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Company research3 Apr 2023
12 Boring Businesses With Strong Track Records
To get great or stable returns, you don't necessarily need to be on the hunt for the "next big thing."
O’Reilly Automotive
O’Reilly Automotive (ORLY) investor relations material
O’Reilly Automotive AGM 2026 summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.AGM 2026 summary14 May, 2026
Opening remarks and agenda
Meeting held in a virtual-only format with no management presentation, but investor relations available for questions.
Agenda and rules of conduct posted on the web portal; shareholders could submit questions via the portal.
Meeting officially called to order after confirming notice and quorum.
Financial performance review
Achieved record total sales of nearly $18 billion, a 6% increase over the prior year.
Operating profits reached almost $3.5 billion, an all-time high.
Over $1 billion invested in new stores, distribution centers, and capital projects.
Opened 182 net new stores in the U.S. and Puerto Rico, and 25 new stores in Mexico.
Generated over $1.5 billion in free cash, supporting a $2 billion share buyback program.
Board and executive committee updates
Board members introduced, including new and long-serving directors.
Representatives from Ernst & Young LLP, the independent public accountants, were present and available for questions.
Analyze the 2025 buyback and FCF relationship
Detail 2025 store growth in Mexico and the US
Discuss the CPA-Zicklin Index score concerns
Explain expense control in challenging backdrop
Justify buybacks exceeding free cash flow
Address the 4% CPA-Zicklin Index score
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Latest events from O’Reilly Automotive
- Record Q1 revenue, raised guidance, and strong share repurchases highlight robust growth.ORLY
Q1 20268 May 2026 - Record 2025 growth and margins set the stage for continued expansion and strong 2026 outlook.ORLYQ4 202514 Apr 2026
- 2025 saw robust growth, major capital returns, and a focus on governance and executive pay.ORLYProxy filing27 Mar 2026
- Key votes include director elections, executive pay, auditor ratification, and political spending.ORLYProxy filing27 Mar 2026
- Strategic expansion and resilient demand drive growth amid dynamic cost and pricing management.ORLY49th Annual Automotive Symposium3 Feb 2026
- Q2 revenue rose 5% to $4.27B, EPS up 3%, but guidance was trimmed on softer demand.ORLYQ2 20242 Feb 2026
- 2024 outlook features store expansion, digital investment, and proprietary brand growth.ORLYAnalyst Day 20241 Feb 2026
- Q3 revenue up 4% to $4.36B, net income up 2%, guidance narrowed, and store growth continued.ORLYQ3 202418 Jan 2026
- Expanding distribution and store network fuels growth across North America and beyond.ORLYGabelli Funds 48th Annual Automotive Aftermarket Symposium16 Jan 2026
Next O’Reilly Automotive earnings date
Q2 202623 Jul, 2026
O’Reilly Automotive
Next O’Reilly Automotive earnings date
Q2 202623 Jul, 2026
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Amina0781App Store
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@theshortbearx.com
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