7-Day Sell-Off Sends O’Reilly Automotive Stock Down -7.5%

ORLY: O'Reilly Automotive logo
ORLY
O'Reilly Automotive

O’Reilly Automotive (ORLY) stock hit day 7 of a continuous streak of days with losses, with cumulative losses over this period amounting to a -7.5% return. The company has lost about $6.4 Bil in value over the last 7 days, with its current market capitalization at about $85 Bil. The stock remains 26.1% above its value at the end of 2024. This compares with year-to-date returns of 14.5% for the S&P 500.

ORLY operates as a retailer and supplier of automotive aftermarket parts, tools, supplies, equipment, and accessories with over 5,700 stores in the United States and Mexico. Is this drop a warning sign or a setup for rebound? Deep dive with Buy or Sell ORLY.

ORLY stock has fallen meaningfully recently and we currently find it unattractive. This may feel like a caution, and there is significant risk in relying on a single stock. However, there is a huge value to a broader diversified approach we take with Trefis High Quality Portfolio. Should you buy one stock you like or build a portfolio designed to win across cycles? Our numbers show that High Quality Portfolio has turned stock-picking uncertainty into market-beating consistency. This portfolio is incorporated in asset allocation strategy of Empirical Asset Management – a Boston area wealth manager and Trefis partner – whose asset allocation framework yielded positive returns during the 2008-09 period when the S&P lost more than 40%.

Comparing ORLY Stock Returns With The S&P 500

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The following table summarizes the return for ORLY stock vs. the S&P 500 index over different periods, including the current streak:
 

Return Period ORLY S&P 500
1D -1.0% -0.3%
7D (Current Streak) -7.5% 0.7%
1M (21D) -5.1% 3.1%
3M (63D) 8.8% 7.6%
YTD 2025 26.1% 14.5%
2024 24.8% 23.3%
2023 12.6% 24.2%
2022 19.5% -19.4%

 
What is the point? Sustained weakness can be more than noise. It often signals shifting sentiment or deeper concerns. A multi-day losing streak may warn of further downside, or present an opportunity to buy if fundamentals are intact. Take a look at what history tells you about whether past dips like this have been buying opportunities or traps: ORLY Dip Buyer Analysis.

Gains and Losses Streaks: S&P 500 Constituents

There are currently 33 S&P constituents with 3 days or more of consecutive gains and 104 constituents with 3 days or more of consecutive losses.
 

Consecutive Days # of Gainers # of Losers
3D 17 44
4D 10 34
5D 2 16
6D 3 5
7D or more 1 5
Total >=3 D 33 104

 
 
Key Financials for O’Reilly Automotive (ORLY)

Last 2 Fiscal Years:

Metric FY2023 FY2024
Revenues $15.8 Bil $16.7 Bil
Operating Income $3.2 Bil $3.3 Bil
Net Income $2.3 Bil $2.4 Bil

Last 2 Fiscal Quarters:

Metric 2025 FQ1 2025 FQ2
Revenues $4.1 Bil $4.5 Bil
Operating Income $741.5 Mil $914.5 Mil
Net Income $538.5 Mil $668.6 Mil

 
The losing streak ORLY stock is currently on doesn’t inspire much confidence among investors. In contrast, Trefis High Quality (HQ) Portfolio, with a collection of 30 stocks, has a track record of comfortably outperforming its benchmark that includes all 3 – the S&P 500, S&P mid-cap, and Russell 2000 indices. Why is that? As a group, HQ Portfolio stocks provided better returns with less risk versus the benchmark index; less of a roller-coaster ride, as evident in HQ Portfolio performance metrics.