Subtext

O'Reilly Automotive, Inc. ORLY

SectorConsumer Discretionary
Transcripts65
Date range2009-04-30 – 2025-04-24
Calls charted65

Sentiment timeline

Net Loughran-McDonald sentiment per call (×1000), earliest → latest.

-24-12+0+12+242009 Q12011 Q22013 Q32015 Q42018 Q12020 Q22022 Q32024 Q42009 Q1 · Overall: +7.72009 Q2 · Overall: +6.72009 Q3 · Overall: +9.22009 Q4 · Overall: +7.92010 Q1 · Overall: +12.92010 Q2 · Overall: +10.32010 Q3 · Overall: +12.32010 Q4 · Overall: +13.22011 Q1 · Overall: +17.12011 Q2 · Overall: +15.02011 Q3 · Overall: +16.22011 Q4 · Overall: +15.02012 Q1 · Overall: +13.62012 Q2 · Overall: +4.72012 Q3 · Overall: +13.62012 Q4 · Overall: +18.52013 Q1 · Overall: +9.92013 Q2 · Overall: +19.42013 Q3 · Overall: +8.02013 Q4 · Overall: +15.92014 Q1 · Overall: +6.32014 Q2 · Overall: +10.02014 Q3 · Overall: +15.52014 Q4 · Overall: +17.12015 Q1 · Overall: +14.72015 Q2 · Overall: +14.02015 Q3 · Overall: +14.32015 Q4 · Overall: +13.42016 Q1 · Overall: +12.32016 Q2 · Overall: +11.72016 Q3 · Overall: +12.92016 Q4 · Overall: +11.22017 Q1 · Overall: +10.32017 Q2 · Overall: +6.52017 Q3 · Overall: +6.22017 Q4 · Overall: +7.32018 Q1 · Overall: +12.42018 Q2 · Overall: +10.62018 Q3 · Overall: +10.32018 Q4 · Overall: +2.72019 Q1 · Overall: +8.42019 Q2 · Overall: +4.62019 Q3 · Overall: +13.42019 Q4 · Overall: +6.32020 Q1 · Overall: -0.12020 Q2 · Overall: +5.92020 Q3 · Overall: +9.02020 Q4 · Overall: +9.82021 Q1 · Overall: +11.42021 Q2 · Overall: +12.92021 Q3 · Overall: +10.92021 Q4 · Overall: +13.42022 Q1 · Overall: +11.12022 Q2 · Overall: +12.32022 Q3 · Overall: +14.22022 Q4 · Overall: +18.62023 Q1 · Overall: +20.82023 Q2 · Overall: +17.72023 Q3 · Overall: +20.82023 Q4 · Overall: +19.02024 Q1 · Overall: +0.02024 Q2 · Overall: +10.12024 Q3 · Overall: +9.82024 Q4 · Overall: +8.52025 Q1 · Overall: +7.6
Overall

CEO vs CFO

Average sentiment of each executive's remarks per call. Divergence is a signal.

-28-14+0+14+282009 Q12011 Q22013 Q32015 Q42018 Q12020 Q22022 Q32024 Q42009 Q1 · CEO: +11.92009 Q2 · CEO: +12.22009 Q3 · CEO: +15.92009 Q4 · CEO: +9.62010 Q1 · CEO: +17.72010 Q2 · CEO: +13.42010 Q3 · CEO: +13.82010 Q4 · CEO: +17.92011 Q1 · CEO: +21.52011 Q2 · CEO: +19.32011 Q3 · CEO: +22.32011 Q4 · CEO: +16.22012 Q1 · CEO: +12.92012 Q2 · CEO: +7.12012 Q3 · CEO: +17.62012 Q4 · CEO: +15.92013 Q1 · CEO: +9.32013 Q2 · CEO: +24.52013 Q3 · CEO: +12.22013 Q4 · CEO: +21.72014 Q1 · CEO: +9.52014 Q2 · CEO: +15.82014 Q3 · CEO: +20.82014 Q4 · CEO: +20.42015 Q1 · CEO: +18.02015 Q2 · CEO: +19.72015 Q3 · CEO: +15.42015 Q4 · CEO: +13.02016 Q1 · CEO: +15.62016 Q2 · CEO: +20.42016 Q4 · CEO: +11.32017 Q3 · CEO: +10.02017 Q4 · CEO: +10.72018 Q1 · CEO: +18.62019 Q1 · CEO: +13.32023 Q2 · CEO: +23.42009 Q1 · CFO: +2.02009 Q2 · CFO: -1.42009 Q3 · CFO: +5.82009 Q4 · CFO: +6.52010 Q1 · CFO: +11.62010 Q2 · CFO: +9.52010 Q3 · CFO: +10.92010 Q4 · CFO: +16.52011 Q1 · CFO: +16.92011 Q2 · CFO: +16.02011 Q3 · CFO: +13.52011 Q4 · CFO: +20.22012 Q1 · CFO: +17.82012 Q2 · CFO: +13.02012 Q3 · CFO: +15.22012 Q4 · CFO: +21.32013 Q1 · CFO: +8.82013 Q2 · CFO: +18.62013 Q3 · CFO: +6.02013 Q4 · CFO: +9.22014 Q1 · CFO: +9.52014 Q2 · CFO: +7.32014 Q3 · CFO: +8.82014 Q4 · CFO: +18.62015 Q1 · CFO: +10.62015 Q2 · CFO: +10.52015 Q3 · CFO: +10.82015 Q4 · CFO: +17.32016 Q1 · CFO: +12.52016 Q2 · CFO: +11.62016 Q3 · CFO: +12.52016 Q4 · CFO: +17.22017 Q1 · CFO: +13.32017 Q2 · CFO: +4.02017 Q3 · CFO: +14.22017 Q4 · CFO: +2.02018 Q1 · CFO: +9.92018 Q2 · CFO: +9.02018 Q3 · CFO: +8.42018 Q4 · CFO: +3.72019 Q1 · CFO: +8.62019 Q2 · CFO: +5.22019 Q3 · CFO: +9.42019 Q4 · CFO: +4.92020 Q1 · CFO: +1.92020 Q2 · CFO: +3.22020 Q3 · CFO: +10.32020 Q4 · CFO: +8.12021 Q1 · CFO: +4.92021 Q2 · CFO: +12.62021 Q3 · CFO: +13.02021 Q4 · CFO: +8.62022 Q1 · CFO: +16.42022 Q2 · CFO: +10.42022 Q3 · CFO: +8.82022 Q4 · CFO: +15.92023 Q1 · CFO: +18.72023 Q2 · CFO: +14.62023 Q3 · CFO: +23.22023 Q4 · CFO: +15.62024 Q1 · CFO: +2.82024 Q2 · CFO: +6.72024 Q3 · CFO: +5.52024 Q4 · CFO: +9.42025 Q1 · CFO: +9.2
CEOCFO

Prepared remarks vs Q&A

Scripted tone vs unscripted answers. The gap is information.

-34-17+0+17+342009 Q12011 Q22013 Q32015 Q42018 Q12020 Q22022 Q32024 Q42009 Q1 · Prepared remarks: +13.32009 Q2 · Prepared remarks: +14.22009 Q3 · Prepared remarks: +13.62009 Q4 · Prepared remarks: +10.32010 Q1 · Prepared remarks: +14.72010 Q2 · Prepared remarks: +13.92010 Q3 · Prepared remarks: +15.02010 Q4 · Prepared remarks: +22.02011 Q1 · Prepared remarks: +24.12011 Q2 · Prepared remarks: +22.32011 Q3 · Prepared remarks: +23.12011 Q4 · Prepared remarks: +23.72012 Q1 · Prepared remarks: +27.72012 Q2 · Prepared remarks: +16.92012 Q3 · Prepared remarks: +20.52012 Q4 · Prepared remarks: +26.52013 Q1 · Prepared remarks: +18.72013 Q2 · Prepared remarks: +29.52013 Q3 · Prepared remarks: +13.82013 Q4 · Prepared remarks: +22.62014 Q1 · Prepared remarks: +14.22014 Q2 · Prepared remarks: +16.62014 Q3 · Prepared remarks: +19.52014 Q4 · Prepared remarks: +27.82015 Q1 · Prepared remarks: +21.42015 Q2 · Prepared remarks: +12.82015 Q3 · Prepared remarks: +21.22015 Q4 · Prepared remarks: +23.22016 Q1 · Prepared remarks: +12.92016 Q2 · Prepared remarks: +20.32016 Q3 · Prepared remarks: +21.62016 Q4 · Prepared remarks: +22.42017 Q1 · Prepared remarks: +14.32017 Q2 · Prepared remarks: +11.72017 Q3 · Prepared remarks: +9.62017 Q4 · Prepared remarks: +14.32018 Q1 · Prepared remarks: +21.02018 Q2 · Prepared remarks: +23.02018 Q3 · Prepared remarks: +20.12018 Q4 · Prepared remarks: +10.52019 Q1 · Prepared remarks: +14.62019 Q2 · Prepared remarks: +12.12019 Q3 · Prepared remarks: +23.82019 Q4 · Prepared remarks: +11.22020 Q1 · Prepared remarks: +0.82020 Q2 · Prepared remarks: +16.62020 Q3 · Prepared remarks: +14.42020 Q4 · Prepared remarks: +17.22021 Q1 · Prepared remarks: +11.92021 Q2 · Prepared remarks: +23.32021 Q3 · Prepared remarks: +21.32021 Q4 · Prepared remarks: +22.92022 Q1 · Prepared remarks: +21.82022 Q2 · Prepared remarks: +18.12022 Q3 · Prepared remarks: +18.22022 Q4 · Prepared remarks: +26.12023 Q1 · Prepared remarks: +26.02023 Q2 · Prepared remarks: +24.42023 Q3 · Prepared remarks: +28.72023 Q4 · Prepared remarks: +25.52024 Q1 · Prepared remarks: +18.92024 Q2 · Prepared remarks: +14.22024 Q3 · Prepared remarks: +17.82024 Q4 · Prepared remarks: +13.72025 Q1 · Prepared remarks: +14.22009 Q1 · Q&A responses: +5.42009 Q2 · Q&A responses: +2.02009 Q3 · Q&A responses: +7.02009 Q4 · Q&A responses: +8.42010 Q1 · Q&A responses: +15.12010 Q2 · Q&A responses: +8.82010 Q3 · Q&A responses: +13.32010 Q4 · Q&A responses: +9.02011 Q1 · Q&A responses: +13.82011 Q2 · Q&A responses: +10.52011 Q3 · Q&A responses: +14.92011 Q4 · Q&A responses: +10.22012 Q1 · Q&A responses: +5.82012 Q2 · Q&A responses: -3.92012 Q3 · Q&A responses: +11.02012 Q4 · Q&A responses: +12.42013 Q1 · Q&A responses: +0.52013 Q2 · Q&A responses: +13.12013 Q3 · Q&A responses: +4.12013 Q4 · Q&A responses: +11.82014 Q1 · Q&A responses: +5.52014 Q2 · Q&A responses: +8.62014 Q3 · Q&A responses: +17.02014 Q4 · Q&A responses: +14.82015 Q1 · Q&A responses: +15.02015 Q2 · Q&A responses: +22.22015 Q3 · Q&A responses: +13.82015 Q4 · Q&A responses: +9.12016 Q2 · Q&A responses: +13.92016 Q3 · Q&A responses: +11.62016 Q4 · Q&A responses: +7.52017 Q1 · Q&A responses: +13.42017 Q2 · Q&A responses: +3.32017 Q3 · Q&A responses: +9.52017 Q4 · Q&A responses: +4.32018 Q1 · Q&A responses: +13.92018 Q2 · Q&A responses: +8.02018 Q3 · Q&A responses: +9.22018 Q4 · Q&A responses: +2.92019 Q1 · Q&A responses: +9.92019 Q2 · Q&A responses: +0.02019 Q3 · Q&A responses: +10.82019 Q4 · Q&A responses: +3.92020 Q1 · Q&A responses: +4.72020 Q2 · Q&A responses: -4.12020 Q3 · Q&A responses: +8.52020 Q4 · Q&A responses: +3.72021 Q2 · Q&A responses: +8.22021 Q3 · Q&A responses: +4.22021 Q4 · Q&A responses: +7.92022 Q1 · Q&A responses: +4.82022 Q2 · Q&A responses: +10.32022 Q3 · Q&A responses: +14.32022 Q4 · Q&A responses: +14.52023 Q1 · Q&A responses: +17.92023 Q2 · Q&A responses: +14.92023 Q3 · Q&A responses: +18.02023 Q4 · Q&A responses: +13.82024 Q1 · Q&A responses: +1.82024 Q2 · Q&A responses: +10.52024 Q3 · Q&A responses: +10.02024 Q4 · Q&A responses: +6.32025 Q1 · Q&A responses: +6.4
Prepared remarksQ&A responses

Tone vs forward expectations

Management tone next to Wall Street's forward-looking numbers (glopardo): the 12-month forward EPS estimate and the forward P/E per call.

Forward EPS estimate

$4.27$26.01$47.752009 Q12011 Q22013 Q32015 Q42018 Q12020 Q22022 Q32024 Q42014 Q1: $7.262014 Q2: $7.552014 Q3: $7.922014 Q4: $8.312015 Q1: $8.842015 Q2: $9.292015 Q3: $9.802015 Q4: $10.382016 Q1: $11.002016 Q2: $11.492016 Q3: $11.932016 Q4: $12.272017 Q1: $12.782017 Q2: $13.042017 Q3: $12.812017 Q4: $13.142018 Q1: $15.882018 Q2: $16.402018 Q3: $17.182018 Q4: $17.812019 Q1: $18.292019 Q2: $18.752019 Q3: $19.092019 Q4: $19.942020 Q1: $19.822020 Q2: $18.242020 Q3: $21.932020 Q4: $23.162021 Q1: $24.262021 Q2: $26.732021 Q3: $28.942021 Q4: $30.742022 Q1: $34.242022 Q2: $34.842022 Q3: $34.612022 Q4: $37.132023 Q1: $37.912023 Q2: $39.452023 Q3: $41.052023 Q4: $42.672024 Q1: $43.462024 Q2: $44.522024 Q3: $44.75

Forward P/E

13.9420.2926.642009 Q12011 Q22013 Q32015 Q42018 Q12020 Q22022 Q32024 Q42014 Q1: 20.262014 Q2: 20.022014 Q3: 19.542014 Q4: 23.132015 Q1: 24.252015 Q2: 24.362015 Q3: 25.762015 Q4: 24.822016 Q1: 24.552016 Q2: 22.672016 Q3: 23.182016 Q4: 22.562017 Q1: 21.182017 Q2: 17.962017 Q3: 16.232017 Q4: 18.722018 Q1: 15.682018 Q2: 17.172018 Q3: 19.952018 Q4: 19.112019 Q1: 20.082019 Q2: 20.222019 Q3: 20.452019 Q4: 22.092020 Q1: 14.822020 Q2: 23.372020 Q3: 21.432020 Q4: 19.652021 Q1: 19.912021 Q2: 19.992021 Q3: 20.762021 Q4: 22.362022 Q1: 20.472022 Q2: 17.202022 Q3: 19.922022 Q4: 21.942023 Q1: 21.582023 Q2: 23.062023 Q3: 22.582023 Q4: 23.052024 Q1: 25.342024 Q2: 23.732024 Q3: 25.32

Divergence watch ⚑

Quarters where tone and the forward EPS estimate moved opposite ways.

  • 2015 Q1 tone ↓ -2.4 fwd EPS ↑ +0.53 Tone cooled even as the forward EPS estimate rose.
  • 2017 Q2 tone ↓ -3.8 fwd EPS ↑ +0.27 Tone cooled even as the forward EPS estimate rose.
  • 2018 Q4 tone ↓ -7.6 fwd EPS ↑ +0.62 Tone cooled even as the forward EPS estimate rose.
  • 2019 Q2 tone ↓ -3.8 fwd EPS ↑ +0.46 Tone cooled even as the forward EPS estimate rose.
  • 2019 Q4 tone ↓ -7.1 fwd EPS ↑ +0.85 Tone cooled even as the forward EPS estimate rose.
  • 2020 Q2 tone ↑ +6.1 fwd EPS ↓ -1.58 Tone rose while the forward EPS estimate was cut.
  • 2021 Q3 tone ↓ -2.0 fwd EPS ↑ +2.21 Tone cooled even as the forward EPS estimate rose.
  • 2022 Q1 tone ↓ -2.3 fwd EPS ↑ +3.50 Tone cooled even as the forward EPS estimate rose.
  • 2023 Q2 tone ↓ -3.2 fwd EPS ↑ +1.54 Tone cooled even as the forward EPS estimate rose.
  • 2024 Q1 tone ↓ -19.0 fwd EPS ↑ +0.79 Tone cooled even as the forward EPS estimate rose.

Recent transcripts

CallDateSentiment ×1000Fwd EPSFwd P/E
2025 Q12025-04-24+7.6——View →
2024 Q42025-02-06+8.5——View →
2024 Q32024-10-24+9.8$44.7525.3View →
2024 Q22024-07-25+10.1$44.5223.7View →
2024 Q12024-04-25+0.0$43.4625.3View →
2023 Q42024-02-08+19.0$42.6723.1View →
2023 Q32023-10-26+20.8$41.0522.6View →
2023 Q22023-07-27+17.7$39.4523.1View →