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O’Reilly Automotive stock slides despite steady sales and earnings growth

MarketBeat said O’Reilly is pursuing expanded store openings, including plans to open more stores this year than at any point in company history and long term growth in Mexico beyond 1,000 locations.

Reported · Written up by our desk · Analyst Ratings

MarketBeat Ratings says O’Reilly Automotive’s business fundamentals have remained steady, even as the stock price has fallen over the past year. The outlet points to ongoing comparable-store sales growth and double-digit earnings growth, alongside share gains and stock buybacks.

The coverage attributes the stock weakness to a mix of softer do-it-yourself traffic, fading price inflation, and a premium valuation versus rivals such as AutoZone. It also notes that O’Reilly’s second-quarter report on July 29 was described as solid, though not spectacular, with sales rising.

MarketBeat Ratings highlights that O’Reilly used its 2026 Analyst Day on Sept. 18 to outline plans to open more stores this year than at any point in the company’s history. It also said Mexico, where O’Reilly already has more than 100 stores, could eventually support more than 1,000 locations.

The article adds that on Sept. 22, rival AutoZone reported a jump in sales for its fiscal fourth quarter, and the group rallied, including O’Reilly. It frames the decision on whether to own O’Reilly as weighing a strong operating track record against those market valuation and demand headwinds.

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