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Sentiment · FY2026 Q1
What companies say about each other on earnings calls — extracted verbatim from public transcripts. Mentions from the newest quarter are a Pro feature.
“I think that NAPA guys were saying maybe 2.5 million, is that because they're sourcing out of different regions and markets and have less tariff exposure?”
An analyst contrasts O'Reilly's ~4% same-SKU inflation with NAPA's (Genuine Parts) lower figure, implying differing tariff/sourcing exposure across auto-parts peers.
“In terms of First Brands specifically, they're a little bit more than 3% of our COGS.”
O'Reilly quantifies exposure to distressed supplier First Brands at just over 3% of COGS and stresses multi-sourcing, signaling limited disruption risk from First Brands' troubles.
O'Reilly capped FY25 with a strong Q4 comp of 5.6%, bringing the full-year comp to 4.7%. EPS of $0.71 represented a 13% increase year-over-year. Gross margin expanded 49 basis points to 51.8%. Same-SKU inflation reached 6% in Q4 from tariff pass-through. Self-insurance and healthcare cost headwinds persisted. FY2026 guidance was introduced with comps of 3-5% and EPS of $3.10-$3.20 (split-adjusted). The DIY consumer stabilized but remained cautious.
Pricing | Competitive Dynamics | Cost Pressure | Demand | Trade Tariffs | Margin | Revenue Growth | Capex Investment | |
|---|---|---|---|---|---|---|---|---|
| 2024Q4 | 4 | 3 | 2 | 3 | 2 | 2 | 4 | 2 |
| 2025Q1 | 3 | 5 | 1 | 2 | 4 | 3 | 1 | |
| 2025Q2 | 5 | 6 | 4 | 2 | 4 | 2 | ||
| 2025Q3 | 5 | 2 | 2 | 3 | 2 | 2 | 2 | 3 |
| 2025Q4 | 3 | 2 | 6 | 3 | 2 | 4 | 2 | 1 |
| 2026Q1 | 2 | 4 | 5 | 4 | 2 | 2 |
| '24Q4 | '25Q1 | '25Q2 | '25Q3 | '25Q4 | '26Q1 | |
|---|---|---|---|---|---|---|
| Pricing | 4 | 3 | 5 | 5 | 3 | 2 |
| Competitive Dynamics | 3 | 5 | 6 | 2 | 2 | 4 |
| Cost Pressure | 2 | 1 | 4 | 2 | 6 | 5 |
| Demand | 3 | 2 | 2 | 3 | 3 | 4 |
| Trade Tariffs | 2 | 4 | 4 | 2 | 2 | |
| Margin | 2 | 3 | 2 | 4 | 2 | |
| Revenue Growth | 4 | 1 | 2 | 2 | 2 | |
| Capex Investment | 2 | 2 | 3 | 1 |
| Analyst | Firm | Questions (Challenge)Percentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|
| Mike Lasser | UBS | 10 (50%) |
| Greg Melich | Evercore ISI | 10 (0%) |
| Simeon Gutman | Morgan Stanley | 8 (0%) |
| Steve Forbes | Guggenheim | 6 (0%) |
| Bret Jordan | Jefferies | 6 (0%) |
| Scot Ciccarelli | Truist Securities | 5 (0%) |
| Zach Fadem | Wells Fargo | 4 (0%) |
| Chris Horvers | JPMorgan | 4 (25%) |
| Steve Zaccone | Citigroup | 4 (0%) |
| Mike Baker | D.A. Davidson | 4 (25%) |
| Firm | Analysts | Questions (Challenge)Percentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|
| Evercore ISI | 1 | 10 (0%) |
| UBS | 1 | 10 (50%) |
| Morgan Stanley | 1 | 8 (0%) |
| Guggenheim | 1 |
| 6 (0%) |
| Truist Securities | 2 | 6 (0%) |
| Jefferies | 1 | 6 (0%) |
| Wells Fargo | 1 | 4 (0%) |
| Citigroup | 1 | 4 (0%) |
| Company | Score | Trend | Rev YoY |
|---|---|---|---|
ORLY O'Reilly Automotive | 8 | +10.2% | |
| AMZN Amazon.com, Inc. | 9 | +16.6% | |
| AZO AutoZone | 7 | +8.4% | |
| BBY Best Buy | 6 | +1.9% | |
| CASY Casey's General Stores, Inc. | 9 | +14.5% | |
| EBAY eBay | 8 | +19.5% | |
| GPC Genuine Parts Company | 6 | +6.8% | |
| MELI MercadoLibre | 7 | +49.0% | |
| PDD PDD Holdings | 6 | +10.4% | |
| TSCO Tractor Supply | 5 | +3.6% | |
| ULTA Ulta Beauty | 8 | +11.1% | |
| WSM Williams-Sonoma | 6 | +4.3% |