Key Points O’Reilly’s stock has more than tripled in the past five years. The current valuation is very expensive from a historical perspective. This is a high-quality company that should be on investors’ watch lists. 10 stocks we like better than O'Reilly Automotive › O'Reilly Automotive (NASDAQ: ORLY) operates brick-and-mortar locations that sell various products to DIY and professional customers. This includes things like brakes, batteries, and motor oil. It's not an exciting business, but inve ...

As strange as it might sound, I think that investors spend too much time worrying about cash flows and profits. Of course, over the long haul, cash flows are king, but in the short term, profit margins and whatnot canMarkets rise and fall, booms come and go, and the world keeps ticking. Ultimately, I believe observing megatrends, as difficult as they can be to spot, let alone fully comprehend, can yield insights into the advance of human society, which in turn could pave the way for many useful investment i ...

Because of President Trump's tariff-policy decisions this year, AutoZone is under increasing pressure to significantly increase prices on many of the auto parts it sells in its 6,600 U.S. stores. The tariffs put in place so far have increased effective import taxes to 17.4%, the highest since 1935, according to Yale Budget Lab. That's a problem for auto-parts retailers, including AutoZone, because many auto parts are made in places like China, Germany and Japan. AutoZone at a glance: Annual revenue in f ...

AutoZone, Inc. AZO shares are trading higher on Wednesday.The company reported fourth-quarter earnings per share of $48.71, missing the analyst consensus estimate of $50.91. Quarterly sales of $6.242 billion (+0.6% year over year) missed the Street view of $6.245 billion.AZO is building positive momentum. See the full breakdown here.BofA Securities analyst Robert F. Ohmes reiterated the Buy rating on AutoZone with a price target of $4,800.Also Read: Stock Market Today: S&P 500, Nasdaq, Dow Futures Gain Desp ...

AutoZone TodayAZOAutoZone$4,133.40 +12.40 (+0.30%) 52-Week Range$2,898.57▼$4,388.11P/E Ratio27.98Price Target$4,449.18Add to WatchlistAutoZone’s NYSE: AZO Q4 earnings report provided the market with a much-needed reason to take profits. Conversely, the uptrending market also offers a buy-the-dip opportunity that risk-averse investors may want to take advantage of. AutoZone is among the highest-quality blue-chip growth stocks, sustaining a solid single-digit growth pace despite macroeconomic headwinds and g ...

财务表现 - 第四季度调整后每股收益48.71美元 低于市场共识预期的50.93美元[1][2] - 季度收入62.4亿美元 符合分析师预期 剔除去年季度额外一周影响后销售额同比增长6.9%[2] - 同店销售额按固定汇率计算增长5.1% 其中国内门店增长4.8%[2] - 毛利率下降98个基点至51.5% 主要受8000万美元非现金LIFO费用影响[3] - 运营费用占销售额比例从31.6%上升至32.4% 反映对增长计划的投资[3] - 2025财年净销售额189亿美元 同比增长2.4% 年度每股收益下降3.1%至144.87美元[4] 运营数据 - 全球净新增141家门店 门店总数达到7,657家[4] - 库存同比增长14.1%[4] 市场反应 - 盘前交易股价下跌超过3% 因业绩低于华尔街预期[1]

财务数据和关键指标变化 - 第四季度总销售额62亿美元 同比增长06% 按16周基准计算增长69% [19] - 每股收益4871美元 按16周基准计算增长13% 但同比下降56% [7][19] - 公司EBIT为12亿美元 按16周基准计算下降11% [19] - 毛利率515% 同比下降103个基点 主要受8000万美元LIFO费用影响 [25] - 自由现金流为511亿美元 全年自由现金流为18亿美元 [30] - 库存同比增长141% 单店库存增长96% [31] - 全年销售额189亿美元 同比增长45% [20] 各条业务线数据和关键指标变化 - 国内DIY同店销售额增长22% 客单价增长39% 但客流量下降19% [5][12][23] - 国内商业销售额18亿美元 同比增长125% 占国内汽车零部件销售额的33% [20][21] - 商业交易量同比增长62% [14] - 国际业务同店销售额按固定汇率计算增长72% 但汇率影响导致未调整增长仅为21% [8][16] - 商业平均每周销售额18200美元 同比增长9% [21] 各个市场数据和关键指标变化 - 美国东北部和锈带市场表现领先 主要由于份额增长和有利天气条件 [12] - 墨西哥和巴西市场新增51家门店 国际门店总数达1030家 [15] - 墨西哥市场面临超过5个百分点的汇率逆风 [8] - 国际业务占门店总数超过13% 预计这一比例将继续增长 [16] 公司战略和发展方向和行业竞争 - 加速门店扩张 第四季度净新增90家国内门店和51家国际门店 全年新增304家门店 为1996年以来最多 [14] - 重点发展商业业务 通过改善库存可用性和交付速度来提升服务 [13] - 计划在2026财年开设325-350家门店 主要集中在美洲市场 [34] - 继续投资供应链建设 本财年资本支出约14亿美元 明年预计类似投入 [17] - 墨西哥市场被视为重要增长机会 汽车平均车龄比美国老三年 市场分散 [77] 管理层对经营环境和未来前景的评论 - 行业需求保持强劲 受益于汽车保有量增长和老化 以及新车和二手车市场挑战 [23] - 预计通胀率至少为3% 可能进一步上升 [11][45] - 汇率波动对业绩产生负面影响 墨西哥汇率贬值超过5% [19] - 对DIY和商业销售趋势保持乐观 预计将继续获得市场份额 [15] 其他重要信息 - 公司拥有608个商业项目 覆盖92%的国内门店 [21] - 拥有133个超级中心门店 计划新增25-30个 [22] - 应付账款占库存比例为1142% 去年同期为1195% [31] - 本季度回购447亿美元股票 剩余授权632亿美元 [31] - 预计第一季度LIFO费用约为120亿美元 [26] 问答环节所有的提问和回答 问题: 通胀预期和价格弹性 - 公司预计通胀率至少为3% 并可能进一步上升 行业定价保持理性和纪律性 [45] - 价格弹性有限 因为主要品类属于必须维修类别 消费者选择余地小 [67][84] - discretionary品类出现改善 但低端消费者仍面临压力 [46] 问题: LIFO费用展望 - 预计第一季度LIFO费用约为120亿美元 随后几个季度可能在80-85亿美元范围 [53] - LIFO费用与关税相关成本增加有关 随着成本通缩可能出现回转 [54] 问题: SG&A增长和投资回报 - SG&A增长主要由于加速门店扩张 新店需要4-5年成熟期 [57] - 预计SG&A中期增长率为中个位数 后半年可能加速 [79] - 投资是为了推动未来增长和市场份额提升 [58] 问题: 墨西哥市场机会 - 墨西哥市场碎片化严重 公司市场份额领先 [77] - 墨西哥城等南部市场存在巨大扩张机会 [76] - 计划将超级中心模式扩展到墨西哥市场 [105] 问题: 毛利率展望 - 商品利润率改善抵消了商业业务增长带来的利润率压力 [86] - 通过供应商谈判和产品组合优化来维持毛利率 [87] 问题: 门店扩张计划 - 计划到2028年达到年新增500家门店目标 其中国内约300家 国际约200家 [81] - 国际扩张主要集中在墨西哥 [111] - 新店成本结构与美国类似 需要4-5年成熟期 [112] 问题: 销售增长动力 - 销售增长来自天气改善 通胀推动和公司举措见效 [97] - 库存可用性达到历史新高 执行效率提升 [98]

U.S. stocks traded mixed this morning, with the Dow Jones index gaining around 250 points on Monday.Following the market opening Tuesday, the Dow traded up 0.57% to 46,648.21 while the NASDAQ fell 0.33% to 22,714.37. The S&P 500 also fell, dropping, 0.01% to 6,693.29.Check This Out: Top 2 Tech Stocks That May Plunge This MonthLeading and Lagging SectorsEnergy shares jumped by 2.2% on Tuesday.In trading on Tuesday, consumer discretionary stocks fell by 0.6%.Top HeadlineAutoZone, Inc. AZO reported fourth-quar ...

Eva Marie Uzcategui / Bloomberg via Getty Images AutoZone posted lower-than-expected profit for its fiscal fourth quarter Key Takeaways AutoZone missed earnings estimates as it spent more on expansion. The auto parts retailer increased its store count by 141 in the quarter, and also expanded its inventory. CEO Phil Daniele said AutoZone will “aggressively open stores in the new year.” AutoZone (AZO) posted weaker-than-expected quarterly profit as its spending increased. The auto parts retailer re ...

AutoZone, Inc. (NYSE:AZO) shares dipped Tuesday after the auto parts retailer reported fourth-quarter earnings and sales that fell short of Wall Street expectations. However, the stock recovered its earlier losses and is now trading slightly higher. The company reported fourth-quarter earnings per share of $48.71, missing the analyst consensus estimate of $50.91. Quarterly sales of $6.242 billion (+0.6% year over year) missed the Street view of $6.245 billion. Also Read: Stock Market Today: Dow Futures Ri ...