O’Reilly Automotive (ORLY) reported Q4 2025 results, with revenue slightly beating estimates but EPS and Adjusted EBITDA missing expectations due to rising self-insurance and healthcare costs. Management acknowledged these cost pressures and cautious consumer behavior in the DIY segment, while highlighting strong professional segment performance. Analysts focused on the persistence of elevated costs, expansion expenses, pricing strategies, DIY consumer trends, and margin outlook.
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O'Reilly's Q4 Earnings Call: Our Top 5 Analyst Questions
O’Reilly Automotive (ORLY) reported Q4 2025 results, with revenue slightly beating estimates but EPS and Adjusted EBITDA missing expectations due to rising self-insurance and healthcare costs. Management acknowledged these cost pressures and cautious consumer behavior in the DIY segment, while highlighting strong professional segment performance. Analysts focused on the persistence of elevated costs, expansion expenses, pricing strategies, DIY consumer trends, and margin outlook.