O REILLY AUTOMOTIVE Business Summary

O’Reilly Automotive Inc. (ORLY) operates a high-performance dual-market business model, generating revenue through the retail and wholesale distribution of automotive aftermarket parts, tools, and accessories. The company serves two primary customer segments: Do-It-Yourself (DIY) retail consumers and Professional Service Providers (DIFM), with the latter accounting for approximately 60% of total sales. For fiscal year 2025, O’Reilly reported record revenue of $17.78 billion, supported by a sophisticated hub-and-spoke distribution network that ensures industry-leading parts availability. The company competes directly with AutoZone, Advance Auto Parts, and Genuine Parts Company (NAPA), maintaining a dominant position as the second-largest player in the U.S. market and distinguishing itself through superior supply chain efficiency and consistent comparable store sales growth, which has spanned 33 consecutive years. Founded in 1957 by C.F. and Charles H. "Chub" O’Reilly, the company remains guided by a leadership team with deep internal pedigree and industry expertise. Chief Executive Officer Brad Beckham, a 27-year veteran who rose from a store-level parts specialist to the helm in 2024, leads the executive suite alongside Executive Vice President and CFO Jeremy Fletcher and President Brent Kirby, the latter of whom previously served as Chief Supply Chain Officer at Lowe’s. The board is anchored by Executive Chairman Greg Henslee and Executive Vice Chairman David O’Reilly, ensuring continuity of the founding family’s operational philosophy. As a prominent S&P 500 constituent, the company maintains a high degree of institutional ownership, with major stakeholders including The Vanguard Group and BlackRock, reflecting its status as a premier blue-chip retail investment.