
O'Reilly Automotive: International Expansion Adds Fuel To A Long-Term Compounder
O'Reilly Automotive is rated Buy, driven by robust financials, strong cash flow, and compelling international expansion potential, notably into Canada in 2026. ORLY expects 200–210 new store openings in 2025 and up to 235 in 2026, with comparable store sales growth guidance raised to 4–5%. Despite a high-rate environment and rising debt, ORLY continues aggressive buybacks, though sustainability is questioned given current valuations.


















