O Reilly Automotive INC: management transactions · United States · SEC (Form 4)

About O Reilly Automotive INC

O’Reilly Automotive, Inc. is a leading specialty retailer in the automotive aftermarket, listed on the Nasdaq exchange in the United States under the ticker ORLY. The company serves both do-it-yourself customers and professional service providers through a “dual market” model that is central to its competitive positioning. Founded in 1957 by the O’Reilly family, the business is headquartered in Springfield, Missouri, and has grown into one of the largest automotive aftermarket distributors in North America.([corporate.oreillyauto.com](https://corporate.oreillyauto.com/2026/04/01/oreilly-automotive-inc-announces-dates-for-its-first-quarter-2026-earnings-release-and-conference-call/?utm_source=openai)) O’Reilly’s core business is the sale of new and remanufactured automotive hard parts, maintenance items, accessories, auto body paint and related materials, automotive tools, and professional service equipment. Its assortment spans high-frequency categories such as batteries, alternators, brake components, belts, filters, fluids, ignition parts, lighting, oil, wiper blades, and cooling system products, alongside premium national brands and a broad portfolio of private-label brands. This breadth of product coverage, paired with strong inventory availability and in-store services such as battery testing and diagnostic code reading, supports customer retention and operational resilience.([sec.gov](https://www.sec.gov/Archives/edgar/data/898173/000089817326000009/orly-20251231x10k.htm?utm_source=openai)) From a competitive standpoint, O’Reilly benefits from scale, a dense distribution network, and a service-oriented value proposition that resonates particularly well with professional installers, a segment that tends to generate recurring demand. The company operates a large store base across the United States, with additional stores in Puerto Rico, Mexico, and Canada, giving it a meaningful North American footprint. As of December 31, 2025, O’Reilly operated 6,447 stores across 48 U.S. states, Puerto Rico, Mexico, and Canada.([sec.gov](https://www.sec.gov/Archives/edgar/data/898173/000089817326000009/orly-20251231x10k.htm?utm_source=openai)) Recent developments underline the company’s momentum. In February 2026, O’Reilly reported record fourth-quarter and full-year 2025 results, including its 33rd consecutive year of comparable store sales growth, as well as record revenue and operating income. Management also highlighted 207 net new stores opened in 2025, a new distribution center in Virginia, and expansion plans for 2026, including 225 to 235 net new stores, the expansion of the Lakeland, Florida distribution center, and progress on a future facility in the Fort Worth, Texas area. For investors, ORLY stands out as a high-quality, historically consistent growth story with defensive characteristics tied to vehicle maintenance demand in the United States.([corporate.oreillyauto.com](https://corporate.oreillyauto.com/2026/02/04/oreilly-automotive-inc-reports-fourth-quarter-and-full-year-2025-results/?utm_source=openai))