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ORLY rose 2.6% against a +0.3% S&P 500 and +0.6% Nasdaq 100, with peer moves mostly positive and a recent investor presentation reinforcing the company’s growth story. The move looks broadly benign and better supported by the underlying fundamentals than by any stock-specific warning sign.

ORLY

O'REILLY AUTOMOTIVE INC

As of Nov 4, 2026

76/100

Looks healthyHealth Score

Why it moved

ORLY moved +2.6% versus the S&P 500 at +0.3% and the Nasdaq 100 at +0.6%, so this was stronger than the broad market. Same-sector peers were also firm — CVNA +8.8%, AZO +3.9%, PAG +0.0%, and MUSA -1.4% — which points to a sector-positive session, not a stock-specific catalyst. The primary driver looks sector-wide, reinforced by the recent O'Reilly Automotive symposium and the company’s presentation on supply-chain execution, store growth, and Canada plans.

Normal volatility?

This looks like ordinary-to-firm volatility rather than a fundamental break, because the business still shows revenue growth of +8.5% YoY (TTM) and +8.1% YoY in the latest quarter, with gross margin at +51.6%, operating margin at +19.6%, and net margin at +14.3%. The counterweight is valuation: PE 27.5 and forward PE 24.5 are not cheap, and PEG 2.66 is not meaningful here because EPS growth is negative at -76.6% YoY (TTM). Beta is 0.53, so the stock is less volatile than the market on average, but the combination of steady sales growth and a rich multiple means moves can still be amplified when sentiment shifts.

Earnings preview

The next earnings date is 2027-02-02. The facts here do not provide analyst revenue or EPS consensus for that print, so I can’t quote a market forecast for growth or margins this period; the latest durable operating read is revenue +8.5% YoY (TTM), latest quarter +8.1% YoY, with gross margin +51.6%, operating margin +19.6%, and net margin +14.3%. There is also no prior post-earnings reaction data in the facts, so the key items to watch are same-store demand trends, margin durability, and whether the company keeps translating store expansion and inventory availability into share gains.

This report is for informational and educational purposes only. It does not constitute financial, investment, tax, or legal advice. The platform does not recommend buying or selling any security.

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