ab 2 July 2026 Global Research O'Reilly Automotive, Inc. Bringing Together the Parts? - Thoughts on ORLY / NAPA News reports suggest O'Reilly could be interested in buying GPC's auto business. The report puts a valuation for the auto business at $10bn or more. Keep in mind that our EBITDA estimate for GPC's auto business in 2026 is ~$1bn. This would translate to an EV/EBITDA multiple for this business of ~10x. In comparison, ORLY is currently trading at ~19x our CY'26 EBITDA estimate. Would a deal make sens ...