O’Reilly Automotive, Inc. (ORLY) Q2 2025 Earnings Call Transcript

News Room
By News Room 2 Min Read

O’Reilly Automotive, Inc. (NASDAQ:ORLY) Q2 2025 Earnings Conference Call July 24, 2025 11:00 AM ET

Company Participants

Brad W. Beckham – Chief Executive Officer
Brent G. Kirby – President
Jeremy Adam Fletcher – Executive VP & CFO

Conference Call Participants

Maksim Rakhlenko – TD Cowen, Research Division
Michael Lasser – UBS Investment Bank, Research Division
Scot Ciccarelli – Truist Securities, Inc., Research Division
Simeon Ari Gutman – Morgan Stanley, Research Division
Steven Emanuel Zaccone – Citigroup Inc., Research Division
Steven Paul Forbes – Guggenheim Securities, LLC, Research Division
Zachary Robert Fadem – Wells Fargo Securities, LLC, Research Division

Operator

Welcome to the O’Reilly Automotive, Inc. Second Quarter 2025 Earnings Call. My name is Matthew, and I will be your operator for today’s call. [Operator Instructions]

I will now hand the call over to Jeremy Fletcher. Mr. Fletcher, you may begin.

Jeremy Adam Fletcher

Thank you, Matthew. Good morning, everyone, and thank you for joining us. During today’s conference call, we will discuss our second quarter 2025 results and our outlook for the remainder of the year. After our prepared comments, we will host a question-and- answer period.

Before we begin this morning, I would like to remind everyone that our comments today contain forward-looking statements, and we intend to be covered by, and we claim the protection under the safe harbor provisions for forward-looking statements contained in the Private Securities Litigation Reform Act of 1995.

You can identify these statements by forward-looking words such as estimate, may, could, will, believe, expect, would, consider, should, anticipate, project, plan, intend or similar words. The company’s actual results could differ materially from any forward- looking statements due to several important factors described in the company’s latest annual report on Form 10-K for the year ended December 31, 2024, and other recent SEC filings. The company assumes no obligation to update any forward-looking statements made during this call.

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