Q1 2025 - O'Reilly Auto - Full Analysis

Solid comp of +3.6% not flowing through the P&L - doubts on returning to double-digit EPS growth

Yesterday, O’Reilly Automotive reported its Q1 2025 results followed by an earnings call this morning. At the time of writing, the stock is down 2.5%.

As we expected, the company would report solid same-store sales growth coming in ahead of internal expectations, while splashing a lot of caution on the near-term outlook.