North American auto-parts retailer
O’Reilly Automotive
O’Reilly Automotive sells automotive aftermarket parts, tools and supplies to DIY customers and professional service providers. Merchandise procurement is its core cost base, including branded products from Denso and ExxonMobil’s Mobil 1, while the Vast Auto acquisition added a Canadian distribution network.
ORLY Updated Sep 11, 2026 3 AI consumers· 2 recurring
Per the valuechain.wiki graph, O’Reilly Automotive is directly linked to 2 companies (2 supply, 0 revenue relationships) and reaches 9 companies within two hops; the links are backed by 4 dated sources, 3 of them primary filings (as of 2026-09-11).
Financials & Segments
- Total revenue · US$17.782 billion in FY2025 (year ended December 31, 2025; SEC 10-K XBRL)
- Segments · DIY customers · Professional service provider customers · Other sales and sales adjustments
Revenue from
- DIY customers High confidence· Amount $8.8B · FY2025 · Sales to DIY customers
Consumers buying automotive parts directly in stores and online are a core demand group. FY2025 sales to DIY customers were US$8.766 billion, approximately half of total sales. - Professional service provider customers High confidence· Amount $8.7B · FY2025 · Sales to professional service provider customers
Repair shops, body shops and fleet-maintenance operators are commercial customers that buy parts with same-day delivery. FY2025 sales were US$8.652 billion, and Korean-language analysis of the third quarter also found professional-channel growth outpacing DIY growth.Mentions KO Investing.com Korea Published Oct 24, 2025: O’Reilly Automotive Beats Third-Quarter EPS Estimate as Shares Fall
Pays to
- Denso High confidence
O’Reilly lists Denso among the premium name-brand merchandise in its products and purchasing disclosure. It does not disclose contract terms or the amount procured from Denso. - ExxonMobil High confidence
O’Reilly lists Mobil 1 among the premium name-brand merchandise it carries. ExxonMobil identifies Mobil 1 as its synthetic motor-oil brand, but the value of O’Reilly’s procurement is not disclosed.
Investments
- Groupe Del Vasto (Vast Auto) High confidence· Market share 100 percent · acquisition closed 2024-01-22 · Share of Vast Auto outstanding stock acquired
O’Reilly acquired all outstanding shares of Canadian auto-parts distributor Vast Auto for cash in January 2024. The transaction added two distribution centers, six satellite warehouses and 23 company-owned stores across Eastern Canada.
Value-chain ripple (2 tiers)
Following node-to-node links up to 2 tiers; each firm is shown once, at its nearest tier.
| Company | Chain | '21 | '22 | '23 | '24 | '25 | YTD |
|---|---|---|---|---|---|---|---|
| O’Reilly Automotive | node | +56 | +19.5 | +12.6 | +24.8 | +15.4 | -3.6 |
| ExxonMobil | benef1 | +57.6 | +87.4 | -6.3 | +11.3 | +16 | +35.2 |
| Denso | benef1 | +49 | -16 | +37.4 | -5.5 | +2.4 | -8.9 |
| Targa Resources Corp. | benef2 | +100.1 | +43.7 | +21 | +110.1 | +5.7 | +59.5 |
| Schlumberger | benef2 | +39.6 | +81.2 | -0.8 | -24.5 | +3.3 | +52.3 |
| Baker Hughes Company | benef2 | +19 | +26 | +18.6 | +23.1 | +13.4 | +40.9 |
| Air Liquide | benef2 | +14.3 | +8.1 | +21.1 | +8.7 | -4.6 | +21.3 |
| Kinder Morgan, Inc. | benef2 | +23.8 | +21.2 | +4.1 | +64.4 | +4.8 | +17.5 |
| Honeywell Technologies | benef2 | -0.3 | +4.9 | +0 | +10 | -6.4 | +3.8 |
| Yokogawa Electric | benef2 | -15.9 | +23.6 | +30.6 | +18.8 | +52.3 | -7 |
YTD as of 2026-09-04 · source: Yahoo Finance
O’Reilly Automotive operates across North American auto-parts retailer. It is -3.6% in 2026. The stock (-3.6%) and its supply side (avg +13.2%) are moving in step. Among connected nodes the furthest ahead is ExxonMobil (+35.2%) and the furthest behind is Denso (-8.9%). If chain logic explains the gap, the laggard is the next propagation candidate; if not, the link itself deserves a second look. Merchandise procurement is its core cost base, including branded products from Denso and ExxonMobil’s Mobil 1, while the Vast Auto acquisition added a Canadian distribution network.
Analysis generated from returns as of 2026-09-04