O'Reilly Automotive, Inc. (ORLY) — Earnings Call X-Ray
Our AI read all 39 of ORLY's earnings calls (2016–2025) and answered the same battery of questions about each one. Every past call is free; the newest quarter unlocks with a free account.
Previous Call Grade
B+
Q1 2025
Calls Analyzed
39
2016–2025
Avg Candor
7.4/9
evasion 2.7/9
Call-by-call analysis
🔒 Q2 2025 earnings call
2025-07-24
NEWEST
Guidance: ■■■■■Demand: ■■■■■■
Margins: ■■■■Backlog: ■■■■
■ analysts, ■■ questionsexpected move ±■■%
Management ■■■■■■ guidance against ■■■■■■■■ demand and ■■■■■■■ margins. The delivery was ■■■■■■■■ and ■■■■ in specifics, with ■■■ questions left hanging.
🔒 The Q2 2025 call grade is ready
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B+
Q1 2025 earnings call
2025-04-24
Management raised guidance against steady demand. The delivery was unusually candid, rich in specifics.
Guidance: raisedDemand: stableMargins: stablePricing: stableCapex: increasing 7 analysts · 12 questions
✓ Clean call✓ Skeptic reassured⚑ Question left hanging✓ Guidance underwritable✓ Resolves doubts
All 20 questions our AI answered about this call
YES Would a skeptical short-seller find this call reassuring?
YES Would a careful investor underwrite management's guidance?
YES Is management's confidence proportionate to the evidence presented?
YES Does the call resolve more doubts than it creates?
NO Is there something a critic could fairly use against the company?
NO Is a claimed advantage dependent on scale they lack?
YES Does an obvious question remain unanswered?
NO Is a product early in its life but growing very fast?
YES Do they serve a small fraction of their addressable customers?
NO Is volume about to step up rather than grow gradually?
NO Are high fixed costs currently underutilised?
NO Is pricing recovering from a depressed level?
NO Do current results look bad while the direction looks better?
NO Are deferred revenue or customer prepayments growing?
NO Is consolidation happening among their peers?
NO Is a founder still running the company?
NO Does the final speaker sound like they are summarizing a finished story?
NO Is a fast-growing segment obscured by a declining one?
NO Does the CFO speak more than the CEO?
NO Does the call read rehearsed rather than lived?
C
Q4 2024 earnings call
2025-02-06
Management lowered guidance against mixed demand signals and expanding margins. The delivery was unusually candid, rich in specifics.
Guidance: loweredDemand: mixedMargins: expandingPricing: stableCapex: increasing 7 analysts · 13 questions
⚑ Critic ammunition✓ Skeptic reassured✓ Guidance underwritable✓ Resolves doubts
All 20 questions our AI answered about this call
YES Would a skeptical short-seller find this call reassuring?
YES Would a careful investor underwrite management's guidance?
YES Is management's confidence proportionate to the evidence presented?
YES Does the call resolve more doubts than it creates?
YES Is there something a critic could fairly use against the company?
NO Is a claimed advantage dependent on scale they lack?
NO Does an obvious question remain unanswered?
NO Is a product early in its life but growing very fast?
NO Do they serve a small fraction of their addressable customers?
NO Is volume about to step up rather than grow gradually?
NO Are high fixed costs currently underutilised?
NO Is pricing recovering from a depressed level?
NO Do current results look bad while the direction looks better?
NO Are deferred revenue or customer prepayments growing?
YES Is consolidation happening among their peers?
NO Is a founder still running the company?
NO Does the final speaker sound like they are summarizing a finished story?
NO Is a fast-growing segment obscured by a declining one?
NO Does the CFO speak more than the CEO?
NO Does the call read rehearsed rather than lived?
D
Q3 2024 earnings call
2024-10-24
Management lowered guidance against slowing demand. The delivery was unusually candid, rich in specifics.
Guidance: loweredDemand: slowingMargins: stablePricing: stableCapex: flat 7 analysts · 13 questions
⚑ Critic ammunition✓ Skeptic reassured⚑ Question left hanging✓ Guidance underwritableDirection beats results
All 20 questions our AI answered about this call
YES Would a skeptical short-seller find this call reassuring?
YES Would a careful investor underwrite management's guidance?
YES Is management's confidence proportionate to the evidence presented?
NO Does the call resolve more doubts than it creates?
YES Is there something a critic could fairly use against the company?
NO Is a claimed advantage dependent on scale they lack?
YES Does an obvious question remain unanswered?
NO Is a product early in its life but growing very fast?
YES Do they serve a small fraction of their addressable customers?
NO Is volume about to step up rather than grow gradually?
NO Are high fixed costs currently underutilised?
NO Is pricing recovering from a depressed level?
YES Do current results look bad while the direction looks better?
NO Are deferred revenue or customer prepayments growing?
NO Is consolidation happening among their peers?
NO Is a founder still running the company?
NO Does the final speaker sound like they are summarizing a finished story?
NO Is a fast-growing segment obscured by a declining one?
NO Does the CFO speak more than the CEO?
NO Does the call read rehearsed rather than lived?
C
Q2 2024 earnings call
2024-07-25
Management lowered guidance against mixed demand signals and contracting margins. The delivery was unusually candid, rich in specifics.
Guidance: loweredDemand: mixedMargins: contractingPricing: stableHeadcount: flatCapex: increasing 6 analysts · 14 questions
⚑ Critic ammunition✓ Skeptic reassured✓ Guidance underwritable✓ Resolves doubts
All 20 questions our AI answered about this call
YES Would a skeptical short-seller find this call reassuring?
YES Would a careful investor underwrite management's guidance?
YES Is management's confidence proportionate to the evidence presented?
YES Does the call resolve more doubts than it creates?
YES Is there something a critic could fairly use against the company?
NO Is a claimed advantage dependent on scale they lack?
NO Does an obvious question remain unanswered?
NO Is a product early in its life but growing very fast?
NO Do they serve a small fraction of their addressable customers?
NO Is volume about to step up rather than grow gradually?
YES Are high fixed costs currently underutilised?
NO Is pricing recovering from a depressed level?
NO Do current results look bad while the direction looks better?
NO Are deferred revenue or customer prepayments growing?
NO Is consolidation happening among their peers?
NO Is a founder still running the company?
NO Does the final speaker sound like they are summarizing a finished story?
NO Is a fast-growing segment obscured by a declining one?
NO Does the CFO speak more than the CEO?
NO Does the call read rehearsed rather than lived?
B+
Q1 2024 earnings call
2024-04-25
Management raised guidance against mixed demand signals. The delivery was unusually candid, rich in specifics.
Guidance: raisedDemand: mixedMargins: stablePricing: stableHeadcount: flatCapex: increasing 5 analysts · 10 questions
⚑ Critic ammunition✓ Skeptic reassured✓ Guidance underwritable✓ Resolves doubts
All 20 questions our AI answered about this call
YES Would a skeptical short-seller find this call reassuring?
YES Would a careful investor underwrite management's guidance?
YES Is management's confidence proportionate to the evidence presented?
YES Does the call resolve more doubts than it creates?
YES Is there something a critic could fairly use against the company?
NO Is a claimed advantage dependent on scale they lack?
NO Does an obvious question remain unanswered?
NO Is a product early in its life but growing very fast?
YES Do they serve a small fraction of their addressable customers?
NO Is volume about to step up rather than grow gradually?
NO Are high fixed costs currently underutilised?
NO Is pricing recovering from a depressed level?
NO Do current results look bad while the direction looks better?
NO Are deferred revenue or customer prepayments growing?
NO Is consolidation happening among their peers?
NO Is a founder still running the company?
NO Does the final speaker sound like they are summarizing a finished story?
NO Is a fast-growing segment obscured by a declining one?
NO Does the CFO speak more than the CEO?
NO Does the call read rehearsed rather than lived?
B
Q4 2023 earnings call
2024-02-08
Management held guidance steady against steady demand. The delivery was unusually candid, rich in specifics, relaxed under questioning.
Guidance: maintainedDemand: stableMargins: stablePricing: stableCapex: decreasing 5 analysts · 9 questions
⚑ Critic ammunition✓ Skeptic reassured✓ Guidance underwritable✓ Resolves doubts
All 20 questions our AI answered about this call
YES Would a skeptical short-seller find this call reassuring?
YES Would a careful investor underwrite management's guidance?
YES Is management's confidence proportionate to the evidence presented?
YES Does the call resolve more doubts than it creates?
YES Is there something a critic could fairly use against the company?
NO Is a claimed advantage dependent on scale they lack?
NO Does an obvious question remain unanswered?
NO Is a product early in its life but growing very fast?
YES Do they serve a small fraction of their addressable customers?
NO Is volume about to step up rather than grow gradually?
NO Are high fixed costs currently underutilised?
NO Is pricing recovering from a depressed level?
NO Do current results look bad while the direction looks better?
NO Are deferred revenue or customer prepayments growing?
YES Is consolidation happening among their peers?
NO Is a founder still running the company?
NO Does the final speaker sound like they are summarizing a finished story?
NO Is a fast-growing segment obscured by a declining one?
NO Does the CFO speak more than the CEO?
NO Does the call read rehearsed rather than lived?
B+
Q3 2023 earnings call
2023-10-26
Management raised guidance against accelerating demand. The delivery was rich in specifics.
Guidance: raisedDemand: acceleratingMargins: stablePricing: stableHeadcount: growingCapex: increasing 7 analysts · 11 questions
✓ Clean call✓ Skeptic reassured✓ Guidance underwritable✓ Resolves doubts
All 20 questions our AI answered about this call
YES Would a skeptical short-seller find this call reassuring?
YES Would a careful investor underwrite management's guidance?
YES Is management's confidence proportionate to the evidence presented?
YES Does the call resolve more doubts than it creates?
NO Is there something a critic could fairly use against the company?
NO Is a claimed advantage dependent on scale they lack?
NO Does an obvious question remain unanswered?
NO Is a product early in its life but growing very fast?
YES Do they serve a small fraction of their addressable customers?
NO Is volume about to step up rather than grow gradually?
NO Are high fixed costs currently underutilised?
NO Is pricing recovering from a depressed level?
NO Do current results look bad while the direction looks better?
NO Are deferred revenue or customer prepayments growing?
NO Is consolidation happening among their peers?
NO Is a founder still running the company?
NO Does the final speaker sound like they are summarizing a finished story?
NO Is a fast-growing segment obscured by a declining one?
NO Does the CFO speak more than the CEO?
NO Does the call read rehearsed rather than lived?
Earlier calls
| Call | Date | Grade | Guidance | Demand | Margins | Candor | Evasion |
|---|
| Q2 2023 |
2023-07-27 |
B+ |
raised | stable | stable |
7/9 |
2/9 |
| Q1 2023 |
2023-04-27 |
B+ |
raised | accelerating | contracting |
7/9 |
3/9 |
| Q4 2022 |
2023-02-09 |
B+ |
maintained | accelerating | contracting |
8/9 |
2/9 |
| Q3 2022 |
2022-10-27 |
A |
raised | stable | contracting |
7/9 |
3/9 |
| Q2 2022 |
2022-07-28 |
C+ |
lowered | mixed | contracting |
8/9 |
2/9 |
| Q1 2022 |
2022-04-28 |
C+ |
maintained | mixed | contracting |
7/9 |
3/9 |
| Q4 2021 |
2022-02-10 |
B+ |
raised | stable | contracting |
8/9 |
4/9 |
| Q3 2021 |
2021-10-28 |
A |
raised | stable | stable |
8/9 |
1/9 |
| Q2 2021 |
2021-07-29 |
B+ |
raised | accelerating | contracting |
7/9 |
3/9 |
| Q1 2021 |
2021-04-29 |
B |
raised | accelerating | expanding |
7/9 |
4/9 |
| Feb 2021 |
2021-02-11 |
C+ |
lowered | mixed | contracting |
8/9 |
2/9 |
| Q3 2020 |
2020-10-29 |
D |
withdrawn | stable | expanding |
7/9 |
3/9 |
| Q2 2020 |
2020-07-30 |
D |
withdrawn | accelerating | expanding |
7/9 |
4/9 |
| Q1 2020 |
2020-04-23 |
D |
withdrawn | slowing | contracting |
8/9 |
4/9 |
| Q4 2019 |
2020-02-06 |
B |
maintained | stable | contracting |
7/9 |
2/9 |
| Q3 2019 |
2019-10-25 |
B+ |
raised | stable | expanding |
8/9 |
3/9 |
| Q2 2019 |
2019-07-25 |
C+ |
maintained | mixed | expanding |
8/9 |
2/9 |
| Q1 2019 |
2019-04-25 |
B+ |
maintained | stable | expanding |
7/9 |
2/9 |
| Q4 2018 |
2019-02-07 |
B |
raised | stable | stable |
7/9 |
4/9 |
| Q3 2018 |
2018-10-25 |
B |
raised | stable | expanding |
7/9 |
4/9 |
| Q2 2018 |
2018-07-26 |
B+ |
raised | accelerating | stable |
7/9 |
2/9 |
| Q1 2018 |
2018-04-26 |
B+ |
raised | stable | stable |
6/9 |
4/9 |
| Q4 2017 |
2018-02-08 |
C+ |
maintained | mixed | contracting |
7/9 |
4/9 |
| Q3 2017 |
2017-10-26 |
C+ |
lowered | mixed | contracting |
8/9 |
2/9 |
| Q2 2017 |
2017-07-27 |
C |
lowered | slowing | contracting |
8/9 |
3/9 |
| Q1 2017 |
2017-04-27 |
C+ |
maintained | mixed | contracting |
8/9 |
2/9 |
| Q4 2016 |
2017-02-08 |
A |
maintained | stable | expanding |
8/9 |
1/9 |
| Q3 2016 |
2016-10-27 |
B+ |
raised | stable | expanding |
7/9 |
2/9 |
| Q2 2016 |
2016-07-31 |
A |
raised | stable | stable |
8/9 |
1/9 |
| Q1 2016 |
2016-05-01 |
A |
maintained | stable | expanding |
8/9 |
1/9 |
| Q4 2015 |
2016-02-11 |
A |
maintained | slowing | expanding |
8/9 |
2/9 |
How to read this page
The grade is a transparent composite of call quality — candor, specificity, low evasion, low stress, whether the call resolves more doubts than it creates, and the guidance action — not a buy or sell signal. The expected move is a volatility estimate from the one signal that survived our out-of-sample tests: how a stock's own reaction and pre-call volatility predict the size (not direction) of its next move. Full detail, including everything that failed: methodology.
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