [73][74][75][76][77] **Brent Kirby和Jeremy Fletcher回答** SG&A增长放缓主要是由于去年同期的投资带来的折旧费用压力有所缓解,以及公司在销售波动中保持了良好的费用管控 [74][75][76][77] 问题3 **Simeon Gutman 提问** 询问公司是否看到消费者出现明显的降级行为 [114][115][116][117][118][119][120][124] **Brad Beckham和Brent Kirby回答** 公司尚未发现消费者出现明显的降级行为,维修保养类需求仍然保持良好 [119][120][124]

O’Reilly Automotive, Inc. (ORLY) reported first-quarter 2024 adjusted earnings per share (EPS) of $9.20, beating the Zacks Consensus Estimate of $9.18. The bottom line increased from $8.28 per share reported in the prior-year quarter.The automotive parts retailer registered quarterly revenues of $3.98 billion, surpassing the Zacks Consensus Estimate of $3.96 billion. The top line also increased 7% year over year.During the quarter, comparable store sales grew 3.4%. The company opened 37 new stores in the Un ...

Its profit margin contracted slightly but the business is still doing fine.Shares of auto parts retailer O'Reilly Automotive (ORLY -3.61%) sank on Thursday after the company reported financial results for the first quarter of 2024. As of noon ET, O'Reilly stock was down 4% but it had been down as much as 8% earlier in the day.A good quarter for O'Reilly despite the negative reaction from investorsI readily admit that the negative reaction to O'Reilly's financial results from investors is a head-scratcher. M ...

财务表现 - O'Reilly Automotive 2024年第一季度营收为39.8亿美元，同比增长7.2% [1] - 每股收益为9.20美元，较去年同期的8.28美元有所增长 [1] - 公司的营收和每股收益超出了华尔街预期，营收超出0.34%，每股收益超出0.22% [2] 公司运营数据 - O'Reilly Automotive在最近报告的季度中表现如何，主要监测和预测的指标包括： [5] - 同店销售额同比增长3.4%，略低于分析师平均预期的3.7% [5] - 总店铺数量为6,217家，略高于分析师平均预期的6,216家 [5] - 总面积为47.14万平方英尺，略高于分析师平均预期的47万平方英尺 [5] - 结束时的国内店铺数量为6,131家，略低于分析师平均预期的6,148家 [5] - 每家加权平均店铺销售额为63万美元，略低于分析师平均预期的66万美元 [6] - 墨西哥店铺数量为63家，略低于分析师平均预期的65家 [6] - 新开店铺数量为60家，符合分析师平均预期 [6] 销售数据 - 每平方英尺加权平均销售额为82.59万美元，略低于分析师平均预期的84.67万美元 [7] - 面向DIY客户的销售额为20亿美元，略低于分析师平均预期的20.7亿美元 [7] - 面向专业服务提供商客户的销售额为18.7亿美元，略高于分析师平均预期的18.2亿美元 [8] - 其他销售额和销售调整为1.0451亿美元，略高于分析师平均预期的0.8844亿美元 [9] 股票表现 - O'Reilly Automotive股票过去一个月的回报率为-3.7%，略低于Zacks S&P 500综合指数的-3% [10]