O Reilly Automotive (ORLY) Change in Inventory (2009 - 2026)

O Reilly Automotive (ORLY) reported Change in Inventory of $79.1 million for Q1 2026, up 5.31% year-over-year from $75.1 million in Q1 2025, and down 33.09% quarter-over-quarter from $118.2 million in Q4 2025.

O Reilly Automotive (ORLY) Change in Inventory (2009 - 2026) Analysis & Trends

O Reilly Automotive (ORLY) has 18 years of Change in Inventory data on file, last reported at $79.1 million in Q1 2026.

  • Change in Inventory for Q1 2026 came in at $79.1 million, up 5.31% year-over-year; the trailing twelve-month figure through Mar 2026 was $608.5 million (up 57.27% YoY), and the FY2025 annual result was $604.5 million, up 49.68% from the prior year.
  • Change in Inventory declined to $79.1 million in Q1 2026 per ORLY's latest filing, from $118.2 million in the prior quarter.
  • Over five years, Change in Inventory peaked at $218.1 million in Q4 2022 and troughed at -$6.9 million in Q2 2024.
  • A 5-year average of $120.3 million and a median of $127.4 million in 2024 frame the typical range for Change in Inventory.
  • The sharpest annual moves came in 2022 and 2024: Change in Inventory surged 209996.83% in 2022, then sank 108.87% in 2024.
  • A 5-year view of Change in Inventory shows it stood at $218.1 million in 2022, then sank by 88.8% to $24.4 million in 2023, then jumped by 683.54% to $191.4 million in 2024, then sank by 38.26% to $118.2 million in 2025, then sank by 33.09% to $79.1 million in 2026.
  • Business Quant data shows ORLY's Change in Inventory at $79.1 million in Q1 2026, $118.2 million in Q4 2025, and $205.5 million in Q3 2025.

Peer Comparison

# Company Market Cap Enterprise Value Gross Profit (Qtr) Change in Inventory (Qtr)
1 O Reilly Automotive 76.26 Bn 76.01 Bn 2.35 Bn 79.07 Mn
2 Autozone 51.55 Bn 51.26 Bn 2.24 Bn 347.04 Mn
3 Borgwarner 15.32 Bn 15.49 Bn 677.00 Mn -
4 Aptiv 14.49 Bn 11.41 Bn 920.00 Mn 185.00 Mn
5 Modine Manufacturing 14.37 Bn 14.28 Bn 186.10 Mn 14.20 Mn
6 Genuine Parts 14.20 Bn 13.71 Bn 2.34 Bn -
7 Aurora Innovation 11.92 Bn 10.70 Bn -5.00 Mn -
8 Magna International 10.79 Bn 9.60 Bn 1.42 Bn -
9 Allison Transmission Holdings 9.75 Bn 9.43 Bn 406.00 Mn -46.00 Mn
10 Autoliv 9.61 Bn 9.25 Bn 526.00 Mn -35.00 Mn

Historic Data

Download Data
DateValue
Mar 31, 2026 79.07 Mn
Mar 31, 2026 79.07 Mn
Dec 31, 2025 118.17 Mn
Dec 31, 2025 118.17 Mn
Sep 30, 2025 205.47 Mn
Sep 30, 2025 205.47 Mn
Jun 30, 2025 205.82 Mn
Jun 30, 2025 205.82 Mn
Mar 31, 2025 75.08 Mn
Mar 31, 2025 75.08 Mn
Dec 31, 2024 191.40 Mn
Dec 31, 2024 191.40 Mn
Sep 30, 2024 127.35 Mn
Sep 30, 2024 127.35 Mn
Jun 30, 2024 -6.91 Mn
Jun 30, 2024 -6.91 Mn
Mar 31, 2024 92.04 Mn
Mar 31, 2024 92.04 Mn
Dec 31, 2023 24.43 Mn
Dec 31, 2023 24.43 Mn