The 10-second takeaway
For the quarter ended Dec. 31 (Q4), O'Reilly Automotive met expectations on revenues and beat expectations on earnings per share.
Compared to the prior-year quarter, revenue expanded and GAAP earnings per share grew significantly.
Margins grew across the board.
O'Reilly Automotive notched revenue of $1.49 billion. The 20 analysts polled by S&P Capital IQ wanted to see revenue of $1.48 billion on the same basis. GAAP reported sales were 7.0% higher than the prior-year quarter's $1.39 billion.
Source: S&P Capital IQ. Quarterly periods. Dollar amounts in millions. Non-GAAP figures may vary to maintain comparability with estimates.
EPS came in at $1.14. The 22 earnings estimates compiled by S&P Capital IQ averaged $1.08 per share. GAAP EPS of $1.14 for Q4 were 20% higher than the prior-year quarter's $0.95 per share.
Source: S&P Capital IQ. Quarterly periods. Non-GAAP figures may vary to maintain comparability with estimates.
For the quarter, gross margin was 50.4%, 50 basis points better than the prior-year quarter. Operating margin was 15.0%, 30 basis points better than the prior-year quarter. Net margin was 8.9%, 10 basis points better than the prior-year quarter.
Next quarter's average estimate for revenue is $1.60 billion. On the bottom line, the average EPS estimate is $1.32.
Next year's average estimate for revenue is $6.57 billion. The average EPS estimate is $5.45.
The stock has a three-star rating (out of five) at Motley Fool CAPS, with 270 members out of 290 rating the stock outperform, and 20 members rating it underperform. Among 99 CAPS All-Star picks (recommendations by the highest-ranked CAPS members), 93 give O'Reilly Automotive a green thumbs-up, and six give it a red thumbs-down.
Of Wall Street recommendations tracked by S&P Capital IQ, the average opinion on O'Reilly Automotive is outperform, with an average price target of $95.41.
The rich are different than you and me: They might not notice the moneymaking stories right under our noses. In our new report, "Middle-Class Millionaire-Makers: 3 Stocks Wall Street's Too Rich to Notice," we give you three Peter Lynch-inspired buy-what-you-know stocks for the 99%. Click here for instant access to this free report.
- Add O'Reilly Automotive to My Watchlist.
Seth Jayson had no position in any company mentioned here at the time of publication. You can view his stock holdings here. He is co-advisor of Motley Fool Hidden Gems, which provides new small-cap ideas every month, backed by a real-money portfolio. The Motley Fool has no position in any of the stocks mentioned. Try any of our Foolish newsletter services free for 30 days. We Fools may not all hold the same opinions, but we all believe that considering a diverse range of insights makes us better investors. The Motley Fool has a disclosure policy.